Coffee Account Master Record
This is the single standing file for your coffee account — subscription or wholesale. It is not tied to any one order: our roastery team and your team keep the same copy current, so grind settings, delivery access, allergen rules and service history all live in one place. Update it whenever something changes on your side and we will do the same on ours.
Account type (subscription / wholesale / office):
Billing address (if different):
Best delivery window: Days to avoid:
Access notes — entrance, buzzer, stairs, who signs, where stock is stored:
Brew methods in daily use:
Water hardness / filter cartridge: Last changed:
Roast level: Grind setting:
Target recipe (dose / yield / time):
Flavour direction and anything the team has ruled out in the past:
Order cut-off day: Usual delivery day:
Seasonal peaks or quiet periods to plan around:
Allergen & Decaf Requirements
Allergen policy, dietary constraints and any site-specific handling rules:
Equipment Service & Calibration History
Barista training last delivered on site:
Price tier: Payment terms:
Supply agreement signed on: Next price review:
Purchase-order or reference to quote on invoices:
A dated running note of everything worth remembering on this account — dial-in changes, complaints and how they were resolved, staff turnover, new sites, trial beans. Newest entry at the top.
Supporting files — site photos, equipment manuals, signed paperwork:
Record last reviewed on: Reviewed by:
Keeping this record current is what lets us roast to the right profile and land deliveries without a phone call.