A ready-to-run workbook for licensed beverage-alcohol wholesalers operating inside the three-tier system.
- It handles laddered case/bottle cost-up pricing, mandatory state price posting and hold windows, federal and state excise accrual, and driver route settlement.
- Built to survive a state ABC audit and a supplier chargeback dispute in the same week.
This kit is on the build list. Drop your email and we'll send it the day it ships — plus a
free quote calculator now. The most-requested industries get built first.
Planned modules
- Cost-up pricing ladder: supplier FOB to laid-in to case/bottle wholesale with margin floors by SKU
- State price-posting & post-and-hold calendar with effective-date and minimum-hold tracking
- Federal TTB + state excise accrual worksheet by proof gallon and wine gallon
- Supplier depletion allowance & chargeback reconciliation log
- Route settlement sheet: signed BOL, credit returns, cash-vs-terms exceptions by driver
- License & bond renewal tracker (federal basic permit, state wholesaler license, surety bond)
Who it is for: Federal TTB basic wholesaler permit plus a state alcohol wholesaler license, surety bond, and strict three-tier separation from producers and retailers; heavily regulated posting and pricing rules..
Planned pricing: starter $69 · pro manual $249 · updates $89/yr.