What is this?
The Import Manager tracks every overseas shipment from container booking through warehouse receiving. It calculates landed costs, allocates inventory to open POs, and generates Fishbowl-ready receiving worksheets.
The Workflow
- + New Container — Create a container record when a shipment is booked. Enter BOL number, supplier, ETA, and line items.
- 📎 Import Invoice — Upload a supplier invoice PDF. AI extracts line items and pre-fills the container automatically.
- Allocate to POs — Allocate received quantities to open Fishbowl purchase orders using FIFO (oldest PO first).
- Landed Cost — Add ocean freight, drayage, broker fees, insurance. Prorated by weight across each PO.
- Receiving Worksheet — Download Fishbowl-ready worksheet with PO#, part#, qty, and landed cost per yard.
Toolbar Buttons
- ↻ Refresh — Reload all containers and parts data from Firestore.
- 📋 Sync Logs — View history of nightly Fishbowl CSV imports — timestamps, part counts, errors.
- 📎 Import Invoice — Upload a supplier PDF invoice for AI line-item extraction.
- + New Container — Manually create a new container/shipment record.
Data Sync
Parts and vendor data sync nightly from Fishbowl at 6am. The search bar searches container numbers, BOL numbers, and supplier names.
💡 Tip: Use Import Invoice to save time — the AI reads the supplier PDF and fills in all the line items. Then just verify and save.