Introduction to Operations
Operations helps your roastery roast, package, and ultimately ship out coffee each day. Its goal is to simplify the daily process of getting more coffee out the door.
In this article
Overview of Operations
Tasks are planned to help you roast, package and fulfill everything that is due today. Completing a task uses a recipe to transform ingredients into something new (e.g. green coffee into roasted coffee, or multiple roasts into a blend). You can create a single task at any time, or you can Auto Plan to let the system automatically create all of your tasks for you to fulfill outstanding Demand.
Using the Today's Checklist
You can use the Today's Checklist, found on the Operations Dashboard, to walk through what needs to happen each day. Your goal is to ensure that you produce enough - or have enough inventory - to fulfill orders that are due today. Using the Today's Checklist makes this simple.
If you have shippable orders created in RoasterTools, use this area to push those orders to ShipStation in order to create Shipping Labels.
Your last step in the daily flow is to mark an order as shipped. Orders will appear here when all items on the order are marked as fulfilled.