Lumber trader’s customer reports now build and send themselves

The problem

I build my main customers’ stock reports by hand, and I check my cost per board foot by hand.

• The owner did not like his old systems.
• Stock reports for his main customers were built by hand, and cost per thousand board feet was checked by hand.
• Carrying cost grows every night the wood sits, so he needed a live number.

What we built

1. Order to truck release. One place to track an order from purchase order to truck release.
2. A live cost. Weighted average cost per thousand board feet, checked against his own math.
3. Customer stock reports. A 90-day lookback, sent as PDFs on weekdays.
4. A web app on the same workflow. Purchase orders, sales orders, active orders, truck release and quotations.
5. Offers that write themselves. A sales order creates the offer PDF and the confirmation email for the customer.