Managing Catering Orders for a Bakery, Google Calendar Won't Allow Direct Attachment of Photo/Scan PDF. Any Alternatives?

So I thought Google Calendar or even iOS calendar might be good workflow for staff adding catering orders to a calendar, to help keep it all in order and give the baking staff a quick view of what's ahead. I thought the physical order forms could be scanned and attached straight to the calendar entries but it turns out you can't do that with Google Calendar or even the inbuilt iOS calendar, you can only attach files that are already in your Google Drive or iCloud Drive. The orders are at least one day in advance, sometimes a few weeks in advance, and the bake staff make them at night.

I'm kinda scratching my head as to how to simplify this workflow. At the moment they are scanning in the forms on a PC, the staff call HQ to tell them about a new order, HQ prints the form and pins it to a board. But even with that some orders aren't being made and that system takes a lot of time too, even operating the physical scanner is a hassle for staff.

Just wondering if anyone can think of an easier way to do it. I'd like to use iPads to scan the order forms at least, to make that part of the process easier. I thought if the order forms could be attached to a calendar entry then a copy of it would be in calendar and HQ could also print it for the board, so there would be the digital calendar entry plus the form on the board and no excuses for missing an order. But needing to scan the form on the iPad, put it in the right folder in Google Drive/iCloud Drive, then create the calendar entry, and find the scanned file as the attachment, that's all just as complicated as scanning the form on a computer in the first place. Google Drive doesn't even offer a way to directly scan to PDF in the Google Drive app either, so you need yet another app to scan the page to PDF in the first place.

There has to be an easier way but I'm just not seeing it. A digital order form that customers can fill themselves is a step too far at the moment, so the order form is for staff to fill out with the customer with them. iPad would also be ideal because hopefully the iPad can be used for other things, like a modern POS with pictures for other orders instead of the old cash register.

Comments

  • I thought the physical order forms could be scanned and attached straight to the calendar entries but it turns out you can't do that with Google Calendar or even the inbuilt iOS calendar, you can only attach files that are already in your Google Drive or iCloud Drive

    Seems to be a mobile app limitation not allowing you to 'upload' documents.

    If you use the web version https://calendar.google.com/ (even mobile via the browser) you can add a attachment via the upload tab. It will upload the document to your drive/calendar event for viewing etc.

    At the moment they are scanning in the forms on a PC

    Sounds like a easy fix then, scan on PC, then create the event and upload the document.

  • Google calendar on my PC allows you to attach a file from the PC. It does default to "Pick from Google Drive" but there's an upload option that lets you browse the PC.

  • Sorry, no answer. Just wanted to say that I have the same issue - want to save a file (PDF, JPEG etc) from my phone to my calendar as part of my reminder/appointment booking.
    Unfortunately as far as I can tell the only way to do this is to save it to my Google Drive then attach.

    • +1

      I was surprised because I just assumed you would be able to directly add files to a calendar entry, I would have bet money that it would have been possible because it seems so obvious.

      But it's also 2022 and the Square POS app doesn't let you change the order of tabs either, the only option is to delete the tabs and recreate them all by hand. I can't believe how janky software still is by all these billion dollar companies.

    • Not sure if you use Gmail - create email to yourself with attachment then snooze the email to whichever date you want. Hope this helps.

      • It would be nice if you could pink gmail emails to Google Calendar events.

        • In email window there is 'Create Event' which if you click it it creates an entry in Calendar - is this it?

  • I think your best option is for the bakery to invest in some CRM software, which would include a shareable calendar and likely to allow for upload of photos.

    • I did look at BakeDiary.com and tried it out, but their software is very complicated and they don't even have an app version.

      • There are numerous (basic) options out there. You likely don't need one restricted to your industry.
        Others may provide their suggestions, but a quick google returned this one which appears to be 'free'* and might be worth a try to see if it works for you or not.
        https://www.hubspot.com/crm/e010a?utm_content=e010a&utm_sour…

  • I think there is a field on Google Calendar called "Add description or attachments" when adding a calendar item.

  • +1

    Not ideal but what about using Reminders instead?
    From photos you can share and create a reminder item, and put a date on it.

    Bonus: you can share the reminder list and also check off orders when complete. :)

  • At the moment they are scanning in the forms on a PC,

    You can take scanned photos from your mobile phone on google drive - Dont need a physical scanner

    Seems like you need a big screen tv with a PC so they can see the orders. Instead of having HQ print them out all the time.

    • Google have only enabled the option to scan to PDF in the Google Drive app on Android devices. On iPhone and iPad you can only take a jpg photo. Apparently the scanning function built into Google Drive isn't very good anyway. Jpg might still be fine, as long as staff take the photos at a straight on angle and crop each photo so they can be printed out fine. But I don't think there is an option to crop photos. Scanning in the Notes app seems to work very well, it gets the edges of the page very quickly and even applies OCR automatically.

      Printing I think is still a requirement because the printed form is attached to the completed orders at the end so we know which cake is for which person. The form also has the specific details of the cake size/decorations/writing/confirmation of payment and such.

  • If you don't find a solution (or you do but it is a bit clunky), hit me up as I am always looking for things to add to my portfolio, so I could make you a webapp to do what you want. I promised a site for a friend recently so would have to do that first but could be free in a couple of weeks

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