Production sheet

This printable document shows the totals of each product ordered across multiple orders. Source categories take this further by tallying up totals across a group of products which are derived from the same source; for example, a single batch of bread dough which is used to create multiple bread products.

Create a Production sheet

Example of a Production sheet

Select orders

First, select the orders you want to include in the Production sheet. Tips to select orders quickly:

  • Use filters to ensure you’re selecting all the orders you need. As an example, you might choose to show all orders with a ‘New’ status and with a today's Delivery Date.
Filtering orders by their status
  • Once you’ve applied the correct filters, click the Select All checkbox at the top of the orders list. The orders list shows a maximum of 100 orders at a time, but you can navigate to the next page and continue to select orders until you've selected them all.
Select all orders, up to 100 per page.

Print or Download

  • Print: With all of your orders selected, click the ‘Print’ icon at the top of the orders list and choose ‘Production sheet’. A window will appear with print settings; check these and hit ‘Print’.
  • Download: With all of your orders selected, click the ‘Download’ icon at the top of the orders list and choose ‘Production sheet’.
When you've selected all of the orders you need, click Print (or Download) -> Production sheet.

Source categories

Group your products into source categories if you need to tally up the total across a set of related products on the production sheet. The following example is helpful.

Example: Using source categories

Jane’s Jolly Juices is a juicing company that prepares fresh juices. One of their juices is a delicious orange & apple juice.

Jane creates a source category of ‘Orange & Apple juice’ with item size switched on and a unit of ‘L’. She then adds her different bottle sizes (which are separate products) to this source category as follows:

Product Item size
Orange & Apple, 250mL bottle 0.25 L
Orange & Apple, 500mL bottle 0.50 L
Orange & Apple, 1L bottle 1.00 L
Orange & Apple, flagon 2.25 L

Jane also chooses to sort the products from smallest to largest size so her neat-freak tendencies are not triggered.

Item size

Refers to the amount of the source category that a single item requires.

Note: When a source category requires an item size, products included must only have one allowed ordering unit. This means that customers can only choose one unit (eg, ‘each’) when ordering these products. You can edit this when editing a product.


Either kg (kilogram) or L (litre). Unit is only required if item size is switched on. This unit does not have to match the ordering unit of a product. For example, a product may use ‘each’ for its ordering units and ‘kg’ for the source category it belongs to.

Example: Source category & product units work together

Baker adds the Croissant product to the ‘Pastry Dough’ source category which uses ‘kg’ for its unit. While customers order Croissants using ‘each’, the bakers use the weight of the Croissants ordered to prepare the pastry dough.

40 each Quantity ordered
Croissant Product
0.150kg Item size
Pastry Dough Source category
6kg Pastry Dough Total amount to be produced

Add a source category

  • Go to Settings > Source categories.
  • Click the Add new button in the top right corner.
  • Give the new source category a name, choose if it should have an item size, and choose the appropriate unit (either ‘kg’ or ‘litre’).
  • Add products by clicking Add product. In the products window which appears, click the Add button on each product you wish to add. When you’re finished adding products, click Done.
  • If you’re using item sizes for this source category, fill out the item size field for each product. It represents the amount of the source category (eg, bread dough) is required to make a single unit of this product (eg, hamburger bun).
  • Click Save.


Source categories and their products can be sorted into the sequence that best works for your production workflow.

  • Sort source categories: On Settings -> Source categories, tap the sort icon (up and down arrows) on top of the list of source categories. Click and drag the rows into the correct order. Click ‘Done sorting’ when done.
  • Sort products within source categories: Select the source category, and click ‘Edit’ to the right of the source category’s name. Click and drag the product rows into the correct order. Click ‘Save’ when done.
Production sheet