LUMINAERP

Sample desk · invented data

Meridian Supply Co.

Wholesale HVAC, plumbing and industrial supplies

Sales desk

Quote into order. Promise a date, then hold the margin.

Houston · Dallas · Phoenix · counter open

Open backlog

$38,014

8 orders

Due today or past

2

Promised dates

Cannot ship complete

6

At least one line short

On hold

1

Waiting on credit

Needs a person

7 open

  • HighStockout risk, COP-50 Houston

    Nine on hand and nine committed. Reorder point is 24 and the next copper mill run is 18 days out.

    Also on

  • HighCredit hold, SO-4424 Northpark

    Open balance is over the limit, so the order will not release. Sales has promised a date on it.

    Also on

  • HighLate inbound, PO-1911 Aether

    Five ton condensing units are six days past the expected date, and SO-4430 is promised tomorrow.

    Also on

  • HighPick short, PT-8803 Houston

    Two of four lines short against a cutoff this afternoon. The order is promised tomorrow.

    Also on

  • WatchBelow-cost lines, SO-4430

    Two fittings are priced under last cost. It leaks margin if it ships as written.

  • WatchQuote expiring, QT-2214 Lakewood

    Expires tomorrow at a healthy margin, and nobody has called the account.

  • WatchPick short, PT-8802 Phoenix

    Ten gaskets on the order and none in the bin, against a cutoff this afternoon.

    Also on

Four desks, one company

Which desk is yours?

Pick a desk to see its sample documents and exceptions. Follow an order from sales to the warehouse, or open finance to review receivables and cash.