Liquor Modernization Project DOLC Training Materials

Contract Liquor Agency Operations Training Materials


Contract Liquor Agency Operations - Presentation Slides

Replenishment Order Refresher Training - Presentation Slides

Receiving Process Refresher Training Video - Video

Liquor Agency Job Aids

Replenishment Transfer Order
Use this task to make changes to a replenishment transfer order on the Enterprise Portal and submit it to DOLC for approval.
Receive Product
Use this task to receive product at an agency by case or bottle. Unless you are receiving an Agency to Agency transfer order, always receive in cases.
Transfer Damaged Item
Use this task to perform an item transfer using the RF Scanner to move damaged product from stock to the Quarantine.
Peform Short Shipment
Use this task to perform an item transfer using the RF Scanner to move a short shipment of product to Quarantine.
Pick a Transfer Order
Use this task to pick product on a transfer order using the RF Scanner.
Ship a Transfer Order
Use this task to ship a product on a transfer order using the RF Scanner.
Create a Count Journal
Use this task to create a Count journal to perform an inventory count.
Perform an Inventory Count
Use this task to perform an inventory count using the RF Scanner.
Modify Inventory
Use this task to modify inventory using the RF Scanner, before posting the count journal.
Post Final Count
Use this task to post a count journal after conducting a physical inventory count.
Inventory Audit Report
Use this task to view various types of data regarding your agency's inventory transactions and on-hand inventory.
Agency Inventory Report
Use this task to run the Agency Inventory report in the Enterprise Portal.
Inventory Adjustment Form
Use this task to complete an inventory adjustment in the Enterprise Portal. This document is the record for any inventory adjustment. Print this form and obtain all applicable signatures.
Print Shelf Tags
Use this task to print shelf tags that need to be replaced.
Pending Wholesale Orders Report
Use this task to run the Pending wholesale orders report. This report displays wholesale orders in Open Status. It does not show invoiced or cancelled orders. Information including order number, customer, item name, quantity and amounts are displayed.
Commission Disbursement Report
Use this task to run the Commission Disbursement report. This report displays the retail and wholesale sales and commissions.
Transfer Overview Report
Use this task to run the Transfer order report. This report displays the list of items on a specific transfer order.
Price Bulletin Report
Use this task to run the Price Bulletin Report. This report displays the current and historic Retail and Wholesale prices by month.
Store Sales Report
Use this task to run the Store Sales report. This report displays all sales and adjustments for the selected period and current on-hand inventory.
Brand Master Report
Use this task to run the Brand Master report. This report displays prices, price changes, on-hand inventory, and alert levels for all brands. It can also be run to display only brands carried by the agency.
Daily Sales Report
Use this task to run the Daily sales report. This report displays the daily total bottles sold and amounts and also details for each item sold.
Daily Sales Summary Report
Use this task to run the Daily sales summary report. This report displays the wholesale and retail daily total bottles sold and amounts for a specified date range.

Login Credentials Reference Guide
This guide provides a quick reference for logging into the Enterprise Portal, Handheld RF Scanner, Wholesale Terminal, and Clover Point of Sale device.

Contract Liquor Agency Wholesale Training Materials


Contract Liquor Agency Wholesale Operations - Presentation Slides

Liquor Agency Job Aids

View Available On-hand Quantities
Use this task to view available on-hand quantities in the Wholesale Terminal.
Enter Wholesale Order
Use this task to enter a wholesale order in the Wholesale Terminal.
Enter Wholesale Order for Transient Customer
Use this task to enter a wholesale order for a transient customer.
Update Wholesale Order
Use this task to update a wholesale order. Only orders that have not been invoiced.
Cancel Wholesale Order
Use this task to cancel a wholesale order in the Wholesale Terminal. This job aid displays cancelling a created order that has not ben invoiced and also cancelling an order during order entry.
Reprint Wholesale Receipt
Use this task to reprint a wholesale receipt in the Wholesale Terminal.
Pick a Wholesale Order
Use this task to pick a wholesale order in the Wholesale Terminal and take the product out of inventory.
Invoicing a Wholesale Order
Use this task to invoice a wholesale order in the Wholesale Terminal.
Return a Wholesale Order
Use this task to create a return wholesale order in the Wholesale Terminal. The return quantities in this order are entered as negative. In the same return transaction, there must also be sale quantities so that the net oder amount is $0 or above.
Display list of Wholesale Orders
Use this task to display a list of invoiced wholesale orders in the Wholesale Terminal.
Maintain Wholesale Customer Contacts
Use this task to update wholesale customer contacts in the Wholesale Terminal.

Wholesale Terminal Troubleshooting Guide
This is a list of common issues with the Wholesale Terminal and how to resolve them.

Vendors & Brokers Training Materials


Enterprise Portal for Vendors & Brokers - Presentation Slides

Instructor-led video training for Vendors and Brokers of the Ohio Liquor Enterprise.

Agency Operations Overview for Brokers and Vendors - Presentation Slides

Vendor Portal Report Job Aids

Agency Information
This report displays Agency information including address, timings and county.
Agency Inventory
Use this task to run the Agency Inventory Report in the Vendor Portal.
Bailment PO and Invoice
This report displays purchase orders, invoices, transfer orders, items and quantities.
DC Inventory
This report displays inventory for items in the Bailment Warehouses. Total items in each warehouse and the total number of items in all warehouses are displayed.
DC Receiving
This report displays purchase orders received in a specified date range.
Price Bulletin
This report displays the current and historic Retail and Wholesale prices by month.
Price List
This report displays prices including retail, wholesale price, bottles per case and category.
Product Information
This report shows product information including case price, bottles per case, retail price and wholesale price.
Transfer Overview
This report displays transfer order information including from and to locations, order status, items ordered, and shipped and received quantities.
Vendor Inventory Adjustment
This report displays inventory adjustment information including items, dates, quantities and reasons for inventory adjustments.

Agency to Agency Transfer Job Aid

Create Agency to Agency Transfer Order
Use this task to create an Agency to Agency transfer order. This transfer order is created in the Vendor portal to move items from one Agency to another.

Miscellaneous

Ohio Bailment Invoice Payment Schedule
Ohio Bailment Invoice Payment Schedule