Order Tracking
Order-to-Cash pipeline — 8-gate tracking, B2B wholesale
Mock|03:01 AM
4 Orders Need Attention
Combined value: $494KSHIP
Past required date — not yet delivered. Expected 3/13, required by 3/14. Contact FedEx for status.
Ordered: Mar 6Required: Mar 14Expected: Mar 1312d in pipelineShip ID: FX-7834615
PICK
Awaiting carrier pickup for 7+ days. Picked 3/10, no carrier assigned. Saddle Creek staging. Escalate to John.
Ordered: Mar 8Required: Mar 16Expected: Mar 1510d in pipelineNo carrier assigned
PICK
Awaiting carrier pickup for 5+ days. Picked 3/12, no carrier assigned. Required 3/18 — at risk of miss. Escalate to John.
Ordered: Mar 10Required: Mar 18Expected: Mar 178d in pipelineNo carrier assigned
CRD
Credit hold pending > 24h. Murphy's new PO exceeds credit limit. Needs finance approval (Rahul). $210K order at risk.
Ordered: Mar 15Required: Mar 23Expected: Mar 223d in pipeline
B2B Revenue
$2.2M
Shopify B2B orders
Open Orders
16
of 20 total
Pipeline Value
$1.8M
not yet collected
Collected
$448K
4 orders
Avg Days to Deliver
7d
ORDER → DELIVERED
Overdue
0
past required date
Stuck
3
delayed at gate
Pipeline Distribution
Month:
20 ordersGate Definitions
1. ORDEROrder received in Shopify. Timestamp = Shopify order creation date. Triggers credit review and inventory check.
2. CRDCredit review completed. For new accounts or orders above credit limit, finance reviews and approves. Auto-approved for established accounts.
3. ALLOCInventory allocated in Cin7. Specific SKUs reserved against warehouse stock at Saddle Creek. Prevents overselling.
4. PICKOrder picked at Saddle Creek 3PL. Physical cans pulled from warehouse shelves, staged for shipping.
5. SHIPShipped from Saddle Creek. Carrier has picked up. Tracking number generated. Transit time begins.
6. DLVRDelivered to customer location. Carrier confirms delivery. Triggers invoice generation.
7. INVInvoice recorded in accounting. Net terms start (typically Net 30). Synced to QuickBooks.
8. CASHPayment received and reconciled. Order fully closed. Cash applied in QuickBooks.
Data Sources
Orders: Shopify Admin API — Sesh US Wholesale ↗
Expected Delivery: Shopify B2B order metafield (custom.expected_delivery_date)
Inventory Allocation: Cin7 inventory system
Fulfillment & Tracking: Saddle Creek 3PL tracking data
Gate Overrides: Manual timestamps stored in browser localStorage