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| Item | Description | Lot Number | Date Received | Expiration Date | Lot Qty | Total Item Qty | U/M | Months to Exp | Status |
|---|---|---|---|---|---|---|---|---|---|
| Upload a file to begin. | |||||||||
| Item | Description | QuickBooks Qty On Hand | U/M | Qty on SO | Total Available | Status | Produced | Sold | Last Produced | MIA | Qty OH | PP | Qty on PO | ETA | Notes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Upload a file to begin. | |||||||||||||||
| Item | Description | Sold Qty | Lot Number |
|---|---|---|---|
| Upload a file to begin. | |||
Crate Control
PKM010-007
Qty without product = Beginning Inventory − Qty with products − Qty with distributors. Qty with products is on-hand of FG tinas (Type of Item = FG; C01xx, C02xx, C04xx, C050x-32). Items with tinas is how many of those items there are — C0101 counts as 1. Qty with distributors is the grand total of each distributor’s EI. Enter the physical count of empty tinas; Difference = physical − qty without product.
| Beginning Inventory | ||
| Items with tinashow many FG items use tinas · C0101 = 1 | 0 | |
| − | Qty with productson-hand of FG tinas from inventory upload | 0 |
| − | Qty with distributorsgrand total of distributor EI | 0 |
| = | Qty without product | 0 |
| Physical countempty tinas counted in the warehouse | ||
| Δ | DifferencePhysical − qty without product | 0 |
Qty with products
| Item | Description | Qty on hand |
|---|---|---|
| Upload Inventory List.xlsx to count tinas from FG on hand. | ||
Customers
Each distributor starts at 0. Call them, enter how many tinas they have — that becomes BI and EI = BI. After that, Add when you send product and Subtract when they return tinas. Grand total of EI is Qty with distributors. Type a QBs ID (example 5001) to find them.
| QBs ID | Customer | DBA | BI | Added | Subtracted | EI |
|---|---|---|---|---|---|---|
| Pick a customer, enter BI, then Add or Subtract with a date. | ||||||
| Item | Description | IOH | Note | Last Updated | Actions |
|---|---|---|---|---|---|
| No item notes yet. Add notes from Item Totals. | |||||
| Item | Description | Qty On Hand | Qty Ordered | Qty Sold | Lots with expiration dates available | Weeks Since Last Purchase | Notes |
|---|---|---|---|---|---|---|---|
| Upload Inventory List.xlsx first, then upload a Sales Order or start a Manual Order. | |||||||
Saved Orders
| Order Number | QBs ID / DBA | Order Date | Total Items | Total Amount | Actions |
|---|---|---|---|---|---|
| No saved orders yet. | |||||
| Item | Description | Item Type | U/M | Total Item Qty | Produced | Sold | Last Produced |
|---|---|---|---|---|---|---|---|
| Upload a file to begin. | |||||||
Cycle Count Module v5 · select by type
Today: — | Julian: —Data comes from the Inventory List uploaded in Administration (Lots / Expiration sheet).
Price List
Prices come from Administration → Product Commercial Details → Current Item List. Choose a date column to see each FG item’s unit price for that period.
| Item Id | Description | Pack/CS | Units/Pack | Case Price | Case Price QB | Difference | UPC | Unit Size | Unit Price | SRP1 | Margin | SRP2 | Margin |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Open Administration → Product Commercial Details → Current Item List to capture prices, or upload Inventory List for FG items. | |||||||||||||
Item Discount %
Select the items you want to list. Enter an Offered Price to see the discount %, or enter an Apply % to see the resulting price. List price comes from Current Item List for the chosen date (or QuickBooks if that cell is empty).
| Item Id | Description | Price | Offered Price | Apply % | % Price | Discount % |
|---|---|---|---|---|---|---|
| Select items to list them here. | ||||||
Current UPCs Used
| Item ID | Description | C-UPC | P-UPC | U-UPC |
|---|---|---|---|---|
| Upload Inventory List in Administration, then capture UPCs in Administration → Product Commercial Details → Current Item List. | ||||
Customer Lot Traceability Report
FG items sold to the selected customer. Click a row to open invoice date, qty, lot number and expiration. Click a column header to sort.
| Item ID | Description | Qty Sold |
|---|---|---|
| Choose a customer, set the date range, and click Run Report. | ||
App Launcher
Open related apps from here. New Customer launches Route Analytics Pro in a new window. Todays Target lists only the items you check in Production Module, in the order you mark them.
Todays Target
This list shows only items with Todays Target checked in Production Module. They appear in the order you click the checkbox. Read only.
Direct Service Delivery
Add each salesman and their discount percentage. When a Sales Order is loaded, the matching salesman applies the Price Level automatically in SO Picking List.
| Route No | Salesman | DBA | QBs ID | LaceUp ID | Price Level | Phone | Address | Actions | |
|---|---|---|---|---|---|---|---|---|---|
| No salesmen configured yet. | |||||||||
Direct Warehouse Service Cloud sync v3
Add clients and the addresses (City, State) used by the DSD Sales tab. When you create an order there, Client and Ship To appear as dropdowns with this information.
| Client | Addresses | Actions |
|---|---|---|
| No clients yet. | ||
Inventory Upload
Upload Inventory List.xlsx with the sheets QBDATA, Lot and Expirations, Purchase by item detail, and SalesItemDetail.
Tabs that accumulate — data is kept and merged on every upload (identical records are not duplicated, only new ones are added): Lots / Expiration and Cycle Count (from Lot and Expirations), the Produced / Sold history in Item Totals (from Purchase by item detail and SalesItemDetail), Weeks Since Last Purchase in SO Picking List (from SalesItemDetail), and Package Sales History (ready-to-sell stock and invoices — never cleared by inventory upload), and Crate Control (invoices vs credits of PKM010-007 from SalesItemDetail).
Tabs that reset — replaced with the latest file on every upload: the QuickBooks values shown in Item Totals and Lots / Expiration such as Qty On Hand, Qty on SO, price, description, Status and ETA (from QBDATA, ACTvrsINA and OpenPOs). SO Picking List → Saved Orders are also cleared on each inventory upload. Package Sales History is not cleared.
For Email in Saved Orders: click Email with Outlook open — a new message goes to the salesman's registered address with the PDF attached. No .bat file needed. Works from Netlify too.
Users & Passwords
Add login users for this app. Choose Admin for full access, or User and pick which tabs they can open. Passwords are stored securely (hashed).
| Username | Role | Access | Actions |
|---|---|---|---|
| No users configured yet. The app is open to everyone until you add one. | |||
Motivation messages
31 short messages, one per weekday. Day 1 is the start date (or the next Monday if you start on a weekend). Saturday and Sunday repeat Friday’s message; Monday continues with the next new one. The message for today appears on the Home tab. If you leave users unchecked, everyone sees it. Nothing is shown before the start date, and nothing after the 31st weekday.
Available Delivery Methods
Add shipping methods here. They appear as a dropdown in SO Picking List.
| Ship Via | Actions |
|---|---|
| No Ship Via options configured yet. | |
Product Family
These families group the Price List when you print. Add a family here, then assign items in Current Item List or Future Item List (or leave Auto). The order in this list is the print order.
| Family | Items | Actions |
|---|---|---|
| No families yet. | ||
Current Item List
Finished goods (FG) with the item code re-prefixed C → U and a clean description (pack/size like “12/6 2.0 oz” removed). Use the Family column to say where each item prints (or leave Auto). Type a date in the blank column headers and fill the price cells to keep a base-price history — your entries are saved (cloud + this computer).
| Upload Inventory List in Administration to load FG items. |
Future Item List
Future finished goods (FFG) with the item code re-prefixed C → U and a clean description (pack/size like “12/6 2.0 oz” removed). Use the Family column to say where each item prints (or leave Auto). Type a date in the blank column headers and fill the price cells to keep a base-price history — your entries are saved (cloud + this computer).
| Upload Inventory List in Administration to load FFG items. |
Package Sales History
Add package stock from FG items (C#### → P####). U/M is always Pk. Only positive qty items are listed as ready to sell. Sales invoices stay saved for traceability.
Ready to Sell (Qty > 0)
| Item | Description | U/M | Qty | Pack Price | Lot Number | Expiration | Line Value | Actions |
|---|---|---|---|---|---|---|---|---|
| No package items ready to sell yet. Click Add Item. | ||||||||
Sales History / Traceability
| Invoice # | Date | Customer | Items | Lots | Total Amount | Actions |
|---|---|---|---|---|---|---|
| No package sales saved yet. | ||||||