Good morning, Sal

Monday, July 20 · here's where the business stands
Live demo · sample data
Orders today
37
▲ 12% vs last Mon
Revenue MTD
$1.24M
▲ 6% vs June
A/R outstanding
$286k
▲ $12k past due
Needs your call
3
flagged below

AI briefing Your morning read

Pulled together at 6am from your inbox, orders, and receivables.

Good start to the week. 37 orders are already in, ahead of a normal Monday, mostly restaurants restocking after the weekend. Three things are worth a look before noon.

  • Delgado's Kitchen is 63 days past due on $8,400 and just sent a new order. I put it on hold and drafted a note for you to send.
  • Provolone is down to 40 cases with three accounts due to reorder this week. Worth bumping the PO to Grande today.
  • Riverside Cafe usually orders every week and has gone quiet for 22 days. A quick check in would be smart.

Weekly order volume

Last 8 weeks, orders received

Today's deliveries

9 trucks out, 37 stops on the board
RouteDriverStopsStatus
North ShoreMike R.11Rolling
Downtown / HarborLuis A.9Rolling
West CountyDanny P.8Loading
Catering runsSofia M.9Staged 11am

Recent activity

Last few hours across the business
Corner Bodega Group order confirmed, 22 lines18m ago
$
Payment received from Luna Ristorante, $1,89041m ago
Collections note drafted for Delgado's Kitchen1h ago
PO suggested to Grande for provolone restock1h ago
Harbor Diner order confirmed, 6 lines2h ago

Order intake Read from a customer email, drafted for you

An order comes in however the customer writes it. The cockpit turns it into a clean draft, and you approve before it posts.
Inbound email
✓ Structured order draft
Mozzarella, whole milk (case)×8 (2× usual)
San Marzano tomatoes #10 (case)×2
Pecorino Romano (tub)×1
Pepperoniremoved
DeliveryThu, Jul 23

Today's orders

37 received · 4 need review
AccountItemsDeliveryValueStatus
Vesuvio Pizzeria5 linesThu Jul 23$742Needs approval
Corner Bodega Group22 linesTue Jul 21$3,180Confirmed
Delgado's Kitchen9 linesWed Jul 22$1,455On hold, past due
Harbor Diner6 linesTue Jul 21$588Confirmed
Sunrise Catering14 linesFri Jul 24$2,905Building

A/R aging

$286k outstanding · by days overdue

Oldest balances

Ranked by risk
AccountBalanceAge
Delgado's Kitchen$8,40063 days
Metro Deli Supply$5,12044 days
Bay Street Grill$2,76031 days
Luna Ristorante$1,89012 days

AI draft Collections note for Delgado's Kitchen

Written in your voice. Nothing goes out until you say so.
To: accounts@delgadoskitchen.com  ·  Subject: Your account before Wednesday's delivery
Hi Maria,

Hope the summer rush is treating you well. Before we load Wednesday's order I wanted to flag that invoice #4471 for $8,400 is now 63 days out. Can we get that settled, or set up a plan, before the next delivery goes out? Happy to jump on a call today if that is easier.

Appreciate you,
Sal
🔒 Approval gated. The cockpit never sends on its own.

Attention list

Low stock and expiring, cross-checked against this week's expected orders.
ProductOn handReorder ptNoteStatus
Provolone, case40753 accounts due to reorderReorder now
Mozzarella, whole milk96120Vesuvio doubled todayLow
Fresh ricotta28n/aExpires in 4 daysMove soon
San Marzano #10210150HealthyOK
Pecorino Romano6450HealthyOK

Accounts

184 active · flagged accounts surfaced first
AccountTypeLast orderAvg / moStatus
Riverside CafeRestaurant22 days ago$2,400Gone quiet
Delgado's KitchenRestaurant2 days ago$5,800Past due
Corner Bodega GroupRetail · 9 storesToday$12,900Healthy
Harbor DinerRestaurantToday$2,150Healthy
Sunrise CateringCateringToday$7,300Growing