In order to package your batch of beer into a product, you’ll need to create your package type and product variants. Packaging your beer depletes volume from your tanks (based on the package size) and also depletes inventory from your packaging materials, based on a bill of materials.
First, you’ll need to ensure that your package types are setup correctly
How to Add/Edit Package Types
Package Types indicate how much volume should be depleted based on the container size or format you use for all of your products. You can also pre-save the bill of materials you will need for a package type that will auto-populate on all the product variants using that package type. You’ll assign these package types to individual products later on in the product creation and can create a specific bill of materials. Before starting, you'll need to ensure that every container size and format you use to package your products is accounted for in the system. A number of pre-populated kegs, bottles, and can containers have been preloaded for you. You are able to edit/delete/add any other sizes you wish to use.
Click the circle in the top right corner and select Package Types:
Under each tab, ensure the various container sizes you use are listed.
To add a new package type, toggle the correct tab (keg, bottle, or can) and click New. Fill in each of the boxes accordingly and click save:
- Name - How you would like to refer to that container (ex 1/6 Barrel Keg)
- Capacity - How much volume should be depleted from the tank, when the container is used for packaging
- Unit of Measure - What unit of measure you would like to use for depletion from the tank
- Bill of Materials - The packaging material and amount that will be utilized from inventory when this type is packaged. (you are also able to customize/edit the bill of materials on each individual product variant in later steps)
To edit or delete a package type, click the three dots on the right hand side of the corresponding line:
Tip: Keep clutter down by deleting any options you don’t typically use. You can always add packaging back if you begin to use it down the road!
Important Note for Ollie Standard users (utilizing both Ollie Ops & Order): When creating a bottle or can package type, you’ll want to create the package type as the entire case and remove the individual can/bottle package types. See the example below marked by the arrows:
After your package types are in place, you will need to..
Create Products & Product Variants
In this section, you will want to list every product that you package. For each product, you will list all the sizes (also known as “variants” in Ollie) that you sell the product in. When you go to package your final goods from a tank, the options you will be presented with will be the product variants you created for that product.
You have a few options for adding Products, the Option 1 is manually:
- To add Products, go to the circle in the top right corner and select Products:
- Click “New”
3. Add a Product Name and Alcohol by Volume, then click Save.
4. You’ll then be brought to the product variant page where you’ll add all your product variants simply by selecting New.
5. Next, fill in each of the boxes with your product variant information:
- Package Type - From the drop-down, select a package type you sell this product in (Note: this list is populated by the options you added/edited under the Product Type section)
- Unit Price - The price you sell the product for, if you are invoicing outside of Ollie Ops, you can leave this as 0.
- Unit of Measure -The number of units (volume) you are removing from the based on the package type. You’ll select "each" for almost all of your products.
- Each - Only 1 measure of the set volume for the package type will be deducted from the tank at packaging.
- Four Pack - The set volume for the package type will be multiplied by 4 when packaged out of the tank.
- Six Pack - The set volume for the package type will be multiplied by 6 when packaged out of the tank.
- Twelve Pack - The set volume for the package type will be multiplied by 12 when packaged out of the tank.
- Case - The set volume for the package type will be multiplied by 24 when packaged out of the tank.
- SKU - A unique way to refer to a specific size of each product. If you are using Ollie Order as well, you will want to match SKUs in both programs. For example, your SKU for your ½ Bbl Keg of Signature IPA could be “SigIPAHalf”
- Bill of Materials - Click New to select a packaging material that should be drawn down from inventory every time you package that variant. Then enter the amount of each packaging material you’d like to be removed from inventory when packaging 1 of the variants. Repeat this process until all the items that make up your product variant have been listed and then click Save.
Please note: If a packaging material isn’t populating under the drop-down list in your Bill of Materials, be sure to go back and add that material by clicking the gear in the upper right corner and going to the Packaging Material section. Also, whenever you package final goods inventory, these items will be automatically depleted from inventory but you are able to fine-tune the materials used for that specific packaging run to reflect what actually occurred (in the event more or less materials are used at the time of packaging).
Option 2: Use the Product Variants Import tool:
- Click the Import button
- Next select “Download Template”
- Once you download your CSV file, you’ll need to fill in each column with the corresponding information described in the ledger below.
- Save your completed Product Importer Template as a .CSV file (please note: the importer will not accept other file types)
- Head back to the product importer page
- Drag and drop your .CSV file next to the “Choose File” button OR select “Choose File” and select the .CSV from your device
- Select “Import”
Below is an example of a completed template:
- Drag and drop the completed CSV file and click Import
How to Clone/Disable/Delete Products
You are able to clone a product, its variants plus the bill of materials to easily build out your product list, you also have the ability to delete or disable any product that you no longer use in Ollie Ops.