What is this?

The Import Manager tracks every overseas shipment from booking through Fishbowl receiving. It calculates landed costs per yard, allocates inventory to open POs using FIFO, and generates Fishbowl-ready receiving worksheets — so Jaya can receive inventory without manually calculating costs.

The Workflow

• + New Container — Create a container record when a shipment is booked. Enter the BOL number, supplier, ETA, and shipping terms.
• 📎 Import Invoice — Upload the supplier's invoice PDF. AI reads it and pre-fills all line items (part numbers, quantities, prices). Review and save.
• Add Landed Costs — Enter ocean freight, drayage, broker fees, and insurance. These are automatically prorated by gross weight across all PO line items.
• Allocate to POs — System matches received quantities to open Fishbowl purchase orders using FIFO (oldest PO first). Review the allocation and adjust if needed.
• Receiving Worksheet — Download the Fishbowl-ready worksheet showing PO#, part#, qty received, and landed cost per yard for each line item.

Toolbar Buttons

• ↻ Refresh — Reload all containers and parts data from Firestore. Use this if you just made changes in another tab.
• 📋 Sync Logs — View the history of nightly Fishbowl CSV imports — timestamps, part counts, and any errors. Use this to verify the last sync ran correctly.
• 📎 Import Invoice — Upload a supplier PDF invoice for AI line-item extraction. Works with most supplier invoice formats.
• + New Container — Manually create a new container/shipment record when a new booking is confirmed.

Search & Filter

The search bar filters by container number, BOL number, and supplier name in real time. Use the Status filter to show only active, in-transit, or closed containers. Parts data syncs nightly from Fishbowl at 6am — if you see missing or outdated parts, contact Nik.

Container Status Flow

• Booked → shipment confirmed with supplier
• In Transit → on the water
• At Port → arrived, awaiting customs
• Customs → broker handling clearance
• In Drayage → moving port → warehouse
• Received → at Canwil, ready to allocate to POs
• Closed → all POs allocated, Fishbowl updated