Import Lifecycle — App Walkthrough

A guided tour of the platform: planning cycles, Run Engine, Allocation, Sign-off, Split Ratios, Shipment Tracking, PFI creation with document upload + AI extraction, Letters of Credit, Demurrage, the Landed Cost Calculator, GRN with discrepancy detection, AI Suggestions, and the Audit Trail — all in one system.

1366 x 900 H.264 MP4 English subtitles (WebVTT) Strict navigation — no goto after login Zero navigation gaps

What is covered

  1. Login as Admin (the only page.goto in the script)
  2. Dashboard — live KPI cards and bar charts
  3. BOM — Bill of Materials per product cycle; demonstrates the grid tools on every list: live filter, click-to-sort, and one-click Excel export
  4. Stock — per-part inventory snapshot
  5. Orders — Planning Cycles list; click Jul-26 → main cycle page
  6. Run Engine — click on the cycle page; wait for generated order lines
  7. Allocation — adjust a supplier share percentage on the cycle page and save
  8. Sign Off — issue PDF purchase orders and .eml drafts on the cycle page
  9. "Split ratios" sub-nav click → edit variant ratios (group sums to 100%) → Save → "Back to cycle"
  10. Tracking — Shipments list and clicking a shipment for its detail
  11. PFI creation — "New PFI" → supplier + PI number + part line + price → "Create PFI"; then attach a PFI PDF in the Documents panel and run AI extraction
  12. LC — New LC form (fill PFI, LC number, value) + Edit Stages on existing LC
  13. Demurrage — New Container form + Record Return on existing container
  14. Landed Cost Calculator — pick a part, enter value + CIF, Compute → full per-component landed-cost breakdown
  15. GRN creation — "New GRN" → shipment + PFI picker → short received qty (15% under expected) → "Submit GRN" → discrepancy flagged
  16. AI Suggestions — human-in-the-loop review queue for the AI assist layer
  17. Audit Trail — system-wide action log with before/after diffs
  18. Notification bell and user account menu