Today

What's the state · what needs your attention
Supplier OTD (30d)
Overdue POs
Quote → PO
AR Outstanding
Avg Margin

Tracking (UPS + FedEx)

DATE SF PO CX PO PART# MFG VENDOR UOM QTY REC SHIP REM MONEY cost / sale RDD ETA SHPD STATUS UPDATED

Money

AR Outstanding
$0
Owed to you
AP Outstanding
$0
You owe
Net Position
$0
AR − AP
Backlog Reconciler
Click to open

Overdue AR

Bills due this week

Unmatched bank txns

Accounts Receivable

Aging Summary
Invoice #CX PO#ProgressDate DueAmountPaid BalanceStatusActions
Bank Transactions (Money In)
DateDescriptionType AmountMatchActions

Accounts Payable

Aging Summary
Invoice #SupplierSF PO#Date DueAmountPaid BalanceStatusActions

Contacts

Export

RFQ / Quotes

RFQ #DATECUSTOMERPARTS QUOTEDTOTAL VALUEQUOTE DUECUST RDDSTATUSACTIONS
NO ETA 0

Shipments

Status:
Date:

Payments Dashboard

AR Outstanding
$0
AP Outstanding
$0
Net Position
$0

Aging Breakdown

Current 1-30 Days 31-60 Days 61-90 Days 90+ Days Total

Receiving

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Brain

AI-powered email triage. Scans inbound mail from known suppliers + customers and produces a daily action-item digest. English & Korean.
Messages
Pick a day and click Load.

Theme

Choose a color theme. Your selection is saved on this device.

Text Size

Adjust the interface size.

Gmail

Send and receive emails directly from the ERP. OAuth2 connection to your Gmail account.

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Manage your Gmail connection from the Email page.

Google Sheets

Auto-sync ERP data to a Google Sheet for sharing with the team.

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FedEx API

Connect to FedEx REST API for live tracking, label generation, and shipment creation. Get credentials at developer.fedex.com.

Checking FedEx status...
Ship / Label Credentials
Track API Credentials
Account & Environment

UPS Tracking API

Track inbound vendor shipments and get delivery notifications. Get credentials at developer.ups.com → Apps → Create New App → select Tracking API.

Checking UPS status...

DeepL Translation

Korean → English translation for the Claims Scanner Chrome extension. Get a free API key at deepl.com/pro#developer (500K chars/month free).

Checking DeepL status...

Claude AI

Powers AI email summaries, action item extraction, and translation in the Claims system. Get an API key at console.anthropic.com.

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Telegram Bot

Push order updates, payment alerts, and shipment notifications to your team via Telegram.

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ETA Auto-Request Cadence

Auto-fire a batch ETA request every Friday morning. Skips suppliers already emailed in the past 7 days. Same logic as the manual "Request all missing ETAs" button on the ETA page.

Review Queue

Catches things that need a human eye but aren't urgent. Used to live on the Today page; moved here so the dashboard stays focused on what's actively happening.

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Data Tools

Maintenance utilities and one-time data corrections. Use with caution.

Data Fixes
Daily auto-sync
Data Recovery

Restores shipped quantities from the April 12 backup for items incorrectly zeroed.

HS Code Audit

Cross-check HS / HTS codes against Mouser's compliance data. Approve, reject, or manually edit each part. Decisions propagate to the parts master and all line items.

Line Items
Parts Master
Distinct Parts (no HS)
Format Issues
Bulk:
Part Number Current HS Mouser HS ECCN Status Notes Actions
Click a button above to populate this table.

AR Dunning

Configure the overdue-invoice reminder workflow. Reminders are manual-send only — trigger them from Money › AR › Reminders chip. This section controls thresholds, cooldown, and default templates.

Subject lines by bucket

Intro paragraph by bucket (use {contact_first} for the customer's first name)

Airtech Monthly Accepted

Email Airtech the list of items Miltrade has accepted for a given month. Items shown are supplier = AIRTECH with a yh_collected_date inside the selected month.

Set Accepted from MT remittance
Upload the Miltrade 송금명세서 (sheets: SUMMARY / AT / SF / CREDIT). The AT sheet items get yh_collected_date set to the wire date — that's what this monthly export pulls from.
P/O # CX CODE P/N UNIT QTY UC MFR COST ACCEPTED
Pick a month and click Load preview.

Payments Backlog

Cross-check historical SPD statements against logged payments. Each row maps a paid line in a file to (or away from) a current line_item. Approve to set cx_paid_date and update AR.

Files Scanned
Unpaid Matches
Need Review
Date Range
Side:
PO SEQ Part Qty Amount Pay Date Source Status Actions
Click "Run Scan" to populate.

Customer Claims

CLAIM #DATECUSTOMERPO/SO REF CATEGORYITEMSAMOUNTCREDITEDSTATUSACTIONS