Dashboard
Overview across manual entries and any imported CSV orders.
Orders
Upload your daily orders spreadsheet (Customer, SKU, Quantity, Delivery Date, Packer). New rows are appended automatically — duplicates are skipped. All orders persist across reloads.
Upload Orders Spreadsheet
Expected columns: Customer, SKU, Quantity, Delivery Date — nothing else. CSV or Excel both work. A file with a Packer or Status column is rejected; assign those from the Packing tab instead. New rows are added automatically. If a delivery date already has orders on record and the file's data for it looks different (not just an exact re-upload), you'll be asked whether to add the new rows alongside the existing ones or delete and replace them for that date — everything else in the file imports without interruption.
Filters
| Order ID | Customer | Delivery Date | Entered | Intake | Packer | Status | Packing | Total Amount |
|---|
Packing List
Orders grouped by customer for a selected delivery date and packer. Download as PDF to hand to your team.
Purchase Order Management
Create purchase orders for your suppliers, then receive them as they arrive.
New Purchase Order
One supplier per purchase order. Price is optional — kilograms are weighed at Receiving, and the price sets the cost when the line is received.
Choose a supplier, then its products · Alt+↓ lists them · Enter moves down the lines · Ctrl+Enter creates
Not Sent Yet
| PO # | Supplier | Expected |
|---|
Forecast
4-week same-day average: each day's prediction is the average of the same weekday's delivered quantity over the previous 4 weeks. Click any SKU row to see exactly which dates were used.
Run Forecast
No forecast yet.
Import order history in the Orders tab, then click "Run Forecast" above.
Predictions use the average of the same weekday over the last 4 weeks.
Stocktake
Pick a cool room, walk the floor, and log what's where — location, product, and a quantity, then Add. Each entry saves immediately. Once you're done, submit the day's count to lock it (admins can still edit after that).
Loading product list…
Pricing
Each product has a base price per base unit (KG or Each); its SKUs follow it through a conversion (1 Carton = 18 KG), or carry a price of their own. Every price has a start date and an end date: a new price closes the previous one the day before, and the latest runs to 31/12/2199.
Import SKU prices from a file
Imported prices are typed SKU prices: a SKU that was following its product's base price stops following.
Loading product list…
Set price
Base unit and conversions
| SKU | Base units in one | Follows base price |
|---|
Example: with base unit KG, a Carton holding 18 KG is 18, a Bunch of 400 g is 0.4, the Kilogram SKU is 1. Leave blank where it isn't known; that SKU keeps a price typed against it. A SKU that follows gets base price × quantity; turning it on replaces typed prices from the first base price on.
Price history
| Start Date | End Date | Price | Cost | From |
|---|
Buying List
To Buy = Predicted (scaled to buying window) − Stock On Hand − Incoming orders due within that window. Click any row to expand and see the last 4 weeks of same-day delivery actuals.
No buying list yet.
Run a Forecast and import a Stocktake file to generate this list.
Products
The products we buy, named exactly as the supplier invoices word them, each under a Parent Product. SKUs link to a Parent Product on Records › SKU.
SKU
Every SKU we sell, and the Parent Product (Records › Products) each one is a pack of. Add, edit or disable SKUs below. Shared with all users.
| SKU | Name | Code | Category | Unit | Parent Product | Location | Enabled | Incharge |
|---|
Customers
Master customer list — the only names an order can be entered against. Names arriving via CSV import are added here automatically. Disable a customer to retire them without affecting their past orders.
| Name | Code | Contact | Phone | Delivery Address | Delivery Route | Customer Type | Status |
|---|
Delivery Lines
Customer → delivery route mapping. Used to filter the Packing tab by route so a whole route can be assigned to a packer at once. Add, edit or delete rows below. Shared with all users.
| Customer | Route |
|---|
My Storage
Your pallets in our freezer, everything that has come in and gone out, and your charges. Storage is billed weekly, Monday to Sunday.
My Pallets
| Pallet | Space | Product | Cartons Left | Arrived |
|---|
My Collection Requests
| Requested | Pallet | What | Collect On | Status | Notes |
|---|
My Charges
Rates exclude GST; 10% GST is added to each line. Weekly storage covers every week a pallet takes up a space, including the week it arrives and the week it leaves.
| Date | Quantity | Unit (No. of Pallets) | Description of Product | Description of Fee | Rate | GST | Total |
|---|
Pallet Management
Internal: pallet movements with suppliers, against an opening balance. External: freezer storage for customers — their pallets, every carton in and out, and weekly charges.
Supplier Balances
Who you owe pallets to (return) and who owes pallets to you (expect a delivery), calculated from the log below.
| Supplier | Balance |
|---|
Log A Pallet Movement
| Date | Type | Pallets | From / To | Notes |
|---|
Bills
Supplier bills filed to Google Drive. Open one to read it, then approve it or reject it with a reason. The app stores the link and the decision — the file itself stays in Drive.
Filters
| Date | Supplier | Bill # | Amount | Status | Reviewed |
|---|
Order Intake
Orders posted in WeCom with @NB Order Bot. Check the highlighted lines, then Approve to send the order to Orders as a Draft.
| # | Received | Customer | Delivery | Lines | Status |
|---|
Packer Times
When each packer started and finished for each delivery day, with hours worked, order lines packed and the amount packed per hour.
| Packer | Start | Break | End | Hours | Lines Packed | Lines / Hr | Amount | $ / Hr |
|---|
Invoices
Invoices to customers will be issued from here.
Not switched on yet.
Invoicing starts once Pricing is finalised. Supplier invoices are under Accounts › Bills.
Credit Desk
Customer credit applications. Email a customer a link to apply online (or enter a paper form they returned), work through the checks, then approve or decline — the customer is emailed the outcome. Decline and cancel reasons stay internal.
| Business | Ref | Status | Requested | Submitted | Checks |
|---|
Staff Management
Packer names used across Orders and Packing — kept separate from Manage Users since packers don't need system login access. Add, rename, or retire a staff member below.
| Name | Status |
|---|
Supplier Management
Supplier contact details, payment terms and the products each one provides. SKUs can also be given suppliers from Records › SKU; both edit the same assignments.
| Name | Contact | Phone | Payment Terms | Status |
|---|
Manage Users
Create accounts, assign roles, and reset passwords. New accounts start with a temporary password and must set a real one on first login.
| Username | Display Name | Role | Status |
|---|
Audit Log
Every recorded change to Orders, Sales Order Lines, Stocktake, Pricing, Products and Users, newest first.
| Time | Table | Row | Action | User | Changes |
|---|