Origins Active → Offerings
4
Colombia ·
Brazil ·
Ethiopia ·
Guatemala
Total Offerings → Offerings
0
Commercial + Specialty lots
Pending Samples → Samples
0
awaiting evaluation
Contracts Open → Contracts
0
purchase + sales
Open Payables → AP
$0
0 purchase invoices pending
Open Receivables → AR
$0
0 invoices outstanding
Inventory → Warehouse
$0
0 bags in warehouse
Overdue → Accounting
0
no overdue items
Morning Briefing
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AI Analyst Claude · Sonnet · Full ERP Context
AI Analyst ready. Loading live context…
📊 Live Inventory
📦 Catalog
Type Samples filter →
0
purchase evaluations
Offer Samples filter →
0
sales · sent to customers
Pre-Shipment filter →
0
purchase · boarding gate
Arrival filter →
0
purchase · post-landing
Sample Register
＋ New
No samples yet. Create your first sample →
Purchase Contracts
0
total
Sales Contracts
0
total
Allocated
0
purchase ↔ sales linked
Unallocated
0
no allocation yet
| Contract # | Counterparty | Origin / Coffee · Grade | Bags | Outright ($/lb) | Ship / Delivery | Status |
|---|
Purchase → Sales Allocation Matrix
▼ expand
Suppliers
Customers
Agents / Brokers
Warehouses
No suppliers yet. Add first →
No customers yet. Add first →
No agents yet.
| ID | Name | City | Address | Phone |
|---|
Active Shipments
0
in pipeline
Overdue Milestones
0
action required
Docs Pending
0
missing documents
Price Not Fixed
0
sales — buyer call open
Purchase
Sales
Milestone timeline from SI through warehouse arrival. Click row to open/edit.
Purchase Milestone Tracker
Outbound delivery schedule from active sales contracts.
Show
Sales Delivery Schedule
WH Arrival → Stripping → Arr. Sample → Trucking → Released → Invoiced → Picked Up → Delivered
Total Inventory
0
bags on hand
Allocated to Sales
0
bags committed
Available
0
bags unallocated
In Transit
0
bags not yet arrived
📦 Inventory — All Lots
No warehouse arrivals confirmed yet. Lots appear when shipments reach WH milestone.
Total Sales DOs
0
all contracts
Created
0
not yet sent
Sent
0
DO delivered to buyer
Invoiced
0
invoice created
Sales Delivery Orders
| DO # | Contract · Customer | Coffee | Bags | Status |
|---|
Total DOs
0
purchase delivery orders
On the Water
0
BL not yet received
In Inventory
0
IPA holds title
Allocated
0
reserved for buyer
Released
0
title transferred
Purchase Delivery Orders
No delivery orders yet. Click ＋ New DO to create one.
Total
0
invoices issued
Outstanding
$0
awaiting payment
Overdue
$0
past due date
Paid
$0
collected
Sales Invoices
| Invoice # | Type | Contract | Customer | Issue Date | Due Date | Amount | Status | Payment |
|---|
Total
0
purchase invoices
Pending
$0
awaiting approval
Approved
$0
ready to pay
Paid
$0
settled
Purchase Invoices
| Invoice # | Contract | Supplier | ADO # | Reason / Type | Bags | Amount | Due Date | Status | Payment |
|---|
Invoices
Accounts Receivable
AP — Coffee
AP — Expenses
Ledger
Financing
Total Outstanding
$0
accounts receivable
Current
$0
within terms
Past Due
$0
—
Invoices Open
0
issued to customers
Receivables Register
＋ New Invoice
No invoices issued yet. Create invoices from sales contracts.
Total Coffee AP
$0
owed to suppliers
Due This Month
$0
payment deadline
Paid
$0
settled
Coffee Payables
＋ New Payable
| Ref # | Supplier | Purchase Contract | Coffee | Amount (USD) | Due Date | Days Remaining | Status | Action |
|---|
Other Payables — Freight, Broker, Fixed
＋ Add Expense
| Ref # | Vendor | Type | Contract / SI | Amount (USD) | Due Date | Terms | Shipment | CFO Auth | Status |
|---|
Chart of Accounts
Journal
P&L
Balance Sheet
General Ledger
Chart of Accounts — IPA Coffee LLC
All journal entries (auto-posted + manual)
Profit & Loss
Balance Sheet — as of
Account
to
Total Facilities
$0
committed credit
Outstanding Principal
$0
principal owed
Accrued Interest
$0
unpaid interest
Available
$0
undrawn capacity
Pro Forma reason codes: Peso = weight cert pending · Preço = price to be fixed
| Invoice # | Contract | Counterparty | Date | Due | Amount | Status | Payment |
|---|
Expected Inflows
$0
0 AR invoices due
Expected Outflows
$0
0 payables pending
Net Cash Position
$0
projected 90-day
Overdue Total
$0
combined AP + AR
90 Days
180 Days
All
Monthly
All Items
ICE exchange margin call deposits require manual reconciliation. Track hedge deposits separately and add as manual journal entries.
KC Arabica (NY)
—
Front Month ¢/lb
RC Robusta (London)
—
Front Month $/MT
Hedged Positions
0
lots open
PTF Contracts
0
price to be fixed
Hedge Positions
Hedge positions will appear once purchase contracts with TBD/PTF pricing are created.
Basis Tracker
Global Audit Log — All Changes
0 entries
No changes logged yet. Edits to samples, contracts and shipments will appear here.
Offerings Export
📦
Full offerings catalog with pricing, flavor profiles, availability
Export CSV
Sample Report
🧪
All 54 samples — results, notes, supplier breakdown
Export CSV
Purchase Analysis
📋
Volume, basis performance, supplier ranking
No data yetSales Analysis
💹
Revenue by customer, origin, grade
No data yetCash Flow P/R
📊
Planned vs realized, cost center breakdown
No data yetClient Portfolio
🏢
Activated / inactivated status, AR aging
No data yet
Company Info
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