Unclassified products

Order lines whose product code wasn't found in the list below — they defaulted to Packing on the board. Classify them here (or via a fresh product-list import) and any matching orders already on the board are corrected automatically.

If something above is already correctly set up in the list below but an order still shows it as unclassified, click this to re-run the match against everything currently classified — no need to edit or re-save the product itself.

Import the Sage product list

Export Sage's item/product list (code, description, category) as a CSV. New products get added there periodically, so re-export and re-import this every so often (e.g. daily) to pick up anything new — importing only ever adds products that aren't in the list below yet; it never changes the category of a product that's already there, so anything you've classified here won't get overwritten by a stale or re-categorised Sage export.

All products (0)

Change any product's category here at any time — not just newly unclassified ones.

Shifts

Define your shifts here (e.g. "Day", "Night"), then assign each Packer, Kitchen Manager and factory-floor User to one on their own tab. Someone logged in under a different shift's account won't see that shift's names as tap tiles — on purpose, so it's obvious at a glance when the wrong account is logged in and forces a switch. Leave a Packer/Kitchen Manager/User's shift blank to make them visible to every shift.

Customer Shelf Life

Every Production label's "Expires" date defaults to Settings > "Label shelf life days". Only add a customer here if they've specifically asked for a different shelf life — everyone not listed (or switched off below) still uses the default.

Label Batch Size

Every Production label normally batches a line item in multiples of 10 (e.g. a 95kg line prints nine 10kg labels plus one 5kg remainder label). Add an override here only for a customer + product combination that's specifically asked for a different batch size - everything else keeps using the normal batches of 10.

Prep planning

Each shift gets prep tiles (e.g. "Peeled Potato - 85 kg") so the next shift starts with prepared stock. The quantity comes from the orders already in the system for that day plus the average of the same weekday over recent weeks (whichever is larger), split equally across the shifts that run that day. Nothing here touches Sage.

1. Prep items

2. Products that use a prep item

Yield = how much of the prepped item one unit of the finished product needs. Example: 1 kg of Potato Chips needs 1.25 kg of Peeled Potato, so the yield is 1.25 (it covers peeling waste). Only Production lines on orders are counted.

Cover a whole family at once: end the product with a *. For example Potato Large - * links every product whose name starts with "Potato Large - " (chips, cubes, wedges, even when a customer's note or a spelling difference is tacked on). A more specific link always beats a family one, so you can give chips their own yield. To leave a product OUT of a family, link it on its own with a yield of 0 (e.g. Potato Large - BAG = 0, because bags are sold unpeeled). You can also type a Sage product code. Names are not case-sensitive.

3. When is each day's prep done? (optional)

Use this to prep a heavy day on the quiet days before it. Example: Sunday ← Friday, Day shift, 30% means the Friday Day shift gets prep tiles worth 30% of Sunday's expected demand (Sunday's production is Monday's deliveries). Add as many rules as you like, and several can feed one day. Pick "All shifts" to split a rule across the shifts that run that day. A weekday that has rules here is prepped only by those rules; a weekday with none keeps the normal equal split between its own shifts. The share is a % of that day's demand, so anything under 100% in total is simply made fresh on the day. (A fixed quantity per shift on a prep item doesn't apply to a weekday that has rules.)

4. Rules

Check the numbers

Shows what today's tiles would be and why, without creating anything.

Packers

These names appear as tap tiles on the packing screen. Switch a packer off instead of deleting them if they might come back. Tap a shift to check them into it as a tap tile on that shift's account — tap more than one if they work multiple shifts. Leave every shift off to keep them visible on every shift.

Kitchen Managers

These names appear as tap tiles when someone taps Complete on a Production order, to select who's actually marking it complete. Switch one off instead of deleting them if they might come back. Shifts work the same way Packers use them — tap as many as they work, or leave them all off to keep them visible on every shift.

Hidden Customers

Invoices for these customers (internal or own-company accounts) are still imported and logged, but they never show on the Packing or Production boards, the Dashboard, Data History or the prep plan. Type any part of the customer's name (at least 3 letters, capitals don't matter) — "daily fruit" hides every customer whose name contains it. Orders already on the board disappear straight away, and removing a name brings them back.

Users

Everyone who can sign into this app, and what they see once they're in. Factory Floor gets Packing + Production only. Production Manager also gets the Dashboard. Admin gets everything, including this screen. There must always be at least one active Admin — the last one can't be demoted, deactivated, or deleted. Shift is no longer set here — everyone picks their shift right after signing in instead, so it can change login to login.

Add a user

Settings

Data cleanup

Runs automatically every night. Use this to run it right now instead of waiting — for example, right after lowering the setting above.

Pre-launch testing

Before Packing/Production are actually using this system day to day, real Sage orders still keep flowing in every 5 minutes (nobody's completing them yet) and pile up as test data. Use this to wipe the slate clean while you're still setting things up — unlike Purge above, this deletes every order and item, finished or not, no matter how old. Packers, Users, Settings and Products are never touched. Remove this button once you've gone live and don't need it any more.