This article explains how to create and manage Profile groups.
Profile groups are required when setting up and scheduling post-roast blends (all tiers) and also when converting orders into roast schedules (only Professional and higher tiers).
Managing Profile groups is available for the following products:
- Roast
- Commerce
What is a Profile group?
A Profile group is a set of different profiles that all create the same product or product component (for post-roast blends).
It allows you to define products or product components in terms of more than one Profile.
Example: Depending on the ordered amount of coffee, you roast full batches and half batches. For a consistent end result, you have developed one roast profile per batch size. By grouping them into a Profile group, you see at a glance how much of a specific product you have produced.
Creating a Profile group
By following the steps below you can create a Profile Group:
- Log in to the online platform C-sar.
- Navigate to the Roasts on the main menu bar and select Profile groups by clicking on the dropdown. You will be directed to the Profile groups overview page.
- The following details are displayed:
- Name
- Associated profiles
- Notes
- Click on +Add new profile group on the top right side of the page.
- Enter the following information:
* is indicating a mandatory field.
-
- *Group Name: Name your Profile group.
- Group notes: Add additional information to the new Profile group.
- Associated profiles: Associate all the profiles used to make the same product.
-
- Click on Create profile group to add the new Profile group.
The Profile selected first will automatically be set as the default Profile.
Profile groups on the Production report
The Production report will help you to take a closer look at the past production and also to plan for the future production period.
By tracking your Profile groups you know exactly how much of a particular product or product component you have produced. You can also plan your future green coffee purchases more efficiently.
By following the steps below you can access the Production report's data:
- Log in to the online platform C-sar.
- Navigate to Reports on the main menu bar.
- Select Production Report by clicking on the dropdown.
- Scroll down on the Production Report overview page and select the By profile group tab.
💡 To explore the various sections of the Production report, simply click on the "Start tour" button located in the top right corner of the page. This will guide you through the features and functionalities available.
- Enter the Date range you would like to take a look at.
💡 Click on the start date or end date fields to prompt a calendar to choose amongst predefined date ranges or enter a custom date. - Select the unit of time you would like to see the Average for, e.g. per week by clicking on the dropdown.
- Select the Locations by clicking on the dropdown.
- Click Apply filters to generate the report.
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Congratulations! You are now ready to create and manage Profile groups.
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