As CPG brands scale, operational load grows—processing POs, scheduling deliveries, and updating suppliers can pull founders away from growth. This session shows how JP automates the most time-consuming workflows and how founders can identify what to automate first. We’ll also leave time for live Q&A focused on attendees’ specific workflow challenges.
Workflow Demos
Multi-Customer PO Processing: Auto-retrieve POs from SPS, populate sheets (warehouse, products, quantities), and send daily confirmations to Ops Lead.
PO Acknowledgments to Buyers: Apply correct acknowledgment types, shipping details, and discount flags with automated confirmations.
Shipment & Delivery Scheduling: Create matching orders across NetSuite and other platforms, set carrier rules/tax status, bulk-add SKUs, and align pickup/delivery dates and reference numbers.
Auto-Fill Supplier Shipping Info: Parse booking confirmation PDFs and write reference numbers, ship/arrival/pick-up dates, quantities, port load, vessel, and supplier into the correct Google Sheet row.
Who It’s For
Established CPG brands with defined processes looking to reduce manual work, cut errors, and scale ops efficiently.
Presented by FoodBevy