How to Assign Customers to Production Days

Assigning wholesale customers to Production Days  ensures that orders are automatically populate the correct production date when they are created—saving time and reducing manual scheduling.

In addition to this automation, RoasterTools creates a call list for all customers assigned to each produciton day, giving you and your sales team visibility to which customer have already placed orders and who you should reach out to.  

How Production Dates Are Determined

Production dates can be set in three places. The system follows this order of priority:

1. Wholesale Customer-Level Settings

• If a customer has a Production Day assigned, it overrides all other settings
• Orders will auto-select the next available production day
• Applies to:
  • Manual orders
  • Portal orders
• Can be set by manually in the customer edit page or in bulk (see steps below)

2. Commerce Imported Orders

• Imported commerce orders will  have a default production day that is the same as the day they are placed.  
• If you would like your commerce orders to automatically be assigned to one or more production days, you can do so in the settings.  
• Go to: User Name -> Settings -> Operations -> Select Day(s) -> Update Account

3. On the Order

• If the customer has no Production Day assigned, the production date defaults to the day the order is created.
• If there is a production day assigned, it will default to the next appropriate day.
• You always change a production day either when creating a manual order or when editting an exsisting.  You would select the date here:

How to Assign a Production Day to a Wholesale Customer:

You can assign a customer to one or more Production Days in the customer edit page or using the CSV upload.

Per Customer in the customer edit page:

1. Go to Sales → Customers → Edit
2. Scroll to Production Day(s)
3. Select one or more days
4. Click Save Production Day(s)

Bulk update using the CSV Upload:

You can update Production Days for multiple customers at once using a CSV export/Import.

1. Go to User Name → Settings → Import/Export
2. Select Customers → Download Wholesale Only
3. Open the file in Google Sheets or Excel
4. Edit the Production Days column
   • Enter the day(s) of the week
   • Separate multiple days with a comma ( , )
5. Save and download the file as a CSV
6. Return to RoasterTools and upload the updated file where you downloaded it

How to Use the Sales Dashboard

When customers are assigned to a production date RoasterTools creates a call list so you can see who  you expect to order on a given day.   As orders are placed for that production day the order number is noted.  This provides you with visibility to who hasn't ordered and you can an reach for that extra reminder before you begin production.

Click the RT logo to open the Sales Dashboard, where you can:

• See which customers have ordered for a specific production day
  • Customers with orders will have a check mark next to their name
• See which customers haven’t ordered yet
• Switch days of the week to plan ahead
• View past, current, and upcoming orders at a glance

Quick Tip: Add a phone number to the shipping address to display it in the call list

Where Customers See Their Production Day

The Production Day is displayed on:

• Invoices
• Packing slips