Load Details
Scale Weights (lb)
Scale Ticket
Bill of Lading
Loads Log
| Release # | Date | Loading Time | Customer | Material | Truck | Net Tons | Status | Invoice | Notes | Scale Ticket |
|---|
New Order
Orders
| Customer | Date | Time | Delivery Location | Carrier | Status | Fulfilled Via | Notes |
|---|
Customer Contact Info
| Customer | Company | Phone | Billing Address | QBO ID | Last Synced |
|---|
Products List
Only these items are brought in from QuickBooks Products & Services — everything else in QBO stays out. "Credit" is kept here for crediting invoices even though it has no matching QBO item.
| Material | QBO Item | Taxable | Last Synced |
|---|
Price Tab Locked
Enter the Price PIN to view pricing. Ask a Super-Admin for it.
Customer Price List
Prices auto-fill on the load form when a customer is selected. Adding a new price for a customer supersedes the old one from its effective date — history is kept.
| Customer | Material | $/ton | Delivery Fee | Sales Tax | Terms | Effective |
|---|
Sales Transactions
The full sales ledger - imported history (2023 on) plus live loads from this Hub. New loads appear automatically. Scroll right for all columns.
| Date | Time | Day | Wk | Release # | Customer | Carrier | Loads | Tons | $/Ton | Delivery | Sales $ | Tax | Exempt | Invoice Status | Inv Date | Due | Pay Status | Paid | Balance | Aging | Source |
|---|
Filters
Top Customers
| Customer | Loads | Tons | Sales $ |
|---|
Top Customers by Sales $
A/R Aging — Open Balances Refresh from QuickBooks ExcelPDF
| Customer | Current | +15 | +30 | +45 | +60 | +90 | +120 | Total |
|---|
Sales Breakdown
Monthly Sales
| Month | Loads | Tons | Sales $ |
|---|
Weekly Sales
| Week # | Loads | Tons | Sales $ |
|---|
Monthly Pattern — Sales $ & Tons
Weekly Sales Trend — Loads, Tons, Sales $ (last 12 weeks)
Each line is scaled to its own peak — hover any week for exact Loads, Tons and Sales $.
Cash Flow Forecast — Weekly (Amount Due per Customer)
Wk 1 = everything already past due plus due within 7 days; later weeks bucket by invoice due date, 7 days per week.
| Customer |
|---|
Filters
Applies to every chart/table below. DSO Trend and Aging Bucket Migration are company-wide AR totals (no per-customer/material history), so only the date range affects those two — customer/material are ignored there.
Cash & Collections
Aging Bucket Migration
| Current | +15 | +30 | +45 | +60 | +90 | +120 | Total |
|---|
Price Realization — Actual vs. Price List (last 90 days)
Live Hub loads only, weighted by tons. Negative variance means selling below the price list.
| Customer | Tons | Avg Charged | Avg List | Variance $ | Variance % |
|---|
Blended $/Ton Trend
Blended $/Ton by Material
Hub-era loads only — frozen history carries no material.
| Month | Material | $/Ton |
|---|
Load Volume — Day of Week × Hour
Live Hub loads only (frozen history has no time-of-day). Darker = more loads.
Loads per Customer
| Customer | Loads | Tons | Avg Tons/Load |
|---|
Sales by Day of Week
Customer Concentration
| Customer | Sales $ | % of Total | Cum % |
|---|
New vs. Repeat — Last 90 Days
Lapsed Customers
| Customer | Last Sale | Days Since | All-Time Sales $ |
|---|
Filters
Pulls from the same Sales Transactions ledger as the Sales tab. Pick what goes into Rows, Columns and Values below — everything recalculates right here on the page.
Pivot Builder
Values
Result
Forecast
Next 52 weeks. Tonnage is editable and seeded from the Cashflow Year Excel; revenue always uses the Hub's own price list, never the Excel's prices. Weekly Cashflow FCST projects when that revenue turns into cash, using each customer's terms.
WKLY SALES FCST
Tons per customer per week — click a cell to edit. $/Ton and Terms come from the Price tab; Revenue = Tons × $/Ton.
Weekly Cashflow FCST
Projected cash-in per customer per week: real open AR bucketed by its invoice due date, plus forecasted future sales projected out by that customer's terms (e.g. sales forecast this week with Net 7 terms land as cash the following week; Net 21 lands 3 weeks out). Click a cell to override it by hand — "Reset" clears the override back to the computed value.
Current Inventory by Material
| Material | Received | Adjustments | Shipped | Balance |
|---|
New Receipt
Damaged Goods / Adjustment
Super-Admin role and the Override PIN are both required — the same PIN used for Void Invoice, and it expires the same way (1 day after being set).
Inventory Transactions
| Date | Type | Material | Ship / Reason | Qty (tons) | Reference | Entered By | Entered At |
|---|
QuickBooks
Connecting opens Intuit's site. Invoices are created but never emailed automatically — Finance reviews and sends from QuickBooks.
Scale Indicator
Configured in the .env file (SCALE_MODE). Run npm run test-scale
from the app folder to troubleshoot a connection.
Change My Password
Users
| User | Name | Role | Dispatch access | Active |
|---|
Dispatch: only the Dispatch tab (phone in orders). Operator: enter loads and print BLs. Finance: also invoice to QBO and set pricing. Admin: everything. Super-Admin: can also void invoices in QuickBooks. "Dispatch access" adds the Dispatch tab to any role without changing it.
Backup
Runs automatically each night to the folder set in .env (point it at OneDrive or Google Drive).
Void Override PIN
Voiding an invoice in the Loads Log requires both a Super-Admin account and this PIN — neither one alone is enough. Only Super-Admins can see or change it. The PIN expires 1 day after it's set — it has to be refreshed here to keep using Void Invoice.
Price Tab PIN
Locks the Price tab. Anyone you give this PIN to can view Price after entering it once per login. Leave the box blank and save to remove the lock.
Tab Access by Role
Uncheck a tab to hide it from that role. Finance-level tabs (Products, Price, KPI, Inventory) can't be granted to Dispatch/Operator, and "—" means the tab isn't available to that role. Existing security still applies underneath.
Support
Something not working? Email
nima@alliedcem.com
with a screenshot and, if it's a QuickBooks error, the error message shown on screen
(it includes an intuit_tid reference Intuit support can look up).