TODAY'S CONTROL BOARD
DISTRIBUTION RECONCILIATION DESK
Close every route with evidence.
Match what was ordered, loaded, delivered, returned, credited, and invoiced—then send only real exceptions to a person.
PRIORITY
Needs attention
RECENT ROUTES
Route close status
| Route | Orders | Exceptions | Exposure | Status |
|---|
DATA COVERAGE
Evidence completeness
CLIENT AND LOCATION CRM
One business. Every location.
Manage buyers, permissions, delivery rules, and the operational history of each account.
ACCOUNTS
Client portfolio
AI OPERATIONS BRIEF
Ask the operation, not twelve systems.
Grounded summaries and recommended next steps using current operational data. Suggestions never execute transactions automatically.
COMMERCIAL MASTER DATA
Control what each customer can buy and pay.
Maintain products, pack and order units, customer terms, delivery schedules, authorized items, discounts, and future price changes in one governed workspace.
CUSTOMER RULES
Account commercial profile
PRICE CHANGE
Schedule a customer price
UNIT CONFIGURATION
Purchasing, stocking, selling, and pricing units
Define every measurement accepted for the product and its conversion to one base inventory unit.
UnitDescriptionQty in base unitOrderPriceAverage weightBarcode / GTIN
Examples: 1 case = 4 bags; 1 bag = 5 lb; 1 pallet = 48 cases. The base unit always equals 1.
PRICE SIMULATOR
Preview an order line
AUTHORIZED PRODUCT SCHEDULE
Customer catalog and pricing
| Product | Pack / order unit | Price base | Customer price | Discount | Effective | Authorization |
|---|
PRODUCT MASTER
Sellable products and warehouse controls
| SKU | Description | Category | Pack | Order / price unit | Load sequence | Status |
|---|
MASTER-DATA HISTORY
Pricing and authorization changes
ORDER DESK
Turn every conversation into a clean order.
Phone, portal, recurring, and rep-entered orders follow the customer’s authorized products, pricing, delivery schedule, and location rules.
TODAY'S CALL LIST
Customers without orders
RECURRING BUSINESS
Standing orders
ORDER ORCHESTRATION
Active orders
QUICK REORDER
Frequently purchased
NEEDS YOUR DECISION
Approvals
DELIVERY TRACKING
Recent orders
DOCUMENT CENTER
Invoices, credits, and PODs
WAREHOUSE AND DELIVERY
Run every route your way.
Use printed tickets, a driver app, or both—while loads, delivery outcomes, collections, and reconciliation share one event history.
LOAD CONTROL
Route load sheets
WAREHOUSE QUEUE
Pick and load
DRIVER QUEUE
Deliver and capture POD
DELIVERY RETURN
Paperwork and route settlement
AUTOMATION LEDGER
Event history
EXCEPTION QUEUE
Research what changed.
Every alert includes the rule, linked source values, and a review decision.
PURCHASING INTELLIGENCE
Reorder with the reason attached.
Demand, allocations, open purchase orders, lead time, and safety stock produce a recommendation—not an automatic commitment.
Every purchase order requires buyer approval
DEMAND HISTORY
Product trend and seasonal comparison
Current 12 monthsPrior-year comparison
BUYER SIGNALS
What changed and why
PERIOD DETAIL
Demand, prior year, forecast, and service impact
| Period | Cases shipped | Prior year | YoY change | Stockouts | Returns | Forecast |
|---|
REPLENISHMENT WORKBENCH
Recommended actions
| Item | Supplier | Available | Reorder point | Lead time | Recommended | Est. cost | Decision |
|---|
PURCHASE ORDERS
Order and receiving status
THREE-WAY MATCH
PO, receipt, and supplier invoice
PROCUREMENT ACTIVITY
Controlled transaction history
WAREHOUSE INVENTORY
Know what is available before promising it.
Receive product, allocate orders, transfer cases to trucks, record shortages, and reconcile physical counts without requiring scanners.
STOCK POSITION
Warehouse availability
| Product | Warehouse | Lot / use-by | On hand | Allocated | On trucks | Available to promise | Counted | Status | Actions |
|---|
SHELF-LIFE ACTION CENTER
Lot priority and controlled specials
FEFO remains the default. Authorized users can prioritize another lot or prepare a sales special without automatically changing customer prices.
RECEIVING
Post a warehouse receipt
TRUCK TRANSFER
Move stock to a route
INVENTORY ACTIVITY
Receipts, transfers, and adjustments
LOT & RECALL CONTROL
Trace every lot from receipt to customer.
Capture expiration and origin, preserve product custody, identify affected customers, and control recall recovery without spreadsheets.
LOT RECEIVING
Receive traceable inventory
RECALL INITIATION
Place a lot on recall hold
Starting a recall blocks the selected lot and builds a customer-impact list from recorded custody movements.
LOT REGISTER
Availability and expiration risk
| Product / lot | Received | Expires | Origin | Available | Status | Custody |
|---|
AUTOMATIC CUSTODY LEDGER
Warehouse load → truck → customer
Eligible inventory is allocated by earliest expiration first. Loading and POD events preserve the lot chain automatically.
RECALL WORKBENCH
Affected customers and recovery
MOBILE DELIVERY WORKSPACE
Route R-04 · Alex Morgan
Stop sequence, delivery changes, and proof of delivery—designed for a phone or tablet.
9:41VeriDistro Driver●●●
ROUTE PLANNING AND DISPATCH
Build a feasible route before it rolls.
Assign ready orders, respect truck capacity and delivery windows, sequence stops, and release the final plan to the driver.
READY TO ASSIGN
Staged orders
ROUTE BOARD
Today’s trucks
DISPATCH CHECKS
Release readiness
ROLE-BASED REPORTING
One operation, three useful views.
Each team sees the decisions it owns, while every number traces back to the same order and delivery events.
FINANCIAL CLOSEOUT
Turn delivery evidence into clean billing.
Compare invoices to accepted quantities, route credits for approval, and send only validated transactions back to the ERP.
EVIDENCE RECONCILIATION
Delivery-to-invoice control
Each result shows the operational evidence used, the calculation performed, and the remaining human decision. No financial correction posts automatically.
SETTLEMENT QUEUE
Invoices and credits
ACCOUNTS RECEIVABLE
Customer balances
FINANCE CONTROLS
Closeout rules
Tolerance: $0.01 · Credit approval threshold: $500
BILLING RUN
Validated delivery transactions
CASH APPLICATION
Apply a customer payment
BANK DEPOSIT
Clear undeposited receipts
PAYMENT REVERSAL
Reverse or return a receipt
CREDIT APPLICATION
Apply an approved credit
BANK RECONCILIATION
Import and match statement deposits
Accepted columns: date, reference, amount. Duplicate statement rows are ignored.
CUSTOMER STATEMENTS
Aging and documents
RECEIVABLES LEDGER
Open invoices, credits, and payments
ERP INTEGRATION CENTER
Connect without replacing the ERP.
Map the platform’s clean operating model to each distributor’s ERP, validate records before posting, and keep failures visible.
CONNECTION
Produce Pro · File exchange
VeriDistroCanonical order model
⇄ERP adapterCSV / SFTP adapter
⇄Produce ProConfigured destination
SAFETY CONTROLS
Posting policy
MIGRATION WORKBENCH
Import and validate legacy data
Validation is a dry run. Invoice-line imports also verify invoice and SKU references, arithmetic, provenance, and duplicates before commit.
IMPORT CONTROL CENTER
Batch history and exceptions
Audit records retain file metadata and validation messages—not imported customer, product, or financial values.
Loading import activity…
IMPORT PROFILES
Saved source mappings
AFS customer exportCustomer, ship-to, route, contactCSV · version 1
AFS item exportSKU, pack, price, catch weightCSV · version 1
Generic opening ARCustomer, invoice, dates, balanceCSV · version 1
AFS invoice detailInvoice, external line, SKU, quantity, UOM, price, taxCSV · version 1 · source retained
DATA EXPORTS
Accounting and migration files
Exports use canonical VeriDistro field names and preserve external identifiers.
FIELD MAPPING
Canonical order → ERP sales order
SYNC ACTIVITY
Records requiring attention
ACCOUNTING HANDOFF
Every eligible operating event becomes a balanced entry.
Review sales invoices, credits, inventory receipts, and approved supplier liabilities before exporting them to TA or another general ledger.
JOURNAL BATCH
Operating activity
TRIAL BALANCE CHECK
Debits equal credits
POSTING CONTROLS
Period and approval rules
APPROVAL QUEUE
Finance decisions
POSTING HISTORY
Batch audit trail
ORDER LEDGER
One chain of custody.
Line-level quantities remain visible from order through invoice.
| Order | Customer | Route | SKU | Ordered | Loaded | Delivered | Returned | Accepted | Net billed | Expected | Result |
|---|
CONTROL LIBRARY
Explicit rules before AI.
Deterministic checks govern reconciliation. No financial adjustment is posted automatically.
Accepted CSV columns
Required: order_id, line_id, customer_id, route_id, sku, unit_price, ordered_qty, manifest_qty, delivered_qty, returned_qty, pod_present, invoiced_qty, credit_memo_amount.
Optional: description, return_reason. Values are recalculated in the browser. Files are not uploaded to a server.
ACCESS AND GOVERNANCE
Give each person only what they need.
Role-based permissions, approval thresholds, account status, and a traceable history of sensitive changes.
USER DIRECTORY
People and access
| User | Organization | Role | Scope | Last active | Status |
|---|
PERMISSION MATRIX
Role capabilities
APPROVAL POLICY
Human-control limits
AUDIT LOG
Security-sensitive activity
WORKSPACE CONFIGURATION
Prepare operations for activation.
Configure one facility, one route, and the initial customer group while preserving the existing ERP.