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Built for SMB CPG Brands

The CPG operations platform being rebuilt
around how your brand
actually operates.

Guidance is being rebuilt with CPG design partners to turn a structured conversation about your products, suppliers, production, and channels into the configuration blueprint for the commercial platform.

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The Platform

What we're building.

Every capability below connects to a shared data model. When one number changes, everything downstream updates automatically.

Connected COGS Model

Target costing model: connect ingredients, freight, packaging, yield, labor, and co-packer fees in one auditable structure with traceable cost inputs.

Lot Traceability

Target traceability design: support lot genealogy, forward and backward traceability, and the data structures food brands need for recall readiness and audit confidence.

Cost Propagation

Target workflow: show how supplier cost changes could flow through BOMs, COGS, and margin analysis across affected products and channels.

Multi-Channel Inventory

Target inventory model: provide location-aware visibility across warehouses, 3PLs, and in-transit stock by lot, SKU, and location.

MRP & Purchasing

Target purchasing and planning workflow: account for lead times, MOQs, demand signals, and production requirements when shaping replenishment decisions.

Conversational Setup

Target onboarding workflow: turn a structured conversation about your operation into the initial configuration blueprint, mapping your workflows exactly as you run them.

Why Guidance
One change. Two realities.
Explore conceptual workflow illustrations for common CPG operating challenges. These are not a live product demonstration.
Supplier price change
New customer order
Ingredient shortage
Typical disconnected workflow
COGS_Master_v3_FINAL.xlsx
OAT-GF-12$3.42=B2+C2/D2
OAT-GF-24$5.81=B3+C3/D3
GRN-OG-16#REF!=B4+??
PRT-VN-8$2.94=B5+C5/D5
QuickBooks - Item Cost History
03/15Oats (org)$1.82/lbManual
06/01Oats (org)$1.82/lbManual
NeverOats (org)$1.97/lbNot entered
#operations
JR
@sarah did you update the COGS sheet with the new oat pricing?
2:34 PM
SM
Which sheet? The one in Dropbox or the one Mike sent last week?
2:41 PM
JR
...there are two?
2:42 PM
FORWARDED
"Hey Sarah, can you update the COGS sheet when you get a chance? Pacific Oats raised prices again. PDF attached somewhere."
Google Drive - Pricing Files
COGS_Master_v3_FINAL.xlsxJun 1
COGS_Master_v3_FINAL(1).xlsxJun 8
COGS_Master_v4_DRAFT.xlsxJul 19
Pacific_Oats_Q2_pricing.pdfMar 15
Manual COGS Calc
1.97 x 1044 + 850 + 320
3,226.68
/ 1044 = $3.09??
doesn't match spreadsheet
ERP - Item Master (read-only)
Item:Organic Rolled Oats
Last Cost:$1.82/lb
Updated:Mar 2026
Status:Pending review
Cost not updated - requires admin approval
8 systems. 4 people. 3 days. Still wrong.
Target connected workflow
1
Contract Change Detected
Pacific Oats — Organic Rolled Oats
$1.82/lb → $1.97/lb+8.2%
Valley Farms — Organic Rolled Oats
$1.95/lbNo change
2
Cost Propagated Downstream
Raw material cost$1.97/lb
↓
BOM cost (OAT-GF-12oz)$2.84
↓
Finished good COGS$3.69
↓
Channel net margin38.5%
3
COGS Updated Across SKUs
Current Batch
$3.42
OAT-GF-12oz
4
Margin Impact Surfaced
Before
42.1%
→
-3.6 pts
After
38.5%
Illustrative target: a connected workflow that surfaces the impact without spreadsheet reconciliation.
Typical disconnected workflow
Shopify - New Order #4892
OAT-GF-12oz x 240$8.99 ea$2,157.60
GRN-OG-16oz x 120$11.49 ea$1,378.80
Ship by:Jul 28
Inventory Check (manual)
OAT-GF-12oz87 unitsNeed 240
GRN-OG-16oz45 unitsNeed 120
Last counted: 2 weeks ago
#production
KL
Can we run 153 units of OAT-GF-12 by Thursday?
9:12 AM
MR
Do we have enough oats? Check with procurement
9:45 AM
KL
Sarah's out today. Checking the sheet...
10:02 AM
Production Schedule.xlsx
MonGRN-OG batchConfirmed
TuePRT-VN batchConfirmed
Wed???No slot
ThuOAT-GF batchMaybe?
Raw Material Lookup
Rolled Oats:1,200 lbs
Need for 153 units:~160 lbs?
Granola mix:???
BOM not linked to inventory
Batch yield calc
153 × 12oz × 1.05 waste
160.65 lbs
+ packaging?? + labor??
ask Mike for yield factor
Email to customer
"Hi — confirming we can ship by the 28th. Let me check with our production team and get back to you..."
5 people involved. 2 days to confirm. Customer waiting.
Target connected workflow
1
Order Received & Parsed
Order #4892 — Whole Foods NE
360 units across 2 SKUsShip by Jul 28
2
Inventory & BOM Checked
OAT-GF-12oz on hand87 units
Need to produce153 units
↓
Raw oats required160.7 lbs
Raw oats on hand1,200 lbs ✓
3
Production Scheduled
Batch: OAT-GF-12oz × 153Wed AM
Batch: GRN-OG-16oz × 75Wed PM
↓
Ready to shipJul 26 ✓
4
Fulfillment Confirmed
Order Value
$3,536
39.2% margin
Ships
Jul 26
Confirmed in 0 seconds. Customer notified automatically.
Typical disconnected workflow
Supplier Email - URGENT
"Due to weather disruptions, we are unable to fulfill your standing PO for Organic Rolled Oats until further notice. Estimated resumption: 3-4 weeks."
Inventory - Oats (manual check)
On hand:1,200 lbs
Weekly usage:~400 lbs?
Weeks of supply:~3 weeks?
Usage estimate from memory, not verified
#leadership
CEO
Can we switch to Valley Farms? What's their lead time?
8:15 AM
SM
I think they quoted us before? Let me dig through emails...
8:32 AM
KL
Which products use oats? Just the OAT line or also the granola?
8:45 AM
Affected Products (guessing)
OAT-GF-12ozYes~40%?
OAT-GF-24ozYes~40%?
GRN-OG-16ozMaybe?Unknown %
PRT-VN-8ozNo?—
No BOM linkage to verify
Google search
"organic rolled oats bulk supplier alternative"
3 tabs open. No verified pricing. No lead times.
Runway calc
1200 / 400 per week
3 weeks
but is 400 right??
could be 350 or 500
Open orders at risk
#4892 - Jul 28
#4901 - Aug 4
#4915 - Aug 11
Can we fulfill?
No one knows the real exposure. Decisions delayed 2 days.
Target connected workflow
1
Disruption Detected
Pacific Oats — Supply disruption
Estimated 3-4 week delay
Valley Farms — Available
$1.95/lb5-day lead time
2
Exposure Calculated
On hand1,200 lbs
Committed (next 4 weeks)1,580 lbs
↓
Shortfall-380 lbs
SKUs affected3 of 12
3
Orders at Risk Flagged
#4892 — Jul 28Covered ✓
#4901 — Aug 4Partial risk
#4915 — Aug 11At risk
4
Recommended Action
PO to Valley Farms400 lbs
Cost impact+$0.13/lb (+$52)
All orders fulfilled✓ On time
Illustrative target: map exposure and make the next operational decision easier to evaluate.
Typical disconnected workflow
COGS_Master_v3_FINAL.xlsx
OAT-GF-12$3.42=B2+C2/D2
GRN-OG-16#REF!=B4+??
QuickBooks - Item Cost History
03/15Oats (org)$1.82/lbManual
NeverOats (org)$1.97/lbNot entered
#operations
JR
@sarah did you update the COGS sheet?
2:34 PM
SM
Which sheet? The one in Dropbox or the one Mike sent?
2:41 PM
JR
...there are two?
2:42 PM
FORWARDED
"Hey Sarah, can you update the COGS sheet? Pacific Oats raised prices again. PDF attached somewhere."
Google Drive - Pricing Files
COGS_Master_v3_FINAL.xlsxJun 1
COGS_Master_v4_DRAFT.xlsxJul 19
ERP - Item Master (read-only)
Last Cost:$1.82/lb
Status:Pending review
Cost not updated - requires admin approval
Manual COGS Calc
1.97 x 1044 + 850 + 320
3,226.68
doesn't match spreadsheet
8 systems. 4 people. 3 days. Still wrong.
vs
Target connected workflow
1
Contract Change Detected
Pacific Oats
$1.82/lb → $1.97/lb+8.2%
2
Cost Propagated
Raw material$1.97/lb
↓
Finished COGS$3.69
↓
Net margin38.5%
3
COGS Updated
Current
$3.42
4
Margin Impact
Before
42.1%
-3.6 pts
After
38.5%
Illustrative target: a connected workflow that surfaces the impact without spreadsheet reconciliation.
Typical disconnected workflow
Shopify - New Order #4892
OAT-GF-12oz x 240$8.99 ea
GRN-OG-16oz x 120$11.49 ea
Ship by:Jul 28
Inventory Check (manual)
OAT-GF-12oz87 unitsNeed 240
GRN-OG-16oz45 unitsNeed 120
Last counted: 2 weeks ago
#production
KL
Can we run 153 units by Thursday?
9:12 AM
MR
Do we have enough oats? Check with procurement
9:45 AM
Production Schedule.xlsx
Wed???No slot
ThuOAT-GF batchMaybe?
Raw Material Lookup
Need for 153 units:~160 lbs?
BOM not linked to inventory
Batch yield calc
153 × 12oz × 1.05 waste
160.65 lbs
ask Mike for yield factor
5 people involved. 2 days to confirm. Customer waiting.
vs
Target connected workflow
1
Order Parsed
Order #4892360 units
Ship byJul 28
2
Inventory & BOM Checked
On hand87 units
Need to produce153 units
Raw oats on hand1,200 lbs ✓
3
Production Scheduled
OAT-GF-12oz × 153Wed AM
Ready to shipJul 26 ✓
4
Fulfillment Confirmed
Order value$3,536
Margin39.2%
Confirmed in 0 seconds. Customer notified automatically.
Typical disconnected workflow
Supplier Email - URGENT
"Unable to fulfill your standing PO for Organic Rolled Oats. Estimated resumption: 3-4 weeks."
Inventory - Oats (manual check)
On hand:1,200 lbs
Weekly usage:~400 lbs?
Usage estimate from memory, not verified
#leadership
CEO
Can we switch to Valley Farms?
8:15 AM
SM
I think they quoted us before? Let me dig through emails...
8:32 AM
Affected Products (guessing)
OAT-GF-12ozYes~40%?
GRN-OG-16ozMaybe?Unknown %
No BOM linkage to verify
Open orders at risk
#4892 - Jul 28 · #4901 - Aug 4 · #4915 - Aug 11
Can we fulfill?
Runway calc
1200 / 400 per week
3 weeks
could be 350 or 500
No one knows the real exposure. Decisions delayed 2 days.
vs
Target connected workflow
1
Disruption Detected
Pacific Oats3-4 week delay
Valley FarmsAvailable
2
Exposure Calculated
On hand1,200 lbs
Committed1,580 lbs
Shortfall-380 lbs
3
Orders at Risk
#4892 — Jul 28Covered ✓
#4901 — Aug 4Partial risk
#4915 — Aug 11At risk
4
Action Plan
PO to Valley Farms400 lbs
All orders fulfilled✓ On time
Illustrative target: map exposure and make the next operational decision easier to evaluate.

Built by Operators

“We couldn’t find software that connected all of it. Supplier traceability, co-packing costs, cost propagation, and true COGS. So we began rebuilding the operating model with CPG design partners.”

CEO, Claros Farm · Certified organic CPG brand, retail + ecommerce

Claros Farm

Modules

One connected platform. Eight modules.

Each module connects to the same shared data model. Design partners are shaping the rollout sequence.

Inventory

Planned lot tracking, location management, and multi-warehouse visibility

In Development

Production

Bill of materials, batch management, yield tracking, and production scheduling

In Development

Purchasing

Purchase orders, supplier management, receiving, and MRP-driven replenishment

In Development

Fulfillment

Order management, lot allocation, shipment tracking, and customer documentation

In Development

Traceability

Planned forward recall, backward traceback, lot genealogy, and lot-location visibility

In Development

MRP

Planned material requirements planning, demand-driven replenishment, and purchase suggestions

In Development

Costing

Planned COGS and margin analysis, landed-cost tracking, and lot-level cost allocation

In Development

Compliance

Planned organic mass balance, FSMA 204 traceability, and audit-documentation workflows

In Development

Get early access.

Guidance is not yet available for live product demonstrations. Join as a design partner to help shape the commercial build, workflow priorities, and rollout sequence for growing CPG brands.

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