To do this, you will right-click on the most recent packing list and then select 'Make a copy' from the dropdown. Then, open the new Google Sheet and update the name from 'Copy of <yyyy-mm-dd> Longwood Loop - packing list' to the new date. Finally, remove all of the entries from the prior order cycle on all 3 pages so that only the header is left in each.
Packing lists - empty
Once you have an empty copy of the Packing list sheet, you are ready to gather the data to fill the sheet in.
Downloading reports from Open Food Network
Navigate to Open Food Network, log in, and then choose 'Administration' from the Profile dropdown. Then select 'Reports' from the blue header at the top.
You will need to generate 3 different reports to fill in the Packing list sheet.
Pack by Customer
Pack by Supplier
Open Food Network - reports selection screen
For each report page, you will make the same selections to generate the report.
From the Order Cycle dropdown, select the most recent order cycle. Then click the checkbox for 'Download as CSV', and click 'Search'. This will generate the .csv file for the report and save it to your computer.
Open Food Network - reports - select order cycle
Open Food Network - reports - all options selected
Repeat this process for all 3 reports - you should have 3 files that download to your computer called 'customers_<yyyymmdd>', 'packing _<yyyymmdd>', and 'packing _<yyyymmdd> (1)'.
Open Food Network - reports - downloads
You will need to open these reports to access the information to complete the 'Packing list' Google Sheet we created at the beginning of this process. You can open the files using Microsoft Excel, if you have that program installed on your computer. Otherwise, you can upload these reports to the Packing lists folder and open them using Google Sheets.
To open these files using Google Sheets, either drag and drop the files into the Packing lists folder or select the + New button and then File upload and select the packing and customer files.
Google Drive - Packing lists folder - after uploading new files
You can then right-click on the file name and choose Open with > and then Google Sheets to open the file.
Formatting report contents
Open the Customers file. Remove columns F and G (called 'Hub' and 'Hub Address'). Copy the remaining contents (except row 1, which is headers) into the previously created packing list file - in the tab called 'Customer details'. Finally sort the sheet based on column F ('Shipping Method') to group all of the orders by their destination hub.
Formatting customer list
Packing list - by supplier (producer)
Find the packing file that is grouped by supplier - this will be one of the two files with 'packing' in the file name. You will see all of the supplier's items grouped together in column B.
Delete column C (called 'Code') and move the 'Quantity' column to the left of the 'Product' column. Then copy the contents from columns B to G into the previously created packing list file - in the tab called 'By supplier'. The columns called 'Hub' and 'TempControlled?' are not necessary and should not be copied over into the final packing list file.
Formatting packing list by supplier
Packing list - by customer (buyer)
Find the packing file that is grouped by customer - this will be one of the two files with 'packing' in the file name. You will see all of the customer's items grouped together (columns C and D show the customer name).
Move the 'Quantity' column to the left of the 'Product' column. Then copy the contents from columns C to H into the previously created packing list file - in the tab called 'By customer'. The columns called 'Hub', 'Code', and 'TempControlled?' are not necessary and should not be copied over into the final packing list file.
Your packing file for the week is now complete and all 3 of the tabs should have content in them. You can delete the original files from Google Drive, if uploaded there. Only the final packing file should be visible in the Packing lists folder when you are done.
After creating the reports, you will need to send emails to all of the producers who sold items, and also to the Longwood Loop coordinators who are picking up and dropping off items around the Loop on delivery day.
The producer emails are sent to every producer who sold something in the order cycle. These are sent immediately following the order cycle closing (typically for the order cycle closing at 4pm, emails are sent before 6pm) to alert producers to what will be picked up the following day.
Coordinator emails include all buyer contact information and the packing list for each order. This allows the coordinator to reach out to any buyers (if needed) and also gives the coordinators the full packing list per buyer to ensure all items make it to their intended destination.
Coordinator emails should include a copy of the contents of the 'Customer details' tab and a copy of the 'By customer' tab.