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Set up inventory depletion and Square mapping
Map Square items to recipes, test the sync in dry-run mode, and review depletion results before you let inventory write automatically.
Turn recipes into wholesale products
Use the recipe itself as the sellable product, add it to the guide, and know why an item may still not appear on the wholesale order screen.
Map Stripe payouts and fees to the right accounts
Use Stripe mapping to keep payouts, fees, and clearing balances pointed at the right accounts before you import real history.
Map Square sales and payouts to the right accounts
Use Square mapping to send sales, fees, and payouts into the right accounts so reconciliation and reporting stay clean.
Create recipes that cost and sell correctly
Build recipes with clear names, units, and sellable sizes so costing, production, and wholesale all stay in sync.
Audit recipes from Recipe Table
Use Recipe Table to scan the full recipe list, catch naming or structure problems, and decide which recipes need a closer edit.
Import Square history safely before go-live
Use the import step carefully so history comes in with clean mapping and without creating a giant cleanup project right before launch.
Create bank feed rules for auto-match
Use bank-feed rules to reduce repeat matching work, but start with narrow patterns you can trust.
Create customer records and keep the customer list clean
Use the customer list and new-customer flow to keep records easy to find before orders, notes, and automations depend on them.
Manage tax exemptions for customer accounts
Use the tax exemption page to keep customer exemption rules clear before orders and tax reports depend on them.
Use the dough calculator for production planning
Use the dough calculator when the team needs a fast batch answer before mixing starts.
Edit the wholesale guide and customer-specific pricing
Use the guide editor to control what customers see and when a product or price should be specific to one account instead of everyone.
Review vendor pricing history and update costs
Open the vendor detail record when you need to understand what changed, not just that the price is different now.
Use quick drop for fast customer intake
Use quick drop when a customer record needs to be captured quickly without stopping the front-line workflow.
Review Google insights and customer reviews
Use Google insights and reviews together so location attention goes to the issues and opportunities that matter most.
Create and manage wholesale customer surveys
Use wholesale surveys to collect follow-up feedback, manage the question set, and send notices to the right people when responses arrive.
Plan and optimize delivery routes
Build one route plan for a day and fulfillment location, add stops when needed, and optimize the stop order for drivers and loaders.
Review and update wholesale email automations
Use wholesale automations to control follow-up timing, linked surveys, and email copy without losing track of which trigger runs each message.
Import Stripe history safely before go-live
Start with a small Stripe backfill window, review the result, and only then widen the import before launch.
Review A/R aging and customer balances
Use the aging report and customer views together so open balances are visible before they become collection problems.
Review imported automation documents and fix exceptions
Open the imported document detail when automation did not land cleanly and fix the real exception instead of ignoring it.
Place, fulfill, bill, and manage wholesale orders
Create the order, update picked quantities during fulfillment, and use the customer account view to track open balances and credits.
Use global search to jump to work faster
Use the app search bar to reach the next record or page quickly instead of clicking through the menu every time.
Set up accounting document automation
Use automation to reduce manual bookkeeping on repeat documents, but start with a careful review instead of assuming every parse is ready to post.