02
Data Grid / Spreadsheet View
|
Item / SKU
|
Description
|
Location
|
On Hand
|
Committed
|
Available
|
Unit Cost
|
Total Value
|
Margin %
|
Status
|
|
|---|---|---|---|---|---|---|---|---|---|---|
| CHD-BRL-001 | Barrel Cheddar, Grade A, 500lb | Edgewood, NY | 12,450 | 8,200 | 4,250 | $2.1840 | $27,190.80 | 34.2% | In Stock | |
| CHD-BLK-040 | Block Cheddar, Sharp, 40lb | Edgewood, NY | 3,820 | 3,100 | 720 | $2.4560 | $9,381.92 | 28.7% | Low Stock | |
| MOZ-LMWM-006 | Low-Moisture Mozzarella, Whole Milk | Hermitage, PA | 18,900 | 12,300 | 6,600 | $1.9280 | $36,439.20 | 31.5% | In Stock | |
| BUT-USDA-AA | USDA Grade AA Butter, 25kg | Edgewood, NY | 840 | 780 | 60 | $3.1200 | $2,620.80 | 12.1% | Critical | |
| SWT-CRM-012 | Swiss Cheese, Domestic, 180lb Wheel | Hermitage, PA | 5,200 | 2,400 | 2,800 | $2.8400 | $14,768.00 | 26.8% | In Stock | |
| PRV-SLC-008 | Provolone, Sliced, 20lb Case | Edgewood, NY | 2,100 | 1,950 | 150 | $3.4200 | $7,182.00 | 18.4% | Low Stock | |
| CRD-SHR-005 | Shredded Cheddar/Jack Blend, 5lb | Hermitage, PA | 9,600 | 4,800 | 4,800 | $2.7600 | $26,496.00 | 29.3% | In Stock | |
| TOTALS (7 items) | 52,910 | 33,530 | 19,380 | AVG $2.67 | $124,078.72 | AVG 25.9% | ||||
Show
per page
Showing 1-7 of 248
■ Click any On Hand / Committed / Available cell to inline edit. Checkbox rows for bulk actions. Frozen first column scrolls with the grid. Column headers sort on click. Toggle filter row with the Filters button.
03
Kanban Board
New
3
⋮⋮
SO-24891
Good Eats Inc.
12 line items -- 8,400 lbs
Requested: May 22
⋮⋮
SO-24893
Metro Foods
6 line items -- 3,200 lbs
Requested: May 23
⋮⋮
SO-24895
Valley Distributors
3 line items -- 1,500 lbs
Requested: May 26
+ Add Order
Processing
2
⋮⋮
SO-24887
Atlantic Dairy Co.
8 line items -- 5,600 lbs
Requested: May 21
⋮⋮
SO-24889
Sunrise Markets
2 line items -- 800 lbs
Requested: May 28
Picking
2
⋮⋮
SO-24880
Northeast Foods
15 line items -- 11,200 lbs
Requested: May 20
⋮⋮
SO-24882
Capital Provisions
4 line items -- 2,000 lbs
Requested: May 24
Packing
1
⋮⋮
SO-24876
Harbor Foods LLC
10 line items -- 7,800 lbs
Requested: May 20
Shipped
2
⋮⋮
SO-24870
Good Eats Inc.
7 line items -- 4,200 lbs
Shipped: May 18
⋮⋮
SO-24872
Tri-State Wholesale
5 line items -- 3,600 lbs
Shipped: May 17
Delivered
1
⋮⋮
SO-24865
Metro Foods
9 line items -- 6,400 lbs
Delivered: May 16
■ Drag cards between columns to update order status. Cards show order number, customer, weight, requested date, and priority. Filter by priority or customer from the toolbar. Column card counts update dynamically.
04
Calendar / Scheduler
May 2026
SuMoTuWeThFrSa
262728293012
3456789
10111213141516
17181920212223
24252627282930
31123456
Event Types
Deliveries
Production Runs
Maintenance
Meetings
Deadlines
May 2026
Sun
Mon
Tue
Wed
Thu
Fri
Sat
26
27
28
29
30
1
Bongards delivery - 8,400 lbs
2
3
4
5
Cheddar run - Line A
Vendor review call
6
Cheddar run - Line A
7
8
Metro Foods - 3,200 lbs
Cooler #3 PM check
9
10
11
12
Mozz run - Line B
13
14
USDA bid deadline
15
Good Eats - 11,200 lbs
Quarterly review
16
17
18
19
Swiss run - Line C
Ops standup
20
Harbor Foods - 7,800 lbs
21
Provolone - Line A
Packaging line service
22
Northeast - 4,200 lbs
PO confirmation cutoff
23
24
25
26
Cheddar run - Line A
27
28
Valley Dist - 1,500 lbs
29
30
■ Color-coded events: blue for deliveries, green for production, amber for maintenance, purple for meetings, red for deadlines. Today (May 19) highlighted. Mini calendar on left for quick navigation. Click events for detail popups.
05
Chart Dashboard Builder
■ 12-column CSS grid layout. Widgets span configurable columns (3/4/6/8/12) and rows. Hover any widget to reveal settings gear and resize handle. Add Widget button for new chart types. Auto-refresh indicator pulses in toolbar. Save Layout persists per user/role.
06
Tree / Hierarchy View
ASM-4200: Shredded Cheddar/Jack Blend Case (5lb x 4)
QTY: 1
SUB-110: Cheddar Shred Component
QTY: 2
CHD-BLK-040: Block Cheddar, Sharp, 40lb
QTY: 3
ADD-001: Anti-caking Agent (Cellulose)
QTY: 0.5
ADD-008: Natamycin Preservative
QTY: 0.02
SUB-112: Monterey Jack Shred Component
QTY: 2
MJK-BLK-040: Block Monterey Jack, 40lb
QTY: 3
ADD-001: Anti-caking Agent (Cellulose)
QTY: 0.5
PKG: Packaging Materials
QTY: 1
PKG-BAG-5LB: Resealable Bag, 5lb, Printed
QTY: 4
PKG-CS-20LB: Corrugated Case, 20lb capacity
QTY: 1
PKG-LBL-GFS: GFS Product Label, UPC
QTY: 4
■ Click any row with a triangle to expand/collapse. Icons differentiate assemblies (gear), sub-assemblies, raw materials (square), and components (circle). Quantity badges show per-unit requirements. Use Expand All / Collapse All for quick navigation. Search filters tree nodes in real time.
07
Timeline / Activity Feed
✓
Michael Levine created this order
Customer: Good Eats Inc. | Lines: 12 | Total: $18,432.00
✓
System auto-approved (within credit limit)
Credit Limit: $500,000 | AR Balance: $142,800 | Available: $338,768
✎
Michael Levine added a note
Priority order -- Good Eats needs this for their Memorial Day promotion. Confirm all 12 SKUs available before picking starts.
JR
Confirmed -- all SKUs in stock at Edgewood. Will prioritize this for AM pick.
✎
Michael Levine updated line 8 quantity
Item: MOZ-LMWM-006 | Changed: 800 lbs → 1,200 lbs | New Total: $19,204.80
📎
Michael Levine attached a document
→
Jake Rodriguez moved to Picking
Picker Assigned: Team Alpha | Est. Complete: 2:00 PM
↓ Load earlier activity (6 more events)
■ Each timeline event has a color-coded dot: green for creation/approval, blue for status changes, purple for comments, gray for system events. Comments support threaded replies. Attachments display inline with file size. Click "Load more" for infinite scroll.
08
Split Panel / Master-Detail
BG
Bongards Creameries
VND-1042 -- Barrel Cheddar
GV
Great Valley Cheese
VND-1089 -- Mozzarella
DP
Dairy Partners Int'l
VND-1103 -- Butter, Cream
MW
Midwest Packaging Co.
VND-1156 -- Packaging
CF
ColdFreight Logistics
VND-1178 -- Transportation
SW
Swiss Valley Farms
VND-1201 -- Swiss Cheese
Bongards Creameries
VENDOR ID
VND-1042
STATUS
Active
PRIMARY CONTACT
Dave Jordan, Sales Manager
PHONE
(507) 388-3570
ADDRESS
13200 County Rd 51, Bongards, MN 55368
PAYMENT TERMS
Net 30
YTD PURCHASES
$2,847,200
OPEN POs
$342,600
RECENT PURCHASE ORDERS
| PO # | DATE | AMOUNT | STATUS |
|---|---|---|---|
| PO-8847 | May 15, 2026 | $124,800 | Open |
| PO-8812 | May 8, 2026 | $217,800 | Receiving |
| PO-8779 | May 1, 2026 | $186,400 | Received |
■ Left panel scrollable vendor list with search filter. Right panel shows full detail of selected record with breadcrumb navigation. On mobile, panels stack vertically. Click any vendor in the list to load their details.
09
Wizard / Multi-Step Form
✓
Company Info
✓
Contact Details
3
Banking / Payment
4
Compliance Docs
5
Review & Submit
Step 3: Banking & Payment Information
Enter the vendor's banking details for ACH/wire payments. All fields marked with * are required.
ABA routing transit number
Account number is required
■ Five-step wizard for vendor onboarding. Completed steps show checkmarks. Active step highlighted in blue. Validation errors shown inline (red border + message). Save Draft persists progress. Back/Next/Skip navigation at bottom. Final step is a review summary before submission.
10
Command Palette / Quick Actions
Press ⌘K or click the button above to toggle
ESC to close
Quick Create
New Sales Order
Create a new SO from scratch
New Purchase Order
Create a new PO for vendor
New Work Order
Schedule a production run
Recent
SO-24891 -- Good Eats Inc.
Sales Order -- $18,432.00
PO-8847 -- Bongards Creameries
Purchase Order -- $124,800.00
Navigate
Inventory Dashboard
View real-time inventory levels
Order Pipeline
Kanban view of active orders
Run CME Price Update
Pull latest CME barrel/block prices
■ Cmd+K opens the palette from any page. Fuzzy search matches records, pages, and actions. Grouped into Quick Create, Recent, and Navigate. Keyboard navigation with arrow keys and Enter. Shortcuts shown inline per action. ESC to dismiss.
11
Notification Center
7
Notifications
All 7
Orders 3
Approvals 2
Alerts 1
System 1
Low Stock Alert: BUT-USDA-AA has only 60 units available. Reorder point threshold breached.
2 minutes ago
Approval Required: PO-8852 for $86,400 from Valley Swiss exceeds auto-approval limit.
12 minutes ago
SO-24891 moved to Picking. Good Eats Inc. -- 12 line items, $18,432.00
28 minutes ago
Credit Hold: Sunrise Markets SO-24896 placed on credit hold. AR balance exceeds limit by $12,400.
1 hour ago
SO-24887 shipped via ColdFreight. Atlantic Dairy Co. -- Tracking #CF-28847291
2 hours ago
PO-8812 fully received at Edgewood. Bongards Creameries -- 40,000 lbs barrel cheddar.
3 hours ago
System: CME prices updated. Barrel cheddar: $1.8425 (+$0.0125). Block: $1.9050 (-$0.0075).
4 hours ago
⚙ Notification Settings
■ Bell icon with unread count badge. Panel shows categorized tabs (All, Orders, Approvals, Alerts, System). Unread items have blue dot and light blue background. Inline action buttons for approvals and alerts. Mark all read clears unread states. Settings link at bottom.
12
Contextual Help / Tooltips
FIELD-LEVEL HELP POPOVERS
CME Reference Price
The CME (Chicago Mercantile Exchange) spot price for barrel cheddar cheese. Updated daily. Used as the base for all cost calculations. GFS uses the trailing-week average to smooth daily volatility.
Moisture Premium Bracket
The additional cost percentage applied for cheese above standard moisture content (38-39%). Higher moisture means more weight per unit but lower solids. The bracket tiers are: 0-34% (standard), 35-37% (mid), 38%+ (high).
Freight Terms
FOB Destination: seller pays freight, risk transfers at delivery. FOB Origin: buyer pays freight from shipping point. Delivered: all-inclusive price with freight built in. Most GFS cheese sales use FOB Destination.
GFS Lot Code Format
Format: GFS-YYMMDD-XX where YY=year, MM=month, DD=day, XX=line + shift. Example: GFS-260519-A1 = May 19, 2026, Line A, Shift 1. Used for full traceability back to production run.
GUIDED TOUR OVERLAY
New Sales Order
STEP 1 OF 5
Create a Sales Order
Start by selecting a customer from the dropdown. The system will auto-populate their default ship-to address and payment terms.
KEYBOARD SHORTCUTS REFERENCE
Open Command Palette⌘K
New Sales Order⌘⇧S
New Purchase Order⌘⇧P
New Work Order⌘⇧W
Search Records/
Toggle Shortcuts?
Save Record⌘S
Refresh Data⌘R
Go to InventoryG I
Go to OrdersG O
Go to DashboardG D
Toggle Dark Mode⌘⇧D
■ Four help system components: (1) Field-level help icons with hover popovers. (2) Guided tour overlay with spotlight highlighting and step-by-step tooltips. (3) Frosty chat widget in the corner for on-demand help. (4) Keyboard shortcut reference grid toggled with "?" key. All components integrate into any suitelet.