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Use KDS during service
Read the live queue, mark line items complete, clear finished tickets, and know where scheduled orders and chime controls live.
Troubleshoot KDS sync, sound, and order visibility
Use a fast triage order for missing tickets, silent devices, scheduled orders, and screens that do not match each other.
Set up a kitchen display screen
Generate a setup code, register the tablet or phone, and choose the device settings that matter before service starts.
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.
Review open orders and receiving status
Use the order review surface to see what is still open, what has been received, and which orders still need attention.
Pick orders in route order
Use the picker to follow the saved route sequence, open each stop’s fulfillment screen, and keep loading work lined up with the driver plan.
Review timecards and fix missed punches
Use Weekly Timecards to scan for open punches, compare scheduled vs actual hours, and correct obvious errors before payroll.
Create purchase orders and internal orders from Order Process
Use Order Process to start the right kind of order record, whether the job is normal purchasing or an internal movement workflow.
Run the fulfillment board during production
Use the fulfillment board as a live production view so the team can see what still needs to move out the door.
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.
Configure wholesale onboarding, portal settings, and payment methods
Set the wholesale defaults, choose what the public onboarding form shows, and configure payment methods before you invite customers to order.
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.
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.
Reuse the order guide for repeat purchasing
Use the saved guide during real ordering so repeat buys stay faster and more consistent across team members.
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.
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.
Build and maintain order guides for purchasing
Use order guides to make repeat purchasing faster, more consistent, and easier for new buyers to follow without guesswork.