Local ops assistant
Chat
Talk to Ops J Simpson
This is the main window to talk to Ops J on Qwen3 14B. Ask it to search, draft, prepare documents, or guide ops work in plain language.
Ship-to addresses
Manage customer delivery addresses here. Each customer can have one default address.
Add ship-to address
Generate documents
Native clean UI using the original HEOX Excel/PDF generation engine underneath, so output format stays aligned with the current tool.
Document search
Search the local index. Current database starts empty unless you add a manual test record.
Document detail
Select a document from search results.
Historical import review
Fully local dry-run. Copy files into ops-bot/import/inbox/SO, PO, INV, or DM. No cloud model or upload is used.
Profile duplicate / address review
Rows needing review
Ready rows
Subscriptions
Subscription invoice inbox, forwarding tracking, and monthly accounting package approval.
Invoice detail
Review parsed fields and attachments before the monthly package goes out.
Manual upload
For portal-only invoices, download the file yourself and upload it here so it joins the same monthly queue.
Monthly package
Analytics
Business gross profit and ops efficiency overview.
Deal records
Generated SO/PO/INV/DM documents link into deals automatically. Use this as the deal lifecycle view.
Deal detail
Click a deal to inspect details. When none is selected, review historical document linking suggestions here.
Customer profiles
Add customer
Supplier profiles
Add supplier
Document counters
Use this only to sync numbering. For a voided document, normally keep the number used and mark it void in your records instead of reusing it.
Reset / override counter
Manual data editor
Correct mistakes in local database records. Every save is logged in Recent Activity.
Edit selected record
Audit log
Approval Center
Fast decision cards: approve, reject, or tell it otherwise.
Bot settings
These are local settings for Ops J Simpson.
Reliability
Local backup and recent activity audit trail.