Example scenarios

What changes when the lot becomes searchable

Lucian is early, so these are composite scenarios built from real importer working sessions, not customers we can name yet. The workflows and the arithmetic are real; the company names are not.

Illustrative · juice & beverage importer

Which bottles are on this hold, and which already shipped?

A tart-cherry entry is flagged. Organic certs and COAs live in forwarded PDFs. On-hand lives in QuickBooks. The broker portal has the hold. Ops has to answer which cases are sealed and which bottles already went to retail, before the buyer calls twice.

Lucian puts the entry, the hold, remaining cases, and billed customers on one lot record. QuickBooks stays where it is. Email stops being the system of record for juice HACCP paperwork.

~40 min → 1 searchTime to answer “which lots are on this hold?”, measured in importer working sessions
Illustrative · specialty cheese importer

An FDA hold answered before the warehouse calls twice

The ops lead opens the broker portal, a container spreadsheet, and QuickBooks Inventory Valuation to find which Parmigiano lots are sealed. Lucian puts the entry, the hold, and remaining cases on one lot record, the same screen QA and finance use for FIFO.

1 lot recordHold, remaining cases, and documents as filed, not three systems
Illustrative · frozen seafood importer

FIFO layers vs the number QuickBooks averages

A lender asks for on-hand value by warehouse. QuickBooks shows blended average cost across warehouses. Lucian shows the layers actually sitting in each warehouse, the kind of gap that changes a borrowing-base conversation rather than a rounding error.

Seven figuresThe scale of valuation gap blended average cost can hide across warehouses. Your number depends on your spread and volume.
Illustrative · olive oil importer

Three warehouses, one on-hand number that matches the chain

Oil moves between three warehouses. Transfers disappear into manual adjustments. Lucian keeps every transfer on the lot, so “available” stops being a guess plus a phone call.

3 sitesOn-hand, committed, and available, including warehouse-to-warehouse moves
There are no actions in the ERP. It's just bubbles of data. The actions are on the broker's side, or on the QuickBooks side.
From an early client working session on how Lucian should behave
One search
Lot, hold, and remaining cases on a single record
No migration
Connect QuickBooks and your broker. Keep the books you already run.

Want this on a lot from your last container?

A walkthrough uses your case numbers. No migration first.