📚 Operations Hub Documentation

What It Does

Processes DoorDash CSV order files and automatically generates two outputs:

• Bake Sheet - Shows total quantities needed for each cookie flavor
• Shipping Schedule - Shows which orders ship on which day, organized by transit time

How to Use

1. Download your CSV from DoorDash Drive portal
2. Open Production Schedule and click "Upload & Process"
3. Paste the CSV content or upload the file
4. Click "Process" - the system auto-detects columns
5. View the Bake Sheet tab for production quantities
6. View the Shipping Schedule tab for daily shipments

Transit Times

The system uses UPS transit time data to determine ship dates. Orders are automatically routed based on destination ZIP code to ensure on-time delivery.

Auto-Detected Columns

The system automatically finds these columns in your CSV:

• UPC/EAN (product barcode)
• Product/Item Description
• Qty Ordered
• PO Number
• Ship To Name & ZIP
• PO Line #

What It Does

Displays recipes for bakers with automatic scaling. Shows ingredients, quantities, and preservative calculations for any batch size.

How to Use

1. Click on a recipe card to view it
2. Use the multiplier buttons (1x, 2x, 3x, etc.) to scale the recipe
3. All ingredient quantities update automatically
4. Print the recipe for use in the kitchen

Preservative Calculations

The system automatically calculates potassium sorbate based on total dough weight:

• Standard rate: 0.1% of total dough weight
• Displayed in both grams and teaspoons
• Scales automatically with batch multiplier

Units

Ingredients display in their original units (oz, lb, cups, etc.) but all calculations are done in grams internally for accuracy.

What It Does

Tracks cookie dough inventory in the freezer. Know exactly how many cookies of each flavor are ready to bake.

How to Use

1. View current stock levels for each flavor
2. Click a flavor to add or remove stock
3. Enter the quantity change (positive to add, negative to remove)
4. Add optional notes (e.g., "Batch #47" or "Used for DoorDash order")

Stock Alerts

Flavors with low stock are highlighted so you know what needs to be made.

What It Does

Plan production batches based on current orders and freezer stock. See what needs to be made and schedule batches.

How to Use

1. Review current freezer stock vs. pending orders
2. See which flavors need more production
3. Create planned batches with quantities
4. Mark batches complete when finished

SKU Mappings

The system uses SKU mappings to connect product codes from orders to recipe flavors. If a SKU isn't recognized, you'll need to add it in SKU Mappings (Admin Tools).

What It Does

Barcode scanning system to verify that shipments contain the correct products before shipping. Prevents mis-ships and ensures order accuracy.

How to Use

1. Enter or scan the PO number to load the order
2. Scan each product's barcode as you pack it
3. The system checks off items and alerts if something is wrong
4. When all items are verified, the order is marked ready to ship

Scanning Options

• USB Scanner: Connect any USB barcode scanner - it types the code automatically
• Camera: Use your device's camera to scan (works on tablets/phones)
• Manual: Type the barcode number if scanning isn't working

What It Does

Generates printable packing slips to include in shipment boxes. Shows order details, items, and quantities.

How to Use

1. Paste your DoorDash CSV or enter order data
2. Click "Generate Packing Slips"
3. Preview the slips on screen
4. Print and include one slip per box

What It Does

View history of all verified shipments. Search and filter past orders for reference or troubleshooting.

How to Use

1. View recent shipments in the list
2. Use search to find specific PO numbers
3. Click an order to see full details
4. Filter by date range if needed

What It Does

Dashboard for weekly order verification. Track which POs have been processed, shipped, and delivered.

How to Use

1. Review the list of POs for the current week
2. Check status of each order
3. Mark orders as verified when confirmed
4. Export reports as needed

What It Does

Exports order data in a format compatible with Shippo for creating shipping labels.

How to Use

1. Load your orders (paste CSV or select from processed orders)
2. Review the shipment data
3. Click "Export for Shippo"
4. Import the generated file into Shippo

What It Does

Create and edit recipes with full ingredient management, nutrition calculations, and sub-recipe support.

Creating a Recipe

1. Click "New Recipe"
2. Enter recipe name, yield, portion size, and serving size
3. Add ingredients from the database
4. Set quantities and units for each ingredient
5. Save the recipe

Key Fields

• Yield: How many cookies (or items) one batch makes
• Portion Size: Weight of one cookie (used for production)
• Serving Size: For nutrition labels (e.g., 1/4 cookie = "Servings per portion: 4")

Sub-Recipes

For products with multiple components (like stuffed cookies), you can create sub-recipes:

1. Create each component as a separate "ingredient recipe" (e.g., "Cookie Dough", "Brownie Filling")
2. In the main recipe, add these as sub-recipe ingredients
3. Nutrition calculations will combine all components automatically

What It Does

Manage all ingredients used in recipes, including nutritional information for FDA label generation.

Adding an Ingredient

1. Click "Add Ingredient"
2. Enter the ingredient name (use Title Case)
3. Enter nutrition facts per 100g (this is the standard for calculations)
4. Required: Calories, Total Fat, Saturated Fat, Trans Fat, Cholesterol, Sodium, Total Carbs, Dietary Fiber, Total Sugars, Added Sugars, Protein
5. Save the ingredient

Nutrition Data Sources

Get nutrition data from:

• Manufacturer/supplier spec sheets
• USDA FoodData Central database
• Product packaging

What It Does

Generates FDA-compliant nutrition facts labels for any recipe. Automatically calculates values based on ingredients and serving size.

How to Use

1. Select a recipe from the dropdown
2. Serving info auto-populates from recipe settings
3. Review the generated nutrition panel
4. Download as PNG or JPG for printing

What's Calculated

• Serving size (with weight in grams)
• Calories and all macronutrients
• % Daily Values based on 2,000 calorie diet
• Ingredient statement (auto-generated, sorted by weight)

Serving Size Display

The label shows serving size based on recipe settings:

• If "Servings per Portion" is 1: Shows "1 cookie (85g)"
• If "Servings per Portion" is 4: Shows "1/4 cookie (21g)"

What It Does

Maps product SKUs/UPCs from DoorDash orders to your internal flavor names. Required for production planning and bake sheets.

How to Use

1. Click "Add Mapping"
2. Enter the SKU/UPC code (from DoorDash orders)
3. Select or enter the flavor name
4. Save the mapping

When to Add Mappings

Add a new mapping when:

• You add a new product to DoorDash
• The Production Schedule shows "Unknown SKU"
• A product code changes

What It Does

Manage user accounts and permissions. Control who can access which modules.

Creating a User

1. Click "Add User"
2. Enter username (used for login)
3. Enter display name (shown in the app)
4. Set a temporary password
5. Choose role: Admin or Team Member
6. Set module permissions (for non-admins)

Roles

• Admin: Full access to all modules including User Management
• Team Member: Access only to permitted modules

Permissions

For team members, you can enable/disable access to each module individually. Admins always have full access.

Sidebar Navigation

• Click the arrow button to collapse/expand the sidebar
• Use the search box to quickly find modules
• Press Ctrl+B (or Cmd+B on Mac) to toggle sidebar

Quick Search

The sidebar search filters modules as you type. Press Enter to open the first match.

Mobile

On phones and tablets, tap the menu icon (☰) to open the sidebar. Tap outside to close.

Page Won't Load

• Check your internet connection
• Try refreshing the page
• Clear browser cache and try again

Can't Access a Module

• Check that you have permission (ask an admin)
• Try logging out and back in

Data Not Saving

• Check for error messages on screen
• Make sure all required fields are filled
• Try refreshing and entering data again

Barcode Scanner Not Working

• Make sure the scanner is connected and in HID mode
• Click in the scan input field before scanning
• Try the camera option as a backup