Candies Tolteca

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PO Date Vendor Delivery method Ready Carrier Pickup / Ship Status Actions
PO Vendor Notes
BOL Date Customer P.O. Number Delivery method Ready Carrier Pickup / Ship Status Actions
BOL Customer Notes

Inbound — vendor pickup

Confirm the carrier picked up at the vendor. Warehouse receipt is confirmed in Receiving.

PO Vendor Carrier Pickup date Status

Outbound — warehouse pickup / customer delivery

BOL Customer Carrier Need Status

Ready to ship

Inspect the trailer before loading. Confirm pickup or ship only after the inspection is accepted.

BOL Customer Carrier Ship date Status

Shipped

BOL Customer Carrier Ship date Status

Expected receipts

Log the incoming trailer inspection, then log items received. Log Items Received will ask you to inspect first if the trailer form is not accepted.

PO Vendor Carrier Pickup date Status

Received

When sending a received PO to QuickBooks, check Close PO on QBs if qty received is not the qty ordered.

Received items post to site Tolteca in QuickBooks.
PO Vendor Received Close PO on QBs

Product placed on hold cannot be used or shipped until QA releases it. This list is the live Product on Hold report.

Hold date Item Description Lot Qty Hold type Location PO Vendor Status

Items from QBDATA with TYPE OF ITEM = MEX. Fill MXN Description, U/M, and price for Mexican POs sent to the vendor. Type MXN $ or Current Cost — the other converts automatically. Previous Cost comes from the inventory upload. Current Cost is the USD value used in QuickBooks.

Exchange rate not loaded yet.
Item ID Description U/M MXN Description MXN U/M MXN $ Previous Cost Current Cost
Vendor Name Contact Phone Email Warehouse Address Lead Time (days) Delivery Method Carrier Notes
Carrier Name Contact Name Phone Email Notes
Delivery method
Customer Name Contact Phone Email Warehouse Address Notes

Inventory Upload

Waiting for file... 0%

Open POs: 0

Open purchase orders

PO Number Vendor Date created Total
No open POs yet.

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). The app stays open to everyone until you add the first user.

UsernameRoleAccessActions
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.