Monday Workflow — Highlands Day Spa
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Highlands Day Spa
Today's Journey
1
Birthdays + Post Falls Inventory
2
CDA — Sunday Report + Inventory + Prep
3
Back to Post Falls — Stock
4
Ingredient Inventory + Order List
5
Final Order List + Send to Emily
1 · Post Falls
2 · CDA
3 · PF Stock
4 · Ingredients
5 · Final Order
Phase 1 · Post Falls ✨
4365 Inverness Drive
Birthdays, inventory count, then head to CDA
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Check the birthday list for any upcoming birthdays this week
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Make sure a card is going around to get signed if needed
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Check Sunday inventory lists for both locations
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Pull anything CDA needs from PF overstock if applicable
Inventory Count — Post Falls
How many on the shelf?
Type what you see — app calculates what to make
From Sunday's Counts
Sunday Inventory Report
Transfer suggestions + what needs ordering
Loading Sunday data... 🌙
Phase 2 · Coeur d'Alene 🌙
301 E Sherman Ave
Count inventory, then prep all products
Both Locations Combined
What to Prep Today
Based on your counts — make these at CDA
Count inventory at both locations to generate your make list ✨
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Prep and make all products from the list above
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Stock CDA shelves with prepped products
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Pack PF products to take back with you
Phase 3 · Back to Post Falls
Stock Up & Wrap PF
Stock shelves, then text Emily anything still needed
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Stock PF shelves with all prepped product from CDA
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Text Emily anything that still needs to be ordered or restocked
Phase 4 · Ingredient Inventory
Bulk & Raw Supplies
Mark what needs ordering — your list generates below
Generated
Ingredients to Order
Everything marked this week
Mark items above to generate your order list 🌙
Phase 5 · Final Order List
Almost There, Ohana ✨
Review the combined list and send to Emily
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Text Emily anything still needed at either location
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Copy and send ingredient order summary to Emily
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You did it, Ohana!
Two locations, all the prep, the transfers, the whole thing. That's a full day of magic and we see every bit of it 🖤 Now go get yourself a dirty martini, you've earned it 🍸
Before you close this tab
Texted Emily anything still needed
Final order summary copied & sent to Emily