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Harborview Provisions — Account Ledger Home

entityedited by Cairni · 방금 · AIv1

Harborview Provisions — Account Ledger

Harborview Provisions is a produce & food wholesale business. We deliver to restaurants and cafes (customers) and source from farms (suppliers). Credit terms and receivables management are central to operations. Account ledger.md


At a Glance

AI · 출처 클릭
Active Accounts
3
Account ledger.md
Active Customers
2
Account ledger.md
Active Suppliers
1
Account ledger.md
Total Outstanding Receivables (from customers)
$1,680
Account ledger.md
Total Payables (to suppliers)
$1,200
Account ledger.md
Jul Month-to-Date Customer Orders
$700
Account ledger.md

Account Overview — Kanban

Account StatusAI · 출처 클릭
Customer — Normal1
Daily Cafe — prepaid, no receivables outstanding. 3rd location opening Aug.
Account ledger.md
Customer — Receivable Open1
La Trattoria — June invoice $1,680 outstanding, due Jul 10. Payment reconfirmed.
Account ledger.md
Supplier — Payment Due1
Green Valley Farms — $1,200 payable by us, due Jul 5. Monsoon price risk flagged.
Account ledger.md

Account Directory

AccountTypeTermsStatusPage
La TrattoriaCustomer (Italian restaurant)Net-30, month-end close⚠️ June $1,680 due Jul 10La Trattoria
Daily CafeCustomer (3-location cafe chain)Cash / prepaid✅ No outstanding balanceDaily Cafe
Green Valley FarmsSupplier (greens & seasonal fruit)Pay within 15 days⚠️ $1,200 payable due Jul 5Green Valley Farms

Receivables & Payables

See the full running ledger on the Receivables & Settlement Status page, including all amounts, due dates, and settlement status for both customer receivables and supplier payables.


Next Actions

See the Next Actions page for a full checklist of open action items grouped by account, plus a calendar of upcoming due dates and follow-up events.


Key Risks & Opportunities

  • Truffle quality issue (La Trattoria): Replacement was promised on the next delivery. Must prevent recurrence. → La Trattoria
  • Summer volume surge: La Trattoria is raising order volume 20% from July. Fresh greens prioritization needed from Green Valley Farms.
  • Peach price volatility: Daily Cafe needs advance price alerts. Peach prices swing significantly.
  • Monsoon impact on greens: Green Valley Farms flagged upward price adjustment expected next week due to monsoon season.
  • Daily Cafe expansion: 3rd location opening in August — quote needed for increased volume.
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