Liquor excise returns

The customer asks: A liquor store's excise return figures, volume and pure alcohol per duty class, per store and period, from its own stock, kept as filed

• Verdict: Ready, with limits (3)
• Door: Desk action · area: Documents and print › Your own records, fields and buttons
• Recipe: Liquor excise returns
• Sample: S62 — Liquor excise returns (pp_exr): excise figures from your stock, kept as filed
• Checked: 2026-10-31 · bench

What you build

A duty class as your manifest's own record type, and three fields on Item: the item's class, its millilitres per stock unit and its strength. A return per store and period with a Desk button whose service reads the store's own stock ledger with the list API's sums: each item's balance at both ends of the period, and the period's movements by kind. It writes twelve lines per duty class, from the opening stock through what came in, what went out and what counts changed to the closing stock, each in units, volume and pure alcohol. A return's store, period and unit are set once. A workflow step the Stock Manager takes files it, and a save rule then keeps its figures as filed (the rule installs switched off: the retailer switches it on).

Limits

• The figures are the books as they stand when the return is worked out; a late till sync or a back-dated entry changes the next return's opening, never a filed one.
• One store and one period a press; a store with very many liquor items can run out of the press's time.
• The authority's own form, codes, duty rates and an electronic filing are a version of your own, built on these figures.

Tell the customer

Your excise return's volumes and pure alcohol per duty class come from your own stock, split the way the authority asks, and stay as you filed them.

What next

1. Tell the customer the 3 limits above, and write them into the proposal.
2. Follow the recipe: Liquor excise returns.
3. Copy the sample: S62 — Liquor excise returns (pp_exr): excise figures from your stock, kept as filed, and change it.
4. Build and test it on your sandbox (request one if you have none; what is on it).
5. Run the checks: your own tests, the kit's checks and the money kit's release gate (testing and release).
6. Release through the customer's own release gate (14. Testing and release); an app other shops install goes through the App library.

Related needs

• A button on a record that rechecks stock in our ERP or assigns a pick route — Ready, with limits (1)
• Donated goods taken in with the donor's details, by kind and condition, and a donor receipt given at intake — Ready, with limits (3)
• Each consignor's share of the pieces sold, worked out from the till and Desk sales, returns taken off, and each sale paid once — Ready, with limits (4)
• Each repair, test and spare part kept against the unit's serial number, from intake to hand-over, with the unit's whole service history in one place — Ready, with limits (4)

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