Product

Everything a producer runs on, in one view.

Pick a module. Every one of them shares the same record, roles, and audit trail.

ERP & inventoryProductionComplianceCRM & salesFinancePlatform

ERP & inventory

Inventory items & material lots

  • Grain, botanicals, packaging, chemicals
  • Lot-level receiving, consumption, and cost
  • Supply options per vendor: lead time, MOQ, last price

Storage & equipment

  • Location tree: rickhouse → bay → rack
  • 23 equipment types with capacity and status
  • Barrel specs and serialized barrels

Purchasing & receiving

  • Purchase orders with confirmed quantities
  • Receiving wizard with shortfall, overage, and credit-claim resolutions
  • Vendor bills from POs

Genealogy & traceability

  • Grain-to-bottle DAG for every lot
  • Barrel fill/harvest lineage
  • Costing rollups over the same graph

CSV import

  • Contacts, companies, items, barrel specs, equipment, locations, product specs
  • Preview and validate before commit

Documents & attachments

  • COAs, labels, permits attached to the record they belong to
  • Included in every export

Production

Mashing & fermentation

  • Recipes with checkpoints
  • Multi-mash charges and repitch
  • Gravity, temperature, and yield tracking

Distillation

  • Batch and continuous runs with human-readable run codes
  • Cuts recorded as gauges in proof gallons
  • Effective-dated reversals with a full audit trail

Barrels

  • Fill splits the source lot into aging lots
  • Regauge history, residency, harvest
  • Age provenance for label claims

Blending & bottling

  • Blend recipes with proof targets
  • Product specs and bottled product lots
  • COGS posting through the configured accounting workflow

Run planner & scheduling

  • Profile-driven plans: duration, labor, material demand
  • Equipment and worker bookings
  • PO readiness and reorder reminders

Quality

  • Samples and test records tied to lots
  • Recall-ready by construction

Compliance

TTB monthly operations reports

  • Production 5110.40, Storage 5110.11, Processing 5110.28
  • Generated from the same production, barrel, and bottling record
  • Part V production-gauge evidence rules; Pay.gov JSON export for each

Excise cadence (5000.24)

  • Semimonthly, quarterly, or annual per 27 CFR §19.235
  • Bond-required gate with exempt handling
  • Cadence-only today; excise return 5000.24 is not generated

Transfers in bond

  • Authorizations, transfers, receipts
  • Linked to purchase and sales orders

State reports

  • Reports for California, New York, Texas, Colorado, and Washington
  • CA / NY / TX / CO / WA generators
  • 20-state registry and audit package

Shipping compliance

  • Zone rules checked before a shipment confirms
  • Fulfillment queue from sales orders

Filed-period protection

  • Changes that touch a filed period warn and require typed confirmation
  • Restatement evidence preserved under the retention policy

CRM & sales

Contacts & companies

  • Distributors, retailers, vendors, brokers
  • Tags, custom fields, activities, notes

Pipeline

  • Leads → opportunities → closed
  • Kanban with forecast = amount × probability

Quotes, price lists & orders

  • Typed line items from a multi-domain picker
  • Sales orders allocate real lots

Invoices & payments

  • Customer payment links when enabled
  • Recurring billing, credit memos

Brokerage agreements

  • Commission terms tracked per agreement

Analytics

  • Dashboard, RFM, churn signals

Finance

General ledger Early access

  • Chart of accounts, journal entries, fiscal periods
  • Bi-temporal reporting: as-of and as-known

Banking

  • Import, match, reconcile with a zero-difference gate
  • Bank feeds when connection is enabled

Payables & assets

  • Vendor bills, vendor payments, shortfall credit claims
  • Fixed assets with straight-line depreciation

Budgets & reports

  • YTD variance against account balances
  • Balance sheet, P&L, trial balance

Costing

  • Rollups over genealogy: material, labor, overhead
  • COGS journals through the configured accounting workflow

QuickBooks Online

  • Journal-entry CSV today
  • Direct connector awaiting Intuit approval

Platform

Roles & permissions

  • Tenant admin, manager, staff, viewer — or your own
  • Every mutation permission-checked

Audit trail

  • Event-sourced: who, when, why, on every change
  • Hash-chained event store

Data export

  • Complete bundle: records, files, documents
  • Any time, from Settings

Tenant isolation

  • Row-level security enforced in the database

Notifications

  • In-app bell for payments, filings, and approvals

Sign-in

  • Email + MFA; SSO on the Enterprise roadmap