Using the Chrome browser navigate to the url you wish to access as an application.

In the top right you should see three dots vertically aligned – click on these to reveal the following menu.

Move the cursor down to more tools and expand the menu to the right and then select create shortcut.

You should now be presented with a something similar to the following.

In the field type something memorable and relevant to the application you are accessing and ensure the Open as window is ticked and the hit the CREATE button. In terms of CASK Inventory Database a new icon will now exist on your desktop.

Clicking on this now runs the application in a browser window with reduced boundary and an icon is placed in your system tray which will maintain separation from other browser windows.

Use the mouse to select either the selection or all the casks you wish to update the location for.

Hit the UPDATE SELECTED button

You should be presented with the following dialog

Tick the Location Warehouse button and then within the drop down select the location you wish the cask to be recorded against. This drop down can be altered from SYSADMIN see LK005.

Now hit the button in the bottom right marked UPDATE 3 RECORDS – note the number will change according to how many records you have selected.

There will be a short delay after which the pop up will disappear and you should now see the Location warehouse updated to new location.

Congratulations you have successfully updated the location of the casks in a cask run. That information will now appear in all lists where the casks appear.

1 – All Samples List

2 – Cask Stats AFTER Sampling

All Samples LIST

This list allows you to see a complete list of all the samples ever taken – in one searchable list – If you were wanting to enter the data associated with a series of samplings from a variety of casks this is probably where you would do it. Simply click on the blue button and then you will be presented with the following list.

To add a new sample press the button marked ADD NEW

You will be presented with a screen similar to the following.

It is best that you ensure that you match the sample up to a cask number all casks whether private or non private are listed in the drop down box so scroll down the list until you find the relevant cask. When happy with the result press save.

Cask Stats AFTER Sampling

This screen allows you to view the samples taken from casks by cask. Clicking on it lets you see all full casks.

As it stands in the example database here there is only one cask which has any samples against it. That is cask CFID – 58. Doing an advanced search using CFID equals 58 we get the following return.

Most of the columns are the standard Full Cask information inherited from the cask fill record. I would draw your attention to the middle columns that show aggregate all samples for an individual cask and present them as a summary and delete the litres sampled and the litres of pure alcohol from the original cask.

Once all samples have been entered in here accurate statistics of present bulk and lpa per cask can be obtained from this list.

This contains a list that the custodian can carefully control that includes the following 5 pieces of information.

1.The amount to be invoiced

2.The cask fill ID of the invoice (CFID think of it as a purchase order number)

3.The person that should be sent that invoice and what their address is (this can be different from the primary cask owner)

4.Details of the cask fill that can be placed on the invoice such as how many litres the bulk is likely to be / the previous cask type and the CFID reference. It does not contain the date of fill because there may be times when a cask is invoiced before the date of fill leading to potential mismatch of the invoice and the cask fill.

5.Email address of person being invoiced should the distillery wish to send an invoice by email.

Here is an example of a list of casks that need to be invoiced – you will note that there is no add or delete button.

How do you get a new cask into this list…?????

Go to the prefill button

Next pick the Prefill that you want to queue for invoicing this will be anything which has 0 in red on the left hand side

an example of a cask that has not yet been queued for invoicing (see the white zero highlighted in red.

before queuing for invoicing the money columns will look something like this

Lets invoice a person called Ronald Reagan for this cask.. (anyone in the CRM can be invoiced)

Hit ADD NEW in the Transactions Cask sub tab and fill out the details – here as an example.

Now hit save

Here you see that Ronald Reagan is down for paying for cask with CFID 6551 – The cask numbers turns to 1.

But 2b invoiced £ still shows £5,500 this is because it hasn’t been invoiced yet

If we now go to Invoices (2b Raised) we see that Ronald has been added to this list.

To remove this from this list simply edit this record and put an invoice no in – please also put the correct invoice date in as good practice.

When we place an invoice number against this 2 things will happen

1. It will disappear from Invoices (2b Raised) list
2. In prefill list the amount will transfer from the column 2b invoiced to INR similar to the following. (INR stands for Invoices Not Received)

The invoice can now be seen in Invoice List which is more accurately described as the list of all transactions that do NOT have a value in the field Bank Received Date . Editing the record and placing a date in will remove it from this list (it can still be searched for and read in the Transactions ALL list)

Note adding a value to Bank Received date if it is for a transaction that matches the value of the sale price will reduce the Bal Out £ column to zero

Here is an example