Accounts & Clients

Daily Cafe

entityedited by Cairni · 방금 · AIv1

Account Overview

Daily Cafe is a customer of Harborview Provisions — a growing cafe chain currently operating 3 locations (a third opening in August). They purchase primarily milk, fruit, and syrups on prepaid / cash terms, meaning there are no outstanding receivables. Account ledger.md


Basic Information

FieldDetails
Account typeCustomer
Business typeCafe chain (3 locations)
ContactJiwon Park (owner)
Phone555-3xxx
Order styleIrregular; calls when needed
Payment termsCash / prepaid
Main productsMilk, fruit (strawberries, bananas, peaches, plums), syrups
Receivables statusNone — fully prepaid

Account ledger.md


Transaction History

AI · 출처 클릭
  1. 2024-06-08
    Strawberries & bananas — $280
    Account ledger.md
  2. 2024-06-22
    Peaches for summer menu — $400
    Account ledger.md
  3. 2024-07-01
    Milk standing order — $150
    Account ledger.md

Revenue & Receivables Summary

AI · 출처 클릭
Jun–Jul Revenue (to date)
$830
Account ledger.md
Outstanding Receivables
$0
Account ledger.md
Payment Terms
Prepaid / Cash
Account ledger.md
Locations (current)
3 (4th opening Aug)
Account ledger.md

Communication Log

  • Jun 22 — Phone call: Jiwon Park announced a new summer fruit drinks menu. Requested a steady, reliable supply of peaches and plums going forward. Account ledger.md
  • Jul 1 — In-person visit: Confirmed that a 3rd location is opening in August, which will drive significant volume growth. Harborview to prepare a quote for the expanded opening needs. Account ledger.md

Issues & Requests

  • Peach price volatility: Peach market prices fluctuate significantly. Daily Cafe has explicitly requested advance price notifications so they can plan their menu and budgeting. This aligns with the upstream risk at Green Valley Farms, where peach supply and pricing must be secured early. Account ledger.md
  • August volume ramp-up: The opening of the 3rd location will increase order volumes. A formal quote needs to be prepared in advance. Account ledger.md

Receivables & Settlement Status

Daily Cafe operates on full prepayment — no credit exposure. All transactions to date have been settled at point of order. See Receivables & Settlement Status for a full cross-account view. Account ledger.md


Next Actions

  • Prepare and send a quote for August 3rd-location opening volumes and product mix. Account ledger.md
  • Begin sharing weekly peach price updates with Jiwon Park to support their menu planning. Account ledger.md
  • Coordinate with Green Valley Farms to lock in July–August peach supply ahead of demand spike. Account ledger.md

See the full open-actions board at Next Actions.

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