Stage 68
Tab content tidy-up
Moved historical development notes to Version Control; retained operational instructions on relevant tabs.
Secure connection
Connect to the shared planner using your authorised account. Customer subscription records remain on this device.
Use only a publishable key. Never enter a secret or service_role key.
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Shared manual stock adjustments
This is a test workspace, not yet the full V72 Order Lists page. Existing Stage 2 test adjustments remain available. New NuEPOS imports can be previewed locally before publishing.
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| Product code | Quantity | Reason | Remove |
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Changes are saved when you click Save. If someone else saves first, you must reload and reapply your edits; this prevents silent overwrites. The app checks for new revisions periodically when you have no unsaved changes.
NuEPOS Stock Import
Import a NuEPOS .xlsx or .csv export. Product ID, name, supplier, Quantity In Stock, case/unit costs, VAT, case size, Min, Max and 30/90/180/365-day sales are extracted for ordering previews. No customer subscription information is read or uploaded. The preview is local to your browser until you explicitly publish. Parent Products are excluded.
No file selected
Shared stock has not been loaded.
NuEPOS import details will appear here.
All data imports
NuEPOS above; Appstle files below. Appstle files remain on this device and are not published to Supabase.
NuEPOS Bills Due
Import the NuEPOS Bills Due report. Bills are stored in this browser, separately from stock and Supabase. Historical Purrform and Natural Instinct accounts remain separate.
No bills imported in this browser.
After importing, use the Subscription Matching or Order Preview tabs to check the results.
Showing shared snapshot
| Product | Supplier | Imported quantity | Corrected quantity |
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Manual corrections are stored separately from the NuEPOS snapshot. They do not change the imported quantities. This stage is for validating shared stock data, not placing orders.
Appstle Forecast & Dated Subscriptions
Load an Appstle ANALYTICS product delivery forecast CSV. The forecast stays in this browser and is not uploaded. The seven-day forecast is compared with shared stock. The order preview uses Min/Max and case sizes from the updated NuEPOS snapshot. It calculates V72’s weighted historical demand and shows supplier cover choices. The Appstle Custom column provides the 14-day quantity. Eleven-day quantities use the first seven days plus dated occurrences on days 8–11; check the selected first Sunday.
11-day window: seven-day forecast plus subscription occurrences from days 8–11 (Sunday–Wednesday). Upload the full Appstle subscription export and select the correct first Sunday. This file stays on this device.
No dated subscriptions loaded. Eleven-day order quantities are withheld.
Load your shared stock snapshot, then choose a forecast CSV. No customer names or subscriptions are uploaded.
| Product | Supplier | Quantity In Stock (adjusted) | Next 7 days | Shortfall (minimum) | Match |
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V72 name matching: exact, descriptor variation, known DIBO aliases, then guarded fuzzy matching. SKU/barcode and saved manual matches are available after republishing a NuEPOS snapshot with identifiers. Uncertain rows remain unmatched. This is a diagnostic preview, not an order list.
Subscription Matching — all products
Based on V72: review every Appstle product, including future subscriptions outside the current ordering window. Manual matches are saved in this browser and take priority on later imports. Parent Products are excluded. Review fuzzy matches before relying on orders. The full subscription export may contain several customer lines for the same product; these are consolidated in the matching view.
Import Appstle files to review all matches.
Matching decisions are stored locally on this browser, not uploaded to Supabase.
Discontinued products with active subscriptions
Matched discontinued products are grouped by NuEPOS product for review, even when Appstle uses several names. Negative stock is flagged for reconciliation. Discontinued products are excluded from automatic purchasing; no substitutions or cancellations are made automatically.
| NuEPOS product | Appstle subscription names | Current stock | Stock status | Action |
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| Subscription product | SKU | Matched NuEPOS product | Supplier | Method | Confidence | Action |
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All rows are evaluated, with the first 250 filtered rows displayed. This is a local matching workspace; no customer details are shown or uploaded.
Supplier Cover Comparison
Read-only preview (7- and 14-day forecast quantities; 11-day quantities require full subscription export) using V72-style Essential / Balanced / Ideal calculations, NuEPOS Min/Max and case multiples (Mersey Raw half-cases). Subscription demand is aggregated per product. Not the full V72 engine: normal shop demand in order quantities, product-rule overrides, negative-stock reason checks, supplier cover windows, dated subscriptions are now included for 11-day preview; bills are not included. Do not order from these figures.
Import a forecast to view grouped requirements.
Unmatched dated subscriptions
These are dated product lines due on days 8–11 that could not be matched to NuEPOS. No customer information is displayed.
| Appstle product name | Due dates (days 8–11) | Units per occurrence | Total units | Match status |
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| Supplier | NuEPOS product | Quantity In Stock (adjusted) | Subscription demand (selected cover) | Min | Max | Order multiple | 30-day sales | Weighted sales/week | Estimated shop/week* | Cover | Essential | Balanced | Ideal |
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Unmatched demand is excluded and flagged. For products imported before Stage 8, case sizes and Min/Max are unavailable; re-import NuEPOS and review the preview before publishing the updated shared snapshot. Negative stock is not automatically ordered except to cover forecast subscriptions. Min = -1 prevents normal stock top-ups in every order mode; genuine subscription shortages remain visible. Historical weekly demand uses V72 weights (50% 30-day, 25% 90-day, 15% 180-day, 10% 365-day). The shop/week estimate subtracts normal subscription weekly demand only when Next 365 days is supplied. It is diagnostic, not added to order quantities. 14-day quantities use Appstle Custom. Eleven-day quantities are withheld when additional dated product lines cannot be matched; review the unmatched table above. No orders are saved or placed.
Order Lists
Comparison / testing only. Supplier sections and ordering windows are now independent. The figures are still a preview: V72's full shop-demand and supplier rules are not fully verified, and unit costs and billing are not yet imported. Do not use these quantities to place real orders.
Load NuEPOS and Appstle data to populate supplier order sections.
Subscription matching & forecast/date diagnostics
These are two separate checks. Unmatched subscription lines may exclude demand; forecast/date differences can arise because the reports cover different periods. The Appstle seven-day forecast remains authoritative for days 1–7.
Subscription products requiring attention
| Product description | Excluded / unmatched lines | Occurrences on days 8–11 | Matching result / reason | Action |
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Seven-day forecast / dated-export differences
| Product | Supplier | Forecast (7 days) | Dated (days 1–7) | Difference |
|---|
Suppliers are ranked by earliest identified subscription risk; products can be sorted A–Z or most urgent first within each supplier. Draft order quantities are stored on this browser. Supplier shortage checkboxes save to the shared Supabase register. Missing cost data is shown as unavailable rather than estimated.
Min / Max Review
NuEPOS remains the master record. Suggested values follow V72's 1.5-week demand and sales-only Max guide. Review and approve proposals here, then manually update NuEPOS. Approvals are local to this browser and never change live stock or ordering figures.
Load shared NuEPOS stock and an Appstle forecast with Next 30 days and Next 365 days.
| Select | Supplier | Product | Cost Price (ex VAT) | Selling Price (inc VAT) | Case | NuEPOS Min | NuEPOS Max | Suggested Min | Sales-only Max guide | Review reasons | Approved Min | Approved Max | Status | Action |
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The Max is V72's sales-only guide, not a mandatory stock ceiling; case sizes and shelf-fill decisions may justify a higher Max. Min = −1 is never automatically changed. Approval does not write to NuEPOS or alter supplier order calculations. Re-importing NuEPOS confirms changes only when its actual Min/Max values match your approved values.
Supplier Out of Stocks
Record supplier-confirmed shortages against NuEPOS products. Tick unavailable items, add an estimated return date if known, and leave notes. These records are saved in this browser, separately from NuEPOS. The review uses them as a caution flag, not as proof of lost sales.
No shortages recorded.
Shared shortage records have not been loaded yet. Local edits are not shared until saved.
| Supplier | NuEPOS product | Supplier OOS? | Expected return | Notes | Last updated |
|---|
Supplier shortages are not the same as shop stockouts. No NuEPOS stock quantities, purchase orders or Min/Max values are changed here. Changes are local until you click Save shortages to Supabase. Export backups for recovery.
Staff Message Board
Shared team handovers and updates. Messages save to Supabase automatically. Use individual staff logins so each post records the signed-in account. Avoid putting sensitive customer personal information here.
Loading shared messages…
Stage 20 uses a shared document with revision checks. If simultaneous edits conflict, the app retains unsaved edits locally and displays a warning. A tamper-resistant, database-enforced Activity History requires a separate database upgrade and is not included in this stage.
Supplier Rules & Ordering Deadlines
V72-style supplier rules, payment terms, checks, deadlines, minimums and carriage thresholds. Values are initially populated from V72 where available. Changes are stored in this browser until you explicitly save them to the shared workspace. These settings do not alter NuEPOS.
V72 defaults ready; shared rules not loaded yet.
Payment and delivery rules are editable here. Check supplier rules and payment details before placing orders in NuEPOS.
All Products
Read-only reference for the complete imported NuEPOS product snapshot (excluding Parent Products). Search across product, supplier, barcode and product ID. No changes are made to NuEPOS.
Choose status filters
Missing data (match ANY selected)
Other statuses
| Status | Supplier | Product | NuEPOS stock | Subs 7d | Subs 14d | 30d sold | 90d sold | EPOS Min | EPOS Max | Case qty | Cost ex VAT | Selling inc VAT | Weight | Barcode | Product ID |
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Statuses are reference indicators derived from current stock and Min/Max, not V72's full subscription-aware ordering priorities. Use Order Lists for actual ordering recommendations. Discontinued items can be included by unticking “Exclude discontinued products”.
Stock & Date Checks
Stock check and date check frequencies come from Supplier Rules. Physical stock counts are written on printed worksheets, then corrected directly in NuEPOS. Expiry dates and notes are held in this planner.
Supplier Check Schedule — click to expand or collapse the full supplier list
| Priority | Supplier | Stock frequency | Last stock check | Next stock check | Date frequency | Last date check | Next date check | Actions |
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Expiry Clearance List — 0 products — all suppliers · expand for sticker / sale checklist
Products with recorded earliest BBE / expiry dates within six months, across all suppliers. Overdue/expired items are flagged separately for review — do not automatically sell them. This list uses saved date-check entries and the current NuEPOS stock snapshot; it does not change prices.
| Band | Supplier | Product | NuEPOS stock | Earliest BBE / expiry | Notes | Stickered |
|---|
Stock Checks & Date Checks
Date check records have not yet been loaded from Supabase.
Stocktake method: staff record shelf/freezer count and stock put aside for future orders on paper, then update the corrected quantities in NuEPOS. These paper counts are not entered into the planner.
Date checks: enter the earliest BBE/expiry date for applicable products. The planner indicates ≤2 months (20% off), 2–6 months (10% off), and 6–12 months (keep an eye). These are suggested clearance bands, not automatic price changes.
Supplier — Stock & Date Check
| Needs date check? | Product | NuEPOS stock | Shelf / freezer count | Put aside for future orders | Earliest BBE / expiry | ≤ 2 months 20% off | 2–6 months 10% off | 6–12 months Keep an eye | Notes |
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Date-check records are saved in this browser immediately and shared only when you select Save date checks to Supabase. Printouts intentionally leave stock counts, put-aside quantities, dates and notes blank for handwriting.
Week 1 & Week 2 Subscription Picking Lists
Generated from the full Appstle subscription export. Week 1 is Sunday–Saturday and Week 2 is the following Sunday–Saturday. The Next Date is the subscription payment date. Recurring weekly subscriptions are included again when due in Week 2.
Fulfilment highlighting: PICK_UP has no colour, LOCAL is yellow, and SHIPPING is red. Courier selection is not included.
Import the full Appstle subscription export in Import Data to generate these lists.
Bills & Supplier Accounts
NuEPOS Bills Due records, grouped by original billing account. Local paid markers do not update NuEPOS. Unmatched invoices remain in the bill list without affecting stock supplier credit limits.
| Priority | Supplier | Reference | Bill Date | Due On | Days | Amount | Status | Matched Account | Action |
|---|
Supplier Account Summary
Order exposure uses the currently selected supplier order option, including VAT where known. Account status is advisory; check V72 and NuEPOS before ordering.
| Supplier | Payment Type | Terms | Credit Limit | Open Balance | Overdue | Due ≤3d | Order inc VAT | Projected Exposure | Headroom | Account Status |
|---|
Version Control & Update History
A consolidated summary of the planner’s development. These entries describe feature changes, not a guarantee that every workflow has been independently tested. Current operational instructions remain on their relevant tabs.
Stages 66–67
Grouped navigation
Colour-coded navigation groups and correction to forecast-section visibility.
Stage 65
Subscription picking
Printable Week 1/Week 2 lists with shipping and local-delivery highlighting.
Stages 61–64
All Products reference
Product catalogue, price and weight fields, multi-select missing-data filters and exclusions for discontinued, inactive suppliers and zero stock.
Stages 57–60
Stock and date checks
Printable supplier stock worksheets, collapsible schedule, clearance sticker list and expiry-date entry fix.
Stage 56
Min/Max pricing
Added cost and selling-price checks and missing-price filters.
Stages 52–55
Billing rebuild and warnings
Rebuilt billing on Stage 40; simplified order blockers, credit-limit and overdue-bill alerts; supplier aliases including Bettalife.
Stages 46–51
Billing integration attempts
Earlier billing/startup revisions experienced import and authentication problems; superseded by the Stage 52 rebuild.
Stages 41–45
Supplier billing foundations
Supplier Rules, NuEPOS Bills Due import, Bills & Accounts and supplier account matching.
Stages 26–40
Order calculation and cost improvements
Subscription date-window checks, manual stock overrides, cost/VAT calculations, ordering controls and supplier settings.
Stages 19–25
Ordering and team workflows
Order Lists, import consolidation, shared supplier shortages, staff messages, supplier cover options and ordering priorities.
Stages 1–18
Core planner foundation
Supabase access and stock imports; Appstle forecasts, subscription matching, supplier previews, Min/Max review and supplier out-of-stock records.
Data: NuEPOS remains the master stock and billing record. Check shared versus browser-only data before clearing browser storage. Keep deployment ZIP backups.