Tank and packaging reconciliation
Pack-ready stock list. Keep the source details and outstanding dependencies together.
PACK FORMAT AND TRADE ALLOCATION
AI agent for independent craft breweries
The brew is ready. So is everything around it.
Keep tank stock, packaging slots and trade allocations in step.
A specialised AI agent you can ask for more. Chat here on the site.
$149.00/month, including $60.00 in monthly credits. Monthly subscription. Before tax.
Specialised AI agentYour own report presetNo connection needed to begin
Tank-to-trade release boardCOLLECTION / 341
YOUR SPECIALISED AI AGENT
One place for tank and packaging reconciliation, trade allocation and keg coordination, dispatch and empty-keg closure.
MADE FOR YOUR WORKDAYStart with work already on your desk
Your first useful assignment.
Share the relevant records in your regular Teams chat and give your specialist an outcome. No model or tool choices to make first.
Get my AI agent →YOU COULD ASK
“Reconcile next week's trade orders against released stock and packaging bookings.”
- Pack-ready stock list
- Account allocation sheet
- Keg-return follow-up queue
A useful first result
A saved pack-ready stock list, with the gaps and next steps clearly marked.
Example assignment, not a promised delivery time. Your agent works from the records and access you provide. Add connections when you want it to act in other systems.
A conversation at your desk
Run the next seasonal release across thirty trade accounts, from packaging slots to keg returns.
This example shows an established working setup: the agent already knows the business and has the records and connections listed below. Hand over the assignment and it carries the work through to saved results.
Illustrative project · configured agent at work
A configured agent with brew logs, released-stock records, packaging bookings, trade orders, carrier accounts and keg scans.
- Tank and packaging reconciliation
- Trade allocation and keg coordination
- Dispatch and empty-keg closure
A working specialist can handle the project, with a configured team sharing the work where available. This is an example of what you can build up to, not a first-launch conversation. Timing and usage depend on the assignment.
- Brewery owner
Run the next seasonal release across thirty trade accounts, from packaging slots to keg returns. Carry the work through the connected tools and keep the working records and reports current.
- Your AI agent · AI Agent Store
The canning slot moved a day and two accounts reserved more kegs than the released batch provides. I’m resolving those dependencies and continuing the rest of the programme.
Work in progress - Brewery owner
Keep the launch pub’s allocation; move the late mixed cases to the second run.
- Your AI agent · AI Agent Store
Both runs are reconciled, customers have their confirmed allocations, delivery exceptions are settled and returned kegs are matched to account balances. Your dashboard and working files reflect the recorded outcomes.
Later · delivery and saved results
The details your specialist follows
One brew can leave in three formats.
Follow each brew and tank reference through the working record. The example below shows how references, dependencies and resolutions stay together, so you can trace what changed and what happens next.
Keep an eye on: packaging-component shortages, unreconciled keg deposits, changed allocations and late empty returns.
Illustrative working document · your records start empty
| Brew | Dependency | Resolution |
|---|---|---|
| BR21 | Can slot moved | Second run scheduled |
| BR24 | Pub allocation | Kegs reserved |
| BR27 | Empty returns | Account balanced |
Active tank-to-trade release board3
Litres dispatched3600 litres
Completion evidence recorded2
Illustrative project figures. Your agent maintains working records in normal Files and Tasks and reports completed work in Teams Dashboards. Ask it to adapt those records and reports as your workflow changes.
PACK FORMAT AND TRADE ALLOCATION
A working brief for your AI agent.
Bring the brew and tank reference and pack format and trade allocation you already have. Your agent turns them into working records, keeps track of changes and follows the job through.
AI
Your AI agentPrepared for independent craft breweries
Tank-to-trade release board / 341EXAMPLE, NOT LIVE ACTIVITY
An example record for brew and tank reference, pack format and trade allocation, release position, litres dispatched.
01BR2102BR2403BR27
The useful next step
Tank and packaging reconciliation
Prepare pack-ready stock list from the available records. Save the supporting references and mark any missing details so the next step stays clear.
Built around the details that matter
Tank and packaging reconciliation. With the right questions already in mind.
Produces beer and sells it to trade; the pub profile manages service and venue takings, while cideries manage apple pressing and cider lots.
Trade allocation and keg coordination
Account allocation sheet. Track changes against the same job reference.
Dispatch and empty-keg closure
Keg-return follow-up queue. Save the outcome and carry the next steps into your working records.
A small tool for a real job
Kegs in the trade release. Before the back-and-forth.
Packaging-component shortages, unreconciled keg deposits, changed allocations and late empty returns.
Try the numbers, then bring the confirmed brief to your specialist. Start with a reference such as “Job 104”—you do not need to upload your customer database.
- Brew and tank reference
- Pack format and trade allocation
- Release position
- Litres dispatched
Try your own numbers
Kegs in the trade release
Planning arithmetic from your inputs. Your specialist can turn the confirmed details into a working brief. This is not a quote or capacity commitment.
From enquiry to a useful next step
Tank-to-trade release board. Your way of working.
01
Brew brief received
Add a job reference and the details you already know.
02
Scope and references reconciled
Brew and tank reference and Pack format and trade allocation, ready to check.
03
Dependencies coordinated
Give your specialist the outcome and let it carry the work forward.
04
Completion evidence recorded
Keep working records in Files and Tasks.
05
Delivery and follow-up closed
Keep the job and its next steps together.
Ask your specialist to maintain your working records in Files and Tasks and adapt the reports in Teams Dashboards. These are the regular platform tools, prepared for your business. Connections to other systems are optional.
Prepared for your business
The numbers behind your brewery production desk.
Six useful measures, ready in your regular Teams dashboard. Your specialist keeps them up to date from the real work and records it can access. Ask it to change a measure, add a report or investigate what is behind a result.
Recorded total · litres
Litres dispatched
What this measures
Actual completed litres in tank-to-trade release board, recorded once per source job and completion line. Use observed quantities from the source records for litres dispatched; planned quantities, duplicate updates and illustrative figures are excluded.
Recorded cases · cases
Trade allocation conflicts settled
What this measures
Completed trade allocation conflicts settled cases with the required delivery evidence and follow-up reconciled. Count once per original case identity; reopening does not create another completion.
Recorded cases · cases
Empty-keg balances reconciled
What this measures
Distinct empty-keg balances reconciled cases, with source evidence from the tank-to-trade release board. Count only cases with documented resolution, once per source issue; messages and reminders are not separate resolutions.
Average · hours
Confirmed pack count to issued dispatch plan
What this measures
Elapsed hours for confirmed pack count to issued dispatch plan, using actual start and completion timestamps for the same case. Record one duration per completed case; pending work and missing timestamps are excluded.
Observed rate · %
Delivered lines matching released brew and format
What this measures
Delivered lines matching released brew and format divided by all assessed cases with a known outcome under the same recorded criterion. Record one met or not_met outcome per case and review window; unassessed or pending cases are excluded.
Observed rate · %
Promised trade delivery windows met
What this measures
Promised trade delivery windows met divided by completed cases with both a recorded agreed deadline and actual completion time. Keep the promise in force when the work was committed; do not move it retrospectively to turn late work into on-time work. Exclude unknown deadlines and pending cases.
Your reports start empty. Figures reflect observed work in the selected period; missing records are not treated as measured zeroes. Current jobs, schedules and stock stay in your working files and tasks. You and your agent can adapt the dashboard as your business changes.
Keep the tools that already work
Specialised in your trade. Open to your next idea.
Your AI agent starts with the details of your business already in mind. The three workflows are starting points. Ask it for help with another task in the same conversation.
An AI agent prepared for your business
The starting instructions, intake questions and working rules already match independent craft breweries. Add your service list and one example of your tone when you are ready.
Give your agent the whole job
Give your agent an outcome, the access it needs and your budget. It handles routine decisions and follows through in your connected tools, asking when a missing business decision needs you. Set or change your own boundaries whenever you want.
Ask beyond the starting workflows
Ask it to compare suppliers, prepare customer updates or analyse recurring issues in your tank-to-trade release board. It can take on a wider assignment in the same conversation. Give your agent another task in plain language. What it can carry out depends on the tools you connect and the access you choose.
Recommended starting plan
Your AI agent for independent craft breweries.
Begin with one specialist and a report preset for your business. After setup, your regular Agent Teams conversation opens. No tool selection before your first conversation.
$149.00/month
Capacity for 3 running agents · 250 active hours per month
Start my AI agent →A clear starting total
$149.00 before tax today and monthly, including $60.00 in Platform Credits after the first payment and each paid renewal.
Unused credits roll over. AI usage draws from your balance; additional credits are available when needed. $0.15 applies per active hour beyond the included allowance. Optional voice and other services cost extra.
Hosting availability is checked before payment. Create your account, confirm your monthly subscription, then start chatting when your specialist is ready. Your instructions and dashboard are prepared automatically after payment.
Automatic top-ups start off. Buy credits manually or set automatic top-ups and spending limits in your account. Keep the full Teams controls for models, connections and supported settings.
Before you begin
At your brewery production desk.
Will it handle the full brewery production desk workload?
Keep brew identity, tank movements, packaging runs and customer allocations connected. Reconcile recorded packaging losses and actual keg fills with trade orders, retain the brewer’s release status, and follow empty-keg balances through returns. A tank forecast is not packaged stock.
Is this only for the three tasks shown?
No. This is an AI agent specialised for independent craft breweries, with three prepared workflows to get you started. You can ask for writing, research, planning, analysis or another task in the same chat. It can make routine decisions and carry the work through using available tools. You set its boundaries; it asks when a real business decision or missing access needs you.
What happens after I subscribe?
After payment, we prepare your AI agent for independent craft breweries, its workflows and your tank-to-trade release board dashboard. Your regular Agent Teams chat opens when setup is ready. Files, Tasks, settings and billing work the same as for other customers. Reports start empty and count actual reported work; the examples above are illustrative.
Do I need to connect email or messaging?
No. Prepare your first brief and draft here. Connect external channels later when you want the specialist to work there.
Does this replace my existing business software?
Use it alongside your current tools for preparing work and organising jobs. Live stock, availability, sending and payment records require a verified connection or your own confirmation.
Choosing for a different business?
Compare the working records and business types each specialist is prepared for.
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