Synchronising Orders

By following the steps below, you can synchronise Orders from your online shop: 

1. Log in to the online platform C-sar.
2. Navigate to Commerce on the main menu bar and select Orders. You will be directed to the Orders overview page.
3. Click the Synchronize button on the top right.
4. Open orders will be synced to the online platform with the following information:
   • ID-Tag: Each order will receive an ID-tag with OR.
   • Status: Unprocessed orders will be marked as Received.
   • External Ref.: Refers to the order number in your online shop.
   • Order date: The date when the order was placed.
   • Items ordered: Only active and mapped products will appear in Cropster.
   • External order status 
   • Shops: Indicates where the order is coming from.
   • Customer type: Wholesale or Retail.

Grouping your Orders into an Order Fulfillment 

 By following the steps below, you can group your Orders into an Order Fulfillment Plan:

1. Check the respective checkbox(es) next to the Order(s)  you wish to fulfill, and click the Fulfill button.
   

   

2. Under the *Fulfillment date, select when the Order Fulfillment needs to be completed.
   * indicates mandatory fields
   

   

1. Double-check the Orders.
   • You can add an Order by clicking + Add order and selecting the respective OR number from the list.
   • You can remove Orders by clicking the Remove button 
2. Click Create Order fulfillment. 

The Order Fulfillment Plan will be added to the Order Fulfillment overview page, tagged with a unique ID with the prefix OF-.

Allocating Packaged Inventory

By following the steps below, you can allocate the stock available for the Order Fulfillment Plan:

1. To view the details of a specific Order Fulfillment Plan, navigate to the Order Fulfillment overview page and click on the OF tag associated with the desired plan.
   

   

2. Click Add stock allocation on the Allocations tab.
   

   

   
    
3. On the Add stock allocation page, you can view available quantities for each product variant alongside ordered amounts. 
   To allocate packaged stock, enter the quantity for the packages you wish to assign to the Order Fulfillment Plan.
   You can allocate all stock by clicking on Allocate all stock option. 
   The Remaining column indicates the additional coffee that needs packaging.
   

   

1. Click Create allocation to proceed.

This will automatically create Packaging Plans for the outstanding amounts based on the FIFO (First in, First Out) method, which can be reviewed on the Packaging Plans tab. 

Scheduling the remaining weights

By following the steps below, you can schedule the remaining weights:

1. Navigate to the Roast Schedules tab and click Add schedules.
   

   

2. You will be directed to the Convert to schedule page, where you can view the following essential information:
   If there are any errors, like missing information, the field will be indicated with an exclamation mark. 
   • Remaining: Shows the ordered amount - allocated packaged coffee.
   • Available: Loose roasted inventory that can be allocated to a Packaging plan. 
   • To roast: the actual need for roasted coffee to fulfill the order.
   • Batches: The actual need converted to the number of batches. 
   • Profile
   • Machine
   • Green lot 
3. By clicking on the Settings in the top right corner of the page, you can add your Scheduling preferences.
   

   

4. By clicking on theEdit button, you can edit the Profile details.
   You can switch the Profile within the Profile group, Green lot, Start and End weight, Weight loss, assign a different machine, Batch size, or update the number of batches. 
   

   

5. Once you finish, click Update. 
6. Review all details and click Schedule roasts.
7. The scheduled roast will appear on the Order Fulfillment > Roast Schedules tab.
   Click the Edit button to revise any information as needed.
   

   

Packaging the Roasted Inventory

By following the steps below, you can package your Roasted Inventory:

1. If a Packaging Plan has been automatically generated via the Stock allocation feature, you can review the associated Packaging Plans and their current statuses on the Packaging Plans tab.
2. From this section, you can:
   • Package your Roasted Inventory by clicking Execute plan.
   • Edit the Packaging Plan by clicking on the Edit button.
   • Archive the Packaging Plan by clicking on the Archive button.
3. Once the Packaging Plans are executed, you can switch to the Pick List tab to mark your orders as completed. 
   

Marking the Order completed

By following the steps below, you can mark the Order completed:

1. Navigate to the Pick List tab. It shows the list of all Orders in an Order Fulfillment Plan.
2. Click Complete to mark the order as packaged and ready for shipment.

Congratulations! You have learned how to fulfill your Orders. 

Your opinion matters. If you have further questions, feedback, or concerns, please submit a support ticket directly from support.cropster.com.