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- <title>Typica - Data for Coffee Roasters</title>
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- <h1>Typica</h1>
- <h2>Data for Coffee Roasters</h2>
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- <ul>
- <li><a href="#green">Green Coffee Purchases</a></li>
- <li><a href="#roasted">Roasted Coffee Items</a></li>
- <li><a href="#inventory">An Initial Inventory</a></li>
- <li><a href="#profiles">Saving and Using Target Roast Profiles</a></li>
- </ul>
-
- <h1>Initial Data Entry</h1>
-
- <p>Much of the benefit of using Typica comes from its ability
- to track coffee inventories and roast profiles. When using the
- software regularly, data entry is a quick and easy part of the
- relevant workflows, but when setting up the software initially
- there may be a large amount of data to enter.</p>
-
- <p>When requesting information from Typica, the quality of the
- information presented can only be as good as the quality of the
- data it is given to work with. It is generally recommended to
- start with only as much data entry as is needed for Typica to
- present the current state of inventory and to simply be aware
- of the limitations in obtaining historical information. It may
- be tempting to enter older records, but the benefits of doing
- that rarely outweigh the cost of time to enter these older
- records accurately.<p>
-
- <p>Before entering this data into Typica, you should take an
- inventory of your current green coffee supply, locate the
- invoices for coffees you currently have in inventory, and have
- a list of the roasted coffee items that you produce.</p>
-
- <a name="green" />
- <h2>Green Coffee Purchases</h2>
-
- <img src="images/navpurchase.png" />
-
- <p>As you purchase coffee, data will need to be entered in
- Typica to track green coffee inventory. This is done by
- pressing the Purchase Green Coffee button.</p>
-
- <img src="images/coffeepurchase.png" />
-
- <p>At the top of this window you will find information that
- applies to every item on an invoice. Take an invoice that
- contains coffee presently in inventory and enter the invoice
- date in the Date field, the company that sold you the coffee in
- the Vendor field, and the invoice number in the Invoice field.
- Typica only requires the Date field, but having the other
- information may make it easier to find records if they are
- needed later such as for certification reporting.</p>
-
- <p>This top area also has a Add Item button. This window starts
- with a set of fields for entering the details of one coffee
- item. To enter details on more coffees, click the Add Item
- button until there are enough spaces to enter the details of
- all of the coffees on the invoice you are entering.</p>
-
- <p>Next there is an area where information about the coffee is
- entered. There are several fields to note.</p>
-
- <h3>Item</h3>
- <p>This is the name of the green coffee. When you adjust the
- inventory of this coffee or specify its use in roasting, this
- is the text that will appear to identify the coffee.
- <strong>This field is required.</strong></p>
-
- <h3>Reference</h3>
- <p>This is intended to be the ICO number of the coffee or, in
- the case of coffees that do not have that, some other set of
- markings that uniquely identifies the coffee.</p>
-
- <h3>Quantity</h3>
- <p>This is the amount of coffee purchased. It can be in either
- pounds or kilograms. <strong>This field is
- required.</strong></p>
-
- <h3>Unit</h3>
- <p>This field allows you to select if the quantity is expressed
- in pounds or kilograms. Which is selected has no influence on
- how that data can be retrieved later, but it is important that
- the quantity is correct in terms of the unit specified. It is
- easiest to use whatever unit is used on your invoice.</p>
-
- <h3>Cost</h3>
- <p>The cost of the green coffee can be entered in terms of the
- cost per unit or the total cost of the coffee purchased. Which
- is specified in the box next to the cost field. <strong>This
- field is required.</strong></p>
-
- <h3>Origin</h3>
- <p>This field is used by some reports to aggregate information
- based on where the coffee comes from. This is generally the
- name of the country that the coffee was grown in, but you may
- find it useful in some cases to deviate from this. For example,
- some find it useful in the case of coffees from Indonesia to
- specify the name of the island the coffee was grown on rather
- than the country. Whichever you decide, you should enter
- purchase information consistently over time. <strong>This field
- is required.</strong></p>
-
- <h3>Region</h3>
- <p>This field can specify a distinct producing region.</p>
-
- <h3>Producer</h3>
- <p>This field can specify the producer of the coffee.</p>
-
- <h3>Grade</h3>
- <p>This field can specify the grade of the green coffee.</p>
-
- <h3>Milling</h3>
- <p>This field can specify how the coffee was milled.</p>
-
- <h3>Drying</h3>
- <p>This field can specify how the coffee was dried.</p>
-
- <h3>Bags</h3>
- <p>This field specifies the number of bags the green coffee
- comes in. In some facilities you may empty bags of coffee as
- they are roasted. If this is the case, the inventory of that
- coffee can be adjusted to correct the current inventory for
- measurement errors. <strong>This field is
- required.</strong></p>
-
- <h3>Decaffeinated</h3>
- <p>If the coffee is decaffeinated, this check box should be
- checked. <strong>The decaffeination method is a required field
- if the check box is checked.</strong></p>
-
- <h3>Certifications</h3>
- <p>If there are any certifications on the coffee that should be
- tracked, enter these one at a time in the field to the right of
- the Add Certification button. After typing the name of one
- certification, press the button. This will add that
- certification to a list to the left of the button.</p>
-
- <h3>Fees</h3>
- <p>This section describes any fees that apply to the invoice.
- If you have warehousing, palletizing, shipping, or other fees
- associated with this invoice, you can enter the fee description
- and amount in this area. Additional lines in this table will be
- created as you enter data in this area.</p>
-
- <p>Review the information that you've entered, ensuring that it
- is accurate and that all required fields have been filled. Once
- this is done, click the Submit button to save this information
- to the database.</p>
-
- <p>Repeat the steps in this section until you have entered all
- of the invoices required for your current inventory. These same
- steps should be followed as more green coffee is purchased in
- the future.</p>
-
- <a name="roasted" />
- <h2>Roasted Coffee Items</h2>
-
- <img src="images/navroasted.png" />
-
- <p>The coffee roasting process transforms a quantity of one or
- more green coffees into a quantity of a roasted coffee. Roasted
- coffee items are associated with target roast profiles and
- these also maintain an association with the most recent set of
- green coffees used to produce that roasted coffee. Roasted
- coffee items are managed by clicking the Manage Roasted Coffee
- Items button.</p>
-
- <img src="images/manageroasted.png" />
-
- <p>When entering an initial set of roasted coffee items, only
- the top part of this window is needed. Enter the name of the
- roasted coffee item in the New Roasted Coffee field and then
- click the Add New Coffee button. Note that if you produce
- items with different roast profiles, these should be different
- roasted coffee items even if they are produced from the same
- green coffee. Items that are produced through additional
- processing after roasting such as flavored coffees or blends
- that are assembled from multiple roasted coffees need not be
- entered, but the component roasted coffees should be
- entered. As you enter these roasted coffee items they will be
- added to a list under Current Items.</p>
-
- <p>As you roast coffees, you may find that you no longer
- produce a particular roasted coffee. It is generally a good
- idea to remove this item from the current set of roasted coffee
- items so that you cannot accidentally specify that you are
- producing something that you do not presently roast. To do
- this, select the item from the Current Items list and then
- click the Remove Item button. The item will no longer appear
- as an option when entering the details of a batch to roast and
- it will be moved to the Discontinued Items list.</p>
-
- <p>If you later resume the production of a previously
- discontinued roasted coffee item, you can restore the existing
- item rather than create a new one. To do this, select the item
- from the Discontinued Items list and click the Restore Item
- button. This will remove the item from the Discontinued Items
- list and add it to the Current Items list. This will make that
- roasted coffee available to select when roasting coffee.</p>
-
- <p>When you are finished altering the set of roasted coffee
- items, close the window.</p>
-
- <a name="inventory" />
- <h2>An Initial Inventory</h2>
-
- <img src="images/adjustinventory.png" />
-
- <p>You may periodically wish to take an inventory of your green
- coffee supply and update the information in Typica to reflect
- reality. This should at least be done after using the last of a
- green coffee to set the inventory to 0, but if it is possible,
- this can be done after emptying any bag of coffee.</p>
-
- <p>Click the Update Inventory button to bring up the window
- seen above. At the top you will see a list of green coffees
- with an inventory that is not 0. Selecting an item will change
- the text area at the bottom to indicate the name of the green
- coffee item and the current inventory in both pounds and bags
- of coffee.</p>
-
- <p>To adjust the inventory of the currently selected item,
- enter either the number of bags or the number of pounds of
- coffee remaining in inventory, select either bag or lb from the
- box next to this field, and click the Update button. The text
- area at the bottom will change to reflect the change you have
- just made in the inventory.</p>
-
- <p><strong>Note that inventory adjustments take effect
- immediately. Ensure that data on any roasting batches has been
- sent to the database before making inventory adjustments on
- these coffees.</strong></p>
-
- <a name="profiles" />
- <h2>Saving and Using Target Roast Profiles</h2>
-
- <p>Each roasted coffee keeps track of the most recent target
- roast profile if one has been specified for this item. For the
- initial data entry you will not have any target roast profiles
- as these have not yet been entered. The easiest way to enter a
- target roast profile is to roast a batch of coffee to that
- profile and let Typica record that data for you.</p>
-
- <p>For this step you must have already configured Typica for
- your roasting equipment. If you have not done this, please do
- so now.</p>
-
- <p>Select the coffee roaster you will be using and click the
- Roast Coffee button. This will bring up a window showing the
- temperature measurement channels that you have set up for that
- roaster, a timer indicating the duration of the current roast,
- buttons for marking the start and end of the batch, a table
- capable of showing both the target roast profile and your
- current batch data at various levels of detail, and a graph
- that can show the same measurement data. Other things may
- appear as well depending on how you have configured Typica for
- this machine.</p>
-
- <img src="images/newbatchwindow.png" />
-
- <p>From the Batch menu, select New Batch. This will bring up a
- window where you can enter the details for a batch of roasted
- coffee. At the top you will see the name of the coffee roaster
- you are using and you can select the unit that will be applied
- to all weight measurements. You can select grams, kilograms,
- ounces, or pounds.</p>
-
- <p>Next you can select the roasted coffee you will be
- producing. This is the list of current roasted coffee items
- that you created previously. <strong>This field is
- required.</strong></p>
-
- <p>If you have roasted this coffee previously and the green
- coffees that were used are all still available to roast, the
- coffees will automatically be selected in the Green Coffee
- section. The first time a coffee is roasted, that information
- is not available to Typica so you will need to select that
- information manually. Cells in the first column of this table
- will bring up a list showing the currently available green
- coffees. The weight should be entered in the uit specified at
- the top of the window. As you enter information, additional
- rows will be added to accomodate coffees that are blended prior
- to roasting. <strong>Both the green coffee used and the weight
- of each green coffee are required fields.</strong></p>
-
- <p>When you have finished entering information on the green
- coffee, the Green Weight field will be calculated
- automatically. <strong>This field must not be 0 when the
- batch is submitted to the database. Roasting a batch of no
- coffee makes no sense and entering nonsense will adversely
- affect the quality of data you can get out of
- Typica.</strong></p>
-
- <p>If you had a previously saved target roast profile for the
- selected roasted coffee item the Load Profile button will be
- available. If a target roast profile is not available, if you
- would prefer to roast without a target roast profile, or if you
- would prefer to obtain target roast profile data from a
- different source, you will want to click the No Profile button.
- This brings the previous window up and associates the roasting
- data with the batch you have just entered details for. You can
- enter the details of as many batches as you like before
- roasting, but you must press either the Load Profile or No
- Profile button in the window with information about the batch
- you will roast prior to starting each batch.</p>
-
- <p>If you have information from a previous roast displayed,
- start by selecting Clear Log from the Log menu. Once you are
- ready, click the Start Batch button while simultaneously
- starting the roasting process. Typica will record the details
- of your batch. When you have finished roasting the coffee,
- click the Stop Batch button while simultaneously halting the
- roasting process.</p>
-
- <p>When you click the Stop Batch button, the New Batch window
- will return. You should see that it has entered information in
- the Time and Duration fields for you.</p>
-
- <p>You may select New Batch from the Batch menu if you would
- like to start roasting another batch of coffee immediately.
- Once the batch is cooled, weigh the coffee and enter the
- roasted weight. A percent weight loss will automatically be
- calculated.</p>
-
- <p>Assuming you have roasted this coffee to your desired roast
- profile, click the check box next to Approved and the check box
- next to Save log as target profile. The former box should be
- checked for every batch that was roasted correctly, but once a
- target roast profile has been saved, there is no need to check
- the latter on subsequent batches unless there is a desire to
- alter the target roast profile.</p>
-
- <p>If you would like to make a note of any information not in
- the recorded roasting data or elsewhere in the New Batch
- window, that information can be entered in the Annotation
- field.</p>
-
- <p>Review the content of the window and ensure that all of the
- data has been entered appropriately before clicking the Submit
- button.</p>
-
- <p>Congratulations! You have just saved a target roast profile
- for a roasted coffee item. The next time you roast that coffee
- you will be able to see the data from this batch next to the
- data from the current batch. Repeat this process for all of
- your roasted coffee items to conclude this initial data
- entry.</p>
-
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