Managing Green Inventory

This article explains how to add green coffee, make adjustments, view your lot's history, and access your Green Inventory Report. 

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• Why use Green Inventory?
• Green Inventory in C-sar
  • Adding lots in bulk (recommended for new users)
  • Adding lots one by one
    

  • Customizing the Inventory overview page

• Editing Green Inventory
  • The lot details page
  • Weights section
  • Transaction history and projection chart
  • Transaction history table
  • Quality information
• FAQ

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Why use Green Inventory? 

The Green Inventory provides a comprehensive overview of your physical coffee stock, enabling you to monitor and manage your inventory effectively.

There are two types of lots stored in your (Green) Inventory:

1. PG lots (Roast, Origin, Lab): Green coffee that is ready to be roasted. 
2. PP lots (only Origin): They have yet to be milled; they may have been in a state of either parchment, dry-cherry, or raw green. 

With Cropster, you can also split your inventory between locations, e.g., roasting facilities and warehouses. 

To streamline your experience, Cropster automatically tracks and deducts the green coffee utilized during your roasting sessions. This means that while you're roasting with Roasting Intelligence (RI), you can effortlessly see how much coffee you have remaining at any given moment.

Green Inventory in C-sar 

To access the Green Inventory, you need to follow these steps:

1. Log in to the online platform C-sar. 
2. Navigate to (Green) Inventory on the main menu bar. You will be directed to the (Green) Inventory overview page. 
3. By clicking on Add lot, you can add one lot or many (Bulk import)lots to your inventory. 
   
4. When adding the green inventory for the first time, a window pops up where you can set the information you want to track your greens with. 
   💡You can customize this information at any point.

Adding lots in bulk (recommended for new users)

1. Clicking Bulk import brings you to the bulk uploader, where you can add multiple lots at the same time via a built-in spreadsheet format.
   
2. We recommend entering Name, Weight*, and Weight unit* by clicking on the Columns button on the right side of the page.
   💡 For Origin only: You need to enter the State*
3.  You can also add the Registration date in case you would like to change it before any transactions are registered with the lot. 
   💡 By adding Varieties, you are also able to add custom varieties to your lots. 
   
   
4. To save time entering lots, you can copy and paste data from, e.g., an Excel sheet directly to the import table, or hover with the mouse pointer over the bottom-right corner of the cell until a + sign appears, then drag it down to copy cells within a column.
5. Click Import lots to submit.
   
6. A PG-number and PP-number will be assigned to your lots. 
   💡 The PP-number is only for Origin.

Adding lots one by one

1. If you want to enter a single lot at a time, click One.
2. The input fields can be customized via the Customize fields button.
    
   💡We recommend adding the Registration Date as well. As long as no weight adjustments are made to the lot, registration dates can be edited later on.
   
3. Enter the information you would like to add to your lot.
   💡State is only for Origin. 
4. Click Create lot to submit. 

Customizing the (Green) Inventory overview page 

You can easily customize which information is visible on your Green Inventory overview page by following these steps:

1. Navigate to the (Green) Inventory overview page.
2. Click on the Customize button found in the upper right corner of the page.
   
3. A new side panel will open, providing you with the ability to save your customized preferences. 
4. In the Columns to Display section, you have the option to choose which information you want to be visible by checking the corresponding boxes.
   💡You can also easily rearrange the order of the columns by clicking on the arrows. 
   
5. After selecting the information you want to display, click the Apply button to save your preferences.

To view all the displayed columns, you may need to navigate to the bottom of the (Green) Inventory overview page and use the horizontal scroll bar to move left or right.

The sticky header allows you to continuously view important information, even while scrolling down the page.

Editing the (Green) Inventory 

You can easily make changes to your green lots in two ways:

1. Click the Edit lot button for the specific lot you want to modify.
   
   
2. Select the lot(s) you wish to modify and click on the Bulk edit button. 
   
   
   

By clicking on the dropdown next to More, you can perform the following functions for the lots selected:  

 Start physical analysis


Merge inventory

Generate Sample labels

Warehouse Distribution
If you have coffee in multiple locations, use the Warehouse Distribution function to distribute the lots amongst your locations.


Merge inventory
If you want to merge two or more lots, check the boxes next to the lots you want to merge and click Merge inventory.


Mark consumed
If you want to empty a specific lot, simply click Mark consumed. Consumed lots disappear from the main view. The following warning message will pop up on the screen:

The lot's detail page

You can reach the lot's detail page from your Inventory dashboard by clicking on the PG tag.

Besides the information listed below, you can also track your inventory in different locations. 

You can find the following sections on the page:

• Weights section
• Transaction history and projection chart
• Transaction history table
• Quality information

Weights section

The weights section gives you the following information:

• Initial weight
• Current inventory (turns yellow if it is below the minimum inventory level)
• Minimum inventory level (optional)
• Run out estimation
• Price per unit (it only appears if you previously added the price to your lots)
  📚 Learn more about managing currency and adding value to the inventory.
• Total value
  
  

Transaction history and projection chart

Navigate to Transaction history and projection chart to review all transactions of a green lot. The chart shows the weight added and removed over time. 

By clicking on the Transaction history and projection chart, a graph will be displayed.

Each data point on the graph shows the weight at the beginning of the day. 

• The grey dot represents the initial weight.
• The blue line represents the transaction history of your lot.
• The green dot represents the current weight.
• The yellow dotted line represents the projected weight.
• The red dot represents the estimated run-out date. 
  If the estimated run-out date is unavailable because, e.g., your lot will not likely run out in the next 8 weeks, a notification highlighted in blue will appear above your chart.

Transaction history table

To review your lot's transactions in the table format, you need to check the Transaction history table.
The tablet's columns can also be customized via the Customize button. 

You can select three display sets: Show all, Hide all, and Restore defaults.

The following details are displayed on the Transaction history table:

• Date: the date when the transaction was registered.
• Weight before: the weight of the lot before the adjustment.
• Adjustment: shows the weight adjustment applied (to the "weight before" value).
• Weight after: the weight of the ot after the adjustment.
  
• Event type:
  • Adjust: The transaction is a user-logged adjustment (i.e., Adjust weight).
  • Allocate: The transaction is a user-logged allocation of weight amongst your location.
  • Current: The row refers to the current status of the lot.
  • Merge: The transaction refers to a merge of weight between two or more lots.
  • Projection: Represents the projected weight until the run-out estimation date.
  • Roasting: The transaction is roast-logged manually from the online platform C-sar or RI (Roasting Intelligence)
• Location: Refers to the location where the transaction occurred.
• Relation: Refers to the roast ID-tag resulting from a "Roasting" transaction
• Comment: This shows the comment entered when running the "Adding weight" function. 

Quality information

You can find the quality information on the bottom of the lot's detail page.
💡Sensorial History is only available for Professional and higher tiers. This history will show all quality data from lots within the same group.

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FAQs

How can I change the registration date of my lot?

When you register a lot, the registration date is the exact date when you added the lot to your inventory. You can only change the registration date when no transactions are registered with the lot. 

How can I change the initial weight of my lot? 

By following the steps below, you can reach the Adjust Weight page:

1. Log in to the online platform C-sar.
2. Navigate to Inventory on the main menu bar. You will be directed to the Inventory overview page.
3. Select the lots you would like to adjust by clicking on the respective checkboxes next to the PR numbers.
4. Click on the dropdown next to Manage.
   
5. Select Adjust weight.
6. You will be directed to the Adjust Weight page.
   
7. Enter the new value. You can also add comments to the lots.
8. Click on Update weight to submit. 

Can I reset the weight of my lots?

Yes, you can reset the weight of your lots. The Reset weight function is available on the Adjust weight page. 

What if the variety I'd like to add is not on the list of varieties?

By following the steps for adding custom varieties, you can add a new variety to your lots. 

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Related content

• Adding custom varieties 
• Managing currency and adding value to the inventory
• Using the Green Inventory Report

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Congratulations! You are now ready to manage your (Green) Inventory!

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.