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 | Intake | Packer | Status | Packing | Delivery Route | 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
Log one-off orders manually and see everything logged here so far.
Log A New Order
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
Everyday price per product — upload a file or edit by hand. Select a date to view or edit that day's prices.
Pricing History
Loading product list…
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.
Product List
Master product catalogue — loaded from your spreadsheet. Add, edit or delete items below. Shared with all users.
| SKU | Name | Code | Category | Unit | 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 | 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 |
|---|
Pallet Management
Track pallet movements — transfers in, transfers out and returns — against an opening balance of 50. Shared with all users.
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 |
|---|
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
Suppliers and which products each one can provide — used to narrow the Product picker via the Supplier Filter in Purchase Order Management's Enter Orders tab.
| Name | Products | 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 |
|---|