TaplineOS
Sell the accounts that will run out, then load the truck to match.
Preview
Overview
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.