DISTRIBUTION RECONCILIATION DESK

Close every route with evidence.

Match what was ordered, loaded, delivered, returned, credited, and invoiced—then send only real exceptions to a person.

Upload canonical CSV

TODAY'S CONTROL BOARD

Exceptions by stage

PRIORITY

Needs attention

RECENT ROUTES

Route close status

Route	Orders	Exceptions	Exposure	Status

DATA COVERAGE

Evidence completeness

CLIENT AND LOCATION CRM

One business. Every location.

Manage buyers, permissions, delivery rules, and the operational history of each account.

ACCOUNTS

Client portfolio

0 active

AI OPERATIONS BRIEF

Ask the operation, not twelve systems.

Grounded summaries and recommended next steps using current operational data. Suggestions never execute transactions automatically.

Evidence-grounded

COMMERCIAL MASTER DATA

Control what each customer can buy and pay.

Maintain products, pack and order units, customer terms, delivery schedules, authorized items, discounts, and future price changes in one governed workspace.

CUSTOMER RULES

Account commercial profile

PRICE CHANGE

Schedule a customer price

ProductNew case priceEffective date

UNIT CONFIGURATION

Purchasing, stocking, selling, and pricing units

Define every measurement accepted for the product and its conversion to one base inventory unit.

ProductBase inventory unitPricing methodSubstitution group

UnitDescriptionQty in base unitOrderPriceAverage weightBarcode / GTIN

Examples: 1 case = 4 bags; 1 bag = 5 lb; 1 pallet = 48 cases. The base unit always equals 1.

PRICE SIMULATOR

Preview an order line

ProductOrder unitQuantityActual delivered weight

AUTHORIZED PRODUCT SCHEDULE

Customer catalog and pricing

Unauthorized items are blocked at order entry

Product	Pack / order unit	Price base	Customer price	Discount	Margin	Effective	Authorization

PRODUCT MASTER

Sellable products and warehouse controls

SKU	Description	Category	Pack	Order / price unit	Unit cost	List margin	Load sequence	Status

PROMOTIONS AND VOLUME PRICING

Deals, brackets, and bill-back accruals

Lowest eligible price applies automatically at order entry

Create promotional deal

Create volume bracket

Promotional deals

Deal	Product	Scope	Window	Deal price	Bill-back / case	Accrued	Status

Volume brackets

Product	Customer	Quantity	Case price	Effective

MASTER-DATA HISTORY

Pricing and authorization changes

ORDER DESK

Turn every conversation into a clean order.

Phone, portal, recurring, and rep-entered orders follow the customer’s authorized products, pricing, delivery schedule, and location rules.

TODAY'S CALL LIST

Customers without orders

RECURRING BUSINESS

Standing orders

Review before release

ORDER ORCHESTRATION

Active orders

QUICK REORDER

Frequently purchased

NEEDS YOUR DECISION

Approvals

DELIVERY TRACKING

Recent orders

Customer-visible status only

DOCUMENT CENTER

Invoices, credits, and PODs

WAREHOUSE AND DELIVERY

Run every route your way.

Use printed tickets, a driver app, or both—while loads, delivery outcomes, collections, and reconciliation share one event history.

LOAD CONTROL

Route load sheets

Paper and app workflows supported

WAREHOUSE QUEUE

Pick and load

DRIVER QUEUE

Deliver and capture POD

Mobile or paper

DELIVERY RETURN

Paperwork and route settlement

Paper or app

AUTOMATION LEDGER

Event history

Human approval required for credits

EXCEPTION QUEUE

Research what changed.

Every alert includes the rule, linked source values, and a review decision.

PURCHASING INTELLIGENCE

Reorder with the reason attached.

Demand, allocations, open purchase orders, lead time, and safety stock produce a recommendation—not an automatic commitment.

Every purchase order requires buyer approval

DEMAND HISTORY

Product trend and seasonal comparison

ProductMeasure

Current 12 monthsPrior-year comparison

BUYER SIGNALS

What changed and why

PERIOD DETAIL

Demand, prior year, forecast, and service impact

Period	Cases shipped	Prior year	YoY change	Stockouts	Returns	Forecast

REPLENISHMENT WORKBENCH

Recommended actions

Item	Supplier	Available	Reorder point	Lead time	Recommended	Est. cost	Decision

Recommendation logicAvailable = on hand + open PO − allocatedTarget = lead-time demand + safety stock + 7 days of demandRecommended quantity = max(0, target − available)

PURCHASE ORDERS

Order and receiving status

THREE-WAY MATCH

PO, receipt, and supplier invoice

Mismatches require review

PROCUREMENT ACTIVITY

Controlled transaction history

WAREHOUSE INVENTORY

Know what is available before promising it.

Receive product, allocate orders, transfer cases to trucks, record shortages, and reconcile physical counts without requiring scanners.

STOCK POSITION

Warehouse availability

Product	Warehouse	Lot / use-by	On hand	Allocated	On trucks	Available to promise	Counted	Status	Actions

SHELF-LIFE ACTION CENTER

Lot priority and controlled specials

FEFO remains the default. Authorized users can prioritize another lot or prepare a sales special without automatically changing customer prices.

Sales approval required before publishing

RECEIVING

Post a warehouse receipt

ProductCases receivedSupplier reference

TRUCK TRANSFER

Move stock to a route

ProductRouteCases

INVENTORY ACTIVITY

Receipts, transfers, and adjustments

LOT & RECALL CONTROL

Trace every lot from receipt to customer.

Capture expiration and origin, preserve product custody, identify affected customers, and control recall recovery without spreadsheets.

LOT RECEIVING

Receive traceable inventory

ProductLot codeExpiration dateCountry of originCases receivedSupplier reference

RECALL INITIATION

Place a lot on recall hold

LotRecall numberReason

Starting a recall blocks the selected lot and builds a customer-impact list from recorded custody movements.

LOT REGISTER

Availability and expiration risk

Product / lot	Received	Expires	Origin	Available	Status	Custody

AUTOMATIC CUSTODY LEDGER

Warehouse load → truck → customer

Eligible inventory is allocated by earliest expiration first. Loading and POD events preserve the lot chain automatically.

RECALL WORKBENCH

Affected customers and recovery

MOBILE DELIVERY WORKSPACE

Route R-04 · Alex Morgan

Stop sequence, delivery changes, and proof of delivery—designed for a phone or tablet.

9:41VeriDistro Driver●●●

ROUTE PLANNING AND DISPATCH

Build a feasible route before it rolls.

Assign ready orders, respect truck capacity and delivery windows, sequence stops, and release the final plan to the driver.

READY TO ASSIGN

Staged orders

ROUTE BOARD

Today’s trucks

DISPATCH CHECKS

Release readiness

ROLE-BASED REPORTING

One operation, four decision-ready views.

Each team sees the decisions it owns, while every number traces back to the same order and delivery events.

FINANCIAL CLOSEOUT

Turn delivery evidence into clean billing.

Compare invoices to accepted quantities, route credits for approval, and send only validated transactions back to the ERP.

EVIDENCE RECONCILIATION

Delivery-to-invoice control

Each result shows the operational evidence used, the calculation performed, and the remaining human decision. No financial correction posts automatically.

$0.01 tolerance

ERP INTEGRATION CENTER

Connect without replacing the ERP.

Map the platform’s clean operating model to each distributor’s ERP, validate records before posting, and keep failures visible.

CONNECTION

Produce Pro · File exchange

Ready

VeriDistroCanonical order model

⇄

ERP adapterCSV / SFTP adapter

⇄

Produce ProConfigured destination

Mode Outbound posting disabledSchedule Every 15 minLast validation Today 09:15

SAFETY CONTROLS

Posting policy

Validate customer and location Reject duplicate external IDs Hold price mismatches Human approval for credits

MIGRATION WORKBENCH

Import and validate legacy data

No file loaded

DatasetChoose CSV

Validation is a dry run. Invoice-line imports also verify invoice and SKU references, arithmetic, provenance, and duplicates before commit.

IMPORT CONTROL CENTER

Batch history and exceptions

Audit records retain file metadata and validation messages—not imported customer, product, or financial values.

Loading import activity…

IMPORT PROFILES

Saved source mappings

AFS customer exportCustomer, ship-to, route, contactCSV · version 1

AFS item exportSKU, pack, price, catch weightCSV · version 1

Generic opening ARCustomer, invoice, dates, balanceCSV · version 1

AFS invoice detailInvoice, external line, SKU, quantity, UOM, price, taxCSV · version 1 · source retained

DATA EXPORTS

Accounting and migration files

Exports use canonical VeriDistro field names and preserve external identifiers.

FIELD MAPPING

Canonical order → ERP sales order

Version 1 · reviewed Oct 17, 2026

SYNC ACTIVITY

Records requiring attention

ACCOUNTING HANDOFF

Every eligible operating event becomes a balanced entry.

Review sales invoices, credits, inventory receipts, and approved supplier liabilities before exporting them to TA or another general ledger.

JOURNAL BATCH

Operating activity

ORDER LEDGER

One chain of custody.

Line-level quantities remain visible from order through invoice.

Order	Customer	Route	SKU	Ordered	Loaded	Delivered	Returned	Accepted	Net billed	Expected	Result

CONTROL LIBRARY

Explicit rules before AI.

Deterministic checks govern reconciliation. No financial adjustment is posted automatically.

Accepted CSV columns

Required: order_id, line_id, customer_id, route_id, sku, unit_price, ordered_qty, manifest_qty, delivered_qty, returned_qty, pod_present, invoiced_qty, credit_memo_amount.

Optional: description, return_reason. Values are recalculated in the browser. Files are not uploaded to a server.

ACCESS AND GOVERNANCE

Give each person only what they need.

Role-based permissions, approval thresholds, account status, and a traceable history of sensitive changes.

USER DIRECTORY

People and access

User	Organization	Role	Scope	Last active	Status

PERMISSION MATRIX

Role capabilities

APPROVAL POLICY

Human-control limits

Credit memo approval abovePurchase approval abovePrice variance hold above

AUDIT LOG