Documentation

# Production Batches

For tank layout, occupancy behavior, and cellar-specific map workflows, see Cellar Operations.

# Understanding Batches

A batch represents a single production run of a beer, tracking the entire process from brew day through packaging. Each batch is linked to a Beer record, which contains the core information about the beer (name, style, etc.). Multiple batches can be linked to the same beer over time.

# Key Concepts

  • Batch: Contains production-specific information (dates, volumes, tanks, etc.)
  • Beer: Contains product-specific information (name, style, ABV, etc.)
  • Events: Production activities (BRW, XFR, PKG) that appear on calendars

# Creating and Viewing Batches

# Scheduling Batches

Use the batch scheduler to plan new production runs before brew day.

There are two ways to open the scheduler:

  1. From Calendar view:
    • Click a day on the calendar
    • Select "New Batch"
  2. From Batches table view:
    • Navigate to Production -> Batches
    • Click "New Batch"

The scheduler can create a single batch or a recurring set of batches. Recurring batches repeat the same production path and tank assignments. If a batch uses both an FV and a BBT, the next recurring brew is scheduled after the beer clears the FV; it does not wait for packaging to finish from the BBT.

# Choosing Beer Names

Start by entering the beer name. The scheduler searches historic beer names and lets you either select an existing name or create a new beer release.

  • Core beers link directly to the existing core beer record.
  • Seasonal beers link directly to the seasonal beer by default.
  • Seasonal beers with release workflows can use Create new release to create a new release record linked back to the seasonal beer.
  • Upcoming releases link to the existing release record when one has already been created but has not yet been brewed.
  • Previous releases are used as templates for a new release, copying reusable basics such as name and style while leaving release-specific details for later completion.
  • New names create a new release by default.

The scheduler links the batch to the correct beer record when the batch is saved. New release records created from scheduling leave release workflow fields, such as audience and announcement content, for the sales or release owner to complete later.

# Brewhouse vs Barrel Sourcing

Most scheduled batches start from the brewhouse. For barrel-aged production, choose barrel sourcing when the production run begins from a barrel transfer instead of a brew day. Barrel-sourced batches use the transfer date as the first scheduling date and do not show brewhouse or FV events.

# Viewing Batches

Access batch information from any of these locations:

  • Calendar view: Click on any batch event
  • Agenda view: Click on any batch event
  • Cellar view: Click on an occupied tank
  • Batches table: Click on any batch row

# Production Planning

# Scheduling Production

When creating or editing a batch:

  1. Set the brew date(s)
    • Appears as "BRW" on calendar
    • Can span multiple days for double batches
  2. Assign the fermentation tank
    • Only shows tanks with sufficient capacity
    • Updates tank status automatically
  3. Schedule brite transfer (if applicable)
    • Appears as "XFR" on calendar
    • Updates tank occupancy automatically
  4. Plan packaging dates
    • Appears as "PKG" on calendar
    • Can schedule multiple packaging runs

# Cellaring Kegs

Some workflows transfer beer into kegs for temporary cellaring before final packaging or service.

In these cases:

  • The batch may show status Cellaring in Kegs
  • Timeline events can reflect cellar-keg transfer activity
  • Actual logs override scheduling assumptions in timeline display

# Managing Package Targets

Package targets help align production and sales teams on expected yields:

  1. Open the batch record
  2. Navigate to the packaging section
  3. Click "ADD TARGET"
  4. For each target, specify:
    • Package format (keg size or package type)
    • Sales channel (distributor, taproom, etc.)
    • Target quantity
    • Beer (if multiple beers from one batch)

# Recording Production

# Packaging Logs

Record actual packaging runs as they happen:

  1. Open the batch record
  2. Go to the packaging section
  3. Click "ADD PACKAGE" under Keg & Package Logs
  4. Enter:
    • Fill date
    • Package format
    • Quantity filled

# Barrel Racking

For barrel-aged beers:

  1. Open the batch record
  2. Go to the packaging section
  3. Click "ADD BARREL" under Racking Logs
  4. Specify:
    • Select barrel from inventory
    • Fill date
    • Volume transferred

Note: Barrels must be pre-registered in the Barrels inventory section before they can be used in racking logs.

# Best Practices

  • Schedule all known dates when creating the batch
  • Update schedules promptly if dates change
  • Set package targets early to help with materials planning
  • Record packaging volumes daily for accurate inventory
  • Check that total packaged volume matches expected yield

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