Workflow - In-store Production


Reviewing Orders

  • Open tomorrow's green order

  • Select More > History

    • View prior order values for same day past 4 weeks

  • Select Edit Adjustments

    •   +/- to change quantity in Customer Adjustment column

    • Starting Order value +/- Customer Adjustment = Units Orders

  • Save Changes

  • Change order status to Processed (yellow)

Create Worksheet

Use this to record delivery issues and waste

  • Open tomorrow's green order

  • Select “More” > Worksheet

    • Choose Grid or Document

  • Build Report

  • Print

  • Record changes made to production

  • Record Waste

Order Report (Optional)

  • Date: Tomorrow
  • Shift
  • Build Report
  • Print

Station Report for Baker

  • Date: Tomorrow
  • Shift
  • Build Report
  • Print

Create Waste

  • Open yesterday's order

  • Edit corrections to record additional product received or shortages

    • Record any changes made to the production
  • Save Changes
  • Select “More”

  • Select “Waste”

  • Enter only quantity wasted, no zeros

  • Check Close this record after saving changes.

  • Save Changes

Closing Orders (optional)

  • Open yesterday's order (yellow folder)
  • Change order Status to *Closed*


“More” Option in Orders



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