If a task is still open on or after its due date, it shows in the reminder bar at the top of the page every time the CRM is opened.
| Name | Type | Contact | Phone / Email | City | Source | Stage | Next follow-up |
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| Order | Date | Customer | Flavor | Units | Price | Revenue | Payment |
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| ID | Name | Type | Contact | Phone / Email | City | Status | Lifetime revenue | Files | Notes |
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Type an existing flavor name to restock or update it; a new name creates a new flavor.
| Code | Flavor | Produced | Sold | On hand | Unit cost | Stock value | Reorder at | Status |
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| Batch | Date | Flavor | Units | Note |
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Newest first. Batch codes belong on every label and carton — they make a quality complaint traceable to one run instead of a full recall.
Entries land here after restoring an updated backup from the sales-decline-recovery-strategy workflow. Read-only — edit the source report and re-import to update an entry.
The agent checks stock every time the app is open and after every sale. When a flavor hits the reorder point it reminds you and proposes an order — nothing is ordered until you confirm the quantity.
| PO | Date | Code | Flavor | Qty | Status |
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Create the person's login first in Supabase (Authentication → Users → Add user), then assign their role here. Employees get Sales, Customers, and read-only Inventory; everything else stays admin-only, and their discounts need your approval.
| Code | Date | From | Contents | Carrier | Tracking # | Status |
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ⓘ shows both ends — facility, full address, phone. Marking an auto-arrival Arrived adds its units to stock and logs the batch.
| Code | Date | To | Contents | Carrier | Tracking # | Prior Notice # | Status |
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US-bound shipments need Prior Notice before arrival — a blank Prior Notice # on a dispatched US order shows a ⚠️ flag.
| Date | Category | Description | Qty | Cost / piece | Total |
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