📦 Customer Orders
Customer orders from PO receipt through shipment.
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🛒 Procurement
All purchasing activity from requirement through receipt.
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🛒 Purchase Orders
Vendor purchase orders from creation through receiving.
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🧪 R&D
Formula development, flavor trials, and bench samples.
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| Name | Form | Panel | Functions | Part # | 💰 $/kg | Vendors | Lots | Allergens | |
|---|---|---|---|---|---|---|---|---|---|
| 🔍 Type to search your ingredient library | |||||||||
⚗️ Formula Library
Saved formulas — load into the Formula Builder or review specs.
| Code | Formula Name | Version | Status | Category | g/Serving | $/Serving | # Ings | |
|---|---|---|---|---|---|---|---|---|
| Click Refresh to load your Formula Library | ||||||||
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🔬 Quality
Receiving QC, customer packets, FG lot composition, and SOPs.
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FDA Nutrient Content Claims
| Claim | Nutrient | Required | Formula Value | Status |
|---|
| Lot ID | Ingredient | Vendor Lot # | Date Received | Qty | Retest Date | Status |
|---|
1
Select Ingredient & Lot
2
Upload Vendor COA PDF
📄
Click or drop COA PDF here
PDF format only
1
Select Product
2
Lot Information
3
COA Data — Upload Vendor PDF or Enter Manually
📄
Drop vendor COA PDF here
or click to browse
AI extracts all test results. Review everything before generating — AI can make mistakes.
Quick Actions
All values are editable regardless of source. Always verify before generating.
Fixed Fields — Common Parameters
Fixed Fields — Heavy Metals
Fixed Fields — Microbiological
Assay / Actives
AI fills these from PDF — mogrosides, polyphenols, steviol subtypes, phycocyanin, etc.
Upload PDF and parse — or add rows manually
Additional Physical & Chemical
Upload PDF and parse — or add rows manually
Additional Heavy Metals
Upload PDF and parse — or add rows manually
Additional Microbiological
Upload PDF and parse — or add rows manually
Other Parameters
Pesticides, aflatoxins, gluten, allergens, GMO, etc.
Upload PDF and parse — or add rows manually
4
Generate Ki Naturals COA
This will fill your Ki Naturals COA template, save a PDF to Google Drive, and log it to the Document Log.
Requires the Apps Script backend to be deployed (see setup guide).
Quick Access
All your key sheets and tools in one place
Operations
Sales & Quoting
Formulation & R&D
Ki Naturals
External Tools
🏠
Command Center
Your operations dashboard — quotes, projects, finished goods, and customer updates in one place.
⚙️
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💰 Quotes
Full quote pipeline — pricing, statuses, files, and follow-ups.
📄
Quote Hub
Full quote pipeline — update statuses, open files, track follow-ups.
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📋 Planning
Material requirements, the production backward-schedule, and cash flow.
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📊 Forecasting
Demand & sales forecast versions — customer × SKU × month, probability-weighted.
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📅 Schedule
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📋
Call Log
View your calls, tasks, and projects in one place.
Product Parameters
⚗️
AI Formula Generator
Set parameters and click Generate. AI proposes a starting formula from your library using clinical doses.