Orders
Customer orders automatically cascade from their prior order. This frees you from having to manually create similar orders over and over again. At the same time, orders remain fully editable as needed. Changes to future orders can be made at any time, and take precedence over prior quantities.
The “Orders” tab provides a comprehensive view of all customer orders at once for a given date range.
Common Use Cases
Production Planning
- Quickly assess total production needs
- Identify high-volume products and dates
- Plan staffing and ingredient purchasing
Reporting
- Create detailed production reports
- Share data with management or team members
- Maintain comprehensive order records
Managing orders
In the “Orders” tab from the top navigation, you can view orders for all customers and edit orders for a specific customer.
The “Orders” tab includes a comprehensive view of all customer orders in a single table, providing an aggregate overview of your production needs:
- Columns represent order fulfillment dates
- Rows represent individual items present in the orders
- Each cell shows the total wholesale quantity needed for a specific item on a specific date
- Click on any quantity to drill down into individual customer orders and see:
Actions are available to:
- Select a different range of dates
- Select a different shop location (if you have more than one)
- Edit the order quantities and prices for a specific item and customer on any of the dates in the currently selected range
- Download the fulfillment schedule as a CSV file
Updating the schedule
From the “Orders” tab, you can make changes to any customer’s order for the currently selected date range.
- Click “Edit”
- Select a customer and location
- Select an item
- A form will display showing the customer location’s orders for the item during the selected date range.
- Make changes:
- Change quantities or prices
- Set quantity to zero to cease regular orders of the item on the same day of the week in the future.
Mutes
Mutes temporarily silence the steady cascade of regular orders. You can do this for the orders of an individual customer location, or for all orders fulfilled from a shop location.
When muted, an order’s quantities are nullified, or set to zero.
Order muting is reflected in the orders aggregate table, packing labels and invoices.
When to use order mutes
Use mutes for dates when you or your customers are closed. For example, most businesses close for holidays throughout the year.
Anytime you’re temporarily ceasing production of regularly occuring orders, you should set a mute.
Mutes are pereferable since they alleviate the need to permanently alter your normal order schedule for a temporary closure.
Muting a shop location
When a mute is set on a shop location, all orders assigned to that location are muted.
Muting a customer location
When a mute is set on a customer location, all items assigned to be fulfilled to the location from a specified shop location will be muted. A customer location mute does not affect any other customer’s orders.
Example
Take these orders for Steep Street Coffee House for 2025/1/1 thru 2025/1/7.
Customer: Steep Street Coffee House
| Order Date | Croissant | Bagel | Muffin |
|---|---|---|---|
| 2025/1/1 | 12 | 6 | 10 |
| 2025/1/2 | 12 | 12 | 40 |
| 2025/1/3 | 24 | 24 | 40 |
| 2025/1/4 | 24 | 6 | 60 |
| 2025/1/5 | 12 | 12 | 20 |
| 2025/1/6 | 12 | 12 | 60 |
| 2025/1/7 | 8 | 8 | 30 |
Now, the same orders with mutes applied from 2025/1/1 thru 2025/1/3.
Customer: Steep Street Coffee House
| Order Date | Croissant | Bagel | Muffin |
|---|---|---|---|
| 2025/1/1 | 0 | 0 | 0 |
| 2025/1/2 | 0 | 0 | 0 |
| 2025/1/3 | 0 | 0 | 0 |
| 2025/1/4 | 24 | 6 | 60 |
| 2025/1/5 | 12 | 12 | 20 |
| 2025/1/6 | 12 | 12 | 60 |
| 2025/1/7 | 8 | 8 | 30 |
All quantities during the muted period have been set to zero simply by setting a mute.