Fulfilling Orders (Roast Professional)

This manual describes how to manage and fulfill your orders on Roast Professional accounts.

Relevant for the following products:

• Roast Professional

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• Fulfilling an order with the On hand inventory
  • Through the Orders overview page
  • Through Convert to schedule page
• The Roasted view
  • Revert to Received
  • Packaged view
  • Shipped view
• Grinding & Packaging

Fulfilling an order with the On hand inventory

With the On hand inventory, you can fulfill an order with your existing roasted inventory, and deduct the weight directly from your manually set On hand inventory, when you change the status of an order from Received to Roasted. There are two ways to set an order, to Roasted:

• Through the Orders overview page
• Through Convert to schedule page

Through the Orders overview page

To change the status of a Scheduled order manually to Roasted, please refer to the instructions below:

1. Go to the Orders overview page
2. Click on the flaming bean icon to open the conversion pop-up window, giving you the choice to:
   • Keep Inventory: Mark the order as Roasted and keep your on hand inventory intact
     OR
   • Use on hand inventory: Mark the order as Roasted and subtract the amount Needed from your Current (On hand inventory), equaling the After value:

Through the Convert to schedule page

1. Navigate to the Orders overview page.
2. If you haven't already updated your On hand inventory, you may do it by clicking on the Change button, which will prompt the On hand inventory pop-up window.
3. Manually input your current roasted inventory accordingly, for the respective Profile(s), then click Update.
   
4. Back at the conversion page, you can now click on the Fulfill orders only with On hand inventory.

The Roasted view

Only Roasted orders can have the new actions to change their status to Packaged or Shipped. Through the Roasted view, you can:

• Change order status to Received (1)
• Change order status to Packaged (2)
• Change order status to Shipped (3)
• Archive an order (4)

Revert to Received

1. From the Orders overview, click on the Roasted filter
2. Then click on the Mark as received button corresponding to the order in question.

For orders that have been manually changed to Roasted, you can revert the order to Received after confirming a pop-up prompt pointing out the previous use of On hand inventory will not be credited back.

Packaged view

From the Packaged view, you can keep track of your Packaged orders. Through the Packaged view you can:

• Change order status to Roasted (1)
• Change order status to Shipped (2)
• Archive and order (3)

Shipped view

From the Shipped view, you can keep track of your Shipped orders. Through the Shipped view you can:

• Change order status to Packaged (1)
• Archive and order (2)

Grinding & Packaging

The Grinding & Packaging report supports you with packaging your orders. Once the orders have been scheduled, they can be pulled up by the help of the Grinding & Packaging report.

1. Switch to the Grinding & Packaging tab.
2. Enter the date or time span of the orders you would like to pack. This can be done for the last seven days.
3. If you have several locations, select the location. 
4. Click Generate report to pull up the report.
5. Use the Print button to print out your grinding & packaging list for the day in order to check off what has been done. 

The report groups all orders by product or SKU (if checked). Every variation of the products will be displayed as a line item.

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Related content

• Creating Products and Orders (Roast Professional)

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Congratulations! You are now ready to fulfill your Orders on Roast Professional.

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.