Direct Wine Shipping Quarterly Reporting Instructions - Utilizing the Excel Templates to Upload Data

Sep 11, 2026

Uploaded by Logic

Instructions explain how DWS licensees complete PLCB-provided Excel templates and upload quarterly reporting data to PLCB+. The guide details prerequisites such as reporting zero sales via item-by-item functions, completing “Sales by Product” for each calendar-year quarter, and using separate spreadsheets per quarter. Step-by-step workflow covers logging into PLCB+, downloading the template, filling required fields with strict validation rules, saving locally, importing, validating, and submitting, plus how duplicate entries and prior-quarter editing restrictions affect uploads.

LanguageEnglish

CategoryPresentations

FormatPDF

Pages5

Reading Time2 min

AccessFree to download

Before You Begin

Reporting no sales

Sales by product by quarter

Use separate spreadsheets

Step 1: Submit Report

Step 2: Download the Template

Step 3: Complete the Spreadsheets

Required fields and validation rules

Product Name, Year, Quarter

Size (ml), Units Sold, Total Sales

Optional fields

UPC, Varietal, Vintage

Step 4: Save the Spreadsheet

Step 5: Import/Upload to PLCB+

Validate & Import and populate online report

Download imported document and save work

Editing Entries and Re-uploads

Duplicate upload restrictions

Adding lines or uploading new documents

Prior-quarter editing deadline

Direct Wine Shipping Quarterly Reporting Instructions: Utilizing the Excel Templates to Upload Data In response to requests by DWS licensees, the PLCB has developed excel templates to simplify quarterly reporting for DWS licensees. The following instructions will assist DWS licensees in completing the PLCB-provided templates and uploading them to PLCB+ . Note that data validation parameters are built into the templates and the data upload process, so only the PLCB-provided templates maybe uploaded to PLCB+. Before You Begin: • If you are reporting no sales for a quarter , zero quantities must be reported utilizing the PLCB+ item-by-item reporting function; the excel template will not allow zero entries. • Note that the “Sales by Product” report must be completed for each calendar year quarter. • DWS licensees are encouraged to report each quarter on its own spreadsheet. Step 1: Log into PLCB+ and Select “Submit Report.” Step 2: Download the Template. Scroll down the DWS reporting page until you see “Download Excel Template.” Select the template you wish to download from the drop-down menu and open the file to begin inputting data. Step 3: Complete the Spreadsheets. Below are field names and associated attributes and reporting tips for each spreadsheet template. Fields noted with an asterisk (*) are mandatory. NOTE: If these guidelines are not followed when entering data, data upload will fail for the entire spreadsheet until such errors are corrected. Duplicate entries will also cause data upload to fail, so be sure to abide by the data entry guidelines below and avoid duplicate entries. | Field Name | Character Limit | Validation(s) | | --- | --- | --- | | Product Name* | 250 | Enter the product name with sufficient detail to distinguish the
product sold. Letters and numbers allowed. All characters are allowed. | | Year* | 4 | Enter a four-digit year. No letters, commas or dashes are allowed. | | Quarter* | 9 | To avoid data formatting errors, DWS licensees are discouraged from copying and pasting into this field from another document. Instead, since all entries in this column will be the same for the entire document, select the appropriate quarter from the drop-down in the first cell, then copy (Ctrl-C), select as many cells within the column as necessary to report all the data for the period, and paste (Ctrl-V) the first entry into all the cells selected. For help:
[https://support.office.com/en-us/article/move-or-copy-cells-and-cell](https://support.office.com/en-us/article/move-or-copy-cells-and-cell)contents-803d65eb-6a3e-4534-8c6f-ff12d1c4139e | | Size (ml) * | 14 | Enter, in digits, the size of the bottle in milliliters (for example, 200, 375, 500, 1,000, etc. ) . No letters, commas, decimal points or dashes are allowed. | | Units Sold* | 14 | Enter, in digits, the total number of units (bottles, not cases or shipments) of the product sold and direct shipped to all Pennsylvania addresses during the designated quarter. No letters, $ sign, commas or dashes allowed. Do NOT enter negative numbers or zeros. | | Total Sales* | 14 | Enter, in digits (dollars and cents), the total dollar amount of gross sales for the UPC/product direct shipped to all Pennsylvania addresses during the quarter designated, not including wine excise tax or shipping charges. No letters, $ sign, commas or dashes allowed. Do NOT enter negative numbers or zeros. | | Field Name | Character Limit | Validation(s) | | --- | --- | --- | | UPC | 50 | If UPC is available for the product, enter it. Letters and numbers allowed. All characters are allowed. | | Varietal | 120 | Enter varietal, if available. Letters and numbers allowed. All characters are allowed. | | Vintage | 50 | Enter vintage, if available. Letters and numbers allowed. All characters are allowed. | Step 4: Save the Completed Spreadsheet to your Computer. Step 5: Import/Upload the Completed Spreadsheet to PLCB+ . On the DWS reporting page, scroll down unti

FAQs

What should DWS licensees do when they have no sales for a quarter?

Zero quantities must be reported using the PLCB+ item-by-item reporting function, because the Excel template will not allow zero entries.

Which report must be completed for each calendar year quarter?

The “Sales by Product” report must be completed for each calendar year quarter.

What happens if required-field or validation guidelines are not followed in the template?

The data upload fails for the entire spreadsheet until the errors are corrected, and duplicate entries can also cause the upload to fail.

Sep 11, 2026

Uploaded by Logic