Creating Products and Orders (Roast Professional)

This article describes how to create products and orders for Roast Professional accounts.

Relevant for the following products:

• Roast Professional

• Commerce settings
  • Setting up the Grind styles 
  • Customizing your scheduling preferences
• Products
  
  • Creating Products 
  • Creating Product bundles

• Creating orders

Commerce settings

Firstly, define the Grind styles  and check the scheduling preferences.

Setting up the units

1. Log in to the online platform C-sar. 
2. Navigate to Settings on the top right side of the page.
3. Select Commerce settings.
4. Click on +Add Grind.
   

Customizing your scheduling preferences

Define how you would like to sort your roast schedule when converting orders. 

1. Switch to Scheduling Preferences tab in the menu bar on the left hand side. 
2. Under Order by you can define if you want to order your scheduled orders by Profiles or Batch size
   • Profiles: Define the order of your profiles below, by dragging and dropping them into position. 
   • Batch size: Select if you want to roast from Small to large (small batches first) or Large to small (large batches first).
3. Click Save changes to apply your settings.
   

Products

Creating Products

1. Navigate to Commerce > Products.
2. Click + Add new product. 
3. Enter the Product details:
   * is indicating mandatory fields 
    
   • *Name: Give your product a name. 
   • Cropster Product ID: The Product ID can serve as a reference to your external shop. 
   • Type: Define whether your product is a Single origin / Pre-roast blend or Post-roast blend.
   • Profile Group: Link your product to a Profile group (for Single origins or Pre-roast blends) or a Blend profile for Post-roast blends. 
   • Notes: Add any additional notes.
4. Click Create product. 

Creating Product bundles

1. Navigate to Commerce > Products.
2. Switch to the Product Bundles tab and click + Add product bundle.
   
3. Enter the Product details:
   * is indicating mandatory. fields 
    
   • *Name: Give your bundle a name. 
   • Cropster Product ID: The Product ID can serve as a reference to your external shop. 
   • *Type
   • Notes: Add any additional notes.
4. Click Create bundle.

Creating Orders

You are now ready to manually input your Orders to Cropster.

1. Navigate to Commerce > Orders.
2. Click + Add Orders > Order top right. 
3. Enter the Order details:
   * is indicating mandatory fields 
   
   
   • Enter reference
   • *Date
   • *Time
   • Customer type
   • Customer
   • Sales person
   • *Product
   • *Quantity
   💡 By selecting the "Create & Add New" option, you can conveniently enter multiple orders without navigating leaving the current page.
4. Click Create order to finalize.
   💡 Each Order receives an individual ID-tag starting with OR-. 
   

Congratulations! You are now ready to create Products and Orders. 

Your opinion matters. If you have further questions, feedback, or concerns, please feel free to reach out by submitting a support ticket directly from support.cropster.com.