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Onboarding a New Location - Data Engineering

Step-by-step Guide

1. Verify Otter Data Integration

Check how the new location appears in Otter data:

  1. Confirm Data Flow
    • Confirm facility_id and facility_name values
    • Ensure data is flowing correctly from Otter API

2. Update Sigma Dashboards and Configuration

  1. Update Location Custom Function

    • Navigate to Sigma admin page
    • Update the location custom function at the bottom of the page

  2. Audit All Dashboards

    • Review all existing dashboards to identify which ones are missing data from the new location
    • Update manual location mapping formulas where applicable: Food Cost Summary & Efficiency orders table (ACU Location), TU Velocity waste log table (Acumatica Branch)

  3. Store Level Ops Metrics Dashboard

    • Update location mapping formula in 7shifts tables
    • Add location to sort field in all tables

  4. Kitchen Screen Metrics Dashboard

    • Add English and Spanish tabs for new location

3. Update Snowflake Notebooks

  1. Add to Supplemental Ratings Snowflake Notebook

    • Include the new location in the ratings analysis

  2. Create TU Sales Snowflake Notebook

    • Set up new notebook for Transfer Unit sales tracking
    • Update TU Velocity Dashboard to include new location

  3. Filter Bakery Forecast (Temporary)

    • Filter out the new location from existing Snowflake notebook until forecast is ready

4. Set Up Daily and Weekly Reports

  1. Daily Sales Report

    • Add new location to the daily sales report

  2. Daily Kitchen Performance Report

    • Create new dashboard for the location
    • Configure automated notification

  3. Weekly Kitchen Announcements

    • Create dashboard for the location
    • Configure automated notification

5. Configure Slack Notifications

  1. Weekly Food Quality Report

    • Add automated Slack notification to the location's daily channel

  2. Purchase Order PDFs

    • Set up Airflow automation to post PO PDFs to daily Slack channel

6. Update 7Shifts Integration

  1. Payroll Ingestion
    • Update Airflow script to include new location
    • Add location to weekly payroll dashboard
      • Weekly Labor Report -> USQ Summary Tables -> Bakery Cost & Sales -> add new location
      • Make sure to change total labor formula (in Labor Cost table) for new location

7. Set Up Acumatica Transfer Units

Coordinate with Linh to have VA complete:

  1. Transfer Unit Configuration
    • Add new warehouse for transfer units in Acumatica
    • Create new TUs or TU containers if necessary

8. Create Prep & Inventory Management System

  1. Google Sheet Dashboard

  2. Scanning Apps

    • Set up new scanning apps for the location
    • Update formulas in the sheets
    • Configure App Script with:
      • Spreadsheet ID
      • Webhook URLs
      • Location abbreviations
      • PDF generation settings

  3. Initial Inventory Setup

    • Create initial inventory delivery list with pars

  4. Dashboard Integration

    • Add tab for new location in Prep Production Dashboard (once scans start coming through)
    • Add tab for new location in Inventory Scanning Dashboard (once scans start coming through)

9. Set Up Waste Tracking

  1. Create new waste log app for the location
  2. Configure data ingestion pipeline

10. Forecasting Setup (After 3-4 Weeks of Data)

Important: Wait for 3-4 weeks of operational data before creating forecasts

  1. Order Forecast

    • Create order forecast for new location (including hours) via Order Forecasting Snowflake Notebook
    • Update Sigma dashboard to include new location

  2. Bakery Item Forecast

    • Create bakery item forecast for new location via Bakery Item Forecast Snowflake Notebook

  3. Automated Inventory Pars

    • Create automated inventory pars Snowflake Notebook based on historical data (copy from another location)
    • Update formulas in Prep & Inventory dashboard to look-up from automated pars tab

11. OK Manager Support

Support onboarding of OK Manager for the new location