An ERP for wine & beverage agents.
A user-friendly, cloud-based ERP system built to simplify order and customer management, improve inventory and purchasing, and make sure your goods are delivered reliably.
CSPC 448821 · Barolo DOCG 2019 · 12 × 750 ml
- Consignment · cases744
- Retail · cases496
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LCBO integration
Seamless Liquor Control Board integration, with your proformas, POs and NTPs generated and calculated for you.
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Every kind of agent
Whether you are a consignment or a retail sales agent, ChannelSnap automates your processes across every channel.
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Structure for the back office
The tools and insight to drive sales while keeping your back office structured and accountable.
Automate and grow your wine & beverage agency.
ChannelSnap was purpose-built to run every part of a wine and beverage agency: accurate sales tracking and delivery, accounting, sales rep commissions, marketing and Liquor Control Board integration. ChannelSnap Wine Edition gives you the tools and insight to drive sales while keeping your back office structured and accountable, with no more endless spreadsheets or repetitive tasks.
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Consignment and retail
Automate your consignment agent processes and generate supplier commission invoices.
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Forecast revenue
Forecast your consignment and LCBO retail revenue.
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Capture every sale and cost
Never miss a sale. Orders from your salespeople, eCommerce and other sales channels flow straight into ChannelSnap, and the cost of goods is calculated on the fly.
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Accounting made easy
Capture your orders and payments in QuickBooks Online, and process payments directly with Elavon, Moneris and Clover.
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Access from anywhere
Use ChannelSnap at any time, from any web browser.
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Liquor Control Boards
Keep track of your LCBO, AGLC, BCLDB and SAQ inventory and simplify all of the red tape of dealing with these commissions.
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Inventory management
Detailed inventory tracking, and movement of items between local inventories and warehouses, LCBO, Liquor Connect and ContainerWorld.
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Book your sales and deliveries
Create your sales pre-picks and build your delivery schedules.
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Connect your eCommerce
Sync inventory and products with Shopify and pull new orders straight into ChannelSnap.
Where it hurts
You already know what is not working.
These are the six things wine & beverage businesses raise on almost every first call. If two of them are yours, the rest of this page is worth reading.
- 01
Endless spreadsheets and repetitive tasks eating into selling time.
- 02
Supplier commission invoices captured and calculated by hand.
- 03
LCBO proformas, POs and NTPs managed manually.
- 04
Inventory, pricing and orders out of step between the office, your POS and Shopify.
- 05
Capturing and entering pre-picks (orders) is a major undertaking, because you can’t easily pick from specific POs.
- 06
Having difficulty managing AGLC and BCLDB sales and purchasing data in one system?
Everything in the Wine & Beverage Edition.
The complete list, grouped by where you will use it.
Dashboard
- Notifications and upcoming calendar events your whole team can see
- Daily, monthly and yearly orders and total sales at a glance
- Gross profit and inventory at a glance
- An eye on items at risk of stocking out
- Your top-performing items and sales rep performance
- Customisable to suit how you work
Consignment and retail commission
- Supplier commission invoices captured, calculated and created automatically
- Every part of your consignment business, including pre-picks, POs and inventory
- LCBO sales revenue forecast
Integrations
- Your provincial Liquor Control Board or commission (LCBO, AGLC, BCLDB, SAQ)
- QuickBooks Online
- Shopify and Squarespace
- SuccessByEmail for email marketing and automation
- RoadWarrior for delivery route optimisation
- Google Maps to map your deliveries
- Card payments through Elavon, Moneris, Clover and QuickBooks Online Payments
- Gmail and Outlook 365 calendar sync for scheduled events
- Courier integrations, including ShipNoble and ShipStation
Purchasing
- Create and manage POs
- Supplier lead times tracked
- Track and communicate with your producers and suppliers
- Detailed PO status and backorder reporting
- Multi-currency support
- LCBO forms, including mixed case management
Producer and supplier management
- Full producer and supplier management
- Supplier lead time history and PO status
Inventory
- Multiple inventories and warehouses
- Transfers between inventories
- Detailed tracking of inventory and its movement between locations
- Reporting on inventory quantities and reorder points
- First-in, first-out (FIFO) costing, so you see the true cost and profit of every order
- An inventory log showing exactly how each value came to be
- Backorder tracking
- Support for negative inventory
- Inventory reserved for customers
Product and SKU management
- Products, categories and their details
- Make-to-stock and mixed cases, built as bundles from existing inventory
- Vintages and variants for each product
- Accounting integration to the general ledger
- Case lot management
- Retail and licensee pricing
- Bottle deposit management
- Reorder points and alerts
- Detailed product inventory reports
- Inventory quantity adjustments
- Item backorder management
- Price list creation
- Product spec sheets created automatically
Customer management and marketing
- Detailed customer relationship management
- Flexible contract and special pricing
- Inventory reserved for customers
- Purchasing rules based on terms, AR status and more
- Customer signatures stored for use on documents
- Competitor tracking
- Customer purchase history and analysis
- Aged receivables, sales and payments for each customer
- Commission management
- Prospects converted into customers
- Customer segmentation and grouping
- Targeted, measurable emails to customers and segments
Quotes and sales orders
- Private Orders, Consignment, High Volume Consignment (HVC) and more
- Fast pre-picks through bulk ordering
- Individual orders and sales requests
- Picking from multiple warehouses
- Trade sample tracking
- Website orders captured straight into ChannelSnap
- Detailed customer quotes, converted into orders
Delivery and fulfilment
- A driver app that works on any smartphone
- Each day’s items to pick up for delivery
- Customer delivery tracking
- Delivery signatures and proof of delivery
- No paper required
- Driver and warehouse pick lists organised by product
- Packing and delivery slips created automatically
- Delivery zones and shipping rates
- Shipping address labels for your deliveries
- Integration with ShipNoble, ShipStation and RoadWarrior
Sales rep management
- Rep commissions calculated and reported
- A personal dashboard with events and notes
- Customer account visibility, including aged receivables, so funds get collected
- Reps create sales orders and admins approve them for pre-picking, with no re-keying
- Reps create quotes on the fly, then convert them into orders
- Customer prospecting
- A mobile-optimised app for sales reps
- A sales rep app that works on any smartphone, to create quotes and orders and check inventory
Users and reporting
- Unlimited users, with dual roles and tailored functionality
- Custom reporting
- Multi-company support
- Role-based permissions
- Sensitive data blurred out, user by user
- Sensitive dashboard widgets hidden, user by user
Accounting and HR
- Full integration with QuickBooks Online
- Data integrity checks and reporting between ChannelSnap and QuickBooks
- Orders and credit memos synced automatically
- COGS and detailed cost tracking
- Employee time off and vacation tracking
eCommerce, POS and API
- Full integration with Shopify
- Inventory, pricing and product details synced to Shopify
- Shopify orders synced into ChannelSnap
- A built-in POS for retail sales
- A full API for third-party applications
Reporting, AI and automation
- Over 100 reports across inventory, sales, accounting and more
- LCBO automations that manage your proformas, POs, NTPs and other documents, do the calculations and cut manual work
- AI forecasting for sales and inventory, based on past purchasing and current trends
General advantages
- ChannelSnap and QuickBooks Online from any web browser
- Easy to use
- Responsive technical support
- Mobile-optimised for all users
- Export any data or report to Excel
- Customisable to your business
Transparency and support
- Every transaction and action logged by user, date and detail
- Inventory in and out logs
- You are never alone: knowledgeable customer service reps answer any question about ChannelSnap
- A built-in support dashboard
Wine & beverage questions.
Does ChannelSnap handle LCBO paperwork?
Yes. ChannelSnap manages your proformas, POs, NTPs, NISS and other LCBO documents, so you can tightly integrate with LCBO processes. Ultimately, ChannelSnap reduces calculations and cuts the manual work, while preparing LCBO forms, including mixed case management and BDL documents for uploading to Elite.
Does ChannelSnap help me create my LCBO pre-picks?
Yes, ChannelSnap makes creating LCBO pre-picks very easy. The same process lets you create inventory transfers, invoices and delivery schedules, saving your operations team a lot of time and frustration. Once it is complete, we create your documentation to upload to Elite.
Which liquor control boards or commissions does ChannelSnap support?
ChannelSnap supports the following commissions: LCBO, BCLDB, AGLC and SAQ.
Does it work for consignment and retail agents?
Yes. It handles Private Orders, Consignment and High Volume Consignment (HVC), manages your pre-picks, POs and inventory, captures, calculates and creates supplier commission invoices automatically, and forecasts your retail sales.
Can our reps and drivers use it on the road?
Yes. Sales reps get a mobile-optimised app to create orders and check accounts, and drivers get an app that works on any smartphone to see the day’s deliveries and collect signatures and proof of delivery.
Does it connect to QuickBooks Online, Shopify and Squarespace?
Yes. ChannelSnap integrates fully with QuickBooks Online, syncing orders and credit memos and checking data integrity between the two. Inventory, pricing and product details sync to both Shopify and Squarespace, and the orders come straight into ChannelSnap.
Wine & Beverage Agents
Talk to someone who
speaks your trade.
Our consultants have implemented this configuration repeatedly. The call is short, technical and honest about fit.
- 60 minutes, run by an implementation consultant
- Your data and your workflows, not a demo company
- Straight answer on fit, cost and timeline