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Roaster Tools 101

  • How to Add and Manage Team Users
  • How to Add Customers
  • How to Invite Customer to Your Wholesale Portal
  • How to Enable the Wholesale Portal
  • Roasts vs. Products: What's the difference?
  • How to create a bag for your coffee products
  • Grinds: Creating Grind Options and Making them Unavailable or Exclusive
  • Green Coffee: Creating, Updating Inventory and Purchasing
  • How to create a pre-blend
  • How to create a roast
  • How to create a blend
  • How to Create a Coffee Product
  • How to Assign Customers to Production Days
  • How to send automatic outreach emails to your customers
  • Unavailable and Exclusive Products in the Wholesale Portal
  • Delivery Methods: Creating, Settings and Using Delivery Methods
  • How to add a logo to your RoasterTools account
  • How to upload and assign Contacts
  • How can I fix the UTF-8 error when uploading a CSV?
  • How to Create Other Products (non-coffee)

Categories

  • Getting Started
  • Insights
  • RoasterPay
  • Roaster Tools 101
  • Operations
  • Sales
  • Portal
  • Products
  • Integrations
  • Support & Billing
  • (OLD VERSION) Production Runs
  • Status
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