Setup: Create New RTD Batch Types - New-Make Spirit to RTD (Read Time: 4 mins)

Users producing RTDs will still need to build Batch Types to identify and report the liquid involved in RTD manufacture just as they would any other beverage spirit product.

An RTD which is made using new-make spirit produced in-house and not received In-Bond will likely have at least two Batch Types established to identify and report the RTD's liquid at various stages. In this article, we'll build Batch Types for an RTD product which uses Bourbon produced in-house as a base as well as the RTD product itself.

• A Batch Type should be built first for the base liquid that's produced on-site; this Batch Type should be considered "Step 1" of a cohesive Batch Type setup. A new-make Bourbon Batch Type build will often look like this:
  
  
  • The Batch Type is given a name of "In-House Bourbon" for easy identification in Dx5.
  • The Batch Type is enabled in all three DSP accounts; Production, Storage and Processing
    • The Batch Type is enabled in the Production account to allow users to track Production processes such as Mash/Cook, Fermentation and Distillation.
    • The Batch Type is enabled in the Storage Barrels stage of the Storage account to allow users to Barrel their in-house spirit after Production.
    • The Batch Type is enabled in the Bulk Processing stage of the Processing account to allow users to transfer the Bourbon in as a Processing ingredient.
  • The Batch Type's Reporting Categories are consistent across all three DSP accounts, which is ideal to keep reporting of this liquid's movement in-tact. 
    
    
• "Step 2" of this build should be for the RTD itself; once the In-House Bourbon is processed/formulas are ran on the bulk liquid, a Dx5 Batch Type switch will be needed to update liquid identity and reporting attributes. An RTD Batch Type build using a new-make spirit as a base will often look like this:
  
  
  • The Batch Type is named after the RTD it will identify/report on.
  • The Batch Type is enabled only in Bulk Processing and Bottling; the In-House Bourbon Batch Type will cover spirit receipt and identification until the base is processed.
  • When the Batch Type is enabled in Bottling, a Dx5 Finished Product for the RTD should be selected to link the Batch Type with the Finished Product users will be packaging in the system.
    • Most RTD Batch Types should be assigned a Spirit Type of "Distilled Spirits Specialty".
    • Most RTDs will either report in the Processing account as "Cocktails & Mixed Drinks" or "Cordials, Liqueurs & Specialties". 

Note: Users should check in with their local TTB or government agency if they have questions on Reporting Categories for their RTDs. Some questions can be answered in the BAM (Beverage Alcohol Manual); users with additional questions should seek answers on Spirit Types/Reporting Categories directly from their local agencies.