| Product | Code | Price | SO | Qty | GST | Line Total | |
|---|---|---|---|---|---|---|---|
| Your cart is empty. Click + Add line to start. | |||||||
Repeat last order
Your most recent order's items and quantities. Adjust if needed, then submit.
My Standing Order
Set the weekly quantities you'd like delivered. Saving deactivates your previous standing order — only one is active at a time.
Daily generation
Keeps the rolling 1-month window filled: turns active standing orders into cart orders for every delivery day in the next 31 days. Safe to re-run - it only adds what is missing.
Phone Orders — place an order on behalf of a customer
Today's Bake List
Total quantity of each product to bake for the chosen delivery date, rolled up from all APPROVED orders. Cart orders without a delivery date are not included (legacy orders only).
Today's Delivery List
All APPROVED orders for the chosen delivery date, grouped by customer. Click Mark delivered once an order has been handed over — it moves to DELIVERED status and is locked from further changes.
Email Inbox
Customer order emails ingested from mbox/eml history. Auto-categorized — click any row to read the full message and fix the category if wrong. This is reference material for slice 8d (LLM extraction), not order creation yet.
Extractions
LLM extraction results. Click Label to mark each one correct / partial / wrong / not-an-order. Accuracy stats inform when slice 8 (production email-to-order) can ship.
Review Queue
Email-extracted orders awaiting human approval. Click Review to verify, edit if needed, then approve to create a real order in the bakery system. Ordered by urgency (closest delivery date first).
Email Poll
Pull new emails from the bakery's IMAP mailbox. Poll Now = immediate fetch (safe to use anytime, can't double-process). Auto-poll runs via cron every 15 min (see SLICE-CRON.md).
Poll history
Voice Order
Dictate an order by voice. Pick the customer, click Start, speak the order, then Parse. The parsed order goes to the Review Queue where it's confirmed before becoming a real order. Works best in Chrome/Edge.
Recent voice orders
Audit Log
All actions that change order/extraction state: approvals, rejections, deletions, and order cancellations. Most recent first.
Suppliers
Suppliers we receive invoices from. BRC-aligned record: company details, contacts, banking (role-gated), and certifications with expiry tracking.
Purchase Orders
Track orders raised to suppliers. Each PO follows: Draft → Pending approval → Approved → Sent → Received → Closed.
Stock
BRC-compliant stock with batch/lot/expiry tracking. Stock is consumed by FEFO (first-expiry-first-out) when issued.
Company Information
Used on all generated documents (POs, invoices, order confirmations).
Goods Received Notes
Record goods received against a Purchase Order. Posting a GRN creates stock batches (with batch numbers + expiry tracking) and updates the PO's received quantities.
Sales / CRM
Track prospects from first meeting to a won account. On Won, the contact is emailed the credit-application form; once it's approved in Credit Apps, the customer record and login are created automatically.
| Company | Contact | Stage | Salesperson | Next follow-up | Activity |
|---|
Import / Export
Download a master to Excel, edit it, and re-import. Rows match by code — existing codes are updated, new codes are added. Blank cells leave the existing value unchanged. Bad rows are skipped and listed; the rest still import.
Reports
Sales performance and revenue/profit, attributed by salesperson. Click any row to drill in. Profit uses current product cost.
Customer Credit Applications
Manage credit applications. Workflow: Draft → Submitted → Under Review → Approved/Rejected. Attach ID documents, bank statements, and trade references per application.
Masters
Add, edit, or deactivate products and customers. Deactivate is a soft action — existing orders that reference a record are preserved; it just stops appearing for new ordering. Use the Masters tree in the sidebar to switch between Products and Customers.
Orders
| Ref | Customer | Brand | Delivery | Total | Status | Source | Placed |
|---|
This module — coming soon
This module is on the ERP roadmap and will be built after launch. Its place in the menu is reserved here so the full structure is visible.
Complaints
Customer complaints, routed by category. Filed → Assigned → Investigating → Resolved → Closed (manager sign-off). Click a row to open.
File a complaint
Tell us what went wrong and we'll route it to the right team and get back to you with a reference number.
My complaints
Complaint reports
BRC complaint analysis — pipeline, time-to-close, stage timing, SLA breaches, and who handled what.
Job Postings
Create a posting, then share its application link (the magic link) on your ads. Applications arrive under Applications.