e-Commerce Corporate Gifting Workflow

This is the process by which to communicate and fulfill corporate gifting orders, events, tastings.

Fulfillment Steps:

1. Once beers are chosen and confirmed by the inventory team, deplete the correct amount of 4pks on each item page in Shopify (Unless we’re waiting for it to be canned).

   • If a customer requests any other items (merch or snacks) in their tasting/gift make sure we have enough stock or order more if necessary > deplete the correct amount on each item page in Shopify.

2. Make sure we have enough Tasting materials packets prepped for each kit:

   • Tasting Instructions

   • Tasting Mat

   • Add the correct "Baseball Cards"

   • Customer Note (if requested)

3. Shipping boxes are typically 12x10x4 for a tasting kit or a Single 4-Pack Box for corporate gifts.
   *Make sure we have enough of the correct shipping boxes. Orders can be made through East Coast Packaging if we don't.

4. Suggested fulfillment/shipping dates are currently calculated in the Corporate Sales Tracker. Make changes to this if the customer requests beer by a different date than the event. 

   • Depending on where we are shipping, the tastings can be shipped out all together or trickle out to arrive around the same time. That can be determined by looking at the ground shipping map for UPS.

   • It’s typically safe to start shipping a week out. 

   • Keep weather in mind (ex. Extreme Heat, Storms, etc.)

5. Confirm all information is received by deadline.

   • If you don't receive info from client by deadline, reach out to remind them (via Tripleseat or email)

6. Once spreadsheet is completed, follow the steps in the Corporate Order Upload SOP

7. Update the Corporate Sales Tracker as steps are completed.

8. Set aside physical inventory for packages. 

9. Send tracking information to client in an excel document (via Tripleseat or email)

10. Once the event has completed, reconcile with an inventory order in shopify.
    *Only Threes beers need to be tracked on inventory orders (no snacks, merch, or 3rd party beer).

    • use angie@threesbrewing.com (alyssa) for customer

    • add tags: bulk order, virtual tasting, Tripleseat

    • shipping custom rate: $0 = "Bulk Order"

    • notes: add notes for what tasting it is for: [Company, Date]

    • add custom items for each beer, captialize all first words in the beer, followed by the same naming and format as found in the Shopify Product Title: Example "Vliet (Pilsner) 4-Pack" or "Logical Conclusion (Hazy IPA) 4-Pack" at $0 and qty pulled for the order

    • Uncheck "item is taxable" and do not check "item requires shipping." 

    • mark order as paid, and fulfill.

    • send link to order to ecommerce@threesbrewing.com in an email.

Additional Tips/Notes:

• If additional addresses/kits are requested and approved/paid for then repeat the upload process and adjust the inventory order to reflect the correct amount of beer used

• If a kit needs to be re-shipped (ex. was damaged in transit, incorrect address etc). Duplicate the customers order and adjust/update information thats incorrect. The new order should appear on the bulk plan and can be re-shipped.

• If pulling inventory for multiple tastings, this can be done in a combined inventory order, provided that the tasting details are listed in the order notes. 

Set up on day of (sales team)

• Instructor or coordinator will set up their computer or the Team Computer for Zoom access:

  • Team computer password is 'vliet'

  • Zoom login info is in 1P.

Reconciling Tripleseat Payments in Shopify (sales team)

1. Create Order in Shopify

2. Use angie@threesbrewing.com for contact

3. Add Tags: Tripleseat, Tasting, Bulk Order, Virtual Event.

4. Add Shipping "Custom" called Bulk Order, for $0

5. Add a note for the order: "[DATE] Virtual Tasting for [CLIENT]

6. Add Custom Items and replicate what is on Tripleseat contract:

• Custom Threes Brewing Beer Box ($x at qty, charge tax)

• Shipping ($x at qty, charge tax)

• Service Fee/Admin Fee ($x at 1 qty, NO TAX)

• Tip (use $1 tip product, adjust qty to nearest dollar)

7. "Mark Order as Paid", and create/fulfill order.

8. Send an email to Fred with links:

9. Sales team to submit applicable tips in Tastings Tip Sheet by Monday at 10am for previous week (Mon-Sun)