Checking Orders
Data is captured in its raw state and imported Into SmartSourcePro™
SmartSourcePro™ analyzes your data and selects information needed for processing orders against rules and limits and for
processing reporting required by each state. This process takes 10 seconds to a few minutes depending on your volumes.
All import processes are fully automated with checks for missing, incorrect, and duplicate data built in.
Data errors are automatically highlighted.
OrderCheck will automatically check for Rule, Limit, and Dry Area updates and install them if needed.
Once updates are complete the staged orders are processed and a set of reports are automatically opened.
These reports include Passed Orders, Failed Orders and handling reports.
These reports are designed to provide you with all the information needed to correct, cancel or otherwise handle failed orders. All the information needed to contact the customer is provided. What portion of the order can be shipped now, what date and amount an additional portion of the order can be shipped, and any amount that may be remaining are provided for limit violations.
All errors and suggested handlings are spelled out and easy to understand.
Quick Reference Guides
OrderCheck provides printable Quick Reference manuals designed to assist tasting room
managers with staying up to
date on compliance issues and provide ‘cheat sheets’ for tracking dry
area,
approaching license renewal dates, and approaching state limits on winery shipments.
The License Renewal Reports can be used to track license renewal dates by license type and date for each state.
The State Totals Report shows aggregate limits for each state so managers can track approaching limits by Percent-of-Total.
A variety of additional reports and state lists are provided to assist users with becoming familiar with and stay current on compliance issues.
Just one example of the useful resources provided in these additional menus is the Links section.
Audit History
The history of orders used to calculate limits can be stored on a local hard disk or on any network accessible drive.
All data within the system can be viewed and edited from the Audit screens.
Drop down lists are provided to ensure accurate data entry during manual editing.
Failure Analysis reports are provided to assist wineries with identifying common points
of failures by summarizing what rules or limits have failed for a given batch or date range.
Information is summarized so users can quickly identify trouble areas.
