Dashboard

Good morning, John

Week commencing

Year to Date Revenue
£—
— invoices issued
YTD Litres Delivered
from orders
Outstanding Balance
£—
— invoices unpaid

This Week's Deliveries

Quick Actions

Next Production

Est. Litres
Enter orders to calculate

Recent Invoices

No invoices yet.

New Order

Enter a delivery order manually, or upload a Westmorland order PDF to pre-fill automatically.

Order Details

Products & Quantities

Total: £0.00
SKUProductFormat Unit PriceQtyLine Total

Orders This Week

CustomerDeliveryPO RefUnitsTotalInvoiceStatus
No orders entered yet.

Production Sheets

Auto-calculated from saved orders. Print for the dairy.

Invoices

All issued invoices. Click to preview, print, or mark paid.

Invoice History

#CustomerDeliveryTotalStatus
No invoices issued yet.
← Click an invoice to preview it here.

Orders

Order management, standing orders and production volumes.

Customers & Pricing

Customer accounts, pricing tiers, and delivery schedules.

Customer Accounts

CodeCustomerTierTermsDelivery

Price Tiers

ProductWMLTrade

Trade Customer Standing Orders

Default weekly quantities per customer per delivery slot
CustomerTierMon deliveryWed deliveryFri delivery

Performance

Sales, production and litreage analytics.

YTD Revenue
£—
from invoiced orders
Total Litres Produced
from production sheets
Invoices Issued
— paid
Production Runs
deliveries logged

Monthly Revenue

Revenue by Customer

CustomerInvoicesRevenueShare

Units Produced by SKU

From historical production sheets (12 runs)
ProductFormatMon deliveriesWed deliveriesFri deliveriesTotal UnitsTotal Litres

Litres per Delivery Run

All historical runs in date order

Production Run History

All 12 runs from production sheets
Delivery DateDay WH 1LWH 2L SS 1LSS 2L WH 10LWH 13L SS 13LDC 2L Whole (L)Semi (L)Total (L)

Xero

Sync invoices and track payments via Xero.

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