Editing Batches

You can update your batches with more details during processing

     

    Customizing your view

    In addition to the fields required for a simple coffee registration, the following fields may optionally be added by clicking on the Customize button in the top right corner of the page.

    • Harvest date
    • Storage date
    • Milling date
    • Price (paid to each Supplier)
    • Variety
    • Project
    • Notes

    You can also group by the following fields in order to provide Additional Traceability.

    • Community
    • Farm
    • Field

    Example: If your Supplier type is Picker you might want to also indicate the Field where they were picking coffee cherry.

    Example: If your Supplier type is Farm you might want to also indicate the Community to which the farm belongs.

    Overriding the yield factor

    The Yield factor that was determined when the Process was set up is useful to roughly estimate the Intermediate/Final amount of coffee for each batch. It is possible to create a better estimate for a particular batch by overriding the yield factor, maybe after performing a Physical analysis.

    To override the yield factor:

    1. Go to Origin > Batches.
    2. Click the Pencil to the right of the batch you would like adjust.
    3. Go to Processing information, Click on + Override yield factor located below the Process.
    4. Click on Change next to the yield factor you would like to override.
    5. Enter new values under Input amount and Output amount.
    6. Click on Apply new factor.
    7. Click on Update batch to submit.

    Note: If the process has two yield factors, you may override one or both of them. You may also override the yield factor during Coffee Registration.

    Adjusting the batch division

    1. Go to Origin > Batches.
    2. Click the Pencil to the right of the divided batch you would like adjust.
    3. Go to Processing information, Click on Adjust located below the batch percentage.
    4. All the divided batches will appear alongside their percentages.
    5. Edit the numbers in each percentage field to the desired values. The sum of all the numbers must equal 100%.
    6. Click on Update batch to submit.

    Updating the batch details

    As the coffee is processed it will be necessary to update the batch details with new information, such as the Actual weights for the Intermediate and Final coffee states.

    1. Go to Origin > Batches.
    2. Click the Pencil to the right of the batch you would like to update.
    3. Click on the field you would like to update and input a new value.
    4. Click on Update batch to submit.

    Warning: Under some conditions certain fields cannot be updated. Supplier type can only be updated when no Suppliers are listed. Received state can only be updated when no Process has been selected.