Table of Contents
Timeline #
Every day, we have to check all orders on the website and make sure that all are synced with the clients wanted and all organized: Order Tracking and update the Detailed Modification & New Clients List. Also, answer all jivo chat, texts & emails 🙂
Monday:
- Place Recurring orders
- Print labels and mailing labels, if needed
Tuesday:
- Set Up Modifications dishes in the back end of the website
- Verify if we have any “pending payment” and contact the client to process it
- Send the late Orders (only the ones from Saturday & Sunday) for the Marketing Team
- Prepare Dishes of the Week with an expiry date
- Prepare sheets with the Estimative
- Prepare a sheet for Rotating Menu as our direct client menu for wholesale
- Estimative for the entrees and printed them
Wednesday:
- Calculate the estimative for Sergio
- Verify if all labels, mailing labels for the clients to be delivered on Thursday with wholesale are done
- Prepare all files for the menu for next week and print them for Sergio
- Prepare all files and folders for the coming week
- Verify all the entrees ordered by wholesale to put in the Detailed Modification and to be printed
- Send the texts to the New Clients (follow up)
Thursday:
- Prepare the Follow Up List & sent texts for these clients
- Place all special clients
- Prepare all labels, mailing labels, etc
This is a busy day, so a lot of Order Tracking, changing items, adding items, charging credit cards, many texts, etc.
Friday:
- Finalize the Detailed Modification for special clients
- Finalize the labels & mailing labels for special clients
- Print the First Page for the Detailed Modification with Special clients order
- Leave on a table in the kitchen all these documents
- Shut down the website
- Get all total numbers for each one of the items
- Put all the numbers on the whiteboard down in the kitchen
- Send the order for Juices, Smoothies and Packs
- Prepare all mailing labels for Macros, Breakfast, Snack Boxes & Wraps.
- Prepare the Detailed Modification for each entree and modifications
- Prepare the Protein Sheet
- Print both of these sheets and give them to Sergio
- Print all modifications for the entrees & salads and organize them in the lids
- Organize the page, the timeframe & pick-up times. The pop-up builder is deactivated.
- Prepare the Order Report
- Separate by the route, the Order Report
- Print each route with order report + beverages report
- Print all mailing labels per route (name, route & timeframe) for each one of the clients
- Put all orders as completed
- In this meantime, when a client would like to order, send a menu, place an order, print the packing slip to give to Sergio and process the payment. If the routes are ready, add this client in the route and the order report.
Saturday:
- Check if you have any text, email or jivo chat
- Change timeframe if requested
- Organize the bins with the extra labels
- Check the front end of the website if the entrees are correct, include the modifications.
- Double-check the timeframes & pick-up times if they are correct.
