Operations Portal
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πŸ“– User Guide

🩺 System Health

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πŸ“ˆ Metrics & Trends

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πŸ“‹ Routing Rules β€” how every order is decided, in priority order

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πŸ”Ž Inventory Lookup

Type a full SKU, or just part of it (e.g. KZ110) to see the whole family and pick the one you want. Shows San Diego + Dallas stock in SkuVault, what Shopify shows, and whether they're in sync. Click a πŸ“ quantity to see the exact bin locations that hold it β€” no need to open SkuVault.

πŸ”€ Order Search & Re-route

Find any order by number to see how it routed, its warehouse split, ShipStation status/tracking, and any hold or exception β€” then re-push it to the other warehouse if needed.

🚦 Per-Store Cutover Controls

Flip ShipStation push live/safe per store β€” persists instantly, no redeploy. Turn a store ON only after OFG is uninstalled for that exact store to avoid duplicate orders.

StoreOn RouterWebhooksPush StatusControlsSplit Email
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πŸ“Š System Status

ServiceRunning
Last Inventory Sync-
Orders In Hold-
Unresolved Exceptions-
Orders Routed Today-

⏰ Cutoff Settings

San Diego (W1): 2:00 PM Pacific Time (Mon–Fri)
Dallas (TX): 2:00 PM Central Time (Mon–Fri)

Edit Windows:
Standard/Economy/Free: 2 hours
Expedited/2-Day: 1 hour
Overnight/Next Day/Same Day: 1 hour

Weekend orders: window only, no cutoff

πŸ“¦ Held Orders Queue

These orders are held on purpose during their edit window so the customer can still change the address, size, or items before the order is locked to a warehouse. Every order routes automatically when its timer ends — nothing here is stuck or broken, and you don't need to do anything. A status of “Ready — routes next cycle” simply means the edit window has passed and the order will be sent on the next automatic run (every few minutes). Use Route Now only if you want to push a specific order through immediately.

IDStoreOrderShippingDestinationRoutes AtIn QueueStatusAction
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βš–οΈ Warehouse Balancing & Transfers

Split shipments are one of the biggest costs of running two warehouses — an order that ships from both San Diego and Dallas pays freight twice. Use the analyzer to see which SKUs to move (and where) to prevent the most splits, or create a manual transfer to NRI Canada. Every transfer is tracked end-to-end and nothing is removed from any warehouse until the checklist is worked through.

How a transfer works — every step must be completed for it to count as done
  1. Create the transfer — choose the SKUs & quantities. This also creates a ShipStation pick order so the source warehouse can pick & pack. (No inventory changes yet.)
  2. Pick & pack the goods at the source warehouse.
  3. Remove from source — download the Remove file and import it in SkuVault → Import → Transactions Import. This is the only step that deducts source stock — do it as the goods leave.
  4. Ship — hand to the carrier; the transfer moves to In transit.
  5. Open the incoming PO — download the PO file and import it in SkuVault → Import → PO Import. This opens a pending PO at the destination, waiting to be received. (NRI Canada uses their own receiving instead.)
  6. Receive — when the goods physically arrive, receive the PO in SkuVault. This adds the stock at the destination.
  7. Close — tick the final box once SkuVault & ShipStation reconcile. A transfer is only valid once fully closed.

πŸ”Ž Rebalance Analyzer (San Diego ⇄ Dallas)

Ranked by how many splits each move would prevent, using your real split history + live stock. Edit any quantity (0 to skip), then Create Transfer(s). Rows heading the same direction are grouped into one transfer. Read-only until you create — it never changes inventory itself.

SKUProductTransfer DirectionSplits CausedUnitsCurrent SDCurrent DallasTransfer Qty
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βž• Manual Transfer

Create a transfer by hand — e.g. ship from San Diego or Dallas to NRI Canada, or any ad-hoc move. Add SKUs and quantities, pick source and destination, then create.

SKUDescription (optional)Qty

🚚 Transfers In Progress

Everything going and coming, with the linked ShipStation & SkuVault references so anyone can find the paperwork. Work each transfer through its checklist — it stays here from created to closed.

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πŸ“ Recent Routing Decisions

TimeStoreOrderRuleWarehouseTagsSplitNotes
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🚩 Orders with Issues β€” click an order number to see its items and which are out of stock

OrderStoreIssueWhat's neededWhenAction
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πŸ”„ Recent Inventory Syncs

TimeStoreWarehouseUpdatedErrorsDurationStatus
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πŸ” Security / Access

Rotate the console key used to sign in to this dashboard. Scheduled tasks keep using the private master key, so rotating here never breaks automations.

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🧾 Audit Log

TimeCategoryActionActorTargetDetailOK
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