01 NetSuite — Sales Order Printed document template

GLOBAL FOOD SOLUTIONS, INC.

131 Heartland Blvd · Edgewood, NY 11717

SALES ORDER

SO-26-05-0834

Bill To

FreshMart Distribution

4200 Atlantic Avenue
Brooklyn, NY 11201
Attn: Michael Levine
(718) 555-0142

Ship To

FreshMart Distribution — Warehouse

4200 Atlantic Avenue, Dock B
Brooklyn, NY 11201
Receiving Hours: 6AM–2PM

Date

05/10/2026

Terms

Net 30

Sales Rep

M. Levine

Ship Via

GFS Fleet

FOB

Destination

Product	SKU	Qty	UOM	Unit Price	Amount
Barrel Cheddar 40lb	BC-040-001	120	EA	$23.67	$2,840.40
Mozzarella LMPS	MZ-LMP-001	80	EA	$19.50	$1,560.00
Frozen Broccoli Cuts	FV-BRC-010	200	CS	$12.80	$2,560.00
Provolone Sliced	PV-SLC-001	60	EA	$21.40	$1,284.00
Swiss Cheese Block	SW-BLK-001	40	EA	$28.90	$1,156.00
USDA Butter AA	BT-AA-001	100	EA	$24.50	$2,450.00

Subtotal $11,850.40

Freight $425.00

Tax (Food Exempt) $0.00

TOTAL $12,275.40

Delivery Instructions

Deliver to Dock B. Call receiver 30 min prior. Temperature-controlled items must arrive at 35-41°F. Pallet exchange required — bring 4 empties.

Payment due within 30 days of invoice date. Past-due accounts subject to 1.5% monthly finance charge.

Questions? Contact orders@GlobalFoodSolutions.co or (631) 555-0100

          Page 1 of 1
        

        Global Food Solutions, Inc. · Edgewood, NY 11717 · globalfoodsolutions.co
      

Full-fidelity sales order template for NetSuite PDF output. Uses 3px cobalt top border, zebra-striped rows, and structured metadata grid.

02 NetSuite — Work Order Assembly / repack document template

GLOBAL FOOD SOLUTIONS, INC.

131 Heartland Blvd · Edgewood, NY 11717

WORK ORDER

WO-26-05-0412

Type: Assembly / Repack

Status: In Progress

Source Item

USDA Barrel Cheddar 500lb

SKU: BC-500-USDA

Output Item

Barrel Cheddar 40lb Blocks

Yield: 12 units

Location

Long Island DC

Scheduled

05/12/2026

Due Date

05/14/2026

Assigned To

R. Hernandez

Bill of Materials

Component	Qty Req	Qty Avail	UOM	Status
USDA Barrel Cheddar 500lb	1	3	EA	Available ✓
Packaging Film	12	50	RL	Available ✓
Labels (Lot Coded)	12	200	EA	Available ✓
Pallets	1	15	EA	Available ✓

Special Instructions

Cut to 40lb +/- 0.5lb tolerance. Label each block with lot code L-260512-BC. Stack max 4 high on pallet. Hold in cooler at 36°F until SO-26-05-0834 ships.

QA Signoff

Weigh Check

Temp Verified

QA Initials / Date

        Global Food Solutions, Inc. · Edgewood, NY 11717 · globalfoodsolutions.co
      

Work order for assembly/repack operations. Includes BOM availability check, special instructions, and QA signoff blanks for printed floor copies.

03 NetSuite — Invoice Printed invoice with remittance stub

GLOBAL FOOD SOLUTIONS, INC.

131 Heartland Blvd · Edgewood, NY 11717

EIN: 83-XXXXXXX · (631) 555-0100

INVOICE

INV-2026-05-0058

Bill To

FreshMart Distribution

4200 Atlantic Avenue
Brooklyn, NY 11201
AP Dept: ap@freshmart.com

Ship To

FreshMart Distribution — Warehouse

4200 Atlantic Avenue, Dock B
Brooklyn, NY 11201

Invoice Date

05/10/2026

Due Date

06/09/2026

Terms

Net 30

PO Reference

FM-PO-8821

SO Reference

SO-26-05-0834

Product	SKU	Qty	UOM	Unit Price	Amount
Barrel Cheddar 40lb	BC-040-001	120	EA	$23.67	$2,840.40
Mozzarella LMPS	MZ-LMP-001	80	EA	$19.50	$1,560.00
Frozen Broccoli Cuts	FV-BRC-010	200	CS	$12.80	$2,560.00
Provolone Sliced	PV-SLC-001	60	EA	$21.40	$1,284.00
Swiss Cheese Block	SW-BLK-001	40	EA	$28.90	$1,156.00
USDA Butter AA	BT-AA-001	100	EA	$24.50	$2,450.00

Subtotal $11,850.40

Freight $425.00

Tax (Food Exempt) $0.00

AMOUNT DUE $12,275.40

ACH / Wire Payment

              Bank: First National Bank

              Routing: 021XXXXXX

              Account: ****4872

              Reference: INV-2026-05-0058

Check Payment

Make payable to:
Global Food Solutions, Inc.
131 Heartland Blvd
Edgewood, NY 11717

CURRENT — Due Jun 09, 2026

Thank you for your business. Past-due invoices subject to 1.5% monthly finance charge.

Page 1 of 1

Remittance Stub — Detach and Return with Payment

              Invoice: INV-2026-05-0058  |  Customer: FreshMart Distribution  |  Due: 06/09/2026
            

Amount Enclosed

$__________

        Global Food Solutions, Inc. · Edgewood, NY 11717 · globalfoodsolutions.co
      

Full invoice with payment instructions, aging status, and tear-off remittance stub for check payments.

04 NetSuite — Customer Portal Suitelet customer-facing portal

GFS Customer Portal

Michael Levine — FreshMart Logout

Navigation

Dashboard

Orders

Invoices

Shipments

Returns

Account

Support

Recent Orders

SO #	Date	Items	Total	Status
SO-26-05-0834	05/10	6 items	$12,275.40	Pending Ship
SO-26-05-0791	05/06	3 items	$7,422.00	Delivered
SO-26-04-0755	04/28	8 items	$18,910.60	Delivered
SO-26-04-0718	04/21	4 items	$9,340.00	Delivered
SO-26-04-0682	04/14	5 items	$11,205.80	Delivered

Open Invoices

Invoice #	Amount	Due Date	Status
INV-2026-05-0058	$12,275.40	06/09/2026	Current
INV-2026-05-0041	$7,422.00	06/05/2026	Current
INV-2026-04-0039	$18,910.60	05/28/2026	Due Soon

Account Summary

Credit Limit

$75,000.00

Available Credit

$36,392.00

AR Balance

$38,608.00

Last Payment

$14,820.00

05/02/2026

Your Rep

Michael Levine

                mlevine@GlobalFoodSolutions.co

                (631) 555-0108

        Global Food Solutions, Inc. · Edgewood, NY 11717 · globalfoodsolutions.co
      

Customer portal Suitelet layout with sidebar navigation, order history, account summary, and quick actions. Matches Attio-inspired flat aesthetic.

05 CLI Loaders & System Indicators

Pure CSS loading animations inspired by terminal spinners and system feedback loops

Braille Spinner

Dot Bounce

Bar Sweep

Rotating Squares

Clock Spinner

DNA Helix

Terminal Cursor

Progress Dots

Pulse Ring

101

010

110

Matrix Rain

Heartbeat

Loading Text

All animations are pure CSS with no JavaScript. Timings tuned for subtle, non-distracting system feedback.

06 NetSuite — Vendor Bill AP document with 3-way match status and PO reference

GLOBAL FOOD SOLUTIONS, INC.

131 Heartland Blvd · Edgewood, NY 11717

VENDOR BILL

BILL-26-05-0197

3-WAY MATCH:

PO ✓ Receipt ✓ Bill ✓

MATCHED

Vendor

Bongards Creameries

13200 County Rd 51
Perham, MN 56573
Vendor #V-2019-042

Remit To

Bongards Creameries

PO Box 900
Perham, MN 56573
AP Contact: accounting@bongards.com

Bill Date

05/12/2026

Vendor Bill #

BGD-INV-84291

PO Reference

PO-26-05-0310

Terms

Net 30

Due Date

06/11/2026

Item	SKU	Qty	UOM	Rate	Amount
Barrel Cheddar 500lb	BC-500-USDA	4	EA	$1.8420/lb	$3,684.00
Block Cheddar 40lb	BC-040-001	60	EA	$1.9100/lb	$4,584.00
Colby Jack 40lb	CJ-040-001	20	EA	$2.0500/lb	$1,640.00

Subtotal $9,908.00

Freight $680.00

BILL TOTAL $10,588.00

        Global Food Solutions, Inc. · Edgewood, NY 11717 · globalfoodsolutions.co
      

Vendor bill with 3-way match indicator (PO/Receipt/Bill). Bongards Creameries vendor example with cheese line items priced per-pound.

07 NetSuite — Item Receipt Receiving document with variance, lot tracking, and temperature

GLOBAL FOOD SOLUTIONS, INC.

131 Heartland Blvd · Edgewood, NY 11717

ITEM RECEIPT

IR-26-05-0310

PO Reference

PO-26-05-0310

Vendor

Bongards

Received By

R. Hernandez

Date / Time

05/12/26 07:42

Temp at Receipt

37.2°F ✓

Item	Qty Ordered	Qty Received	Variance	Lot #	Bin
Barrel Cheddar 500lb	4	4	0	L-260512-BC-A	COOL-A-04
Block Cheddar 40lb	60	60	0	L-260512-BC-B	COOL-A-05
Colby Jack 40lb	20	18	−2	L-260512-CJ-A	COOL-B-02

Shortage Note

Colby Jack 40lb: 2 units short (received 18 of 20 ordered). Vendor notified. Short ship claim filed as CLAIM-26-05-0042. Remaining 2 units scheduled for next delivery 05/19/2026.

        Global Food Solutions, Inc. · Edgewood, NY 11717 · globalfoodsolutions.co
      

Item receipt with qty ordered vs received variance, lot number assignment, bin location, and temperature at receipt verification.

08 NetSuite — Inventory Transfer Inter-location transfer with lot tracking and temperature requirements

GLOBAL FOOD SOLUTIONS, INC.

131 Heartland Blvd · Edgewood, NY 11717

INVENTORY TRANSFER

TO-26-05-0088

From Location

Edgewood, NY

131 Heartland Blvd

Location ID: LOC-001

→

To Location

Hermitage, PA

2450 North Hermitage Rd

Location ID: LOC-003

Truck Assignment

GFS-T14 (Reefer)

Departure

05/13/26 04:00

ETA Arrival

05/13/26 12:30

Temp Requirement

36–41°F

Item	Qty	UOM	Lot #	From Bin	To Bin
Block Cheddar 40lb	120	EA	L-260512-BC-B	COOL-A-05	HRM-C-01
Mozzarella LMPS 6/5lb	80	CS	L-260508-MZ-A	COOL-B-08	HRM-C-03
Provolone Sliced 8/2.5lb	40	CS	L-260510-PV-A	COOL-A-12	HRM-C-02

        Global Food Solutions, Inc. · Edgewood, NY 11717 · globalfoodsolutions.co
      

Inventory transfer between Edgewood and Hermitage with truck assignment, departure/arrival times, temperature requirement, lot tracking, and bin-to-bin mapping.

09 NetSuite — Customer Credit Application Full credit application form with trade references and approval workflow

GLOBAL FOOD SOLUTIONS, INC.

131 Heartland Blvd · Edgewood, NY 11717

CREDIT APPLICATION

CA-26-05-0014

Submitted ✓

Under Review ✓

Approved ✓

Company Information

LEGAL NAME

Harbor Foods LLC

DBA

Harbor Foods

EIN / TAX ID

27-XXXXXXX

YEARS IN BUSINESS

14 years

ADDRESS

880 Third Avenue
Brooklyn, NY 11232

CONTACT

Sarah Chen, CFO
(718) 555-0244

Bank Reference

BANK NAME

Chase Bank N.A.

ACCOUNT TYPE

Business Checking

CONTACT

J. Williams, VP

PHONE

(212) 555-0800

Trade References (3 Required)

COMPANY

Northeast Dairy Co-op

CONTACT

M. Torres, AR Mgr

CREDIT LIMIT

$50,000

PAY HISTORY

Net 30 ✓

COMPANY

Atlantic Produce Dist.

CONTACT

D. Kowalski, CFO

CREDIT LIMIT

$35,000

PAY HISTORY

Net 30 ✓

COMPANY

Metro Packaging Corp

CONTACT

R. Singh, Controller

CREDIT LIMIT

$25,000

PAY HISTORY

Net 30 ✓

Requested Terms

Net 30

Credit Limit Requested

$75,000

Approved Limit

$60,000

Approval Notes

Approved at $60K (below $75K request) based on 14 years in business, strong trade references, and positive bank reference. All 3 trade refs confirmed Net 30 pay history. Review for limit increase in 6 months.

            Approved by: Michael Levine, CEO  |  Date: 05/15/2026
          

        Global Food Solutions, Inc. · Edgewood, NY 11717 · globalfoodsolutions.co
      

Customer credit application as it appears in NetSuite. Includes company info, bank reference, 3 trade references, requested terms, and approval workflow (Submitted > Under Review > Approved).

10 Suitelet — Shipment Tracker Customer-facing shipment tracking portal with status timeline, map, temperature chart, and carrier info

GFS Shipment Tracker

Customer Portal | FreshMart Distribution

Track Your Shipment

SHP-26-05-0834-A

Shipment SHP-26-05-0834-A

SO-26-05-0834  |  6 items  |  4,800 lbs

IN TRANSIT

✓

Order Placed

05/10 09:14

✓

Picked

05/11 14:22

✓

Shipped

05/12 04:30

•

In Transit

Now

Delivered

ETA 05/12

Carrier Info

CARRIER

GFS Fleet

TRUCK

GFS-T08

DRIVER

J. Ramirez

TYPE

Reefer 53ft

Delivery ETA

11:45 AM

May 12, 2026  |  Dock B

On Time | 22 mi remaining

Temperature Log (Reefer Unit)

Current: 37.8°F IN RANGE

41°F

38°F

35°F

04:30

07:00

09:30

        Global Food Solutions, Inc. · 131 Heartland Blvd, Edgewood, NY 11717 · globalfoodsolutions.co
      

Customer-facing Suitelet for real-time shipment tracking. Includes tracking# input, 5-step status timeline, route map mockup, temperature log chart, carrier details, and ETA.

NetSuite Suitelets

Brand System v10.0 — Suitelet Operations

Suitelet
Operations
Dashboards

Production-grade NetSuite replacements.

Five full-application dashboard mockups for Sales, Purchasing, Inventory, Receiving, and Shipping. Each uses the LOCKED portal components from the enterprise design system and renders with real operational data.

Sales Purchasing Inventory Receiving Shipping

Document ID GFS-2026-OPS

Region Edgewood / Hermitage
Status Active
Version 9.0
Date 05 / 17 / 2026
Classification Suitelet UI
Platform NetSuite SuiteScript 2.1
Owner Global Food Solutions, Inc.

11 Sales Dashboard — Suitelet User: Michael Levine · Role: Sales Rep

Sales Dashboard

May 2026 · Edgewood, NY

Revenue MTD

$4.2M

+12.4% vs last month

Open Orders

3 pending fulfillment

Quotes Pending

2 expiring this week

New Customers

+2 vs last month

QUICK ACTIONS

Recent Sales Orders

SO #	Customer	Date	Items	Total	Status
SO-26-05-0834	FreshMart Distribution	05/16/2026	6 items	$12,275.40	Pending Fulfillment
SO-26-05-0833	Metro School District #4	05/16/2026	4 items	$8,430.00	Pending Fulfillment
SO-26-05-0831	Northeast Dairy Co-op	05/15/2026	12 items	$34,892.75	Fulfilled
SO-26-05-0829	Good Eats Provisions	05/14/2026	8 items	$21,560.00	Fulfilled
SO-26-05-0827	Capital Region Foods	05/13/2026	3 items	$5,140.20	Pending Fulfillment
SO-26-05-0824	Heartland Grocers Inc.	05/12/2026	9 items	$18,775.50	Fulfilled
SO-26-05-0821	Tri-State Foodservice	05/11/2026	5 items	$9,325.80	Closed
SO-26-05-0818	Pine Valley Markets	05/10/2026	7 items	$14,600.00	Closed

12 Purchasing Dashboard — Suitelet User: Purchasing Manager · Role: Procurement

Purchasing Dashboard

May 2026 · All Locations

Open POs

4 due this week

Pending Bills

3 overdue

Reorder Alerts

2 critical

Spend MTD

$890K

+8.2% vs budget

QUICK ACTIONS

REORDER ALERTS — Below Threshold

SKU-4401 Bongards Barrel Cheddar 640# — On Hand: 8 / Reorder: 20

SKU-2218 Whole Milk Mozzarella 5# Loaf — On Hand: 14 / Reorder: 30

SKU-1107 Swiss Cheese Sliced 160ct — On Hand: 6 / Reorder: 15

Open Purchase Orders

PO #	Vendor	Date	Items	Total	Status
PO-26-05-0412	Bongards Creameries	05/16/2026	3 items	$48,200.00	Pending Receipt
PO-26-05-0410	Great Lakes Cheese Co.	05/15/2026	5 items	$32,750.00	Partially Received
PO-26-05-0408	Saputo Dairy Foods	05/14/2026	2 items	$18,400.00	Pending Receipt
PO-26-05-0405	Schreiber Foods	05/13/2026	4 items	$27,120.00	Fully Received
PO-26-05-0402	Hilmar Cheese Company	05/12/2026	6 items	$54,800.00	Pending Receipt
PO-26-05-0399	Leprino Foods	05/11/2026	3 items	$41,300.00	Partially Received
PO-26-05-0396	Dairy Farmers of America	05/10/2026	8 items	$72,500.00	Fully Received
PO-26-05-0393	Tillamook County Creamery	05/09/2026	2 items	$15,250.00	Fully Received

13 Inventory Dashboard — Suitelet User: Warehouse Manager · Role: Inventory

Inventory Dashboard

Real-time stock across all locations

Total SKUs

1,247

+18 new this month

Low Stock

5 critical

Expiring <30 Days

Action required

Warehouse Utilization

87%

Edgewood at 91%

Edgewood

Hermitage

All

Stock Levels — Edgewood

SKU	Product	Location	On Hand	Committed	Available	Reorder Pt	Status
SKU-4401	Bongards Barrel Cheddar 640#	Edgewood	8	6	2	20	Critical
SKU-2218	Whole Milk Mozzarella 5# Loaf	Edgewood	14	10	4	30	Critical
SKU-3305	American Slices 120ct 5#	Edgewood	45	20	25	40	Low
SKU-1107	Swiss Cheese Sliced 160ct	Edgewood	6	4	2	15	Critical
SKU-5520	Provolone Sliced 8# Deli	Edgewood	82	30	52	25	OK
SKU-6611	Pepper Jack Block 40#	Edgewood	36	12	24	20	OK
SKU-7728	Shredded Cheddar 5# Bag	Edgewood	120	45	75	50	OK
SKU-8834	Cream Cheese Loaf 3#	Edgewood	58	22	36	30	OK
SKU-9941	Muenster Sliced 8# Deli	Edgewood	28	16	12	25	Low
SKU-1050	Gouda Wheel 10#	Edgewood	18	8	10	12	Low

FACILITY LOCATIONS

Edgewood, NY

131 Heartland Blvd, 11717

Active — 91% utilized

Hermitage, PA

2801 N Hermitage Rd, 16148

Active — 78% utilized

14 Receiving Dashboard — Suitelet User: Receiving Clerk · Role: Warehouse

Receiving Dashboard

May 17, 2026 · Edgewood Dock

Expected Today

Next: 10:30 AM

Received Today

All on-time

Pending Inspection

Temp check required

Discrepancies

Clean day

Expected Receipts — Today

PO #	Vendor	Expected Time	Items	Temp Required	Dock Door	Status
PO-26-05-0412	Bongards Creameries	08:00 AM	3 items	≤ 40°F	D1	Complete
PO-26-05-0410	Great Lakes Cheese Co.	09:15 AM	5 items	≤ 38°F	D2	Complete
PO-26-05-0408	Saputo Dairy Foods	10:30 AM	2 items	≤ 40°F	D3	Arriving
PO-26-05-0405	Schreiber Foods	02:00 PM	4 items	≤ 35°F	D1	Scheduled

Active Receiving — PO-26-05-0408 — Saputo Dairy Foods

In Progress

Line	Item	SKU	Ordered	Received	Variance	Status
1	Whole Milk Mozzarella 5# Loaf	SKU-2218	40	40	0	Complete
2	Provolone Sliced 8# Deli	SKU-5520	25	18	-7	Counting

INSPECTION CHECKLIST

Truck seal intact and number matches BOL
Product temperature within spec (≤ 40°F)
No visible damage to packaging
Lot numbers match documentation
Quantities verified against PO

TEMPERATURE LOG ENTRY

PO Number

Trailer Temp (°F)

Product Temp (°F)

Ambient Temp (°F)

Recorded By

Time

15 Shipping / Dock Dashboard — Suitelet User: Shipping Coordinator · Role: Logistics

Shipping & Dock Dashboard

May 17, 2026 · Edgewood Shipping Yard

Orders to Ship

6 priority

Picked

67% complete

Packed

On schedule

Shipped Today

+3 vs target

DOCK DOOR STATUS

ACTIVE

GFS-T08

FreshMart · 6 pallets

GFS-T12

Metro Schools · 4 pallets

75% loaded

EMPTY

Available

Last used: 09:45 AM

Ready

SCHEDULED

GFS-T15

Good Eats · 11:30 AM

ETA 48 min

Orders to Ship

SO #	Customer	Items	Cases	Pallets	Carrier	Dock	Ship By	Status
SO-26-05-0834	FreshMart Distribution	6 items	48	6	GFS Fleet	D1	05/17	Loading
SO-26-05-0833	Metro School District #4	4 items	32	4	GFS Fleet	D2	05/17	Loading
SO-26-05-0830	Good Eats Provisions	8 items	64	8	GFS Fleet	D4	05/17	Ready
SO-26-05-0828	Capital Region Foods	3 items	18	2	XPO Logistics	—	05/17	Packed
SO-26-05-0826	Heartland Grocers Inc.	9 items	72	9	GFS Fleet	—	05/18	Packed
SO-26-05-0823	Tri-State Foodservice	5 items	40	5	Estes Express	—	05/18	Packing
SO-26-05-0820	Pine Valley Markets	7 items	56	7	GFS Fleet	—	05/18	Picking
SO-26-05-0817	Northeast Dairy Co-op	12 items	96	12	GFS Fleet	—	05/19	Picking

Pick Ticket Preview — SO-26-05-0820

CUSTOMER

Pine Valley Markets

SHIP BY

05/18/2026

BIN	ITEM	QTY
A-01-03	American Slices 120ct 5#	12
A-02-07	Shredded Cheddar 5# Bag	20
B-04-02	Pepper Jack Block 40#	8
C-01-11	Cream Cheese Loaf 3#	16

Temperature Verification — Pre-Ship

Pending

Trailer pre-cooled to ≤ 35°F
Reefer unit operational and set to 34°F
Trailer interior inspected (clean, no odor, no damage)
Product core temperature verified ≤ 40°F
Temperature logger placed and activated
Door seal integrity confirmed
BOL temperature section completed

Trailer Temp (°F)

Product Temp (°F)

SP Suitelet Portal Dashboards 5 Production NetSuite Interfaces

Five fully-realized Suitelet portal dashboards built on GFS locked portal components: cobalt header, role-based sidebar, and branded footer. Each dashboard represents a real production interface deployed inside NetSuite for GFS employees, customers, and drivers. All portals use the same shell with role-specific content areas.

16 Executive 17 Finance 18 Quality 19 Customer 20 Driver

16 Executive Dashboard CEO Portal — Michael Levine

GFS COMMAND

Executive Portal

Support Settings

Michael Levine

CEO

Revenue MTD

$4.2M

+12% vs LY

Gross Margin

18.4%

+0.8pp

AR Outstanding

$786K

DSO 28

Open Orders

4 shipping today

On-Time Rate

96.2%

+1.4% vs LM

Temp Compliance

99.2%

0 breaches MTD

Revenue — Last 6 Months

$5M $4M $3M $2M $1M $0

Dec

Jan

Feb

Mar

Apr

May*

*MTD through 05/17

Top 5 Customers

Customer	Revenue	Orders	Trend
FreshMart Distribution	$892K	47	+8%
Metro Foodservice	$645K	31	+15%
Atlantic Grocery Co.	$521K	28	+3%
Brooklyn Bites LLC	$410K	22	-2%
Queens Fresh Market	$388K	19	+6%

Attention Required

3 ITEMS

Temperature Excursion — Truck R07

Zone 2 reading 42.1F at 07:32 AM. Threshold 40F. Driver notified. Corrective action pending.

32 min ago

Overdue Payment — Brooklyn Bites LLC

Invoice INV-26-04-0291 ($18,400) is 14 days past due. Last contact: 05/12/2026.

2 hrs ago

Low Stock — Barrel Cheddar 40lb

Current inventory 48 units. Reorder point: 80. PO-26-05-0312 placed, ETA 05/20.

4 hrs ago

Quick Links

Sales Orders

Purchase Orders

Invoices

Reports

17 Finance Dashboard Controller Portal — Accounts Payable & Receivable

GFS FINANCE

Controller Portal

NetSuite Settings

Sarah Park

Controller

AR Balance

$786K

DSO 28 days

AP Balance

$1.2M

DPO 34 days

Cash Position

$340K

+$22K today

Bills Due This Week

$68,240 total

Overdue AR

$45K

5 invoices

Payments Recv Today

$28K

3 payments

Vendor Bills

Bill #	Vendor	PO Ref	Amount	Due Date	Status
VB-26-05-0041	Bongards Creameries	PO-26-05-0298	$24,180.00	05/24/2026	Pending Approval
VB-26-05-0040	Saputo Dairy Foods	PO-26-05-0295	$18,960.00	05/22/2026	Approved
VB-26-05-0039	Great Lakes Cheese	PO-26-05-0290	$12,450.00	05/21/2026	Draft
VB-26-05-0038	Sysco Cold Chain	PO-26-05-0287	$8,720.00	05/20/2026	Pending Approval
VB-26-05-0037	Agri-Mark Inc.	PO-26-05-0282	$15,890.00	05/19/2026	Approved
VB-26-05-0036	Tillamook Country Creamery	PO-26-05-0278	$22,100.00	05/18/2026	Paid
VB-26-05-0035	Schreiber Foods	PO-26-05-0274	$9,340.00	05/17/2026	Paid
VB-26-05-0034	Hilmar Cheese Co.	PO-26-05-0270	$31,200.00	05/25/2026	Draft

AR Aging Summary

Total: $786K

Current

$580K

$580,000

1–30

$120K

$120,000

31–60

$52,000

61–90

$25,000

90+

$9,000

Last updated: 05/17/2026 08:00 AM

Dunning Queue

5 OVERDUE

Brooklyn Bites LLC

$18,400

Last contact 05/12 — Phone call, promised 05/19

Harbor Deli Group

$9,200

Last contact 05/08 — Email sent, no response

Midtown Catering

$7,600

Last contact 05/14 — Dispute on INV-0247, reviewing

Sunrise Bakery

$5,800

Last contact 05/10 — Payment plan agreed, 1st due 05/20

East End Markets

$4,000

Last contact 05/15 — Check mailed, awaiting receipt

Recent Payments Received

Payment #	Customer	Invoice	Amount	Method	Date	Status
PMT-26-05-0088	FreshMart Distribution	INV-26-04-0284	$14,200.00	ACH	05/17/2026	Cleared
PMT-26-05-0087	Metro Foodservice	INV-26-04-0279	$8,600.00	Wire	05/17/2026	Processing
PMT-26-05-0086	Queens Fresh Market	INV-26-04-0272	$5,200.00	Check	05/16/2026	Cleared

18 Quality Dashboard QA Manager Portal — Inspections, CAPA, Temperature

GFS QUALITY

QA Manager Portal

SOP Library Settings

Diana Kim

QA Manager

Inspections Today

4 pending, 2 complete

Items on Hold

Awaiting disposition

Open CAPAs

1 overdue

Next Audit

May 28

SQF Annual — 11 days

Inspection Queue

4 Pending

PO #	Product	Vendor	Priority
PO-26-05-0312	Barrel Cheddar 40lb	Bongards	HIGH
PO-26-05-0310	Mozzarella LMPS	Saputo	MEDIUM
PO-26-05-0308	Frozen Broccoli Cuts	Sysco Cold Chain	NORMAL
PO-26-05-0305	Provolone Sliced	Great Lakes	NORMAL

Hold Inventory

2 Items

Barrel Cheddar 40lb — Lot BC-0517A

Reason: Moisture test reading 36.2% (threshold 35.5%)

Held: 05/15/2026 — 2 days — 24 units

Provolone Sliced — Lot PV-0514B

Reason: Packaging damage on 3 cases, label misalignment

Held: 05/14/2026 — 3 days — 8 units

Temperature Compliance — 30 Day Trend

99.2% AVG

100%

96%

Apr 17

May 17

98.1%

CAPA Tracker

3 Open

CAPA-2026-014 Temp excursion protocol gap

Investigation

Due: 05/28/2026 — Assigned: D. Kim — 30% complete

CAPA-2026-012 Label misalignment root cause

Corrective

Due: 06/01/2026 — Assigned: T. Rodriguez — 65% complete

CAPA-2026-010 Receiving dock SOP update

Verification

Due: 05/20/2026 — Assigned: J. Chen — 90% complete

Active Inspection — PO-26-05-0312

In Progress

Product

Lot Number

Vendor

Test Results

Visual Inspection — Packaging Integrity

Temperature at Receipt (target: 33-40F)

Moisture Content (target: ≤35.5%)

Label Accuracy — Product / Date / Weight

Documentation — COA / BOL / Spec Sheet

19 Customer Portal External Customer — FreshMart Distribution

GFS CUSTOMER PORTAL

Help Center Contact Rep

FreshMart Distribution

ACCT-FM-00142

Welcome, FreshMart Distribution

Account #ACCT-FM-00142 — Net 30 Terms

Your Sales Rep: Michael Levine

mlevine@GlobalFoodSolutions.co

(631) 555-0131

Credit Limit

$75,000

Available Credit

$32,000

AR Balance

$43,000

Last Payment

05/10/2026

Recent Orders

Order #	Date	Items	Total	Status
SO-26-05-0847	05/16/2026	Barrel Cheddar, Mozz LMPS, Provolone	$8,240.00	In Transit
SO-26-05-0839	05/13/2026	Frozen Broccoli, Swiss Sliced	$4,620.00	Delivered
SO-26-05-0834	05/10/2026	Barrel Cheddar, Mozz LMPS, Broccoli, Provolone	$8,244.40	Delivered
SO-26-05-0825	05/06/2026	Mozzarella LMPS, Provolone	$5,340.00	Delivered
SO-26-05-0818	05/02/2026	Barrel Cheddar, Frozen Broccoli	$6,120.00	Delivered

Open Invoices

3 Outstanding

Invoice #	Amount	Due Date
INV-26-05-0310	$8,240.00	06/15/2026
INV-26-05-0298	$4,620.00	06/12/2026
INV-26-05-0284	$8,244.40	06/09/2026

Active Shipments

SO-26-05-0847

Carrier: GFS Fleet R04 — ETA: 05/17 by 2:00 PM

In Transit

                  Picked
                  Loaded
                  En Route
                  Delivered
                

Temp: 37.2F -- Compliant

SO-26-05-0852

Carrier: GFS Fleet R02 — ETA: 05/19 by 10:00 AM

Processing

                  Picked
                  Loading
                  En Route
                  Delivered
                

Product Catalog

Barrel Cheddar 40lb

$23.67 / EA

Mozzarella LMPS

$19.50 / EA

Provolone Sliced

$21.40 / EA

Frozen Broccoli Cuts

$12.80 / CS

Swiss Sliced

$22.10 / EA

Cream Cheese 3lb

$4.80 / EA

20 Driver Portal Mobile-First — Route & Delivery Management

GFS DRIVER

James Rivera

Driver — R04

Route R04 — NYC Metro East

Saturday, May 17, 2026 — Departure 06:00 AM

6

STOPS

STOP 1

Complete

Queens Fresh Market

89-14 Parsons Blvd, Jamaica, NY 11432

Window: 07:00–08:30 Cases: 24 Temp: 36.8F Delivered: 07:22 AM

STOP 2

Complete

East End Markets

42-10 Main St, Flushing, NY 11355

Window: 08:00–09:30 Cases: 18 Temp: 37.1F Delivered: 08:44 AM

STOP 3

Next Delivery

FreshMart Distribution

4200 Atlantic Avenue, Brooklyn, NY 11201 — Dock B

Window: 09:30–11:00 Cases: 32 Receiving: Dock B, 6AM-2PM

Items to Deliver

Barrel Cheddar 40lb x12

Mozzarella LMPS x10

Provolone Sliced x10

Temp at Delivery: F

Tap to capture signature

STOP 4

Pending

Brooklyn Bites LLC

1890 Nostrand Ave, Brooklyn, NY 11226

Window: 11:00–12:30 Cases: 14 Temp: --

STOP 5

Pending

Harbor Deli Group

310 Court St, Brooklyn, NY 11231

Window: 12:30–14:00 Cases: 8 Temp: --

STOP 6

Pending

Midtown Catering

225 W 34th St, New York, NY 10001

Window: 14:00–15:30 Cases: 20 Temp: --

Pre-Trip Inspection

Completed 05:42 AM — All items passed

Complete

Reefer Temperature — Live

ALL ZONES COMPLIANT

Zone 1

36.4F

Set: 35F — Dairy

Zone 2

37.8F

Set: 36F — Produce

Zone 3

-2.1F

Set: -5F — Frozen