Halpern · Hub

Rep Confirmations

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Delivery Manifest

Halpern Enterprises · sales drops invoices, logistics runs the day

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Drop an invoice PDF to add a delivery

Reads the invoice and fills the line for you — try one of your own, or the 11-invoice file

Adding deliveries — invoice import, manual entry & sample loads — is done on a computer. On your phone you can view the schedule, assign drivers, scan, and mark deliveries.

Halpern Suppliers

Your living supplier directory. Edit any cell directly — click a flag to toggle it, pick dates and status from the menus, add or remove suppliers. Changes save to this browser automatically; export to CSV anytime. Filter with the chips below.

Supplies samples OCM funding Visit booked Overdue (>12 mo) Private offer Tier A

Supplier	Region	Brand Mgr	Tier	Samples	OCM	Last Visit	Next Visit	Status	Priv. Offer

Visit-Booking SOP

A repeatable flow for booking a producer visit. Work through each element — the tool recommends a visit format and can drop it straight into your pipeline.

① IntentionWhy now?

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② Last visitHistory & gap

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③ FocusWhat to achieve

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④ Wines to sellActive inv. / private offer

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⑤ Key focusesAudience & angle

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⑥ FormatStrategic decision

1 · Intention

2 · Last visit

3 · Focus

4 · Wines

5 · Key focuses

6 · Recommendation

Strategic Visit Planner

The pipeline view — every prospective and confirmed visit, and the strategic call on each: dinner, masterclass, media outreach, drop, or trade tasting.

ID	Producer	Date	Intention	Wines to Sell	Key Focuses	Format	Status

Media & Influencer

Your Grand Cru 2026 outreach list — press, television, influencers and socialites in one tracker. Filter by channel, search any name or outlet, and mark each contact Sent and log their response as you work the list. Producer-specific wine drops live on each supplier's portal.

Press Television Influencers Socialites

	Contact	Outlet / Handle	Role	Channel	Category	Pitch angle	Email / Approach	Sent	Response

Visit Report Card

A full recap of any single visit or event — who came, what sold, the media it earned, the spend and the ROI. Fill it in, then export a branded PDF to send the supplier as their recap.

Report card:

Producer Portal

The brand manager's working view of each producer — available inventory synced from the live Inventory master, the full visit and event history, plus sales and media. Choose a producer to open their file.

Producer: Producer-facing preview

Halpern Wine · Producer Engagement Hub · sample data shown — connect your Google Sheet via the CONFIG block to go live.