Add Tasting Room Selections to Order

TASK: Add/Edit Selections on Tasting Room Orders Goal for this Task: Ensure that Tasting Room Selections are correctly applied to each member. Verify that Tasting Room Selection Orders are marked so that they do not clog up in-stock orders for #shipping-dept. Mark preordered items so we know what we need to ship later View Current Work Queue: View Pending Tasks in Inbox View Raw Selection Survey Responses: View Responses Simplified Instructions Always assume that you are the first person to see an order and that it needs you to review it for accuracy before it is shipped. Apply the selection provided by the Task E-mail or locate the Selection manually by reviewing the Selection Survey Results Review the order to see what items are in it to verify that one of the following is correct: Each Kaiseki Membership contains one free pin for the month, placed on hold until arrival Each Omakase Membership contains one free pin for the month, placed on hold until arrival AND one free Omakase Reward item for the month, which is either placed on hold if needed OR submitted to Printful for immediate delivery Prepaid Memberships placed in months past have been reviewed and have their rewards applied following the above two rules. Leave notes in order comments. Who does this task? This task is a Wait Staff Responsibility. Kitchen Team (On Site In Office) can support in this task, but this must be discussed and confirmed weekly. (i.e. If you did not ask someone else to do it, then assume it is your responsibility to completed) When should this task be completed? Anytime you see this task enter the inbox, it should be done immediately. At the end of the month, all active memberships should be reviewed for any missing selections. What resources are required for this task? REQUIRED Access to Shopify for order review & editing REQUIRED Access to shop@sushitomodachi.co shared e-mail inbox REQUIRED Access to Discord, so you can discuss with Kitchen Staff if they are helping you What tools do I need for this task? PC with full keyboard and mouse is recommended, mobile order editing is slow and clunky. To view selections manually, use the Tasting Room Selection Survey Results located here. How do we perform this task? The email task will include links to the customer's order and profile for easy access, as well as the simplified instructions above. Additional Information How Tasting Room Selections Work Detailed Instructions This should mean:"This item is in stock and needs to be shipped" This should mean:"This item is not yet in stock, and will be shipped later / Send Meal Tickets For These Items" This should mean:"This physical item has been delivered to the customer."NOTE: KAISEKI & OMAKASE MEMBERSHIPS SHOULD NOT BE MARKED AS FULFILLED UNTIL YOU ARE SHIPPING THE PHYSICAL REWARDS. MEMBER KITS & NEKOS ARE NOT REWARDS. (i.e. If an order is from October, you MUST be shipping the physical items advertised on the October Tasting Room Menu.) 1: Always assume that you are the first person to look at an order and that it needs to be reviewed for accuracy before it is shipped. Review the order to see what items are in it. Does this order contain a Kaiseki or Omakase Membership Item? IF YES This order must have rewards added to it before it can be fulfilled. If this order is from last month or older, add the missing-selectiontag and the customer will be notified automatically. If the customer has 'ChefsChoice' preference on their profile, you are authorized to add a selection on their behalf. Add the chefs-choice-addedtag to indicate that you added items. IF NO Great, proceed to next question. Are all of the items in the order currently in stock? IF YES Awesome, print the packing slip, add ready-to-ship tag and add it to the picking queue.IF NO Split the fulfillment so you will ship in-stock items only, and mark all other items as On Hold. Print the packing slip containing shippable items only, add ready-to-ship tag and add it to the picking queue. - END OF SOP - Prerequisite: How to Review & Prepare Any Order This article is about manually adding Tasting Room Selections to existing orders for cases when the automations don't do this autmatically, like if the customer changes their selection or makes choice on a past month. For information on how the selection automations work, check the How Tasting Room Selections Work article. How To Find Selections Automated Task Emails View Selection Survey Responses Find Customer Responses How to Add Selections Selection Basics Editing Orders How to Find Selections Automated Task Emails If you see this task in the inbox, you need to drop what you are doing to apply/review the selections (It'll take 30 seconds, so just knock it out) Tasks for adding/reviewing customer selections will be listed under Pending/Update Order label. Emails should contain all details within them. If the email is missing details, the email is now a notice to check the Survey Responses to manually get the selection. View Pending/Update Order Label in Inbox View Selection Survey Responses View Responses Open the sheet above. It is a raw data sheet, so you will need to use Search to locate the information you need. Use Ctrl+F and search for the customer's email address Sheet contains multiple months of data, so look for the most recent entry for that customer. How to Add Selections Selection Basics Kaiseki/Omakase Membership orders are PREORDERS - They must always remain open until the physical item is shipped. Only humans will apply the discounts when reviewing the order, this is to make sure the order is accurate. Always match ONE Kaiseki or Omakase Membership item to ONE pin. i.e. if a Prepaid order contains 3 Kaiseki Memberships, then this order will be fulfilled when it contains three shipped pins. Always add the product selection to the same order as the membership. If you cannot, scroll down for alternative solutions. --------------------------------------------------------------- Editing Orders Monthly tasting-room-membership-order Orders These orders are created from new and recurring orders. Add and Discount the Item: Open the order Tap Edit Tap Add Product Select the product Discount the item by typing in the price (Do not use 100% discount) and always include the Tasting Room Reward month and year in the note. This is visible to the customer, so always use proper spelling and punctuation. i.e. "Jan 2025 Tasting Room Reward" If the order already contains existing selections, remove them to replace them with the new selection. Housekeeping: Review the tags: Verify that the order contains the tasting-room-membership-order tag Remove missing-selection if present, since you just added the selection manually.. --------------------------------------------------------------- tasting-room-selection-order Orders These orders are created to pair with membership orders. Add and Discount the Item: Open the order Tap Edit Tap Add Product Select the product Discount the item by typing in the price (Do not use 100% discount) and always include the Tasting Room Reward month and year in the note. This is visible to the customer, so always use proper spelling and punctuation. i.e. "Jan 2025 Tasting Room Reward" If the order already contains existing selections, remove them to replace them with the new selection. Housekeeping: Review the tags: Verify that the order contains the tasting-room-selection-order tag Make sure it is paired to a membership order: If there is noSUSHI#XXXXX tag already present, locate the correspondingtasting-room-membership-order, verify the membership order contains this order as an order number tag (SUSHI#XXXXX) and that this order contains the membership order's number back. Remove missing-selection if present, since you just added the selection manually. --------------------------------------------------------------- Prepaid Orders Add and Discount the Item: Open the order Tap Edit Tap Add Product Select the product Discount the item by typing in the price (Do not use 100% discount) and always include the Tasting Room Reward month and year in the note. This is visible to the customer, so always use proper spelling and punctuation. i.e. "Jan 2025 Tasting Room Reward" If the order already contains existing selections, remove them to replace them with the new selection. Pair the Selection with a Membership Fulfillment Prepaid orders will show memberships as an item with quantity, and you need to match each membership with a product. At the top right, tap the three dots and tap for "Split Fulfillment" Check the box for the new product and the box for the memberships Set the membership quantity to 1, to separate only 1 with this product. When done correctly, you should see a fulfillment containing 1 membership and 1 item with it's own fulfillment options.

Add Tasting Room Selections to Order

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