Dashboard
Loading...
Live Analytics
Delivery volume — last 14 days
Delivery status breakdown — today
CO2 trend (all customers)
Failed Max Optra deliveries
Deliveries Max Optra has marked FAILED - most recent first.
| Date | Customer | Route/Driver | Reason | POD |
|---|
Recent delivery notes
| Date | Customer | Type | Summary | Status |
|---|
No delivery notes yet.
Emissions reports status
| Client | Period | CO2 (kg) | Status |
|---|
No emissions reports yet.
Customers
Click a customer to see sites, contacts, price list, and orders.
CSV columns: name, contact, email, phone, accountManager, status, notes, group. Use this once to load your full client list, or anytime to bulk-add more.
No customers yet. Add one or import a CSV.
← Back to customers
Customer
Overview
Account Review
Sites
Contacts
Price List
Deliveries
Documents
Contact
—
Account manager
—
Email
—
Phone
—
Opera ID
—
Notes
—
Account Review
Needs attention
| Date | Site | Status | Notes |
|---|
Top sites by order volume
| Site | Orders | Total value |
|---|
No orders logged against any site yet.
Recent orders
| PO / Ref | Date | Site | Description | Value | Status |
|---|
No orders on file.
CSV columns: siteName, accountNumber, address, postcode — plus optional contactName, contactPhone, contactEmail, accessTimes, deliveryInfo, comments, notes
| Site name | Account number | Opera ID | Address | Post code |
|---|
No sites added yet.
CSV columns: name, email, phone, notes
| Name | Phone |
|---|
No contacts added yet.
CSV columns: sku, product, price, notes
| SKU | Product | Price | Notes |
|---|
No price list items yet.
Max Optra deliveries matched to this customer via Opera ID, across all its sites.
| Date | Site | Route/Driver | Status | POD |
|---|
No Max Optra deliveries on file for this customer yet.
No documents uploaded yet.
← Back to sites
Site
Details
Orders
Account number
—
Post code
—
Address
—
Site contact
—
Contact phone
—
Contact email
—
Access times
—
Delivery information
—
Comments
—
| Date | Order ref | Items | Value | Status |
|---|
No orders logged yet.
Max Optra
Daily van routes, grouped by day — synced from Max Optra or added manually.
Max Optra CSV columns recognised (any casing): customer/customerName, deliveryDate, route, driver, vehicle, miles, status. Rows are matched to an existing customer by name automatically.
Nothing logged yet.
Inbound Booking In
Inbound deliveries arriving at Pearroc — company, pallet count, and date.
Upcoming
Past
| Date | Company name | Pallets | Booked in by | Contact number |
|---|
No upcoming bookings in.
| Date | Company name | Pallets | Booked in by | Contact number |
|---|
No past bookings.
Goods Received
Miscellaneous stock purchases (mainly Amazon) that aren't set up as proper orders — log what's been bought and for which client, warehouse marks it received once it arrives.
Overview
Purchases
Goods Received Overview
Overdue
| Item | Client | Est. arrival | Qty | Purchased by |
|---|
Nothing overdue.
Part delivered
| Item | Client | Qty received / ordered | Purchased by |
|---|
Nothing part delivered.
Ordered
| Ordered | Est. arrival | Item | Client | Qty received / ordered | Purchased by | Image |
|---|
Nothing outstanding.
▶ Received
| Ordered | Item | Client | Qty | Received | Image |
|---|
No received items yet.
Standing Orders
Recurring client orders. Anything flagged "Pending change" needs reviewing before the next Monday run.
List
Schedule
| Account | Frequency | Day / Date | Next delivery | Status | Total |
|---|
No standing orders match.
← Back to standing orders
Standing order
Details
Items
Changes Log
Account no.
—
Frequency
—
Day / Date
—
Next delivery
—
Next process date
—
Copy order code
—
Contact
—
Contact phone
—
Address
—
Admin instructions
—
Notes
—
£0.00Total value
| Qty | Description | Unit price | Line total |
|---|
No items on this order yet.
No changes logged yet.
My Orders
Everything we've purchased on your behalf, with estimated arrival dates - updated as soon as it's logged or marked received.
| Ordered | Item | Est. arrival | Qty received / ordered | Status | Photo |
|---|
No orders logged yet.
Sustainability
Client emissions reporting, product life cycle assessments, Pearroc's own carbon footprint, and a quick calculator.
Emissions Reports
Product Life Cycle Assessments
Pearroc Carbon Emissions
Carbon Calculator
Emissions Reports
Generated from delivery/mileage data (0.28 kg CO2 per mile) — pick a customer and period, calculate, then review before sending.
No emissions reports yet.
Product Life Cycle Assessments
Click a supplier to see or upload their Product Life Cycle Assessment documents.
No supplier folders yet — add suppliers under the Suppliers section first.
← Back to Product Life Cycle Assessments
Supplier
Life Cycle Assessment documents
Select every file for this supplier at once (Ctrl/Cmd-click, or Ctrl+A in the picker) — each becomes its own entry, named from the file, ready to edit afterwards.
| Title | Review date | Status |
|---|
No LCA documents for this supplier yet.
Pearroc Carbon Emissions
Pearroc's own annual carbon footprint — upload each year's report as it's finalised.
Year on year
| Year | Total CO2 (tonnes) | Notes |
|---|
No annual reports uploaded yet.
Carbon Calculator
Estimate monthly CO2 for a delivery route, based on round-trip distance from our depot (CR0 4XH).
0
Miles one-way
0
Miles / month
0
Est. CO2 (kg) / month
0
g CO2 per kg delivered
Bar scaled against 500 kg CO2/month as a rough reference point.
Suppliers
Click a supplier for their COSHH Sheets, Info Sheets, and Supplier Documents.
No supplier folders yet. Add one to get started.
Matching files
| Title | Supplier | Category | Review date | Status |
|---|
← Back to Suppliers
Supplier
← Back to supplier
Files
Select every file for this folder at once (Ctrl/Cmd-click, or Ctrl+A in the picker) — each becomes its own entry, named from the file, ready to edit afterwards.
| Title | Hazard classification | Customer | Review date | Status |
|---|
No files in this folder yet.
Fleet
Drivers and vehicles — license, MOT and insurance dates flagged as they approach.
Overview
Drivers
Vehicles
Vehicle Check Forms
Forklifts
Forklift Checks
Fleet Overview
Driver and vehicle expiries, and the latest vehicle checks — issues highlighted.
Driver license expiries
| Driver | License no. | Expiry | Status |
|---|
No driver expiries to flag.
Vehicle MOT & insurance expiries
| Vehicle | MOT due | Insurance due |
|---|
No vehicle expiries to flag.
Latest vehicle checks
| Date | Vehicle | Checked by | Result |
|---|
No vehicle checks logged yet.
CSV columns recognized: name, phone, licenseNumber (or license_number), licenseExpiry (or license_expiry), status, notes
| Name | Phone | License no. | License expiry | Status |
|---|
No drivers added yet.
CSV columns recognized: registration, makeModel (or make_model), capacity, motDue (or mot_due), insuranceDue (or insurance_due), status, notes
| Registration | Make/model | Capacity | MOT due | Insurance due | Status |
|---|
No vehicles added yet.
Weekly walkaround + tyre inspection per van, done on a phone instead of on paper.
| Date | Vehicle | Mileage | Checked by | Result |
|---|
No vehicle checks logged yet.
| Name | Type | Status | Notes |
|---|
No forklifts added yet.
Counter Balance and Reach Truck check forms, done on a phone instead of on paper - the checklist shown matches whichever forklift you pick.
| Date | Forklift | Type | Hour meter | Checked by | Result |
|---|
No forklift checks logged yet.
PearBot
Your how-to guides, and an AI assistant that answers questions from them.
PearBot Chat
How to Guides
Ask PearBot
Guides are grouped into folders by category — Salesforce, Opera, Product Query, Technical Support — matching the chat topic buttons so PearBot can scope its answers.
No guides added yet — add one above, or just ask PearBot once you have.