2016 OrchestratedSPIRITS Brochure · DISTILLERY THE CORE FOUNDATION FORY OUR MALT DISTILLERY Orchestrated®SPIRITS is an all-in-one business management software solution that manages

SPIRITSSPIRITSOrchestratedOrchestrated®

Business Management Software for Craft Distilleries. Business Management Software for Craft Distilleries.

DISTILLERY BUSINESS CHALLENGES:

DISTILLERY

Figure 1. Bill can’t connect the dots between his disparate systems

1.

2. 3.

4.

5.

1. Disparate systems• Generic bookkeeping software• Proprietary Knowledge• Web Applications• Hand-written notes• Secret spreadsheets

4. Ine�cient Processes• Dual entry (redundancies)• DIY systems • Manual data entry

3. Information Silos• Segregated information• Inconsistent information • Planning & Reporting• Inaccuracies

5. “Single Threadedness”• Managed in one’s head• Fear of relinquishing control• Personnel constraints• Information funnels• Departmental bottlenecks

“1. Bill’s Disparate Distillery Systems”

Bookkeeping

Software

Written

Notes

Spreadsheets

Web AppsWeb Apps

BILL - Owner/Founder

Proprietary

Knowledge

2. Growing Pains• Can't keep up with growth• Outgrowing systems• Tracking data• Projections

DISTILLERY

THE COREFOUNDATION

FOR YOUR

MALT

DISTILLERY

Orchestrated®SPIRITS is an all-in-one business management software solution that manages everything from accounting in the back o�ce, to production on the distillery floor.

ACCOUNTING

PRODUCTION

PURCHASING

RECEIVING

PLANNING

INVENTORY

SALES

SHIPMENTS



Orchestrated®SPIRITS replaces generic bookkeeping software with an automated, distillery-specific accounting solution, eliminating the need to keep books after the fact.

Execute day-to-day accounting activities while journal entries are automatically created behind the scenes as each process occurs. Know the true cost of your spirits with dynamic cost accounting capabilities.

Features & Capabilities:

Replace bookkeeping with automated accountingAUTOMATED ACCOUNTING

Distillery-Specific AccountingAutomated Journal EntriesGeneral (Day-to-day) accounting activities

Dynamic Cost AccountingBudget ManagementFull Financial Statements & Reporting

Control production variances

View customer balances

www.OrchestratedSPIRITS.com

Distillery-specific accounting



View real time and future inventory stock levelsINVENTORY MANAGEMENT

Orchestrated®SPIRITS real-time inventory management eliminates the convoluted, 17-tab inventory spreadsheets, providing one centralized version of the truth.

Inventory levels are automatically increased or decreased as the distillery purchases, produces and sells. Any transactions e�ecting inventory are reflected throughout the distillery providing instant insights into the past, present and future.


Automated Inventory PostingsComprehensive Inventory ManagementMinimum Stock ManagementBatch & Lot Tracking

Multi-level Bill of Materials (BoM)Physical Inventory CountingInventory Reports

Forward-looking inventory

Viewreal-time

inventory levels


Multi-level Bill of Materials (BoM)



Orchestrated®SPIRITS replaces DIY systems and hand-written notes throughout the distillery. Link the details captured at every step of the production run to track what was used from grain-to-glass and everything in between.

Exchange clipboards and paper cook logs with digital cook, cellar, still, barrel and packaging worksheets to execute production orders. Capture variances throughout production, allowing you to compare planned quantities to what actually happened.


Streamline production from grain to glassPRODUCTION & PACKAGING

Multi-Process ProductionBrand Creation WizardVariance ManagementRecipe Management

Batch TraceabilityDigital Work SheetsBarrel ManagementProduction Reports

Digital worksheets

Barrel management


Multi-process production



Anticipate purchasing needs based on demandsPURCHASING & RECEIVING

Orchestrated®SPIRITS replaces the ine�ciencies of spreadsheets, emails and hand-written notes with a streamlined purchasing process workflow. Bridge the gap between purchasing, accounting and inventory to ensure accuracy.

Anticipate purchasing needs based on planned production requirements and future sales demand so you'll never run out of ingredients.


View purchase

requirements

See what’s required & when

Purchase ManagementPurchase RequisitionContract Management Lot Management

Inventory CostingVendor ManagementMaterial Requirements Planning (MRP)Purchasing Reports


Purchase management

Sell and fulfill more ordersSALES & SHIPMENTS

Orchestrated®SPIRITS replaces hand-written notes and dual entry with a streamlined sales process work flow. Real-time communication between departments provides instant insights into shipment requirements to ensure nothing falls through the cracks.

Get the complete picture using a variety of reports and forecasts to see what's available to promise, who owes you money and which brands perform the best.

Features & Capabilities:Sales ManagementAvailable to Promise (ATP)Bill of Lading (BoL)Pick & Pack Manager

Price List ManagementDocument FinalizerSales ForecastingSales Reports

Print Bill of Lading (BoL)

View invoice volume summary




Sales management



Orchestrated®SPIRITS replaces whiteboards and multi-tab spreadsheets with an interactive, digital calendar.Drag & drop production orders by date, time or location to make changes on the fly, creating a real-timerepresentation of the distillery's production schedule.

Plan for future demands by considering lead times by process, storage tank or warehouse. Anticipate what to produce, when, and how much based on future demands. Visualize production from various angles such as dates, times, locations, process or brands.

Features & Capabilities:Production PlanningDrag & Drop Production SchedulingMaterial Requirements Planning (MRP)

See what’s required & when

View production requirements

ForecastingInteractive Digital CalendarPlanning and Scheduling Reports

Get the complete picture of production PLANNING & SCHEDULING


Drag & drop scheduling



QUALITY CONTROLTrack batches & capture QC metrics

Orchestrated®SPIRITS quality control eliminates the spreadsheets and paper logs used to track batch QC metrics. Get a central hub for capturing a comprehensive list of quality metrics and automatically tracking batches throughout production.

Trace batches from what was shipped to your distributor, what lot of ingredients were used and what vendor it was purchased from.

Features & Capabilities:Batch ManagementBatch TraceabilityQC Metrics

Yeast SchedulingBarrel DataQC Reports

Search by batch or item code


Drill down to source document

Capture QC metrics



Accumulate reporting information as processes occurREPORTING & TTB

Orchestrated®SPIRITS has full business reporting and TTB Reporting. With integrated distillery specific reports, dashboards, analysis tools and alerts, you have the flexibility to access relevant information necessary to make decisions.

Generate TTB reports with the real-time information that is automatically accumulated as production orders are processed. Drill down into each populated field to see what transactions make up the values and have full audit transparency.


1. NAME OF PROPRIETOR 2. EIN 3. MONTH AND YEAR

4. LOCATION OF PLANT 5. PLANT NUMBER

PART I - TRANSACTIONS

OTHER

OVER 160O 170O AND UNDER OVER 170O

(c) (d) (e)(k)

1. TAX PAYMENT 02. USE OF U.S. 03. HOSPITAL, SCIENTIFIC, OR EDUCATIONAL USE 1 04. EXPORT 05. TRANSFER TO FOREIGN TRADE ZONE 06. TRANSFER TO CMBW 07. USE AS SUPPLIES ON VESSELS OR AIRCRAFT 08. USE IN WINE PRODUCTION 09. ENTERED IN PROCESSING ACCOUNT 010. ENTERED FOR TRANSFER IN BOND 011. ENTERED IN STORAGE ACCOUNT 012.

013. 014. PRODUCED (Total, Lines 1 through 13) 0 0 0 0 0 0 0 0 0 0 015. RECEIVED FOR REDISILLATION3 016. 0

17.

(a)

0(b) UNFINISHED SPIRITS 0

PROOF GALLONS (b)

KIND (a)

PROOF GALLONS NEW

COOPERAGE (b)

PROOF GALLONS USED COOPERAGE

(c)

PROOF GALLONS DEPOSITED IN

TANKS (d)

PROOF GALLON (b)

PROOF GALLON (b)

1. GRAIN 1. BOURBON 1. GRAPE BRANDY 1.2. FRUIT 2. CORN 2. ALL OTHER BRANDY 2.3. MOLASSES 3. RYE 3. NEUTRAL GRAPE BRANDY 3.4. ETHYL SULFATE 4. LIGHT 4. ALL OTHER NEUTRAL BRANDY 4.5. ETHYLENE GAS 5. 5. 5.6. SULPHITE LIQUORS 6. 6. 6.7. FROM REDISTILLATION 7. 7. 7.8. 8. 8. 8.

1Does not include sprits withdrawn for experimental or research used under 26 U.S.C.

3Does not include recorered denatured spirits or articles returned for restoration and/or denaturation under 4 Samples returned must be shown here.

5312; report these at line 12 27 CFR 19.683, such materials should be reported on TTB F 5110.43, Monthly Report of Processing (Denaturing) 5 If alcohol or spirits, indicate whether "190o or over"2

Show withdrawals under 26 U.S.C. 5214(a)(10), 5373(b)(4), or 5312 Operations. Imported spirits received for redistillation will be identified as such as reported separately in Parts II and V. or "under 190o".

TTB F 5110.40 (01/2010)

KIND (a) KIND OF SPIRITSS

(a)

TOTAL (l)

PROOF GALLONS

TRANSACTION (a) GIN

(g)VODKA

(h)190O AND OVER

(Distillation Proof) (i)

ALCOHOL AND SPIRITS

KIND OF MATERIAL (a)

WITHDRAWN FOR REASEARCH, DEVELOPMENT, OR TESTING 2

PART III - PRODUCTION OF WHISKY BY KIND AND COOPERAGE USED

WHISKY BRANDY

RECEIVED FOR REDISTILLATION 3

PHYSICAL INVENTORY- END OF CALENDAR QUARTER

BY KIND OF MATERIAL USED

PART II - PRODUCTION OF ALCOHOL ANDSPIRITS OF 190O OR MORE OF PROOF, PART IV - PRODUCTION OF BRANDY BY KIND PART V - USED IN REDISTILLATION

WIT

HDRA

WN

FOR

UNDER 190O

(Distillation Proof) (j)

160O AND UNDER

(b)

January - 201678-512345

841335

OrchestratedSPIRITS Distillery

12345 Main StreetBeaverton, OR 97006

DEPARTMENT OF THE TREASURYALCOHOL AND TOBACCO TAX AND TRADE BUREAU (TTB)

MONTHLY REPORT OF PRODUCTION OPERATIONS(PREPARE IN DUPLICATE. SEE INSTRUCTIONS BELOW)

RUM (f)

100+ Distillery-Specific ReportsAutomated TTB ReportsInteractive DashboardsExport to Microsoft Excel

Analysis Tools Workflow-based AlertsCustom Report Generator


Interactive dashboards

Search for reports, common functions &

other data

TTB reporting



MOBILE SALES & CRM

The Mobile Sales & CRM app extends Orchestrated®SPIRITS sales and CRM capabilities to a mobile device. The app simplifies the process of communicating sales and customer information back to accounting and inventory at the distillery.

Manage sales activities, tasks and opportunities, access key customer information, create quotes, sales orders and view real-time inventory on the go.


Mobilize your distillery sales team

Works on iOS, Android and Web BrowserWork in O�ine ModeCreate Quotes & Sales Orders

Track Activities & TasksAccess Customer InformationView Available Inventory


Native iOS application



CUSTOMER WEB PORTAL

The Customer Web Portal allows your customers to place orders and manage account information from an online web portal to eliminate manual order entries.

Simplify the ordering process with customer-generated sales quotes and orders. Allow your customers to view sales history, account balances, statements, quotes, order status and more.


http://www.

Allow customers to place online orders

SPIRITSSPIRITSOrchestratedOrchestrated™


View Sales HistoryView Account Info & BalancesView Statements

Create Sales Quotes & OrdersView Order StatusIntegrates to Orchestrated®SPIRITS



Allow customers to create quotes &

orders

View balances & order status


BENEFITS FOR EVERY DEPARTMENTFor Owners: Get the complete picture

Orchestrated®SPIRITS provides Bill's employees with a single, centralized distillery system to access the tools and instant insights they need to do their job.

With more than 100 distillery-specific reports, Bill can get the complete picture of his distillery’s performance from every aspect. Bill no longer has to rely on outdated information to make critical business decisions.

For Production: Streamline production & scheduling

Orchestrated®SPIRITS streamlines production processes so Dan the distiller can plan production and see every step along the way.

Dan can process production orders, fulfill packaging runs, adjust production schedules on the fly and decrement inventory, all from a single application. Dan no longer has to maintain his DIY tools & systems and can focus on making great spirits.

For Inventory: Anticipate future needs & view real-time inventory

Orchestrated®SPIRITS allows Peter the inventory manager to view past, present and future so he can get the complete picture of inventory.

Peter can now generate purchase recommendation reports, automate inventory postings, anticipate potential needs and future availability and view a snapshot of planned demand and supply all in real time. Peter no longer needs to manage his 17-tab spreadsheets and re-enter his hand-written notes.

For Accounting: Automate accounting transactions

Orchestrated®SPIRITS allows Penny the accountant to have instant insights into accounting as processes occur throughout the distillery.

Penny can focus more on controlling finances and generating reports instantaneously. Penny no longer “keeps the books” after the fact by manually entering hand-written notes & information from other departments.

For Sales: Make better promises and sell more

Orchestrated®SPIRITS real-time communication between departments allows Sal to make better promises and ensure nothing falls through the cracks.

Sal can be confident that orders will be shipped and invoiced by the team. Sal no longer has to worry about missed or delayed orders.



“The Owner”

“The Distiller”

“The Inventory Mgr.”

“The Accountant”

“The Sales Guy”

Bill

Dan

Peter

Penny

Sal


Recommended For:

Core Features:

* Monthly subscription fee **Purchase of software licenses +Our most a�ordable service package consists of a 6-week online training & implementation package held in a group setting. ++An accelerated version of our Extended Service Package using a preconfigured Chart of Accounts, which includes on-site training and on-site Go-live.+++Our most comprehensive service package includes on-site training and on-site Go-live with 2 implementation consultants. Custom built from the ground up.

PRODUCT COMPARISON CHART

+

OnDemandFe

atur

esO

pti

onal

Mod

ules

Serv

ices

Enterprise

http://www

Web Apps:

Hosting:

= included in core functionality

Mobile Modules:

Interface Modules:

Inte

rfac

es

Advanced Modules:

Service Packages:

Number of Users 1 – 15+ users 10 – 200+ users

Licensing Type SaaS* Perpetual**

Accounting

Inventory

Production

Purchasing & Receiving

Sales & Shipments

Planning & Scheduling

Business Reporting & TTB

Utilities

Quality Control

POS Import

Expense import

Payroll Import

Payables Import

Mobile Sales/CRM App Available Available

Mobile Production App Coming Soon Coming Soon

Mobile Inventory App Coming Soon Coming Soon

Customer Web Portal Available Available

Web Scheduler – Available

Multi-Location Production Available Available

Advanced Analytics Available Available

Fast-Track+ Available –

Accelerated++ Available Available

Extended+++ – Available

Cloud Only On-premise Server or

private cloud


Business Management Software for Craft Distilleries. Business Management Software for Craft Distilleries. www.OrchestratedSPIRITS.com

1-877-683-2648 | www.OrchestratedSPIRITS.com | [email protected]

“All-in-One” Software for Craft Distilleries

Orchestrated®SPIRITS is an "all-in-one" business management software solution that helps you manage every

aspect of your distillery from accounting in the back o�ce, to production on the distillery floor.

Orchestrated®SPIRITS solves the common problems that distilleries of all di�erent sizes encounter as a result of

using convoluted spreadsheets, limited bookkeeping software, whiteboards, pen & paper, and other make shift

tools. Orchestrated®SPIRITS consolidates information in one centralized location to reduce unnecessary work,

eliminate dual-entry, increase transparency, and streamline processes. Orchestrated®SPIRITS provides real-time

Key Performance Indicators (KPIs), accurate future inventory projections, flexible production planning and

insightful business reporting.

Orchestrated®SPIRITS is developed, supported and maintained by Orchestra Software under one roof in

Beaverton, Oregon, USA. Our team is passionate about craft spirits and committed to solving the complicated

dynamics of the craft distillery business by utilizing proven best practices.

Orchestra Software - The Company Behind OrchestratedSPIRITS

Orchestra Software delivers enterprise level business management software that is scalable enough for large

distilleries and a�ordable enough for small growing distilleries. As a SAP Gold Partner, Orchestra Software

provides a tailored enterprise solution for craft distilleries by utilizing SAP Business One. Our goal is to help

distilleries consolidate all company operations into one single application, providing an unparalleled insight into

the business, and creating opportunity for cost savings and increased profitability.

Orchestrated®SPIRITS can help your business run better by using business management software designed

specifically for craft distilleries.

“The Best Craft Distilleries Run Orchestrated®SPIRITS.”

THE CORE FOUNDATION FOR YOUR DISTILLERY.

Documents

2016 OrchestratedSPIRITS Brochure · DISTILLERY THE CORE FOUNDATION FORY OUR MALT DISTILLERY Orchestrated®SPIRITS is an all-in-one business management software solution that manages