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      Creating Stock using Packaging Plans and Execution

      This article explains how to manually create stock for product variants, Packaging Plans and Packaging Execution.

      Creating Stock using Packaging Plans is available for the following products: 

      • Commerce and higher tiers


      Via the Order fulfillment process, Packing Plans will be automatically generated.

      Creating a Packaging Plan

      To create stock independently from the amounts ordered: 

      1. Log in to the online platform C-sar.
      2. Navigate to the Roasted Inventory on the main menu bar.
      3. Select Packaging Plans. You will be directed to the Packaging Plans overview page.
      4. Click Add Packaging Plan.
        Screenshot 2025-01-13 at 17.05.23
      5. Enter the following details
        * is indicating mandatory fields

        Screenshot 2025-01-13 at 17.05.59
        • *Date: The date when the plan should be executed.
        • *Product: The product(s) you want to package.
          💡 The Available weight (=amount roasted within the last 30 days and not packed) will appear next to it. 
      6. The list of Product variants will appear in the Variants to be packaged section, along with the PAR level and Available stock.
        💡 Next to each Product variant, indicate how much new stock you will package.
        The total weight to be packaged is indicated below.
      7. You can select individual roasts (PRs) you would like to package. By default, the FIFO (first in, first out) method is selected.
        Screenshot 2025-01-13 at 17.11.49
      8. Press Save the packaging plan to submit. The Packaging plan will be added to the Packaging plans overview page tagged with a unique ID with the prefix PPL.

      Executing Packaging Plans

      Packaging execution serves two purposes:

      • The set of instructions informing staff on how much of each product variant they should prepare. How much coffee do they need to blend, grind, and package?
      • Creating records for the stock packaged and added to available inventory.
      1. Navigate to Roasted Inventory > Packaging Plans to access the Packaging Plans overview page.
        Screenshot 2025-01-13 at 16.59.17
      2. If you want to execute specific Packaging plans only, select the Packaging plans you would like to execute by checking the boxes next to the respective plans and press the Execute plan(s) button.
        Screenshot 2025-01-13 at 17.00.07
      3. If you want to execute all Packaging plans for a specific time range, click Execute plan next to any Packaging plan. 
        Screenshot 2025-01-13 at 17.01.32
      4. On the next page select the Date range for the plans you will be packaging. The relevant plans will be loaded.
        Screenshot 2025-01-13 at 17.02.49
      5. Scroll down to the Package section.
      6. Specify the number of packages created by entering the value in the Packaged field, or click "Add all as packaged" to quickly mark all packages as completed
        Screenshot 2025-01-13 at 17.03.54
      7. Press Submit.
      8. Go back to the Packaging Plans overview page. Your packaging plans will now be marked as Completed.
        💡 The packaged coffees will be shown on the Loose Inventory overview page as On-Hand and on the Packaged Inventory as Available. 

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      Congratulations! You have learned how to create stock with the help of Packaging plans. 

      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.