Ship-to branches
–
UR locations, open book
Median PO age
–
days, open book
Order lifecycle
Book composition
every PO on file, by current status
Production pipeline
Placeholder POs (APO)
bulk advance orders parked at UR corporate — each branch assignment becomes a new
official single-unit PO and the placeholder draws down (solid = remaining, faded = converted) ·
orange = past requested date · click a line for its official POs
Distribution
Where the fleet is going
open POs by destination state (derived from UR branch names) ·
orange = top state · darker navy = more units ·
Top states
By UR region
Schedule
Deliveries due by month
effective promise date · orange = busiest ahead · gray = passed · click a month for its orders
Risk
Open PO aging
days since PO issued · orange = over a year old · click a bucket for its orders
Equipment
Top equipment classes
open book · UR taxonomy (ECDESC) · orange = largest class · click for its orders
in our open book
other branches
Pritchard-added
✉ contact on file
Fulfillment network
Upfit & body partners behind the book
every unit routes through one of these manufacturers · profiles researched from public sources ·
counts are live from the order book
Fulfillment
Open book by store
navy = open POs · orange inset = past due with no revised date
Pipeline freshness
latest sync run per endpoint · from ur_sync_run
Exception & review queue
unresolved quarantine items and PDF uploads awaiting review · nothing is silently corrected —
items stay here until a person resolves them
Integration status
SHAED dealer-integration pipeline
- ✓Vendor scope resolvedARI displaced — single vendor 249734 (all brands), billing centralized to Clear Lake, IA. Internal routing: Ford → Pritchard Auto Company (F58653) · RAM → Chrysler of Forest City (44408) · Chevrolet → Pritchard's Lake Chevrolet (10418).
- ✓Canonical data model deployed12 tables · 3 views · RLS enforced · validation rules R1–R12 · exception quarantine (nothing silently corrected).
- ✓Pipeline validated end-to-endIngest, matching cascade, promise-date writeback, and equipment records proven idempotent against the full report; dry-run is the default for all writes.
- 4Awaiting UR endpoint specificationQ2 (PO population & closure) · Q3 (promise-date field mapping) · sandbox credentials incl. one trailer PO · Q10: MSO / bill-of-sale routing post-ARI (original POs directed MSOs to ARI Mt. Laurel — displaced; confirm the current destination).
- 5Go-liveSandbox contract tests → supervised live promise dates → equipment records → 30-day hypercare.
This data set
Portal user guide
every page, every workflow, step-by-step by role · v1.0 ·
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