#5 Select Items & Options (Cut Sheet)
Master, Entry Form and Cutters Sheet
The words "Cut Sheet" take on a whole new meaning when software is used instead of paper. Most of you probably use a single sheet to record Customer info, which Items they want, instructions for the Cutters and a final Invoice.
Not any more. The software is able to create specific forms and screens from your data so you don't have to try and fit all that information on one sheet of paper.
Your new system creates:
Cut Sheet Master - the printed form showing ALL the Items and Options you offer for each Species. Your Customers check or circle what they want.
Cut Sheet Entry Form - a screen that looks like the Cut Sheet Master but allows you to check the boxes and save the data.
Cutters Sheet - a printed form that only shows the Items you clicked while using the Cut Sheet Entry Form (i.e. Items and Options). Your cutters get a consistent set of instructions, neatly printed, with notes and in Primal Order.
This is the biggest and best change about using our system. You can now do things that are not possible with paper. For example:
- What if the Cut Sheet gets ruined or lost ? Print another.
- Want to change the name or price of an Item ? No problem.
- You can email the filled in Cut Sheet to your customer.
- You can print the Master Cut Sheet by Primal or any heading.
- Want separate pages for the ground, links and smoke Items ? You bet.
- Customer makes changes ? Edit the form and print again.
Note: We know that having a Customer check Items on paper and having you check them on the screen so you get a neat set of instructions isn't a big time saver. But that is just the beginning.
Consider what can be done with all that data:
- As mentioned above, you can easily reprint a Cut Sheet if needed
- You can print a neat and separate Invoice.
- Copy their Items, Options and Notes the next time they come.
- Have them do it online.
- and much more . .
Cut Sheet Entry Form
The Cut Sheet Entry Form is what you think - a screen that looks like your printed Cut Sheet Master, only it has checkboxes to select the Items. The Cut Sheet form is connected to the Tag. Not the customer, not the Order. If you have Grouped Tags, it is connected to first Tag.
There are a few ways to get to the Cut Sheet Form
- From the Tag List
- Using the Scanner
- Right after creating the Order + Tags
From the Tag List
Follow these steps to open the Cut Sheet form from the Tag List:
- Navigate to Tags - > Open
- Find the Tag#
- Click on the scissors at the end of the row
- A new TAB will open in your browser and show you the Cut Sheet Entry Form
Using the Scanner
Cut Sheet Entry Form
Selecting Items & Options
The Cut Sheet entry form has TWO basic styles:
- Options at the top ( you select 3/4" steak and all your steaks get that thickness)
- Options next to each Item
Specialty Items: Sausage, Jerky etc.
The meat used to make Raw or Cooked Specialty Items comes from:
- Grinding Boxed Meat
- Grinding portions of an animal
- Trim after cutting the animal
When first selecting these Items, the actual amount of meat available is unknown, so the system relies on a few inputs to make everyone happy.
- Green Weight - this is usually the minimum required for the Item
- Request Weight - how much does the Customer want ?
- Batch Weight - the actual amount used to make the Item
Note: If you have boxed meat, the weight of those boxes can be used to fill in the "Batch weight" automatically.
Selecting a Specialty Item
When you click on a "specialty" Item, you will always get a pop screen to enter additional information.
- Click the checkbox next to the Item name OR next to an option
- Enter the "Requested Weight" (How many LBS of ground meat to use)
- Optional - You can LOCK the weight to avoid an increase if more is available.
Examples of Weight
Editing a selected Item
Once an Item is selected, the checkbox is checked and the name (or size, thickness etc. turns BLUE).
To remove the Item simply uncheck the checkbox.
To edit the Item follow these steps:
- Click on the blue link.
- Select different options, enter a QTY
- Enter a Note (blank it to remove)
- Click Save button