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TTB Setup Workbook

TTB DRO Setup Workbook

Overview

Accurate Item, Warehouse, and Brand configuration is key to accurate DRO reporting.  The TTB Setup Workbook is an excel-based tool that allows you to review, enter, edit, and update all necessary DRO-related fields.  You can use the Workbook to configure DRO fields after creating new Items, Warehouses, and/or Brands.

 

The following fields are required for Items: 

  • Brand
  • Pack Size
  • TTB Group/Account
  • Bottled Imported Spirit
  • Bottled for Export
  • Spirits TTB DRO Report As Types
  • Default Proof
  • Produce and Store As
  • Storage Report Covers

The following fields are required for Warehouses:

  • Location
  • Tax Determined
  • TTB Classification
  • Bonded Warehouse

The following fields are required for Brands:

  • TTB Proprietor
  • TTB Brand Category
  • TTB Brand Subcategory (if any)
  • Distillation Proof Target
  • Bottle Proof/Finished Good Proof Target
  • Bottled in Bond

For more information on these fields and their options, reference this article: TTB DRO Setup Fields

Using the TTB Setup Workbook

  1.  Open TTB DRO Reporting by navigating to Modules > Production > Production Reports > TTB DRO Reporting or by using the Search Menus bar. 
    1. TTB DRO Reporting will open in a separate window.
  2. In the upper left corner of TTB DRO Reporting, click the OPEN TTB SETUP icon. 
    1. The Workbook will open in a separate window.mceclip2.png
  3. In the upper left corner of the Wokrbook, click WORKSHEET OPTIONS and click REFRESH DATA from the dropdown. 
    1. Data will populate across the tabs on the bottom of the pagemceclip3.pngmceclip4.png
  4. Click on any of the open white cell to edit the information in that cell. mceclip5.png
  5. To save your changes, click PROCESS CHANGES in the upper left hand corner.mceclip6.png
  6. Repeat steps 3-5 on any tab you wish to review and update.
  7. When exiting out of the workbook, you will be asked if you want to save - click Don't Save.  Your work was saved in Orchestrated by clicking PROCESS CHANGES.  Clicking Save will save a copy of the excel file to your local desktop.
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