The CoffeeRoaster Customer
Module is an important part of the CoffeeRoaster
production scheme. Each CoffeeRoaster customer
uses QuickBooks differently and sets up their own scheme
for Coffee Items within QuickBooks.
CoffeeRoaster deploys a technology called 'CoffeeSense'
that helps to identify Coffees for production as they
are imported from QuickBooks. The concept is that
we want to set up the Items for Coffees and Non Coffees
within QuickBooks so that they are distinctly different.
Once we have defined a specific way to define Coffees
which is different from all other items within
QuickBooks CoffeeRoaster can then be 'programmed' to
recognize and separate Coffee Line Items when they
are imported from QuickBooks.
With 'CoffeeSense' technology, Coffee line items
imported from QuickBooks can be directed to the
Production - Bags form while Non Coffees are separated
into a separate table and form.
In the form above, we can see the 'Coffee Scheme' used
to deploy CoffeeSense technology. This is a sample
format, most businesses will already have a scheme of
their own. The format is as follows:
1) Each Coffee item within QuickBooks and
CoffeeRoaster begins with a CG- or CW-, the CG
specifying Ground Coffees and the CW specifying Whole
Bean.
2) Following the CG- or CW- there are 3-5
additional characters (alphanumeric) which identify the
specific coffee, whether it is Decaf or Regular, etc.
3) All non Coffee Items in QuickBooks must not
begin with CG- or CW-.
In the form above the following fields are used:
Coffee - matches exactly with the Item field in
QuickBooks
IsCase - True or False depending on whether the item is
produced on its own separate row for the Production -
Bags form
Case Quantity - 1 for Coffees produced as the item they
are represented by in QuickBooks, a larger numeric if a
Case item is sold in QuickBooks that contains multiples
of a regular Coffee production item
Roast - describes which parent roast within
CoffeeRoaster that the produced Coffee is derived from
Roast Cycles - 1 for normal roasts, a larger value for
Post Roast Blends
Description - the description of the parent Roast
Flavor> - optional Flavor if selected
RoastType - Pre Roast Blend, Post Roast Blend or Single
Origin
NameID> - the Item description field from QuickBooks
Size> - the size in Lbs of a package of coffee or total
weight of packaged coffee in a case
Optional Fields
Shelf Goal - optional Shelf Goal
Group - optional marketing group
Ground - Ground or not
Discontinued - similar to the 'Active' field in
QuickBooks
Optional Scheduling Module
RoastingToGrinding - optional daily offset if needed
GrindingToPackaging- optional daily offset if needed
RoastingToPackaging- optional daily offset if needed