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Shopify and RoastBase: A Roastery Workflow Guide

RoastBase connects ecommerce sales records to the business and production side of an independent roastery. Keep your measured roast weights and purchase costs in RoastBase and use synced sales to inform production.

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Connect your store

Start from the Shopify connection in your RoastBase workspace and approve the requested access in Shopify. Use the store's myshopify.com domain. Return to the dashboard and check the connected domain before relying on the imported data.

Check the first product and order sync

Review the last product and order sync times and any sync error shown in the dashboard. Check product matches and package weights, especially bundles and multiple bag sizes. Resolve unmatched products before interpreting production needs or cost comparisons.

Turn sales quantities into roast quantities

For an illustrative order of twenty 12 oz bags, finished coffee demand is 15 lb. At 85% yield, that requires about 17.65 lb of green coffee before packing or sampling allowances. Review available finished stock before scheduling another roast.

Review costs and keep records current

Record actual purchases and completed roast weights in RoastBase, then review product costs alongside retail and wholesale prices. Shopify sales records do not substitute for measured production inputs. If the sync reports an error, resolve it and confirm the latest successful sync time before using those sales figures.

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