Beer Shop: digital workflow guide

Start digitalizing Beer Shop by making clear which record passes from whom to whom. Track product, supplier, batch/expiry, storage notes, and sale/return together.

Workflow boundaries

Record fields and ownership

For Beer Shop, link product/batch, supplier, and storage/expiry records by a work or project ID. Define an owner, evidence, and completion condition at each step.

Pilot checklist

• Document current steps and owners.
• Choose one pilot and standardize fields.
• Test access, change history, and export.
• Document exceptions and manual fallback.

Auditable records

Track product, supplier, batch/expiry, storage notes, and sale/return together. Reports should show date range, source, and treatment of cancelled/blank records. Limit personal or sensitive data to a defined purpose and authorized access.