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Operations
Catalog
Clients
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🛒 Warehouse Buy List
Everything to buy to cover the pending orders, after subtracting what's already on
the warehouse shelves — grouped by store / distributor. Orders that are already
packed are excluded (their stock has been pulled). Kegs and untracked products show the
full ordered amount.
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📊 Order Sheet
The Google Sheet, rebuilt in-site — every order line as a spreadsheet row, plus the
Weekly Summary and Revenue roll-ups. Store shopping
lists live in 🛒 Buy List; per-client history is in
Clients. Use ⬇️ CSV to open the rows in Excel / Google Sheets.
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Edit price or toggle stock status inline. Changes save immediately.
➕ Add a product
Saves to the site instantly — no file upload or redeploy. It behaves like any catalog product
(orders, emails, Google Sheet, Buy List, Inventory) and survives weekly catalog uploads.
Tick Exclusive to hide it from everyone except clients you pick with the 🔒 button on its row.
🍺 Add / edit beer info (Untappd) — for beers Untappd didn't auto-fill
Look the beer up on untappd.com, fill in what you find, and Save.
It shows on the keg card right away and survives the weekly list updates — no file editing.
Beers still missing Untappd data are marked ⚠️.
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Product
Category
Store
Price/case
Out of Stock
Low Inventory
Pre-order
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Based on all-time order history. Rankings reflect total units ordered per product.
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🔑 Program Access
Anyone can browse both catalogs and order kegs. Flip the toggle to let a client
place Snack & Pantry orders. New signups start OFF.
🗄 Archive retires old or test accounts from every client list — nothing is deleted.
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🔧 Service Tracker — Keg Lines
Every line-cleaning client with when they were last cleaned and when they're due.
✅ Mark Cleaned resets the timer to today + the client's interval and logs
the visit in one click — open a client to add tech / notes / parts or see full history.
(Coffee-machine service gets its own section here later.)
⬆️ Import clients from CSV — one-time load from the line-cleaning spreadsheet
Drop the exported sheet (columns like CLIENT / Market / # of Taps / LAST CLEANING) or paste the
CSV text. You'll map the columns and see exactly what will be created — including date fix-ups
and skipped duplicates — before anything is imported. Next-due dates are
auto-calculated as last cleaning + 3 months (interval is editable per client afterwards).
or
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⭐ Top Tier — visit checklists
Full-management clients get a weekly visit program: visit days (Mon delivery, Thu restock…)
each with a checklist built from the shared step library. The route board
auto-fills the visits every week — attached to the client's delivery stop when they have one,
otherwise as their own ⭐ stop — and drivers check off / flag / N/A each step in Run mode.
Flags ping the ops Slack channel and show on the next visit.
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🚚 Brewery → Distro Code
After each weekly list, click Update from latest list below to load the new
codes — no SQL needed. Edit a row here only for one-off fixes. Each brewery's code covers all
of its kegs and goes into the Google Sheet as-is; the special code self means
the brewery self-distributes, so the sheet shows the brewery's own name.
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⬆️ Update Catalog
Upload the latest Master Pantry / Snack Sheet (.xlsx). You'll see exactly what changes —
added, removed, price changes, and how everything is categorized — before anything goes live.
Nothing changes until you click Publish, and you can roll back to any previous version below.
Edit Order
Items
Add Item from Catalog
Scheduled Delivery Date
Clients see this on My Orders as "Arriving …". Leave blank if not scheduled yet.