Clayhithe Logistics / BG-Demo – Training
Callcompleted
Clayhithe Logistics · 25 Nov 2025 09:00
Training session for Clayhithe Logistics. Callum Rix saved a dispatcher view and tried a plain-English question. The lagging invoice data was flagged, and Toby Westwood valued that. A second session is planned for the warehouse leads.
What was said
What this says
As at Fri 9 Oct 2026Training session for Clayhithe Logistics. Callum Rix saved a dispatcher view and tried a plain-English question. The lagging invoice data was flagged, and Toby Westwood valued that. A second session is planned for the warehouse leads.
What happened: Laura Penhaligon walked through the account view, the exceptions view and saved views. Callum noticed the invoices looked older than the jobs. She explained the accounting export runs less often than the nightly refresh.
Customer view: Toby said the plain-English questions are what he cares about. B-Viz flagged older invoice data in its answer, and he said they would never have spotted that without going to three screens.
Commercial: Role-based access came up, with Toby asking about hiding invoices from the warehouse. Callum will maintain roles and check the audit trail.
Watch: The invoice export lag could look like staleness to users. Callum is the main hands-on person, so adoption leans on him.
Themes
As at Fri 9 Oct 2026Who was there
BG-Demo
Them
Follow-up
Next steps
As at Fri 9 Oct 2026- Laura Penhaligon to send notes to Toby Westwood and Callum Rix the same day, including the export timing fix.
- Callum Rix to book the second session for the warehouse leads for the following week.
- Callum Rix to sweep the warehouse role group this week.
Risks
As at Fri 9 Oct 2026- The accounting export runs less often than the nightly refresh, so invoice data can look stale.
- Adoption leans heavily on Callum Rix as the hands-on administrator.
Opportunities
As at Fri 9 Oct 2026- The warehouse leads session extends use to another team.
- Role-based access for the warehouse shows interest in wider rollout with controls.
Transcript
Laura PenhaligonMorning both. Sorry, I'm a minute early, the calendar hasn't caught up with me yet.
Toby WestwoodMorning Laura. Callum's getting his coffee, he'll be on in a sec.
Callum RixHere, I'm here. Sorry, the kettle took ages.- Laura PenhaligonNo problem. Plan for today: a walk through the account view, then the exceptions view, then questions. I'll share my screen in a minute. Toby, are you staying on the whole time?
- Toby WestwoodI'll pop in and out. I've got a driver issue at half nine, so I might miss a bit.
- Laura PenhaligonThat's fine, we'll record it. Can you see the screen now?
- Callum RixYes, I can see the account view. It's a bit small, can you make it bigger?
- Laura PenhaligonGive me a moment. There. Better?
- Callum RixYep.
- Laura PenhaligonGood. So this is each client's jobs, the exceptions against those jobs and the invoices, all on one page. Click a client name at the top and everything filters. Try it with one of your own clients.
- Callum RixOkay, I've picked one. It's showing jobs from last week, but the invoices look older.
- Laura PenhaligonGood, that's a useful question. The jobs come through the nightly refresh, and the invoices come through the accounting export, which runs less often. Which one are you comparing?
- Callum RixThe invoice side. So the export's behind.
- Laura PenhaligonProbably. Let's look at the export timestamp later rather than guess. Keep going.
- Callum RixFiltering by exception type works. Can you show me how to save a view so the dispatchers don't have to set it up every morning?
- Laura PenhaligonYes. There's a save option top right. Name it something the dispatchers will recognise, not the technical name.
- Callum Rix'Morning exceptions' then. Saved.
- Toby WestwoodSorry, I'm back. What have I missed?
- Laura PenhaligonCallum's been finding his way round the account view. We've covered filtering and the saved view. Next is the exceptions view and the questions people ask most.
- Toby WestwoodThe questions bit is what I care about. The lads ask in plain English and they expect a straight answer.
- Laura PenhaligonThat's the aim. B-Viz answers from the data it has, and it says when a source is out of date. Let's try one. Callum, ask it something real.
- Callum Rix'Which clients had more than a few late deliveries this month?'
- Laura PenhaligonGood. Read the answer out so Toby can hear it.
- Callum RixIt's listed four clients, with the reasons next to each one, and it's flagged that the invoice data for one of them is older.
- Toby WestwoodRight, that's the thing. We'd never have spotted that without going to three screens.
- Toby WestwoodQuick one. Is there a way to stop the warehouse seeing invoices?
- Laura PenhaligonYes, it's set by role. Callum, you'll be the one maintaining roles, so let's look at the admin page now. The short answer is yes. The longer answer depends on how you want to group people.
- Callum RixGo on, show me.
- Laura PenhaligonLet me show you the audit trail as well, so you can see who changed a role and when. That's useful when someone leaves.
- Callum RixOkay, that's helpful. I'll do a sweep of the warehouse group this week.
- Toby WestwoodI need to go. Can you send the notes to me and Callum by end of day?
- Laura PenhaligonYes, I'll send them today and include the export timing fix. Callum, can you book the second session for the warehouse leads?
- Callum RixYep, I'll put it in the diary for next week. Probably Tuesday morning.
- Laura PenhaligonBrilliant, thanks both. Speak soon.
- Toby WestwoodCheers Laura.
- Callum RixBye.