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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.
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.
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.
Generate wholesale nutrition panels and exports
Use the wholesale nutrition area when a customer needs nutrition detail and the team wants that output tied back to the same recipe data it already maintains.
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.
Review sales-tax reports and resolve unassigned tax
Use the sales-tax report to see what was collected, what is unassigned, and which items need cleanup before filing.
Compare vendor prices and keep ingredient costs current
Review price changes, compare vendor packs carefully, and update the cost source that should drive recipe pricing.
Create, fulfill, receive, and finalize internal transfers
Mark an order as an internal transfer, fulfill it at the source, receive it at the destination, and resolve report warnings before finalizing accounting.
Manage sales channels and review channel balances
Use sales channels to keep online, retail, and wholesale activity separated clearly enough for reporting and cleanup.
Add and maintain ingredients for production
Create clean ingredient records so recipes, purchasing, and cost reporting all start from the same source of truth.
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.
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.
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.
Use the universal AI assistant safely
Ask clear read questions in plain language, review drafted write actions carefully, and know when a human check is still required.
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.
Review knowledge analytics and file search
Use page analytics, search analytics, file search, and the review queue to decide what content needs attention next.
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 and approve timecards before payroll
Use weekly timecard review to catch missing punches, long shifts, and labor surprises before those problems become payroll issues.
Use the dashboard to spot issues early
Use the dashboard as a manager triage view so problems show up while they are still small enough to fix quickly.
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.
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.