Workflow stories

Watch the handoffs that make the margin

Each story follows one operating loop across modules, people, and data so teams can see what stays connected.

Start by concept

Pick the operating day that matches your venue

Each segment highlights the workflow stories most relevant to that service model. Browse all stories below or filter the catalog to your concept.

Operator workflows

Back-of-house, floor, and close-out

Forecast signals

14-day par risk before service

Action recommended

Mozzarella below par

Forecast demand: 192 Margherita pizzas over the next 14 days.

12.4 lb short

On hand

12.4 lb

14-day par

25.0 lb

Suggested PO

80 lb

Linked recipe

Margherita pizza

Primary room

Cold Storage

Next step

Create PO #4471

Shipped

From Invoice to Margin

Follow one ingredient from low-stock signal to invoice match, receiving, menu sale, KDS fire, recipe depletion, and margin review.

Show

Friday Late Show

Doors 9:00 PM

Capacity

240

GA 180 · VIP 60

Lineup

Nova Lux

2 performers assigned

Shipped

Show Night to Performer Settlement

Follow a nightclub show from listing and ticket sales through door scan, bar service, performer tips, and settlement close-out.

Forecast

142 covers

Dinner demand

Coverage

1 short

6-8 PM risk

Time cards

2 exceptions

Review before tips

Payroll

Ready

Balanced export

Suggested action: add one patio server, approve role transfer, export after tip pool review.
Shipped

From Forecast to Payroll

Follow demand forecast through schedule coverage, clock-ins, shift review, tip allocation, and payroll-ready export.

Plan

180 croissants

Tomorrow demand

Transfer

TR-BKY-099

42 rolls shipped

Receive

40 accepted

2 damaged logged

Margin

+4.2 pts

Transfer price applied

Central bakery supply agreement keeps production, receiving, waste, and storefront margin in one trail.
Shipped

Commissary to Storefront

Follow a central bakery batch through menu mapping, supply transfer, storefront receiving, POS sale, and transfer-price margin review.

Open-check close

4 open checks cleared before sign-off

The manager starts with checks that can still change the day, not a stale sales total.

POS closeBlocking itemsDay-end control

Open

4 checks

Blocking sign-off

Cleared

0 remaining

All tenders posted

Risk

None

No stale check total

Shipped

Close-Out: Sign Off the Day

Follow day-end review across checks, payments, time cards, tips, waste, manager sign-off, and owner exception review.

Guest workflows

Guest-facing service loops

Reservation book with party and pacing context
Shipped

Guest Arrival to Goodbye

Follow a reservation from the book to host stand, guest-aware POS, kitchen timing, payment, loyalty, and post-visit follow-up.

Marketplace envelope

MKT-2048

Pickup in 18 min
Provider
Marketplace
Items
3 matched, 1 modifier
Fees
$5.12 captured
Customer note
Leave sauce on side
Shipped

Marketplace Order to Kitchen

Follow a marketplace order envelope through acceptance, menu mapping, KDS prep, guest tracking, payment audit, and reconciliation.

Setup workflows

Guided setup and intelligence

Ask Provisions

What should I fix before the dinner rush?

The question is scoped to tonight's unit, reservation book, staffing, and live service signals.

Unit-scopedService windowGrounded answer

Window

Tonight 5-9 PM

Bistro demo unit

Load

142 covers

Patio pressure from 6-8 PM

Need

Actionable answer

No generic advice

Shipped

Ask Provisions

Ask one service question and watch the answer cite guest memory, live operations, and follow-up actions instead of becoming generic advice.

Demo intent

Owner persona and reporting interest carry into setup

A buyer can move from marketing demo to guided setup without losing module interest or unit context.

Demo contextGuided setupNo reset

Persona

Owner

Buying workflow

Interest

Reporting

Demo module retained

Unit

Bistro

Setup preselected

Shipped

Day One: From Demo to Go-Live

Follow a new operator from marketing demo intent through guided setup, sample-data rehearsal, readiness blockers, and first close-out.