Beverage Distribution Manager

Static weekly routes waste windshield time. Accounts that still have product get a visit; accounts about to go dry wait until Thursday. TaplineOS turns last night's closeout into days of inventory, a shorter beat, suggested replenishment, and a truck that matches what the street will actually sell.

Four apps, one book

• Dispatch — At-risk accounts, tonight's two-truck plan, CSV invoice import, and Generate rebuild briefing.
• Rep — Phone-first beat: next stop, suggested order, tap photos, complete or skip with a reason.
• Accounts — Premise book, placements, invoice history, and on-hand vs days of inventory.
• Loadout — Pick by suggested cases and kegs, stage by truck, check returns at the dock.

Generate rebuild briefing

On the Dispatch landing screen, Generate rebuild briefing reads today's at-risk list and the four dispatch metrics, then writes a five-bullet morning brief: which accounts to hit first, which SKUs are driving the risk, and a one-line loadout note. If the org is out of AI credits, the same screen tells you to add credits or upgrade in the Glide dashboard — the rest of Dispatch still works.

Invoice import

Paste or upload a CSV of last night's invoices (invoice_date, account_code, sku_code, cases, kegs, dollars, rep_code). Dispatch rebuilds velocity and days of inventory from that file. No live warehouse or accounting connection required.

Seeded demo

North Loop Cider Co. — Twin Cities self-distribution, 24 accounts, six SKUs, two trucks, Mara and Jonah on the street. Open Dispatch first.

About your data

This template stores invoice lines with dollar amounts for each retail account. Glide's user data rules allow this kind of information only in private apps on a paid plan.