Inventory: Receive Finished Product from Supplier (Read Time: 2 mins)

Users with Contract Distilling or Co-Packing agreements may be sending out Bulk Spirit and receiving packaged Finished Products back from their partners. To view a resource on sending out Bulk Spirit, click here: Co-Packing: Withdraw Bulk Spirit (Read Time: 2 mins).

To receive Finished Products from a Supplier in Dx5:

• Locate the Finished Product Size you're receiving via Inventory > Overview and click the blue arrows to the far right of the Gold Size name to access Quick Actions.
• Select the Adjust Inventory option from the Quick Actions menu:
  
  
  
• On the Adjust Finished Product Quantity form, enter an Adjustment Date/Time for the transaction.
• Select either "Bonded" or "Tax Paid" Tax Status for the Finished Products received.
  
  • Bonded should be selected to receive Bonded Finished Products which should track as a Gain on Dx5 Reporting. 
  • Tax Paid product should be selected if Taxes have already been paid on Bulk Spirit removed from Bond for packaging, or if the Excise was marked up and paid in a previous filing period. 
  • If users are missing a Tax Paid variant to receive Inventory into, follow the steps in this article to create one: Inventory: Create Tax Paid Inventory (Read Time: 1 min).
    
    
• Choose the "Addition" Adjustment Type:
  
• Enter a Quantity and a Container type (Units aka Bottles/Cans or Cases):
  
• If the "Bonded" Tax Status was selected earlier on the form, Users will be required to enter a Reason for the transaction; this is to track the transaction on appropriate Federal Reporting lines. The Reason of Received should be selected:
   
• Enter a Unit Cost (if Batch Costing is enabled); this should be the actual Unit or Bottle/Can value (example: $3.00/can).
• Select a Supplier for this transaction.
  • The partner sending you Finished Product should be in Dx5 Contacts section as a Supplier for them to appear here; if they're not displaying in the drop-down menu, follow these steps to add the Supplier: Contacts: Add New Supplier (Video).
    
• If you have a PDF file of your RIB/BOL paperwork from your partner and would like to include it with this receipt, use the BOL Document Upload field to attach your PDF documentation. 
• Enter an optional Note for the receipt, if desired. 
• Click Perform Adjustment when the form is complete.