30-min call with RobBook a proof-of-concept call
Beer, wine and spirits wholesalers

// AI for beverage distributors

AI for beer, wine and spirits wholesalers, tested on reports and filings your team already finished.

For the middle tier of the three-tier system: the licensed wholesaler that buys from suppliers and sells to retailers. Start with depletion reports, each supplier's monthly sales and inventory in that supplier's own format, or with price postings, the filings some states require before you sell at a price. Whichever you choose becomes a free AI proof of concept on copies of 20 to 30 reports or filings your team has already sent. Nobody logs in to your route accounting system, a supplier portal or a state filing site, and your reviewer, the person on your team who knows that work best, decides whether it passed.

Book a proof-of-concept call30 minutes with Rob
Beverage wholesaler proof of conceptFree, one job
First job
Depletion reports, or price postings
From you
20 to 30 finished reports or filings, copied after the NDA
Systems touched
None: exports and copies only
Never
A report sent, a price filed, anyone outside your team contacted
Reviewer
Named by the owner before day one
Price
A range now, a fixed price before signing

// Jobs we would test

Four jobs between the supplier and the retailer

Two ready to test
Two for later
JOB.01 · START HERE

Supplier depletion reports

Each supplier's monthly depletion and inventory report built from your sales and inventory exports in that supplier's layout, with every item, account or chain that doesn't map listed for the person who sends it.

See the depletion reports page
JOB.02 · OR START HERE

Price postings

A state's required price filing, or a supplier's price change, checked against your price book before the deadline, with every conflicting price, discount or effective date listed for the pricing manager who files.

See the price postings page
JOB.03

Supplier incentive and billback claims

What a supplier owes you under its programs, drafted claim by claim from your invoice lines and the program terms, for the person who files claims to check and send.

JOB.04

Retailer credit law deadlines

Open retailer invoices set against your state's published credit calendar, with every account nearing a notice date listed for your credit manager to act on.

// Why these two first

Both run on fixed dates, and your sent files hold the answers

Your suppliers see your market through your reports. A supplier learns how its brands moved to retailers in your territory from the depletion report you send it, in its own layout, every month. Each report your team already sent is an answer key: the exports behind it, the report the supplier received, and any questions that came back.

Price filings run on the state's calendar. Where a state makes wholesalers post or file prices, the filing is due on a set day, and once it takes effect your reps sell at what you filed. Every filing your pricing manager already made, with the price book behind it, shows what a correct check would have caught.

The federal permit comes first. Federal law makes it unlawful to engage in the business of buying distilled spirits, wine or malt beverages for resale at wholesale without a basic permit from TTB, and 27 CFR 1.22 repeats that rule for wholesalers. In the states that sell spirits at wholesale through a state agency, the agency needs no such permit. Your state license and your state's rules then decide most of the paperwork on this page.

TTB's trade practice rules look at your sales to retailers. Under 27 CFR 6.11 a wholesaler is an industry member, just as a distiller, brewer or importer is. Part 6 reaches only dealings between industry members and retailers, not a sale from a producer to a wholesaler. For malt beverages it applies only as far as the state's own law imposes similar requirements, so a beer house reads its state's rules alongside the federal ones.

Shelf space is not for sale. TTB's Industry Circular 2012-01, on retailers' promotional programs, treats renting display space in a store as both an interest in the retailer's property and a payment for a display service, and calls making participation depend on preferred placement a slotting allowance, an unlawful means to induce. What 27 CFR 6.99 allows is narrower: your people may stock, rotate and price your own products at a retail account without disturbing anyone else's, and may hand over a recommended shelf plan, but may not reset a store or department.

State credit rules shape the later jobs. New York's State Liquor Authority tells liquor and wine wholesalers that a retailer given credit must pay in full by the date on that year's credit calendar, and that the beer and wine products calendar sets different delinquent dates from the wine and liquor one. A late retailer gets written notice by first class mail on or before the notification date, unless it agreed to email, and the delinquency is posted that day. Before every delivery the wholesaler checks the list, and a listed retailer buys cash on delivery only.

One limit covers every job here. The proof of concept never files or posts a price, never sends a report to a supplier, never changes a price or a credit term, and never contacts a supplier, retailer or regulator. It works only on copies. Nothing on this page is legal or regulatory advice; your compliance lead and counsel decide what a rule requires.

// How the test runs

Three steps, one job at a time

  1. Step 01

    Pick the job and the reviewer

    The owner chooses one job and names the reviewer, often whoever sends supplier reports today or the pricing manager who files postings. Success criteria go in writing, a price range for the live job comes with them, and the NDA is signed before any file moves.

  2. Step 02

    Drafts on copies of finished work

    Send 20 to 30 depletion reports with the sales and inventory exports behind them, or 20 to 30 filings with the price book and supplier notices for the same months. We call this step the sandbox: a free AI proof of concept on work your team has already finished. Files that can't leave the building become look-alikes built with your reviewer.

  3. Step 03

    About 30 days live, after a yes

    If your reviewer says yes, the same job runs on new months for roughly 30 days. A person checks each report before a supplier sees it and each filing before anyone submits it. Another job is a separate decision with its own price.

Each job carries its own price: a range before the proof of concept, then a fixed price before you sign.

Rob sets the range on the first call from three counts: suppliers that get depletion reports each month, states where you post or file prices, and items on a typical filing.

// Questions

What beverage wholesalers ask first

Does the test need our route accounting system or a supplier portal?
No. It works from exports and copies: sales and inventory files, reports you sent, price books and filed postings. We never sign in to your system, a supplier's portal or a state filing site, and the live run after a yes is scoped and priced around whatever you run.
Will anything reach a supplier, a retailer or the state?
No. The proof of concept sends no report, files no price and contacts no supplier, retailer or regulator. In the live run, a person on your team approves each report and each filing and sends it.
Is this legal or compliance advice?
No. The drafts follow the rules and calendars your team gives them and list what doesn't fit. Whether a price, a program or a credit term complies stays with your compliance lead and counsel.
We sell beer under one set of rules and wine and spirits under another. Can one sample hold both?
It should, if your team handles both. Categories can follow different state rules and different supplier layouts, so a sample drawn from one category would test only part of the desk.
Who makes a good reviewer?
For depletion reports, the analyst or coordinator who builds and sends them now. For price postings, the pricing manager who files. The owner names one person before the test starts, and their call against the written success criteria decides it.
Rob Eason

Rob Eason, founder

// Book a call with Rob

Bring last month's supplier reports.

Thirty minutes with Rob: your company and your role, which job you'd test first, and roughly how many supplier reports or price filings your team finishes in a month. Keep every report, export and filing until the NDA is signed.

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