BeverageStack

One connected platform. Built for the complexities of beverage.

From international supplier purchasing to customer delivery and financial reporting, BeverageStack connects the operations behind beverage distribution.

Manage everyday transactions, understand your commercial performance and plan for what comes next using software designed around the products, physical logistics and financial requirements of the beverage industry.

01 — Inventory & Batch Management

Know what you have, where it is and what's available to sell.

BeverageStack keeps product, case and batch information connected across every warehouse, so sales, warehouse and finance teams all work from the same stock position.

  • Product and SKU records with bottle volumes, ABV and case configurations
  • On-hand, allocated and available inventory at case level
  • Multi-warehouse stock visibility across the network
  • Batch, lot and expiry tracking
  • Stock movements, warehouse-to-warehouse transfers and full movement history
  • Goods receiving and physical stock counts
  • Customer returns and inventory traceability
BeverageStack stock by warehouse view showing on-hand cases per product across the Demo network's warehouses

02 — Stock Horizon & Predictive Inventory

Understand your stock position today. Anticipate what comes next.

Stock Horizon combines available inventory, recent sales velocity, confirmed inbound orders and resolved supplier lead times to project stock cover and replenishment requirements.

  • Projected stockout dates based on recent sales rates
  • Warehouse-level forecasting alongside network totals
  • Incoming purchase order awareness in cover projections
  • Lead-time-aware reorder planning and recommended trigger dates

Forecast dates are projections based on recent activity, not guaranteed outcomes.

See Stock Horizon in Solutions
Website graphic based on BeverageStack Stock Horizon data showing products grouped by projected weeks of cover, from under four weeks to over twelve weeks

03 — Product Risk Intelligence

Identify problems before they become expensive.

The Product Risk Engine continuously scores every product across stockout and replenishment risk, sales velocity and deceleration, excess and ageing inventory and customer concentration, then classifies each product into one of five practical risk levels.

  • Stockout and replenishment risk signals
  • Sales velocity and deceleration tracking
  • Excess and ageing inventory detection
  • Customer concentration exposure
  • Five-level risk classification, from Critical to No Current Risk
  • Warehouse-level and network-level analysis
Website graphic based on BeverageStack Product Risk data showing the distribution of products across five risk tiers, from critical to no current risk

04 — Purchasing & International Supply Chains

Purchase intelligently. Plan around real-world logistics.

BeverageStack captures the commercial and physical realities of beverage supply: supplier-specific purchasing terms, minimum order quantities, case and pallet constraints, and the five stages of an international lead time.

  • Supplier-specific purchasing terms, per product and per warehouse
  • Minimum order quantities, ordering multiples and minimum order values
  • Full-pallet ordering constraints and pallet economics
  • Five lead-time stages: supplier processing, origin preparation, transit, customs clearance and warehouse intake
  • Inbound purchase orders with partial receiving and expected arrivals
BeverageStack supplier purchasing terms showing cases per pallet, minimum order quantity, ordering multiple and the five lead-time stages for an agave supplier
BeverageStack purchase order showing a partly received supplier order with ordered and received case quantities

05 — Warehouse & Fulfilment

Connect every order with the stock needed to fulfil it.

From the moment goods arrive to the moment they leave, BeverageStack records what happened, where and to which batch—so fulfilment, transfers and corrections all stay traceable.

  • Goods receiving with batch and lot recording
  • Inventory allocations against confirmed sales orders
  • Picking and warehouse confirmation workflows
  • Dispatch-related workflows and order status tracking
  • Warehouse transfers, stock adjustments and returns
  • Full movement traceability, with user and time records
BeverageStack warehouse stock view showing batch-level case quantities by warehouse

06 — Sales, CRM & Commercial Management

From the first customer conversation to the final invoice.

Customer records, contacts, opportunities, territories, quotations, price lists, sales orders and history live in one connected commercial record—so nothing is rebuilt between stages.

  • Customer records, contacts, opportunities and activities
  • Sales territories and representative assignment
  • Quotations with basis-preserving conversion to sales orders
  • Customer-specific pricing and price lists
  • Order progress from allocation through dispatch
  • Sales representative and customer performance visibility
See Sales & CRM in Solutions
BeverageStack quotation detail showing line items, charges and commercial terms for a Demo customer quotation

07 — International Tax, Duty & Currency

Different markets. Different rules. One connected framework.

BeverageStack's tax architecture is built for the way beverage alcohol is actually taxed: alcohol-strength-based excise, volume-based duties, percentage-based taxes, fixed charges and applicable container deposit schemes, all configured per jurisdiction and preserved on every confirmed document.

The engine supports US, UK and European calculation methods. Jurisdiction-specific configurations are implemented and validated market by market—broader architectural support does not mean every jurisdiction is pre-configured.

BeverageStack Tax & Duty view showing active Irish VAT, wine excise and spirits excise rules with their calculation bases
BeverageStack exchange rates view showing daily ingested rates used for multi-currency transactions

Base currency and transactions

A company base currency with foreign-currency transactions for purchasing and sales.

EUR, GBP and USD

Record supplier and customer documents in the currency the trade actually happens in.

Automated daily rates

Exchange rates ingested automatically each day, with historical rates preserved.

Configurable rounding

Per-currency rounding rules applied consistently across documents.

Preserved calculations

Tax components on confirmed commercial documents are fixed as snapshots for reporting.

Jurisdiction rules

Percentage, volume, ABV-based and container-based duties configured per market.

Irish tax rules are configured in use today. UK and US calculation methods are part of the platform's tax engine; those jurisdiction configurations are not presented as operational until verified for each business.

See the operation end to end.

From supplier terms and landed costs to quotations, picking and reporting, the platform connects every stage of beverage distribution.

08 — Finance, Invoicing & Landed Costs

The financial detail behind every commercial decision.

Sales invoices, pro-formas, credit notes, supplier bills, customer receipts, multi-currency purchasing and landed costs all live inside the same connected record as your stock and orders.

  • Sales invoices, pro-formas, credit notes and customer receipts
  • Supplier bills matched to purchase orders
  • Multi-currency purchasing and sales
  • Freight, insurance, customs and handling-cost allocation into landed cost
  • Database-enforced financial totals—headers always follow their lines
  • Preserved fixed and variable charge bases from quotation through order to invoice
  • Consistent quotation-to-order calculations and confirmed-document tax snapshots
BeverageStack goods receipt with capitalised inbound freight and handling allocated across fifteen receipt lines to build landed cost

09 — Accounting & FinTech Connectivity

Your operational ERP. Ready to connect with your financial ecosystem.

BeverageStack is built to manage the commercial and operational side of your beverage business, with an architecture designed to support integration with external accounting platforms, financial systems and FinTech services.

Connecting operations and finance

  • Invoice synchronisation with external accounting platforms
  • Payment notifications and supplier bill integration
  • External document references and reconciliation workflows
  • Connectivity with FinTech and payment service providers
Integration-ready architecture

BeverageStack's architecture is designed to support connectivity with Xero, QuickBooks Online, Sage and a range of FinTech and payment services. This provides a foundation for connecting your beverage operations with your wider financial ecosystem as integrations are developed and enabled.

Individual integrations are not currently live. Availability will depend on development and configuration, and no commercial partnerships are implied.

Integration architecture
BeverageStack
Sales · Inventory · Purchasing · Finance
Integration layer
  • XeroIntegration-ready
  • QuickBooks OnlineIntegration-ready
  • SageIntegration-ready
  • FinTech & Payment ServicesIntegration-ready

10 — Reporting & Commercial Intelligence

Turn connected information into better decisions.

Because reporting draws on the same connected record as operations, dashboards and reports answer the questions managers actually ask—without exporting and rebuilding spreadsheets.

  • Executive dashboards with commercial KPIs
  • Revenue reporting by period, category and customer
  • Sales representative and customer performance
  • Product velocity, pricing and margin analysis
  • Inventory, purchasing and receivables reports
  • Excel and CSV export for permitted users
BeverageStack executive dashboard showing revenue, margin, order count and sales trend charts for the current period

11 — Stack AI

Ask. Analyse. Create. Learn.

Stack AI is an integrated, permission-aware commercial copilot. It works strictly with the information the person asking is already authorised to see—restricted cost, margin and customer information stay restricted.

Ask

Operational and commercial questions answered from live business data.

Analyse

Investigate performance, trends and comparisons across periods.

Create

Charts, tables and permitted exports built from the answer.

How Do I?

Integrated Help Centre guidance for completing tasks in BeverageStack.

  • Beverage category awareness, from whiskey styles to RTDs and mixers
  • Consistent, deterministic date interpretation
  • Structured data retrieval with complete results
  • Protection of restricted financial information
BeverageStack Stack AI analysing net sales by beverage category over the last ninety days, with a bar chart and results table

12 — Security, Permissions & Integrated Guidance

The right information for the right people.

Every customer operates in its own workspace, isolated at the database level. Role-based permissions and granular user overrides control who can view, create, edit, import, export—and who can access costs, margins and other sensitive information.

  • Separate customer workspaces with database-level tenant isolation
  • Role-based permissions with granular user overrides
  • Restricted financial information, controlled by role
  • Read-only access for viewers and auditors
  • Administrative oversight and audit history
  • Integrated Help Centre, Help Tips and searchable documentation
  • Role-focused interface—each person sees the workspace their role allows
Talk to us about access control
BeverageStack integrated Help Centre showing searchable documentation organised by role and topic

See how BeverageStack could fit your operation.

If sales, inventory, purchasing, customers, pricing and reporting are spread across multiple spreadsheets, BeverageStack provides a more connected way to bring the operation together.