Running record of orders, payments, deliveries and tub deposits between Mimi's Sweet Treats and Rob Schroeder. One shared record, so neither side has to guess.
$325.00 was the full agreed price for the trial — confirmed. No tub deposit was charged or paid on this first order.
That leaves a choice for the five tubs currently out: (a) waive the deposit on this trial run entirely, since it was a goodwill sample order, or (b) collect $25.00 (5 × $5.00) when the tubs are returned or on the next order. Either is reasonable — this just needs a decision so the ledger stops carrying an open question. Once decided, this flag comes off and the deposit line reads as one or the other.
Placed 29 July 2026, the day after the first meeting. Samples for Rob to show his accounts while labels are finished.
| Flavor | Size | Unit | Deposit | Notes |
|---|---|---|---|---|
| Espresso | 3 gal | $65.00 | $5.00 | Milk, egg |
| Lemon Cookie | 3 gal | $65.00 | $5.00 | Milk, egg, wheat, soy |
| Tie Dye Superman | 3 gal | $65.00 | $5.00 | New flavor not yet in the flavor list |
| Heath Cookie Dough | 3 gal | $65.00 | $5.00 | Tree nut highest-allergen item |
| Mint Cookie | 3 gal | $65.00 | $5.00 | Milk, egg, wheat, soy |
| 5 tubs | $325.00 | Not collected | Agreed & paid: $325.00 · Paid in full | |
Newest first. Entries are added, never edited — a correction is a new entry, so the history stays intact.
Printed allergen and handling sheet created to travel with the five trial tubs, since printed labels are not ready. Marks Heath Cookie Dough and Tie Dye Superman as "confirm before serving" — both have inclusions whose supplier declarations are still unconfirmed.
Sheet states the samples are for tasting and trade evaluation, not for serving anyone with a known allergy until the confirmed statement is issued.
Confirmed: $325.00 was the full agreed price for this trial order. No tub deposit was charged or paid. Balance on the ice cream is $0.00; whether the $25.00 deposit is waived or collected later is an open decision — see the flag above.
Five 3-gallon tubs at a flat $65.00 trial price: Espresso, Lemon Cookie, Tie Dye Superman, Heath Cookie Dough, Mint Cookie. Rob will show these to his accounts while labelling is completed.
Flat pricing, no volume discount. The $5.00 tub deposit policy was agreed going forward but was not applied to this trial order.
Met to discuss a wholesale supply relationship. Agreed to start with a trial order of samples for Rob to take to his accounts.
Payment: due at time of delivery going forward. This first order was prepaid by Venmo. QuickBooks invoicing to be set up later — until then, record the payment method and date on every order here.
Tub deposit: $5.00 per 3-gallon tub, charged as a separate line. Credited $5.00 per tub returned, applied to the next order rather than refunded in cash.
Pricing: flat by category. No volume discounts at launch.
Lead time: 24 hours minimum from confirmed order.
1. Decide on the missed trial deposit — waive the $25.00, or collect it when the tubs return / on the next order.
2. Two flavors need recipes — Tie Dye Superman and Heath Cookie Dough are not in the flavor list and cannot be labelled until their ingredients are recorded.
3. Confirmed allergen statements — the sample sheet is preliminary. Rob's accounts will want the real declaration before they serve to customers.
4. Tub returns — log each one here as it comes back so the credit is captured.