Drop this week's "Open POs" .xlsx/.csv — adds new orders, moves finished ones to History.
Backup ▾
How to use & keep the team in sync
☼ Each morning — when new data is available (one person, usually the lead)
Open this report — it loads today's shared data from the database automatically.
Drag the new "Open POs" export into Import fresh data above.
New orders are added & auto-assigned; finished orders move to Completed History; existing assignments & reviews carry over.
It saves to the shared database automatically — the whole team sees today's data within seconds.
✎ During the day — reviewing (every buyer)
Open this report and set I am to your name.
Filter with Buyer Workload or Assigned to me to find your orders.
Fix the Assigned to dropdown if needed and click Mark reviewed as you finish each order.
Every change auto-saves to the database instantly, and other viewers' changes appear for you automatically (about every 15 seconds) — no manual refresh needed, though ↻ Refresh is there if you want it right away.
Active Orders
Completed History
Buyers
Status & Aging
Order age
Orders
Distribution
Open Orders by Location
Location
Ord
Grn
Neu
Trn
Red
Lines
Qty
Buyer Workload (click to filter — number in red = still to review)
Order Explorer
AllRedNeutralTransferGreenNeeds buyer action
OrderLocationCustomerAgeStatusAssigned toReviewed
Completed History (orders that fell off a later import)
Completed
Order
Location
Customer
Assigned
Reviewed by
Last status
Lines
Qty
Manage Buyers
Removed Buyers Archive (their open orders at the moment they were removed — for reference)