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

image
image862×1039 61 KB

1 Like