# \#sales **URL:** https://community.breww.com/tag/sales/64.md [Latest](https://community.breww.com/latest.md) · [Categories](https://community.breww.com/categories.md) · [Tags](https://community.breww.com/tags.md) --- ## [Customer list workflows and preferred contact times: work through your customers regularly, at the right time for each](https://community.breww.com/t/customer-list-workflows-and-preferred-contact-times-work-through-your-customers-regularly-at-the-right-time-for-each/7397)
**Author:** [@max](https://community.breww.com/u/max)\ **Replies:** 3\ **Last updated:** [28 September 2026 13:43 UTC](https://community.breww.com/t/customer-list-workflows-and-preferred-contact-times-work-through-your-customers-regularly-at-the-right-time-for-each/7397 "2026-09-28T13:43:03Z")
Your customer lists can now power your regular workflows: a recurring checklist your team works through, customer by customer, whether that’s a weekly call round, a monthly visit to key accounts, or checking in on new cu… --- ## [Show trade store customers their volume discounts and savings](https://community.breww.com/t/show-trade-store-customers-their-volume-discounts-and-savings/7374)
**Author:** [@luke](https://community.breww.com/u/luke)\ **Replies:** 0\ **Last updated:** [15 September 2026 14:48 UTC](https://community.breww.com/t/show-trade-store-customers-their-volume-discounts-and-savings/7374 "2026-09-15T14:48:03Z")
Your trade store now shows customers the discounts their price book gives them: savings badges on discounted products, price tiers for quantity-based discounts, and how much more they need to order to reach the next pric… --- ## [Trade Store glow-up and it's now completely free!](https://community.breww.com/t/trade-store-glow-up-and-its-now-completely-free/7316)
**Author:** [@luke](https://community.breww.com/u/luke)\ **Replies:** 2\ **Last updated:** [1 September 2026 08:36 UTC](https://community.breww.com/t/trade-store-glow-up-and-its-now-completely-free/7316 "2026-09-01T08:36:57Z")
We’ve dropped the 1% fee. Breww Trade Store is now completely free. No monthly fee. No transaction fee. No percentage of your sales going to us (or anyone else). No limits on orders, customers or anything else! And whi… --- ## [Sort, bulk-edit and reschedule your tasks more easily](https://community.breww.com/t/sort-bulk-edit-and-reschedule-your-tasks-more-easily/7262)
**Author:** [@luke](https://community.breww.com/u/luke)\ **Replies:** 1\ **Last updated:** [28 July 2026 10:01 UTC](https://community.breww.com/t/sort-bulk-edit-and-reschedule-your-tasks-more-easily/7262 "2026-07-28T10:01:49Z")
Managing your to-do list in Breww just got faster. You can now sort tasks by due date or date created (or drag them into your own manual order), keep urgent tasks pinned to the top, update several tasks at once with new … --- ## [Option to see out-of-stock products in the availability report](https://community.breww.com/t/option-to-see-out-of-stock-products-in-the-availability-report/7264)
**Author:** [@luke](https://community.breww.com/u/luke)\ **Replies:** 0\ **Last updated:** [24 July 2026 10:10 UTC](https://community.breww.com/t/option-to-see-out-of-stock-products-in-the-availability-report/7264 "2026-07-24T10:10:50Z")
The Products available for sale report now has a stock availability filter, so you can include out-of-stock products alongside your in-stock ones - handy for sharing a full product list with customers or your sales team,… --- ## ["Leads" and sales pipelines now fully supported in the Breww CRM](https://community.breww.com/t/leads-and-sales-pipelines-now-fully-supported-in-the-breww-crm/676)
**Author:** [@luke](https://community.breww.com/u/luke)\ **Replies:** 28\ **Last updated:** [6 July 2026 10:51 UTC](https://community.breww.com/t/leads-and-sales-pipelines-now-fully-supported-in-the-breww-crm/676 "2026-07-06T10:51:21Z")
Leads (potential customers) are now managed differently to customers within Breww’s CRM to allow you to keep them separate from your customers and track their progress better through your sales pipeline :tada: Entering … --- ## [Sales Visit Status Update](https://community.breww.com/t/sales-visit-status-update/6608)
**Author:** [@odran-picard](https://community.breww.com/u/odran-picard)\ **Replies:** 2\ **Last updated:** [7 April 2026 08:04 UTC](https://community.breww.com/t/sales-visit-status-update/6608 "2026-04-07T08:04:29Z")
Should we add the Status “Failed” to a Sales Visit ? All the visits planned are not necessarily completed due to differents reasons (customer closed / Manager not present) Please let me know if you think this is releva… --- ## [Working with The Beer Company / Stonegate](https://community.breww.com/t/working-with-the-beer-company-stonegate/5519)
**Author:** [@phil-halls](https://community.breww.com/u/phil-halls)\ **Replies:** 8\ **Last updated:** [27 February 2026 12:26 UTC](https://community.breww.com/t/working-with-the-beer-company-stonegate/5519 "2026-02-27T12:26:31Z")
How do brewers work out their invoicing and delivery notes for Stonegate pubs going through the Beer Company? We would want just a delivery note (with no prices showing) for the pub side. The invoice would then need to… --- ## [Bulk Send Copy Invoices](https://community.breww.com/t/bulk-send-copy-invoices/6294)
**Author:** [@callum-jinks](https://community.breww.com/u/callum-jinks)\ **Replies:** 1\ **Last updated:** [19 August 2025 18:08 UTC](https://community.breww.com/t/bulk-send-copy-invoices/6294 "2025-08-19T18:08:41Z")
We have a customer that wants us to resend copies of all their invoices since the start of 2025 as they’ve changed accountants. Is there a way to resend multiple invoices, or do we need to open every order and resend eac… --- ## [Accidental Duplicate Sales Orders when creating on mobile](https://community.breww.com/t/accidental-duplicate-sales-orders-when-creating-on-mobile/6135)
**Author:** [@josh-abrams](https://community.breww.com/u/josh-abrams)\ **Replies:** 1\ **Last updated:** [14 July 2025 08:09 UTC](https://community.breww.com/t/accidental-duplicate-sales-orders-when-creating-on-mobile/6135 "2025-07-14T08:09:32Z")
We’re finding that periodically when creating a sales order on the mobile app, some of the times it creates a duplicate. This is just at the point of hitting new order, prior to adding items. I can’t figure out any patte… --- ## [Prevent Order Confirmation if Customer has Overdue Invoices](https://community.breww.com/t/prevent-order-confirmation-if-customer-has-overdue-invoices/6069)
**Author:** [@catherine-webber](https://community.breww.com/u/catherine-webber)\ **Replies:** 1\ **Last updated:** [23 June 2025 15:37 UTC](https://community.breww.com/t/prevent-order-confirmation-if-customer-has-overdue-invoices/6069 "2025-06-23T15:37:01Z")
Hi Is there a way Breww can flag if a customer has overdue invoices when you place an order? It flags if they are over their credit limit but I want it to prevent order confirmation if they have overdue. Otherwise the… --- ## [Batch Printing Orders](https://community.breww.com/t/batch-printing-orders/5993)
**Author:** [@josh-abrams](https://community.breww.com/u/josh-abrams)\ **Replies:** 1\ **Last updated:** [3 June 2025 12:10 UTC](https://community.breww.com/t/batch-printing-orders/5993 "2025-06-03T12:10:23Z")
We work with an external logistics firm for delivery, so each day we send them the orders as PDFs. Is there any way to simplify the process and batch print all confirmed orders for a given date? In essence, if we have 20… --- ## [Breww invoices appearing in Xero as draft](https://community.breww.com/t/breww-invoices-appearing-in-xero-as-draft/5955)
**Author:** [@olivia-arthur1](https://community.breww.com/u/olivia-arthur1)\ **Replies:** 1\ **Last updated:** [27 May 2025 15:59 UTC](https://community.breww.com/t/breww-invoices-appearing-in-xero-as-draft/5955 "2025-05-27T15:59:38Z")
Hi there, Our Breww invoices arrive into Xero as drafts. We then have to approve them and send them out manually. Is there a way of automating this process? We prefer to send them from Xero as the software tracks whe… --- ## [Sale or return question](https://community.breww.com/t/sale-or-return-question/5932)
**Author:** [@fiona-maceachern](https://community.breww.com/u/fiona-maceachern)\ **Replies:** 1\ **Last updated:** [21 May 2025 08:42 UTC](https://community.breww.com/t/sale-or-return-question/5932 "2025-05-21T08:42:52Z")
So we are new to Breww and been using it about 7 weeks. We had a customer doing a festival on a 20 cask, sale or return basis and the order was created and dispatched in the normal manner we would have done with previou… --- ## [Limiting Container Types Possible by Customer](https://community.breww.com/t/limiting-container-types-possible-by-customer/5801)
**Author:** [@josh-abrams](https://community.breww.com/u/josh-abrams)\ **Replies:** 1\ **Last updated:** [11 April 2025 08:40 UTC](https://community.breww.com/t/limiting-container-types-possible-by-customer/5801 "2025-04-11T08:40:45Z")
Is it possible to limit Container Types by Customer? We use multiple keg styles/sizes and not all customers can take all sizes, so wondering if there’s any way to limit what types of containers are available to particula… --- ## [Payments in advance of brewing / racking](https://community.breww.com/t/payments-in-advance-of-brewing-racking/5711)
**Author:** [@mike-stirling](https://community.breww.com/u/mike-stirling)\ **Replies:** 1\ **Last updated:** [21 March 2025 16:01 UTC](https://community.breww.com/t/payments-in-advance-of-brewing-racking/5711 "2025-03-21T16:01:38Z")
Hi We are selling a whole one-off batch to a customer and the agreement is they pay in full prior to the brew day which they are happy to do :slight\_smile: The beer exists in Breww but we do not have any racked product… --- ## [Select Address Breww Trade Store](https://community.breww.com/t/select-address-breww-trade-store/5673)
**Author:** [@nick-colaccino](https://community.breww.com/u/nick-colaccino)\ **Replies:** 1\ **Last updated:** [13 March 2025 16:56 UTC](https://community.breww.com/t/select-address-breww-trade-store/5673 "2025-03-13T16:56:39Z")
For customers with multiple addresses, would it be possible for them to select which store they are ordering for at check out in Breww? Alternatively, is there a way for the customer to set up a trade store account for m… --- ## [AGLC and direct payments](https://community.breww.com/t/aglc-and-direct-payments/5346)
**Author:** [@elwin-ten-hove](https://community.breww.com/u/elwin-ten-hove)\ **Replies:** 1\ **Last updated:** [12 February 2025 14:56 UTC](https://community.breww.com/t/aglc-and-direct-payments/5346 "2025-02-12T14:56:54Z")
Hey fellow Canadian (AB) Breww users, Curious to how you handle direct payments from customers in relation to syncing the invoices over to your accounting software. To elaborate on this topic, I assume every AB brewery… --- ## [Reports and alcohol sold](https://community.breww.com/t/reports-and-alcohol-sold/5441)
**Author:** [@jay-pollard](https://community.breww.com/u/jay-pollard)\ **Replies:** 1\ **Last updated:** [17 January 2025 15:07 UTC](https://community.breww.com/t/reports-and-alcohol-sold/5441 "2025-01-17T15:07:33Z")
Hi there, I have just started with breww. I need to be able to report the amount of pure alcohol sold for excise in Denmark Ive been looking at reports for products sold or products produced but I cant seem to find th… --- ## [Trade Store Commission](https://community.breww.com/t/trade-store-commission/5370)
**Author:** [@katherine-gooding](https://community.breww.com/u/katherine-gooding)\ **Replies:** 1\ **Last updated:** [30 December 2024 10:14 UTC](https://community.breww.com/t/trade-store-commission/5370 "2024-12-30T10:14:09Z")
Will I be charged the 1% commission if I cancel or delete a trade store order? --- ## [Pricebook setup](https://community.breww.com/t/pricebook-setup/5309)
**Author:** [@remi-vandichel](https://community.breww.com/u/remi-vandichel)\ **Replies:** 3\ **Last updated:** [17 December 2024 10:18 UTC](https://community.breww.com/t/pricebook-setup/5309 "2024-12-17T10:18:55Z")
Hello, I’m attempting to reorganzie our pricebooks for 2025, yet instead of inventing the wheel again, I’d like to know what some best practices are for setting these up. We would like to combine two things: Use the t… --- ## [Does a draft order assign stock](https://community.breww.com/t/does-a-draft-order-assign-stock/5143)
**Author:** [@mandy-long](https://community.breww.com/u/mandy-long)\ **Replies:** 1\ **Last updated:** [4 November 2024 09:38 UTC](https://community.breww.com/t/does-a-draft-order-assign-stock/5143 "2024-11-04T09:38:05Z")
We are finding that draft orders aren’t being considered in stock on hand number allocations and have been overselling items - is there a work around for orders that aren’t yet confirmed but allocate to the order? --- ## [Internal Server Error editing customers](https://community.breww.com/t/internal-server-error-editing-customers/5134)
**Author:** [@charlene-dooper](https://community.breww.com/u/charlene-dooper)\ **Replies:** 2\ **Last updated:** [31 October 2024 16:22 UTC](https://community.breww.com/t/internal-server-error-editing-customers/5134 "2024-10-31T16:22:24Z")
Hello! I am trying to update our customer base to ensure it matches with the AGLC Licensee report and every time I edit a customer an Internal Server Error screen shows up. I have tried numerous customers throughout the … --- ## [Search for customer with company number](https://community.breww.com/t/search-for-customer-with-company-number/5111)
**Author:** [@charlene-dooper](https://community.breww.com/u/charlene-dooper)\ **Replies:** 1\ **Last updated:** [28 October 2024 14:36 UTC](https://community.breww.com/t/search-for-customer-with-company-number/5111 "2024-10-28T14:36:13Z")
Howdy! Because our customer list is driven by AGLC, is there a way when invoicing, to search for customer using their company number? With the AGLC licensees, there are so many with the same name but different locations.… --- ## [SIBA Beerflex self bill; order references not found in Breww](https://community.breww.com/t/siba-beerflex-self-bill-order-references-not-found-in-breww/5013)
**Author:** [@max-sawyer](https://community.breww.com/u/max-sawyer)\ **Replies:** 1\ **Last updated:** [10 October 2024 09:03 UTC](https://community.breww.com/t/siba-beerflex-self-bill-order-references-not-found-in-breww/5013 "2024-10-10T09:03:01Z")
The self bill invoice from SIBA Beerflex refers to their order number (DDS), which is 7 digits long, these DDS numbers are not being found when importing/uploading the self billing invoice into Breww. I can see the DDS … --- ## [Scheduling Brews - Using Breww alone?](https://community.breww.com/t/scheduling-brews-using-breww-alone/4970)
**Author:** [@louise-dobson](https://community.breww.com/u/louise-dobson)\ **Replies:** 1\ **Last updated:** [5 October 2024 00:29 UTC](https://community.breww.com/t/scheduling-brews-using-breww-alone/4970 "2024-10-05T00:29:34Z")
Hi all, just looking for some general advice from those of you who manage production and scheduling. Previously, I had a big old spreadsheet with all our tanks showing brew days and packaging days (just inputted manual… --- ## [Report of customer's sales history](https://community.breww.com/t/report-of-customers-sales-history/4917)
**Author:** [@bob-cary](https://community.breww.com/u/bob-cary)\ **Replies:** 2\ **Last updated:** [18 September 2024 11:32 UTC](https://community.breww.com/t/report-of-customers-sales-history/4917 "2024-09-18T11:32:29Z")
Hi Can anyone tell me how to pull a report that charts a customer’s sales history broken down by week or month? I just want to look at the pattern of sales to any customer, to see whether sales have increased or decre… --- ## [Phone Number with Extension](https://community.breww.com/t/phone-number-with-extension/4880)
**Author:** [@david-birnbaum](https://community.breww.com/u/david-birnbaum)\ **Replies:** 1\ **Last updated:** [9 September 2024 10:15 UTC](https://community.breww.com/t/phone-number-with-extension/4880 "2024-09-09T10:15:35Z")
Is there any recommended way to add a phone number extension? Right now the import fails validation on those (ie, 319-666-1212 x123) so they are all getting peeled off. --- ## [Direct sales calls from BREWW](https://community.breww.com/t/direct-sales-calls-from-breww/4741)
**Author:** [@emma-cole](https://community.breww.com/u/emma-cole)\ **Replies:** 1\ **Last updated:** [9 August 2024 08:33 UTC](https://community.breww.com/t/direct-sales-calls-from-breww/4741 "2024-08-09T08:33:12Z")
Is there a way to set up a direct sales call from BREWW without having to type the number into the phone? This was possible from Brewman (though it wasn’t set up by me so I am not sure how). This would make sales calls m… --- ## [Stock Synching via website orders](https://community.breww.com/t/stock-synching-via-website-orders/4718)
**Author:** [@diane-ford](https://community.breww.com/u/diane-ford)\ **Replies:** 4\ **Last updated:** [6 August 2024 11:54 UTC](https://community.breww.com/t/stock-synching-via-website-orders/4718 "2024-08-06T11:54:53Z")
We hold stock at 2 different sites, these are both used in Breww so we know what stock is where. One of these sites is our tap room and customers can order from our website and collect from the tap room, all other onlin… [Next page](https://community.breww.com/tag/sales/64.md?match_all_tags=true&page=1&tags%5B%5D=sales)