ConceptSpecialty coffee & wholesale

Wholesale operating system

Orders, roast planning, and invoicing on one system that runs the week itself.

CategoryOperations & Automation
EngagementConcept
Steps06
01 · The situation

Orders from everywhere.

Orders scattered across email, text, and a clunky form. Wholesale invoicing was manual, and the roast schedule lived in one person's head.

Every new account made the week harder to run, not easier.

Orders from email, text, and a clunky form
Scattered
Invoicing and roast schedule rebuilt by hand each week
Manual
02 · The approach

One intake, one schedule.

Bring every order channel into a single intake, and let the roast plan and the invoices fall out of the same data instead of being rebuilt by hand each week.

Order channels, each managed separately
Many
Intake feeding roast plan and invoices
1
03 · The build

The operating system.

A single operating system on Airtable with automated order intake, roast planning, and invoicing, with agents handling routine follow-up and reconciliation.

Wholesale customers order through one pathway; the roaster sees one schedule; the books reconcile themselves.

Order inSingle intakeOrdersAirtableRoast planWeekly scheduleAgentsFollow-upInvoiceAutomatedWeek reconciledBooks · Schedule
04 · One system

From order to invoice.

Wholesale customers order through one pathway; the roaster sees one schedule; the books reconcile themselves. Agents handle the routine follow-up so the team stays on roasting, not admin.

System from order to invoice (illustrative)
1
Less time on order admin (illustrative)
70%
05 · The outcome

Twice the accounts, none of the chaos.

Illustrative targets for a business at this scale: around 70 percent less time on order admin, and a wholesale book that doubles without new hires.

Less time on order admin (illustrative)
~70%
Wholesale accounts, no new hires (illustrative)
2x
System from order to invoice
1
06 · Results

Illustrative at this scale.

Illustrative targets for a roastery running retail and wholesale side by side: admin time on orders drops sharply while the wholesale book grows without adding headcount.

Order admin timeIllustrative before vs after
100%MANUALORDER ADMIN~30%AFTERAUTOMATION

Results

Illustrative targets for a roastery at this scale: around 70 percent less time on order admin and a wholesale book that doubles without new hires, all on one system from order to invoice.