This article explains how to create and adjust non-coffee Products, e.g. tea and also how to fulfill non-coffee orders.
📚 Learn how to map products from Shopify and WooCommerce/Beans.
What's new?
With Commerce and the ability to map via SKU and manage Packaged Inventory, we can now also assist you in creating and mapping non-coffee products, e.g. tea.
All of the non-coffee products need to be grouped into Profile groups. It could be just one large Profile group e.g. Miscellaneous Product. In case of non-coffee products there's no need to roast anything, therefore you need to allocate your Packaged Inventory to complete your Orders.
The first steps of creating non-coffee Products
- Adding a new variant on the Grind styles page
- Adding a lot to the (Green) Inventory
- Creating a new Profile
- Creating a new Profile group
- Adding the Profile group to your Products
Adding a new variant on the Grind styles page
By following the steps below you can add a new variant on the Grind styles page:
- Log into the online platform C-sar.
- Navigate to the Gear icon on the top right side of the page.
- Select Commerce settings.
- You will be directed to the Grind styles page.
- Click on +Add grind style.
- Type the variant name you wish to add.
- Click Save to add the new grind style.
Adding a new lot to the (Green) Inventory
By following the steps below you can add a new lot to your (Green) Inventory:
- Navigate to Inventory on the main menu bar.
- Select Add lot > One on the right side of the page.
- Enter the following details:
* is indicating a mandatory field
- Name
- Weight*
- Click Create lot to save the lot.
Creating a new Profile
By following the steps below you can create a new Profile:
- Navigate to Roasts on the main menu bar.
- Select Profiles.
- Select +Add profile on the right side of the page.
- Enter the following details:
* is indicating a mandatory field
- Profile name*
- Associated green lots
💡 Select the lots you created at step 1.
- Click on the Create profile button.
Creating a new Profile group
By following the steps below you can create a new Profile group:
- Navigate to Roasts on the main menu bar.
- Select Profile groups.
- Select +Add new profile group on the right side of the page.
- Enter the following details:
* is indicating a mandatory field
- Group name*
- Associated profiles
💡 Select the Profile you created at step 2.
- Click Create profile groups to submit.
Adding the Profile group to your Products
By following the steps below you can add the Profile group to your Products:
- Navigate to Commerce on the main menu bar.
- Select Products.
- Click on the Product name you would like to add the Profile groups to.
- Select Edit on the top right side of the page.
- Scroll down to the Profile groups section and select "Miscellaneous Product" Profile group.
- Click Save updates to submit.
To add new products manually, simply click on +Add new product and include the "Miscellaneous Product" Profile group that was created earlier. You can input the weight of the bag as the value for each product.
Adjusting non-coffee Inventory
The non-coffee Inventory can manually be adjusted under each product in via the Packaged Inventory page:
- Log into the online platform C-sar.
- Navigate to Roasted Inventory on the main menu bar.
- Select the Packaged Inventory overview page.
- Select the Product.
- You will be directed to the Product details page. By clicking on +Add product variant you can add further product variants.
- Enter the following details:
* is indicating mandatory fields
- Unit*
- Grind style*
- SKU*
- Click on the Create variant button to save the variant.
- By selecting Adjust stock you can manually adjust the stock level for the selected product.
- Enter the following details:
* is indicating mandatory fields- Par Level*
- Adjustment*
- New stock*
- Click Update Stock to submit.
Fulfilling non-coffee Orders
📚 Learn more about the Order Fulfillment process.
By following the steps below you can allocate your non-coffee Orders after synchronizing your open orders from your online shop :
- Navigate to Commerce on the main menu bar.
- Select Order Fulfillment.
- Click on the OF tag to access the Order fulfillment plan detail page.
- Select the Allocation tab.
- Click Add Allocation to get to the Stock allocation page.
- If you want to assign already packaged stock to the order, enter the stock amount for the packages you want to allocate to the Order fulfillment plan.
- Click Save allocation to proceed.
Related content:
Congratulations! You are now ready to map non-coffee Products.
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