Dashboard
Quick visibility: inventory health, invoices + spend, cost trends, and "Needs Attention" fixes.
Inventory Items
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Count of inventory items
On-Hand Value (approx)
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Items on hand × Cost per unit
Low Stock
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Items to reorder
Out of Stock
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Items to reorder
Purchases (window)
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Sum of invoice lines in date range
Data Gaps
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Missing cost, vendor, or category
Unlinked Finished SKUs
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Finished products not linked to inventory
Expiring Materials
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Items expiring within 90 days
Can Make Now
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Products ready for production
Blocked Products
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Missing ingredients
Invoices
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— posted • — drafts
Finished Products Inventory
Total Inventory Value (Retail)
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Qty on hand × Retail price
Total COGS Value
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Qty on hand × Unit cost
Total Units on Hand
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All finished products
Active SKUs
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Ready to sell
Recent Production Activity
Batch Production History (Last 30 Days)
| Date | Type | Name | Qty Made | Unit | Cost/Unit | Total Cost | Trace |
|---|---|---|---|---|---|---|---|
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Shows blend and recipe batches made in the last 30 days. Click "🔍 Trace" to see full lot traceability.
Lot Traceability
Search for any lot number or ingredient to trace its complete journey through production. Essential for supplier recalls and FDA compliance.
💡 Tip: Searches raw materials, blends, recipes, and finished products.
Shows which batches used the lot and what finished goods may need recall.
Purchases & Spend
Recent Invoices (top 15)
| Date | Vendor | Invoice # | Total | Status |
|---|---|---|---|---|
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Click invoice number to open it in Purchase Log.
Spend by Vendor (window)
| Vendor | Spend | Invoices |
|---|---|---|
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Click a vendor row to filter invoices by that vendor.
Cost Trends
Fastest Growing Costs (top 30)
| Item Name | First Cost | First Date | Latest Cost | Latest Date | % Change | $ Change |
|---|---|---|---|---|---|---|
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Shows items with cost increases >10% or >$1. Based on invoice line item history.
Use "Download Cost Analysis CSV" button above for complete data including averages, min/max costs.
Inventory Health
Inventory Alerts
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Low Stock Items (top 20)
| Name | Vendor | On Hand | Reorder | Unit |
|---|---|---|---|---|
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Expiring Materials (next 90 days)
| Name | Vendor | Expiry Date | Urgency | Qty On Hand |
|---|---|---|---|---|
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Items are flagged if expiring within 90 days. Add expiry_date to inventory items to track.
Production Capacity
What Can I Make Now?
| Product Name | SKU | Status | Units Can Make | Batches (yield per batch) |
Total Cost/Unit | Missing Ingredients |
|---|---|---|---|---|---|---|
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Shows which finished products you can make with current inventory. Requires recipes linked to finished products.
"Blocked" products are missing one or more ingredients.
Recipe Costs & Profitability
Product Margins
| Product Name | SKU | Cost/Unit | Selling Price | Margin ($) | Margin (%) |
|---|---|---|---|---|---|
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⚠️ = Negative margin (losing money) • ⚡ = Low margin (<30%) • ✓ = Healthy margin (≥30%)
Based on current inventory costs and finished product selling prices.
Based on current inventory costs and finished product selling prices.
Tools & Reporting
"Low Inventory Report" opens Inventory in a new tab and prints the report.
"Invoice History" shows all invoices with expandable line item details.
"Download Cost Analysis CSV" exports complete cost history for all items with purchase data.
"Printable Forms Pack" opens to Printable Forms section in the User Guide.
⚠️ Needs Attention
Data Gap Issues
| Type | Item | Issue | Action |
|---|---|---|---|
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This is your "fix list" (data gaps + unlinked finished products).