Managing Brands
EH

Elizabeth Hanfman

Created Oct 15, 2022

Managing Brands

Learn how to add, edit Brands, and add them to your ordering portal.

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    t

Brewoptix

28 Steps
1

Go to BrewOptix | Craft Software for Craft Breweries

2

Click on Brands

Click on Brands
3

Click on Add a Brand

Click on Add a Brand
4

Type Name of Brand

Type Name of Brand
5

Choose if it's a Core or Seasonal item

Your ordering screen and brand catalog can be sorted by Core or Seasonal.

Choose if it's a Core or Seasonal item
6

Enter the ABV

Enter the ABV
7

Click on Bill Murray to upload a logo.

If you don't add a logo and default logo will be displayed.

Click on Bill Murray to upload a logo.
8

Drag the logo to the upload window.

Drag the logo to the upload window.
9

Click on Close

Click on Close
10

Check Highlight Product

Highlight products will put a small note so a brand can stand out on a portal. It's a great way to show Distributors or Retailers new or coming soon items.

Check Highlight Product
11

Type the message

Type the message
12

Chose a display color.

Chose a display color.
13

Click on Available start date or click year round.

The availability will be displayed on the portal. This information is not required.

Click on Available start date or click year round.
14

Choose product type.

If you only sell one product type, then this will automatically default to your correct product type.

Choose product type.
15

Click on Select brand style...

You can select as many as a you chose or none at all.

Click on Select brand style...
16

Click on Description

You have the option to type a description for your brand. This description will be displayed on the ordering portal.

Click on Description
17

Type "Type Description here."

Type "Type Description here."
18

Check Pre Order

If you wish to collect a Pre Order on this item, click the Pre Order toggle. This will display the brand on the pre-order screen. This is an optional item.

Check Pre Order
19

Click on Due Date

Click on Due Date
20

Click on add Packaging

You need to add Packaging to each brand.

Click on add Packaging
21

Select Package Type

Select Package Type
22

Enter UPC information

This is not required but a great way to supply this information to your Distributors, Retailers, and Reps.

Enter UPC information
23

Enter Shelf Life

This is not required but a great way to supply this information to your Distributors, Retailers, and Reps.

Enter Shelf Life
24

Enter Code Date Format

This is not required but a great way to supply this information to your Distributors, Retailers, and Reps.

Enter Code Date Format
25

Chose Code Date Type

This is not required but a great way to supply this information to your Distributors, Retailers, and Reps.

Chose Code Date Type
26

Enter Minimum Order Value

This is not required but a great way to supply this information to your Distributors, Retailers, and Reps.

Enter Minimum Order Value
27

Enter VIP information

This is not required but a great way to supply this information to your Distributors, Retailers, and Reps.

Enter VIP information
28

Enter Price

This is not required but a great way to supply this information to your Distributors, Retailers, and Reps.

Enter Price
    t

Brewoptix

8 Steps
29

Click on Save

Click on Save
30

Click on add State Registrations

This is not required but a great way to supply this information to your Distributors, Retailers, and Reps.

Click on add State Registrations
31

Select State

Select State
32

Enter Registration #

This is not required but a great way to supply this information to your Distributors, Retailers, and Reps.

Enter Registration #
33

Click on Save

Click on Save
34

Enter Batch Size

This information is used to calculate pre-order batches for brands. If you are not collecting pre-orders you do not need to enter this information.

Enter Batch Size
35

Click on Done

Click on Done
36

To add or remove the brand from the ordering portal - use the Active toggle.

You can also find this toggle under the brand logo on the Brand screen.

To add or remove the brand from the ordering portal - use the Active toggle.
Well done!
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