Wholesale Sample / Stock Pull Request Process

The Sales Team fills out the Wholesale Sample/Stock Pull Request Form to request pulling stock from O+O/E-Commerce. Submitting the form automatically alerts Lisa, Mike, Josh, Jared, E-Commerce, and Will.

Form fields: Purchase Order # (enter SAMPLE, vendor name, or event name plus the date as YYYYMMDD), Beer Name, Package (case, 4-pack, BBL, etc.), Qty, Pulled From Location, and Requested By.

Once the form is submitted:

• The Sales Team (Mike/Justin/Mark/Lila) physically pulls the inventory for samples.
• Lisa reduces the inventory in Shopify for the SKUs on the form so they're taken out of available-for-sale inventory.
• Lisa logs the transfer from the pull location to WHOLESALE in the Transfer Log sheet (4-packs converted to cases).

The Sales Team or BrewOps fills out the same request form to pull cases from 225 or 333. Submitting the form alerts Lisa, Mike, Jared, E-Commerce, and Will.

Once the form is submitted:

• For immediate vendor fulfillment, inventory is physically pulled by the Sales team, who invoice vendors as needed.
• E-Comm reduces the inventory in Shopify for the SKUs on the form.
• E-Comm logs the transfer to WHOLESALE in the Transfer Log sheet.
• For distro requests filled from 225: E-Comm places a hold on the SKUs by handwriting "Distro HOLD PO #[XXXXXXX]" on the inventory clipboards with the on-hand and available-for-sale counts. Lisa or E-Comm tells Alex where to pull from, Alex logs "Distro PULL PO #[XXXXXXX]" when physically pulling, then moves the product to 209 and preps it for distro.