HTX TAP

Dashboard Guide Reports
1
Prepare for Sculpture
2
Generate Spills
3
Final Reports & Email
View Audit Workflow Diagram click to expand

Step 1 — Prepare Data for Sculpture

Clean and format your data, then upload to Sculpture. Complete these steps before running the audit.

1
Clean PMIX from Toast
Upload the raw PMIX CSV from Toast. Our engine cleans it up for Sculpture.
Toast PMIX File (CSV or XLSX)
Drop PMIX file here or click to browse
2
Pull & Format Invoices
Pull invoices from the supplier system, then upload the formatted CSV to Sculpture.
Chrome Extension — Invoice Extraction Guide
HOW TO EXTRACT INVOICES USING CLAUDE CHROME EXTENSION

1. Open Chrome, navigate to the supplier's order page
   - Provi (Melrose): https://app.provi.com/orders
   - MarginEdge (Fancy's): pulled automatically via dashboard

2. Click the order for the week you're processing

3. Open the Claude Chrome Extension sidebar

4. Use the saved shortcut: /provi-invoice
   (Or paste the extraction prompt manually)

5. Claude will scan the page and output tab-separated data:
   Product Name | Size (mL) | Quantity (bottles) | Unit Price

6. Copy the output → paste into a spreadsheet → save as CSV

EXTRACTION RULES:
• Size: Convert to plain mL number (750 mL → 750, 1 L → 1000, 1.75 L → 1750)
• Quantity: Bottle count only — skip items with 0 bottles
• Unit Price: Displayed price ÷ bottle quantity
• Output: Tab-separated, no row numbers, ready to paste

EXAMPLE OUTPUT:
Angel's Envy Bourbon	750	2	$40.00
Tito's Handmade Vodka	1000	6	$18.33

Upload an invoice CSV/TXT and match item names to Sculpture products. Accepts tab or comma-separated files.

Invoice file (CSV or TXT with product names)
Drop invoice CSV or TXT here
3
Upload to Sculpture
Upload your cleaned PMIX and formatted invoices to Sculpture.
Once PMIX, invoices, and audit counts are all in Sculpture, switch to Step 2 to run the analysis.
📊
IPAR Report Generator
Upload the InteliPar report from Sculpture — Get a clean, branded PDF
IPAR Export (Excel or CSV from Sculpture: Ordering → InteliPar Report → select XLSX)
Drop IPAR Excel/CSV here
Ready? → Switch to Phase 2 — Generate Spills

Phase 2 — Generate Spills (First Pass)

Export the initial variance from Sculpture, run Pass 1 to generate spill amounts, then upload the spill CSV back to Sculpture.

4
Export Initial Variance from Sculpture
Download the Variance CSV from Sculpture and upload it here. Optionally include PMIX data.
Variance Report *
Drop Variance report here (CSV or XLSX)
PMIX Data (Optional)
Drop PMIX file here
Or auto-pull from Sculpture:
5
Process Audit — Pass 1
Upload the Variance report above, then click Process to generate spill amounts.
6
Upload Spills to Sculpture
Upload the spill CSV to Sculpture via Sales Upload. Station: Main Bar, Price Level: Spills, Action: ADD Sales.
Open Sculpture — Sales Upload →
WARNING: Never click the Upload button more than once. Sculpture is slow — wait up to 2 minutes.
Spills uploaded? → Switch to Phase 3 — Final Reports & Email

Phase 3 — Final Reports & Email (Second Pass)

After spills are in Sculpture, export the final reports and run Pass 2 for the client email.

7
Export Final Reports from Sculpture
Export these reports from Sculpture and upload them here. Numbers now reflect spill adjustments.
Where to find each report in Sculpture
⚠️ FIRST: Open Sculpture Dashboard and select your client
Select Best Regards (ID: 29180) from the dashboard dropdown, then use the links below.
Variance Report (CSV)
Reports → Detailed Variance → Export
Open in Sculpture →
Management Report (PDF)
Dashboard → Management Report → Download PDF
Open Dashboard →
Has the official Sculpture Rating and Grade
Batch Reports (PDF)
Email → Batch Reports → GeneratePreview (downloads the PDF)
Open Sculpture →
The Preview button is the download — it saves the PDF to your computer.
Detailed Item Purchase (CSV)
Reports → Detailed Item Purchase — top dropdown: Current Period OnlyGenerate → export CSV
Open Detailed Item Purchase →
Same report URL as before; menu label in Sculpture is Detailed Item Purchase.
IPAR Report (XLSX)
Ordering → InteliPar Report → Export
Open IPAR Report →
Inventory par level report — recommended order quantities
Final Variance Report *
Drop FINAL Variance report here (CSV or XLSX)
PMIX Data (Optional)
Drop PMIX file here
Recipe Data (Optional)
Drop Recipe file here
Management Report (Optional, PDF — for score & grade)
Drop Management Report PDF here
Batch Reports PDF (Optional — attached to email)
Drop Batch Reports PDF here
Detailed Item Purchase CSV (Optional — for attachment/reference)
Drop Detailed Item Purchase CSV here
8
Process Audit — Pass 2 (Final)
Upload the FINAL Variance report above, then click Process for the definitive numbers.
9
Review & Draft Audit Email
Preview the email, then create a Gmail draft for final review before sending.
If no audit was run this session, email will use the latest data from Google Sheets.
Test sends to matt@htxtap.com only. Create Draft saves to Gmail Drafts with To/CC/BCC pre-filled — you send it manually.