Getting Started with Cropster Commerce

This article will provide an overview of Commerce and outline the essential steps to help you get started effectively.

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• Introducing Cropster Commerce
• Discovering the ideal workflow 
• Using the Roast Traceability Report 
• Contacting Customer Support

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Introducing Cropster Commerce 

Cropster Commerce ensures precise and flexible order fulfillment, enabling you to optimize your production planning effectively.

By incorporating Packaged and Loose Roasted Inventory into your roast day calculations, you can effectively fulfill your Orders while reducing waste

Cropster Commerce helps you manage your upcoming FTO audit or verify customer feedback by tracking the journey of green beans from roasting to packaging.

It seamlessly connects with the following online shops:

• Shopify
• WooCommerce/Beans
• Other shops, which are connected with Shipstation.
  📚 Explore the different shops that integrate with ShipStation here.

Discovering the ideal workflow 

This section will provide you with a step-by-step guide to effectively start your journey with Cropster Commerce.

1. Setting up your online store integration with Cropster Commerce.
2. Setting up SKUs in your online store (Shopify and WooCommerce/Beans).
   • Shopify
   • WooCommerce/Beans
3. Mapping Products and Product variants via the online platform C-sar. 
4. Mapping Products to Profile groups or Blend Profiles.
5. Ensuring the accuracy of your Loose Inventory.
6. Adjusting your Packaged Inventory.
7. Creating an Order Fulfillment. 
8. Allocating your Packaged Stock to Order Fulfillment 
9. Creating a Roast Schedule 
10. Executing Packaging Plans.
11. Completing your Pick List. 

Setting up your online store integration with Cropster Commerce 

First, we recommend you to have two tabs open:

1. Online platform C-sar.
2. Your online store account (e.g. Shopify, ShipStation, WooCommerce/Beans)

Below, we provide a list of online stores that can be integrated with Cropster Commerce.

By clicking on their names, you will access comprehensive instructions for integrating them with Cropster Commerce:

• Shopify
• Other stores which are connected with ShipStation
• WooCommerce/Beans

After completing the necessary steps for your online store, you can keep the second tab open and return to the first tab, where you'll continue working within the online platform C-sar :

1. Click on the Gear icon on the top right side of the page. 
2. Select Commerce Settings > Integrations. You will be directed to the Integrations overview page. 
3. Click on the dropdown next to  +Add integration and select your online store. 
   
4. For this example, we have chosen Shopify as the integration option. Fill in the necessary information to proceed.
   💡 For further details on each integration, you can click on the name displayed on the Add Integration page, as illustrated in the screenshot below: 
   
5. Click Create Integration. 
6. After successfully creating the Integration, you will be directed to the Integrations details page, where you can review and manage your settings.

Setting up SKUs in your online store (Shopify and WooCommerce/Beans)

In the following sections, we will guide you through the process of assigning SKUs to newly created products in both Shopify and WooCommerce.

Shopify

By following the steps below you can easily set SKUs for your products in Shopify:

1. Log in to your Shopify account. 
2. Navigate to the Products section. 
3. If you have not added any Products yet, simply click on the Add product button located at the top right corner of the page. Make sure to fill in all the necessary details related to that Product.
   💡 If you have previously added a Product, simply click on the Product's name to access the option to assign a SKU.
4. Scroll down to the Inventory section and enter the SKU. 
   
5. Click Save. 

WooCommerce/Beans

By following the steps below you can easily set SKUs for your products in WooCommerce/Beans:

1. Log in to your WooCommerce account.
2. Navigate to Products on the main menu bar. 

3. Select Add new product. Make sure to fill in all the necessary details related to that Product.

4. Scroll down to the Product data section and select Inventory.
   
5. Enter the SKU.
   
   
6. Click Publish.

Mapping Products and Product variants via the online platform C-sar

The first time that you connect to an online store, and every time a new Product is detected in that store during the Synchronization process, you will be asked to map it to a Product and Product variant within Cropster.

Below are the specific steps for mapping Products from each online store:

• Shopify
• ShipStation
• WooCommerce/Beans

Mapping Products to Profile groups or Blend Profiles 

1. Navigate to Commerce > Products on the online platform C-sar . You will be directed to the Products overview page. 
2. Click the  Edit button on the right side of the page on the Product you would like to map. 
   💡Products that have not yet been assigned will be marked with the status "Unreviewed."
3. Navigate down to the Type section and choose the appropriate Profile category you wish to assign to the Product.
   
4. Select the Profile group for Single origin/ Pre-Roast blend or select the Blend profile for Post-roast blends.
   💡 You can also edit the Product name, add a Cropster Product ID or Notes.
5. Click Update product to confirm your changes. 
   💡 The status of the Product changes now to Reviewed, which indicates the Product is ready.

Ensuring the accuracy of your Loose Inventory

1. Navigate to Roasted Inventory on the online platform C-sar . You will be immediately directed to the Loose Inventory overview page.
2. By clicking on the  Adjust weight button on the right side within the Profile group you can record any changes and/or discrepancies, so you will always have an accurate level of your stock. 
   

Adjusting your Packaged Inventory 

1. Navigate to Roasted Inventory on the online platform C-sar .
2. Select the Packaged Inventory tab. 
3. Click on the Product.
4. Navigate to the Product variants section.
5. Click on Adjust stock at the Product variant you would like to adjust. 
   
6. The Adjust stock level window will pop up. 
7. Enter the adjustment by typing it into the designated Adjustment* field manually.
8. Click on Update Stock. 

Creating an Order Fulfillment 

1. Navigate to Commerce > Orders on the online platform C-sar .
2. Click the 'Synchronise' button on the top right side of the page. 
   💡 It may be helpful to check for any new Orders that have come in since your last synchronization.
3. Check the box next to the Orders you wish to fulfill, and press the Fulfill button top right to be led to the Add order fulfillment page.
   
4. Under the Fulfillment date, select when the Order fulfillment needs to be completed.
   
5. Double-check the Orders:
   • • You can add an Order by clicking + Add order and selecting the respective OR number from the list.
     • You can remove Orders by clicking the  Remove button. 
6. Once you have reviewed the details and are satisfied with your selections, click on the Create Order Fulfillment button to finalize the process.
7. The Order Fulfillment Plan will be added to the Order Fulfillment overview page tagged with a unique ID with the prefix OF-.
   

Allocating your Packaged Stock to Order Fulfillment

1. Navigate to Commerce > Order Fulfillment on the online platform C-sar.

2. Select the OF tag for which you want to add the Allocation.

3. Click Add allocation.
   
   
4. You will be directed to the Add stock allocation page.
   
5. Enter the number of packages you wish to allocate in the Allocated stock field, or click "Allocate all stock" to quickly mark all packages allocated.
6. Click Create allocation to submit.

Creating a Roast Schedule 

1. Navigate to Commerce > Order Fulfillment on the online platform C-sar .
2. Select the corresponding OF-tag for which you want to create a Roast Schedule.
3. Select the Roast Schedules tab. 
4. Click +Add schedules.
   
5. You will be directed to the Convert to schedule page. 
6. Choose the date when you would like to schedule your roasting.
   
7. By clicking on the  Edit button, you can modify additional details related to your scheduled roast.
8. Once you have reviewed the details and are satisfied with your selections, click on the Schedule roasts button. 

Executing your Packaging Plan

1. Navigate to Commerce > Order Fulfillment on the online platform C-sar .
2. Select the corresponding OF-tag for which you want to create a Packaging Plan.
3. Select the Packaging Plans tab. 
   
4. Click Execute plan. You will be directed to the Packaging Execution page. 
5. Choose the Date range for the Packaging Plans you wish to execute.
   

6. Scroll down to the Package section.

7. 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.
   

8. Press Submit.

9. 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. 

Completing your Pick List

1. Navigate to Commerce > Order Fulfillment on the online platform C-sar .
2. Select the corresponding OF tag.
3. Select the Pick List tab. 
   
4. Select the Complete button to finalize the Order from your Pick List.
5. Make sure all Orders are complete, then mark the whole Order Fulfillment as Completed. 

Contacting Customer Support 

It's important to know whenever a question occurs besides the Helpdesk, our dedicated team is also here to help you.

Just submit a ticket and we will get back to you as soon as it is possible. 

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Related content

• Account & Administration
• Cropster Commerce 

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Congratulations! You are now ready to use Cropster Commerce!

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.