AGLC Integration - Wholesale Prices

Ideas & feature requests
1

Hi - we need to be able to see some different things in our customer reports in order to actually understand/see what a customer owes us. The AGLC Invoice price is ONLY meaningful to AGLC. Its a great marker for what AGLC owes us, but it is completely useless (and confusing) when trying to figure out what the CUSTOMER actually owes us. Currently the only way we can see what they actually owe us is to open the PDF invoice.

This PDF invoice, however, does not get updated when we apply (manually) keg credits to their invoice, or product return credits. Nothing shows on this PDF so we are left to manually sort out what the customer actually owes us, and hope its correct.

So, Please:

  1. allow us to see (on the sales dashboard), the wholesale price owing
  2. allow us to pull customer statements based on the wholesale prices owing
  3. allow the invoices to be updated when credit notes are applied to an invoice so the customer will always see an actual view of what they owe.

Thanks,

~t

4 Likes
2

Thanks for the suggestion, Tanya. Please don’t forget to vote for it, as every vote counts :+1: For more on how we handle feature requests, please see 💡 Posting ideas & feature requests for Breww 💙

3

Hey Luke,
I was going to write this same feature request, but found this one from Tanya.

I believe it’s critical for improving usability in Alberta. To add to what Tanya has requested:

Currently, the AGLC .pdf invoice shows wholesale price, while the order screen for each order shows the lower AGLC invoice price. Part of this is by design, so that invoice price - the amount paid to the manufacturer by AGLC - is properly synchronized over to the user’s accounting system.

However, the way the numbers are displayed inside of Breww is very confusing for our sales reps and bookkeeper, and I would imagine this is a common experience for others. The problem is that there is no way to see what a customer actually owes without opening each individual AGLC invoice .pdf. Everywhere we look (reports, order screens, etc.) besides the .pdf shows the AGLC invoice price, which for most user tasks is not at all useful.

It would be extremely helpful if a change could be made to allow both AGLC Invoice & AGLC wholesale prices are stored within each invoice. And then, for Alberta breweries, both numbers could be displayed on the order screen, as well as in reports.

I don’t know what other breweries do for outstanding payments, but we would like to be able to generate a list of unpaid invoices, along with the customer’s name and amount owing, so that we can collect. Currently this is impossible- we have to click into each individual invoice .pdf.

Our reps currently also cannot just open up a customer page and quickly see what the customer owes, which would often be useful for when they do visits.

A customer statement as Tanya requested (#2) would also be very helpful.

This seems like a very key improvement that is really needed for Alberta customers.
Thanks,
Dave

3 Likes
5

Hi Luke,
Just wondering about this - I’d heard you might be working on it. Are you guys making headway? can you share a timeline possibly?
Thanks
Dave

6

I’m sorry, but I can’t share a timeline on this at this time. However, we are going to ACBC in October and intend to have some improvements completed before then.

7

Hey Luke, one other thing to add to this -

Since wholesale price is what the customer needs to pay, this has to be reflected in the email they get from Breww. So when I get an email that looks like below, the invoice total has to be the wholesale total (not the AGLC invoice total). In addition, we’d like to add a Stripe integration to Breww, but we need Breww to charge the right amount when a customer wants to pay online. Does this make sense?

Thanks

Dave

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1 Like
8

Hey Breww team, where are you at with this? It’s really critical for Alberta breweries. Can you provide an update?

9

Hey Dave,

We have already made some of the improvements suggested here, such as correcting the shared invoice total (in the invoice share/payment link) and displaying both the invoice and wholesale price on the order screen. I will take a look at displaying the wholesale price on the sales dashboard, as this should be a relatively quick win.

The remaining items here are mainly:

  1. Pull customer statements
  2. Apply credit notes to an invoice and have them correctly reduce the wholesale price
  3. Use the wholesale price in more reports.
  4. Allow Stripe integrations to work with AGLC invoices.

#1 - This should be relatively straightforward, so I’m happy to schedule this in for the next few weeks.

#2 - I have a question on this one. If you apply a $20 credit note to an invoice, what total should this reduce? Is it that it simply acts as a discount on the total wholesale price and doesn’t affect the invoice prices at all? If so, how will this be replicated in your accountancy platform, where just the invoice price is uploaded?

#3 - This varies a lot per report, and it’s not feasible to simply add it to all of them in one go, so this would be better as separate feature requests that we can tackle separately per report (or group of similar reports).

#4 - This one has a large complication. As the amount due is the invoice price total, as this is the amount AGLC owes you and is what is uploaded to your accountancy platform, the amount due according to the Stripe integration would be the invoice price total. If we simply changed the total the Stripe integration requested to the wholesale price total, the order would then be overpaid in Breww and would potentially sync an overpayment to your accountancy platform. There would be a lot of things that wouldn’t work correctly here and every one we ‘fixed’ would lead to more - unless the price synced to the accountancy platform was the wholesale price.

We are in discussion with another customer about how possible it will be to handle class D invoices properly, where the customer owes the brewery the wholesale total, as the beer movement has already been declared on a class A invoice to the taproom, for example. In this example, it makes sense to sync the wholesale total as this is what is owed and makes credit notes and using the Stripe integration much simpler.

1 Like
10

Hey Matt, thanks for the reply.

I did notice one or two of these things, but one I didn’t realize was that the price now shows correctly on the invoice share link - that is helpful for sure.

  1. Yes - a statement would be very helpful as we have some customers that we currently have to do this manually for.
  2. Let me get back to you on this one - l need to confirm some details so I don’t tell you the wrong thing.
  3. It would be really helpful to have access to the wholesale price total for each invoice in the raw data explorer. One big reason for this is not for sales reports, but to enable us to create a report for our sales reps and bookkeeper, which would show which customers owe money and how much they owe. Currently we have to go into each invoice to check what the actual amount owing is, which is quite cumbersome.
  4. We currently do collect from a handful customers via Stripe. This is a completely manual process however, and it bypasses Breww altogether. I do certainly understand that it’s complicated to implement within the confines of Breww but I’m wondering if there’s a middle ground somewhere that doesn’t cause either of us a ton of work.

Happy to discuss this in a support ticket or via email if that’s an option.

Thanks,

Dave

11

Matt, one note on the invoice share link - the order history still shows Invoice Price I believe.

12

Thanks, Dave. The button to view the order history only shows when you/the user has access to a Breww Trade Store account. The button takes you to your Trade Store account, where you can view the order history for the customer your user’s Trade Store account is associated with (not necessarily ordered via the Trade Store). The entire Trade Store hasn’t been optimised for displaying wholesale prices, so this is a bigger task than simply fixing the order history page. The button will only show if the user has Trade Store access, but I presume you haven’t launched a Trade Store, considering it will show invoice prices only?

13

Just thinking I may have set up trade store to test at one point awhile back (with the Blindman customer entity having access) and maybe that’s why the button is showing.