Frequently Asked Questions in Operations

Inventory

Can I track inventory for non-coffee items, like t-shirts?

Yes!  Fulfilling an item removes that item from your inventory.  

Will inventory update availability on our wholesale portal?

Demand

Why isn’t Demand updating?

Demand automatically updates every one or five minutes, depending upon your plan level. How do I know when Demand was last calculated?

You can hover over many Demand indicators to see when that particular type of Demand was last calculated, or the system indicator to see when Demand was calculated overall.

Tasks

Can I change the quantity of a task? 

Unfortunately, you can't.  But you can delete a task, and create another with the right quantity.   Can I assign tasks to a teammate?

This feature is under consideration.

Can I print a task list?

Yes!  Each task page has an icon to print tasks. 

Why is my task orange?  Subtasks explained

Certain tasks have subtasks that can actually be marked as complete on another page.  Package is a great example, as the associated Label task can be marked as complete and it will update the subtask of the Package step and turn that task orange.  Here's a short video showing you how this works, with two windows side by side so that you can see the changes happening in each page:

Why aren’t my orders exporting to ShipStation?

Unlike with Production Runs, you must manually export orders to ShipStation using a new page.  The process takes seconds, and the link can be found in the Daily Operations Checklist.

If I do an auto plan and update some orders afterward, will my plan and task sections automatically update?

This will depend on what the update on your orders is, if you are adding items or new orders to your operations day, you will only need to hit auto-plan again for the system to re-calculate the tasks.

In the case you are deleting items or orders from your current auto plan, you would need to do one of the following steps:

1. You can delete everything - all roast, blend, package, and bundle tasks - and re Auto Plan everything
2. If you delete an order or adjust one to have fewer items, the carryover column on the planning page will show the extra inventory from the tasks meant for the previous demand. You can then adjust (delete and add) the planning tasks to reflect the new demand and desired carryover.