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TRANSCRIPT
Warehouse Report
Log into EDS using your Email Address/User Id and Password.
If you have forgotten your password, click on the Forgot Password? link.
Logging into EDS
Choose the license that you are filing the report for from the drop down menu . If you are using the FTP bulk upload process then you can click on the Upload to FTP Server link . If you are
entering the detail manually or uploading only Transaction Data, click the correct report link under File a New report. For the Tutorial we will be using the Imported Wine Manufacturer’s report
to demonstrate the process as the Imported and Domestic reports are identical.
Filing a New Report
Upload to FTP Server
The FTP Bulk Upload process to file your reports is detailed here. If you are using this method and click on the Upload to FTP Server
link you will see this screen. From here you would click Browse and choose the file that you wish to upload. This is one optional
method for filing reports and is complete at this step. If you are Manually entering data or uploading Transaction Data See the rest
of the Tutorial below.
The General Information tab will auto populate based upon the information provided during the registration process. Red asterisks denote required fields. A Reporting Period month and year must be selected. A selection from the Amended? drop down box is also required, but defaults to “No”. Only if the report gets amended and resubmitted, should “Yes” be selected from the drop down box. Add the Report Submitted By name, which is the person who has verified the submitted the information. The Email Address is that of the person entering the report. The Filer Email address is optional.
Filing out the General Information Tab
License Filtering
The system now filters licenses to only allow those that should be associated with a specific report. If submission of a different type of
license or an expired license is attempted, EDS will reject it and return an error message, Enter a Valid license Number
For the Warehouse Report only the following license types will be
allowed based upon the type of transaction:
• Beer Manufacturers • Beer & Wine Distributors • Beer, Wine & Liquor Distributors • Alcohol Importers • Alcohol Exporters • Alcohol Manufacturers
• Manufacturers of Wine and Cordials
• Distributors of Sacramental Wines
• Liquor Distillers
Transaction Filtering
After a license has been selected for a product transaction, the transaction type control will be changed to indicate which transactions are allowed for the license selected.
The items in white and do not have an “x” are allowable transaction types. The items that have an “x” and are highlighted yellow indicate the transaction type is not allowed for the license selected. If the user selects an invalid transaction type , they will see the above validation error message.
This functionality is supported in modern browsers and will work in Chrome, Firefox, and Internet Explorer. However, Internet Explorer version 8 has been tested and works if the document mode is set to version 8. If the browser does not support the new changes, the new validation will not happen until the data are submitted to the web server.
Report Detail
Invoice Information The invoice date and invoice number must
match exactly what is printed on the invoice.
This is for any invoice for product you receive or selling and invoicing to another
licensee.
No other data should be used in these fields.
Using the Lookup Feature
There are two ways to search for licensees via the Lookup feature. If the license number is known, enter the number in the Florida License/Permit # field and select the Lookup button. If the name of the licensee is known, enter the entire name or enter the first part of the name followed by the % sign in the Name of Supplier/Purchaser field. Select Lookup. The % will start a wildcard search and provide a greater chance of finding the licensee.
No Results Using the Lookup Feature
If an invalid or unrecognized license number is entered, a red error message displays, Enter a Valid License number
A licensee’s name and/or their license number can be verified by navigating to the list of beverage distributors on the Division’s site here.
Multiple Lookup Results
In the event of multiple returns from using the Lookup feature, a popup window will appear with possible options based upon the search criteria. Select the appropriate row and the fields on the Detail tab will populate with the licensee’s information. The Valid Until column will only return a status of “Active” or an expired date value. An expired date in this column means that the actual license expired two months prior to that date and can no longer be used in EDS. If a transaction occurred within that two month time frame, contact EDS Support at [email protected]. The columns can now be sorted using the triangles in the column headers, but the default sort is by business name. The triangle of a sorted column will appear grey and only one column can be sorted at a time. An arrow pointing down shows a sort in descending order. A upward arrow represents an ascending order sort.
Multiple Lookup Results - Continued
Search Within Results allows the user to filter the search results locally. The filter functionality will hide rows that don’t match the filter criteria. The filter will match across any column value. If the user does not see the needed license, select Cancel and contact the EDS Help Desk at [email protected]. Supply the name and address of the business if possible.
Transaction Detail Screen
Choose the type of bulk transaction from the drop down menu, enter the license number or look up the supplier purchaser and enter the
relevant transaction information in the labeled boxes.
Adding a Transaction
Once the required data have been entered, select the Add Transaction button. If successful, the transaction types and quantities will be added individually under the under the Add Transaction button. These transactions will also be summed in the Product Transaction Summary. If data have been incorrectly entered into the fields at the top of the screen, Clear All will remove the individual transaction information. If all of the required fields have not been completed, EDS will flag those empty fields and block the transaction.
Upload Multiple Transactions
EDS now allows for the upload of multiple transactions as long as they are formatted in the correct way. To begin click the Upload Multiple Transactions button.
To begin formatting your Transactions correctly, first download the template.
The Template is in .csv format. Manipulate your data in Spreadsheet form to fit the labeled columns correctly.
For Transaction type and Product Size ID codes you will need to Download Lookup Legend.
For the Warehouse report there are separate templates for each Detail page, be sure to use the one provided on each page for
download.
The lookup legend shows what all the transaction codes are that need to be used to format any type of report.
Download these two files to look up Business Entities. Linked here
When your file has been formatted and saved click the Browse button to find the file.
Choose your file and click Upload.
The dialog box will show if records are accepted as valid. Valid records may be added but if there are any invalid records you may want to correct them and upload again before adding. Any transactions added will be duplicated if added again.
If records are rejected the dialog box will show which ones with the reasons why so that it may be corrected and uploaded again.
Any accepted uploads will show in the Transaction Detail. You can enter the detail that was not accepted manually or correct the indicated errors
in the file and upload again. It is necessary to remove the correct records from the file before
uploading a new file that corrects the previous errors. EDS will duplicate transactions if they are uploaded multiple times.
Tip: Save your upload templates and use them to help with filling in subsequent
reports.
Inline Sorting of Detail
To help with finding detail that has already been entered EDS offers sorting by certain fields. Any column with a darker labeled header
may be clicked on and the data will be sorted in ascending or descending order by that field.
Changing and Deleting Entries
An entry can be changed or deleted using the radio buttons at the far right of each entry.
Changing an Entry
Click on the Icon to change an Entry. You can change any of the fields shown in white.
When complete click on the Icon to save changes. You will see a notice that the transaction was added successfully.
If You did not need to make a change click the Icon to cancel.
Deleting an Entry
To delete an entry click the Icon . You will see a notice that it has been deleted successfully.
Summary
Click the load prior inventory button and the inventory from the previous month will be carried forward to beginning inventory. The grey fields are pulled automatically from the entries in the detail.
Review & Confirm
Review the information one more time for accuracy, then select Save. Once the report has been saved, select Submit Report.
Review the report data one more time then click the Submit Report button from the Review & Confirm page.
Submitting the Report
After Submit Report is selected, a confirmation message will display stating “You have successfully submitted the report.”
Successful Submission
Viewing Saved or Submitted Reports
•Viewing Saved or Submitted reports can be done either by navigating to My Reports or Home.
Amending Submitted Reports
• To amend a submitted report, open the needed report. • On the General Information tab, change the Amended? field to “Yes” and proceed to
make the necessary report changes before saving again and then resubmitting.
Resources You may research license/permit numbers from the Alcoholic Beverages
and Tobacco’s webpage. Follow this link
More information on filing electronically: EDS Information
Technical Support
[email protected] Contact EDS Support for technical questions or to report a problem. If you need assistance filling out a report, contact your district office. A list of district offices can be found here.