Reports: Periodic Spirit Inventory/Federal Reports

Each quarter, proprietors of a DSP must take inventories of their Bulk Production, Bulk Storage, and Bulk Processing accounts, as noted in 27 CFR (sections linked below). Proprietors must also take semi-annual inventory of their Finished Product and Packaged Goods.

• Bulk Production: 27 CFR 19.312 - Physical inventories 
  • Note: Line 17 in your Production report is meant to capture this Production Inventory on a quarterly basis; users must fill in this line manually as the system will not auto-fill this information on your behalf.
    • For more information, see: Compliance: Production Line 17 - Physical Inventory at End of Each Calendar Quarter (Read Time: 3 Minutes)
• Bulk Storage: 27 CFR 19.333 - Physical inventories
• Bulk Processing: 27 CFR 19.371 - Inventories of wines and bulk spirits in processing
• Finished Product: 27 CFR 19.372 - Physical inventories of bottled and packaged spirits
• General Guidelines: 27 CFR 19.623 - Records of inventories

DISTILL x 5 users can create inventory reports that show bulk, barreled, and bottle spirit by navigating to Inventory / Reports and clicking Generate Current Report. 

Note: Generate Dated Report will not include bulk spirit quantities – this data must be captured live in the system.