Crescent Hardwood Supply
CHS CRM
AI By Claude
Build:

CHS CRM

AI By Claude

Build:

© Crescent Hardwood Supply 2026

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Overdue ?
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Calls this week
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Open orders
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MTD sales
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📄 Business cards
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Features
Today's usage
💡
Feature of the Day

📝 Notes

Your private scratchpad — nothing connects to any customer or report.

Text, photos, PDFs, Word docs, and Excel spreadsheets — up to 25MB each.

🔔 Upcoming reminders

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📅 Today's schedule ↗ click to expand

🗺️ Build route
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🎂 Upcoming birthdays

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📞 Recent calls

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All Customers

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NameAddressPhoneAssigned repNet Sales YTDYTD Last Year
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Field Activity
📞 Call Reports

Field visit logs, geostamped on submission. Your call reports are private to you and your manager.

Total reports
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This week
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Customers visited
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📝

Log a call

Takes a minute — the details here are what your manager and future-you will actually read back.

Not captured yet

All Call Reports

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More filters (keyword, city, distance)
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📞
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Calls this month
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Follow-ups pending
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Stops this month
Delivery LCL shipments Paper truck FedEx Personal appts Days off / vacation
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📅 Today's agenda

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⚠️ Overdue

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Add calendar event

This is what prints on the manifest. If an order is also linked above, this takes priority over it.

Order

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Routes

Plan the day

Set where you start, add the stops, and go.

CustomerRepLast CallNext Call DueNotesActions
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📝 Jot something down

Write it while you remember it, then send it wherever it belongs.

Adding to a route puts it on that day and re-orders the stops to keep the driving sensible.
Overdue
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Due today
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This week
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Completed (30d)
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Pending

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📈 Product Trends

24 months · all reps · click any row to drill in

Net Sales
Customers
872
active accounts
Collections
204
product lines
Unique Items
2095
SKUs sold
Avg / Customer
per period

📈 Monthly Revenue

🏆 Top Collections

🏢 Top Customers

🌟 Sales Heat Map top 8 collections × month

Low
High

🔄 Year-over-Year Comparison recent 12m vs prior 12m

🏢 Industry Comparison our trend vs. reported industry trend

Every row here is entered by hand with a source — nothing on this page is generated or guessed. Check a box to show that collection in the comparison below. Use "Download research template" for a spreadsheet pre-filled with our collections (and a few researched starting suggestions) to fill in and re-import.

Our collection Industry category Our trend Industry trend Source
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Select a collection or customer above

Detail View

Rep Leaderboard — actual (MTD/YTD from last accounting import) vs goal

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Open Orders by Collection — pending order value, not completed sales

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Top Past Due Customers — per last accounting import

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Past Due by Amount — how much is owed, grouped by size, not by how long it's been due

Backordered Items — Age — genuinely backordered lines only, not normal pending-to-ship

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Customers Trending Down — YTD vs same period last year, per last import

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CustomerRep Period to Date YTD Last YTD Sales Previous Year Change
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Rep Activity — call reports, follow-ups, audits, this month

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RepCall reportsFollow-ups completedFollow-ups pendingAudits logged
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🛠️ Having trouble?

Something not loading, showing old information, or a button not working? Start here.
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1. Refresh this device
Phones and tablets hold on to old copies of pages, which is usually why something looks out of date or a new button is missing. This clears what is stored here and reloads a clean copy. Nothing on your account is deleted — your notes, reports and customers all live on the server.
2. Still not right? Send a report
This runs a quick check of your device and connection, then hands you a report to send. It saves a lot of back-and-forth — it says which version you are on, what is slow, and what failed.
Pick a topic on the left to get started.
Planning

📊 Speculative Ordering

When to cut each PO, worked back from how long that vendor actually takes.
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The rule this uses
Order when stock falls below (lead time + safety) × average monthly sales.
Lead time is measured from your own shipments — the vendor’s median PO → Gate In plus the ocean leg — not a carrier’s promise. The safety cushion below defaults to 2.5 months, which roughly covers the gap between a vendor’s median and their worst run.
Why the trigger looks high: a PO placed today lands in roughly 4–6 months. Reordering at 2.5 months of stock would leave the shelf empty for two to three of them, so the trigger has to cover the whole wait plus the cushion.
Booked-ahead POs: when a six-month book is released at once, PO → Gate In stops measuring the vendor and starts measuring our own booking policy — the paperwork is simply early by design. Those containers are marked booked ahead, left out of the lead-time averages, and judged instead on whether they gated in on the date we asked for.
Container quantities: taken from what we have actually ordered — the usual quantity for that item or its collection. These are special runs and the mill fills to capacity, so an acceptable range is shown rather than a single figure. Collections whose past POs vary a lot are flagged.
Order early: every order date is pulled forward by the head start set below, and anything that would be built during a factory shutdown is moved ahead of it rather than allowed to slip.
Factory shutdowns: Chinese New Year closes most plants for roughly a month (10 days before, 30 after), and PT Layo shuts all of April for Lebaran. Orders that would be built during a closure are moved ahead of it, and each vendor’s last safe order date is shown below.
Excluded: JC Group and the laminate collections — that vendor holds goods on purpose, so their PO → Gate In is a warehousing arrangement, not a lead time. Their ocean leg is still used.
Open this section to build the plan.
Status
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🚦 Data Feed Health

How current each imported data set is. Hover a light for what to do about it.

Loading data feed status…
Up to date Getting stale — update soon Overdue — update now Administrators are emailed each weekday morning while anything is yellow or red.
Tools
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🧰 Admin tools

Imports, catalog, users, and pending pricing changes.

💲
Program Pricing Changes
No pending changes — all clear.
📥
Import Data
Load Customer Master, Sales, Open Orders, and Container files from Compass/Eagle.
🗂️
Display Catalog
Manage product trend data and collection performance..
👥
Users
Add, edit, and manage rep accounts, roles, and salesperson codes.
Content & messaging
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🎂 Birthday Cards & Reminders

Card designs, default messages, how far ahead birthdays flag, and which pop-ups appear.

Card design

Pick the design reps start on. They can still switch per card.

Pre-filled when a rep opens a card. They can edit it before sending.

✏️ Per-design messages (optional)

Give a specific design its own wording. Blank = use the default above.

Live preview

Updates as you type. Sample name shown.

Timing & behaviour
days

Controls the 🎂 on route stops and business cards.

days after

Creates a belated-call reminder if one slipped by.

Use {name} where the person's name goes.

Team insights
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🏢 Company-wide Adoption

Managers & staff blended into one adoption rate, benchmark, and 30-day trend (admins excluded). Collapse to jump to per-person.

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Company usage trend
Avg features used per person, per day
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📊 Team Feature Adoption

Click a person to see their breakdown — only their card opens.

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🧭 Team Comparison — Time by Tab

Side-by-side time spent per person, per tab — spot who's under-using a feature so you know who to walk through it.

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Never opened Barely used (<2 min total) Some use Regular use
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🎯 Coaching opportunities

People with tabs they've barely touched or never opened in this range — good candidates for a quick product knowledge session.

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💡 Daily Spotlight Engagement

Who's completing the daily "feature of the day" pop-up.

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Person Role Today Completed Completion rate Spotlight opened Last done
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Not started Started Completed — "Today" reflects today's Feature of the Day.
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🕑 Login Activity

Real sign-in / sign-out history — click a name for the day-by-day log. Kept 60 days.

⏰ Time Online Per Day — total across everyone, with trend
Hours online Trend Active people
Person Role Sessions Time online Feature usage Last login Status
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Click any name to see that person's individual logins, logouts, session length, and which tabs/features they actually used, broken out day by day.

Records
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📦 Shipment History Log

Permanent archive of every container's PO / ship / landing dates — survives edits, hides, and deletions on the live Container Reports page. Feeds future lead-time estimates by collection and vendor.

📈 Avg lead time by collection & vendor ▾
Collection Vendor / Carrier Shipments Avg PO→Ship Avg PO→Land
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Only counts records with a known landing date (PO→Land) — in-transit shipments are excluded from these averages until they land.

Container # PO # Vendor / Carrier Collection Ship To PO Created Ship Date Landed PO→Ship PO→Land Archived
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Showing the most recent 500 archived records. Every completed container is captured automatically the first time it's marked Received or given a landing date — use "Refresh Log" on the Container Reports page to pull the latest details (including Ship-To) into every record.

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💡 Suggestions for future improvement

Ideas from the team — check off Done as you handle them. Shows who suggested each one.

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🔒 Tab Access

Pick a person, then switch tabs on or off. Only affects them.
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Choose a person above to see which tabs they can open.
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Admins
NameEmailCodeTerritoryRoleStatusActions
Managers
NameEmailCodeTerritoryRoleStatusActions
Staff
NameEmailCodeTerritoryRoleStatusActions
Total orders
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Total value
$0
Backordered
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Anomalies
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Filters

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0 selected
✉ Draft in My Mail App (no attachment) 📱 Text Selected
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Schedule deliveries

Crescent Hardwood · Supply chain

How long does it really take?

Every purchase order we place is timed from the day it’s cut to the day it lands. These are our own shipments — not the carrier’s promises.

The voyage, end to end

Each bar is one supplier’s typical order, drawn to scale. Gold is time at the factory; navy is time on the water.

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This device

🛠️ Having trouble? Fix it here

Clear out old data on this device, check your connection, or send a report to your administrator.
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Try these in order. Most problems are old information stuck on your device, not a fault with the portal.
1. Refresh the page properly
Reloads everything from the server instead of reusing what is already on the device.
2. Clear stored data
Wipes saved settings and cached files on this device, then signs you back in. Nothing in the database is touched.
3. Check this device
Runs a quick test of your connection, sign-in, and whether the portal can read its data.
4. Still stuck?
Sends the results above to your administrator so they can see exactly what your device is doing.
Working on a weak signal
The portal cannot control your phone’s signal or reserve bandwidth — no website can; the phone decides that. What helps on a bad connection:
  • Watch the Internet strength bar at the top of the dashboard. In the red, expect saves to be slow or to fail.
  • Close other apps that are streaming or syncing — those compete for the same signal.
  • On a tablet, turning Wi-Fi off in a weak Wi-Fi area forces it onto cellular, which is often stronger.
  • Let a page finish loading before tapping again. Repeat taps queue up more requests on an already slow link.
  • If a save fails, the information is still in the form — move somewhere with a better signal and press save again rather than retyping.
DateCustomerTypeDescriptionAmountStatusRepActions
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Containers
Arriving <7 Days
Overdue
Last Import

⏱️ Carrier Lead Times

What to base an order date on — measured from your own shipments.
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Group by
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Sort: Soonest arrival first
Container # Carrier PO Date Collection Est. Delivery Days Out Track Edit
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📇
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Total cards
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Companies
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Call log contacts
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Add a card


Customer Master import

Columns: account_number, customer_name, address, phone, customer_type, customer_since, primary_contact_name, primary_contact_email, terms, branch, rep_code. Also auto-detects and correctly handles Compass's actual "Customer Master" export, which comes out in the Account Information format instead, and the richer "Customer Summary" export (Customer Salesperson Number, Customer Number, Job, Customer Name, Net Sales MTD/YTD, Past Due Balance, etc.) — any of these work here.

To get real day-based Past Due aging in Analytics (instead of the size-based fallback), include these optional columns from an AR Aging export: Current, 1-30 Days, 31-60 Days, 61-90 Days, 90+ Days. Without them, Analytics falls back to grouping past due by dollar amount instead of age.

📋 Step 1 — Pre-clean your file before importing

Drop your Compass export here first. The tool strips any stray symbols from numbers, fixes address overflows, and splits out rows that need your attention (missing rep, house accounts) into a separate Review file you can correct and re-attach below.

🔁 Step 2 — Re-attach corrected review file (optional)

After fixing the Review file (adding missing rep codes, etc.), attach it here. The corrected rows are merged back in — numbers are cleaned and the combined file is ready to import.

📥 Step 3 — Import

Open Orders import

Columns (from Eagle/Compass export): Order Doc #, Store, Customer Number, Customer Name, Job, City, Customer PO #, Reference, Order Date, Item Number, Item Description, Order QTY, Backorder QTY, Actual Sell Price, EXT TOTAL, Delivery Date, SP Name, Fineline Code, Fineline Name, Salesperson Number, Clerk

📋 Step 1 — Pre-clean your file before importing

Drop your Compass open orders export here. Strips stray symbols from numbers, flags rows with unknown salesperson codes or missing data into a separate Review file you can fix and re-attach below. Account + Job routing is applied automatically.

🔁 Step 2 — Re-attach corrected review file (optional)

After fixing the Review file (adding missing salesperson codes, correcting customer numbers, etc.), attach it here. Corrected rows are merged back into a combined file ready to import.

📥 Step 3 — Import

Container Reports import

Also accepts the Master Container export format (PO DATE, PO Detail, Reference #, Ship Via, Date Expected, QTY ON ORDER, Item Number, Item Description, Fineline Name, Port, WEB). "Ship Via" is read carefully: a real container number goes to Container #, "DELIVERED MM-DD-YY" is read as already-arrived and sets the status, and anything else (booking/BL numbers) is kept as a tracking reference without being mislabeled as a container number. Optional — add a column called "Ship Date" or "Gate In" (either header works) to fill in when the container actually left origin port; leave it off and that field just stays blank until you add it. Rows with nothing to track yet import with those columns blank. Dates as MM/DD/YYYY or YYYY-MM-DD. Re-importing the same Container Number + PO Number + Item Number updates that row instead of duplicating it, so adding a Ship Date/Gate In column to your existing spreadsheet and re-uploading it will fill in that field for every matching row at once. Choosing a file shows a summary — container/carrier counts, anything unusual — before anything is actually written.


Product Trending Data

The Compass export with a column per month of net sales dollars, by customer and item (Customer Number, Item Number, Fineline Name, Job, then 2026-07 Net Sales and so on). Feeds the Product Trends page. Re-importing the same months refreshes them rather than doubling up.

Item Sales & Inventory

The Compass export with a column per month of net sales units, plus Quantity Available. Feeds the ordering plan in Admin → Speculative Ordering.

🆕 New products

Everything flagged as new, in one list. Change a launch date, or take one off.
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