Get started with B2B Sales

Overview of our step-by-step guide

1. General ordering deadlines and Closed days
2. Add your Customers
3. Add your Sales Articles and Prices
4. Set Customer-specific rules
5. Configure your reports

Step 1: Define your General Ordering Deadlines and Closed days

Completing this step first is highly recommended, as it sets the foundation for your delivery availability before you begin creating customers.

1. Action: Head over to the Ordering Deadline section in your Company Settings (clickable link).
2. What to do: Set your standard Operating days and Order deadlines for each day of the week.
3. Manage Closures: This is also where you will add Closed Days for holidays (e.g., Christmas, Easter) or scheduled maintenance to ensure customers cannot place orders when you are closed.

Further reading: Set Closed days and Deviating deadlines

Step 2: Add Your Customers

In MyFoodOffice, Customers represent any entity that will have orders placed in the system. This includes external clients, store locations, or internal departments.

Action: Start our in-app guided tour to learn how to create Customers  (opens in new tab) or navigate to the Customer page yourself and click "New Customer".

Further reading: Manage your customers

Step 3: Add Your Sales Articles and Prices

Sales articles include everything you sell. In MyFoodOffice, articles are split into three categories:

• Products: articles you produce yourself and have a recipe for (eg. buns, cakes, or breads).
• Merchandises: articles you sell that you don't have a recipe for, such as soda, packaging or coffee. These are typical trading goods.
• Packaging: materials (eg. bread bags or cartons) that can be sold directly and utilized for food costing calculations.

You can set prices directly on each article's page or manage them centrally from the Sales Prices page.

Further readings:

• Manage your Sales Articles
• How to manage Prices

Step 4: Set Customer-specific rules

Now you can tailor the Ordering Portal experience for specific clients. Depending on your plan, MyFoodOffice allows you to set up customized boundaries:

• Deadlines: Create unique ordering deadlines and assign them to specific customers or articles (B2B Pro plan).
  • Learn how: Manage your Ordering Deadlines
• Pricing: Create custom Price lists and discount rules and assign them using Price Rules.
  • Learn how: Custom Pricing: How to Offer Discounts and Set Fixed Prices
• Catalogues: Limit access so specific customers can only see and buy certain articles.
  • Learn how: Restrict Article Access with Customer Catalogues

Step 5: Configure your production reports, packing slips, and delivery notes

Your reports automatically pull data from your orders, sales articles, customer settings, and report configurations. MyFoodOffice comes equipped with built-in templates for all your core operational needs, including:

• Delivery Notes and Packing Slips: Crucial paperwork for shipments.
• Production and Packing Reports: Clear lists for your production and packing teams.
• Packing Matrixes: An overview of what needs to go where.
• Route Plans: Optimized logistics for your drivers.

Tailor-Made for Your Workflow
Every template is highly flexible. You can adjust the visual layout, setup parameters, and data filters based on specific articles, customers, delivery routes, or production areas until the printed sheets match your daily operations perfectly.

Action: Go to Reports to create and print your reports. Tweak and adjust the settings until the printed layout matches your team's day-to-day operations.

Finally

Once you’ve completed these five steps, your setup is ready for efficient ordering, production, and delivery.
To learn more about how to create, manage and send Orders to invoicing, click here:

• Manage your Orders and send to Invoicing

If you ever need to adjust settings or explore more advanced features, you can revisit any section and go to the linked articles above.

Further reading:

• Get started with Campaigns
• Invite Customers to your Ordering portal
• Future Price adjustments and bulk price change