Getting Started

Key Concepts

Understand the core concepts and data model behind Trackberry.

6 min read

Last updated

Organizations

An Organization is the top-level entity in Trackberry. It represents a company, team, or trading operation. Everything — shipments, members, settings — belongs to an organization.

  • Each organization has a unique slug used in URLs (trackberry.com/your-slug/...)
  • Users can belong to multiple organizations
  • Settings, checks, and approved senders are scoped per organization

Shipments

A Shipment represents a batch of fresh produce moving from origin to destination. Shipments have a lifecycle:

Status Description
pending_approval Received by email, awaiting a team member to approve
draft Documents imported, data being extracted
validated Key facts confirmed by a team member
in_transit Shipment is en route
arrived Container has arrived at the destination port or airport
in_warehouse Container received at the warehouse — produce available for sale
error Processing failed

Documents

Documents are files attached to a shipment — typically packing lists, quality reports, or phytosanitary certificates. They are the input a shipment is built from, which is why replacing a document re-extracts and re-checks everything derived from it. See Receiving Shipments.

Trackberry supports:

  • PDF — Parsed via automated text and table extraction
  • Excel (.xlsx) — Direct structured table reading
  • Images (.jpg, .png) — Processed with OCR

Each document goes through an extraction pipeline that produces structured pallet data.

Pallets

A Pallet is a unit of produce within a shipment. Each pallet has attributes extracted from documents:

text
Key pallet attributes:

pallet_number   — Unique identifier on the pallet
produce_name    — What's on the pallet (e.g., "Hass Avocado")
category        — Produce type classification
calibre         — Size grading (e.g., "12", "14", "16")
boxes           — Number of boxes on the pallet
box_weight_kg   — Weight per box in kilograms

Each pallet contains one or more Packing Lines — individual rows from the packing list that record produce details, box counts, and weights at a finer level of granularity (e.g., per calibre, variety, or pack format within the same pallet).

Mixed Produce Shipments

A shipment can contain multiple produce types — for example, goldenberries and figs in the same container. When this happens, Trackberry displays a Produce column in the packing table with a color-coded badge for each produce type, so you can see at a glance what’s on each pallet.

Organic & Conventional

Each packing line records whether the produce is Organic or Conventional. Trackberry displays this on shipments:

  • 🌿 — Every packing line is organic
  • 🌱 — The shipment contains a mix of organic and conventional produce

GGN (GLOBALG.A.P. Number)

A GGN is a 13-digit certification number from GLOBALG.A.P. identifying the producer or farm. When present in packing lists, Trackberry extracts it per packing line and displays a summary on the shipment:

  • A single GGN if the entire shipment comes from one certified producer
  • “Mixed (N GGNs)” if lines originate from multiple certified producers

Containers

A Container is the physical shipping unit that holds pallets during transport. Ocean shipments typically have one or more containers; air shipments do not use containers.

Cargo Type

Each shipment (or container) has a Cargo Type that describes the temperature regime:

Cargo Type Description Badge
Ambient No temperature control
Reefer Refrigerated container
Frozen Frozen cargo below 0°C ❄️

The cargo type is automatically detected from transport documents when available. Frozen shipments display a ❄️ badge with the set temperature across the dashboard, shipment list, and trading view.

Shipment Notes

You can attach free-text Notes to any shipment — internal comments, reminders, or instructions for your team. Notes auto-save as you type (no submit button needed) and appear as a 📝 icon on the shipment list, dashboard, and trading view.

Quality Checks

Checks are automated validation rules that run against extracted shipment data. Examples:

  • Weight check — Verify total weight matches expected range
  • Calibre check — Ensure calibre values are within product specs
  • Completeness check — Flag missing required fields

Checks produce results: pass, warning, or fail. Checks are informational — they flag problems rather than blocking approval, and an admin can mark them resolved when the answer came from a phone call rather than a document. See Quality Checks.

Members & Roles

Users join organizations through Memberships, each with a role:

  • Member — Day-to-day shipment work: view shipments, documents and pallets, upload documents, and approve or reject shipments
  • Admin — Everything a Member can do, plus managing settings, members, approved senders, and checks
  • Owner — Full access including organization-level settings and billing

See Managing Your Team for the full permission table.

Approved Senders

Approved Senders are email addresses or domain wildcards authorized to send documents to your organization. You can approve a single address (e.g., sender@example.com) or an entire domain (e.g., *@example.com). Documents from unapproved senders are flagged for review.

Pre-allocations

A Pre-allocation assigns a number of boxes from a packing line to a specific customer (allocatee) before the shipment arrives. This lets you plan distribution in advance. Pre-allocations are tracked per packing line and cannot exceed the line’s box count.

Public Tracking

Organizations can enable Public Tracking Pages to share a live, unauthenticated view of any shipment. External parties can view the tracking map, transport details, and selected documents — and subscribe to email updates when the status changes.

Shipment Messages

Every email sent to your organization about a shipment is stored as a Shipment Message. Trackberry uses AI to analyze each message and extract:

  • Category — Arrival notice, delay notice, inspection notice, customs update, etc.
  • Urgency — Info, warning, or critical
  • Summary — A one-line description of the key information
  • Dates — ETAs, delivery dates, and inspection dates mentioned in the email
  • Suggested status — Whether the email implies the shipment has arrived or departed

Messages appear on the shipment page and provide a complete conversation history alongside the structured shipment data.

Trading View (Stock Overview)

The Trading View aggregates all packing lines from active shipments into a pivot table grouped by calibre, variety, and/or pack format. It shows unallocated vs. allocated stock at a glance, with click-to-drill-down into individual packing lines and inline pre-allocation. See the Trading View guide for details.

Destination Filter

Both the Dashboard and Trading View offer a hierarchical destination filter that lets you narrow down shipments by country and port. Check a country to select all its ports, or expand to pick individual ports.

Audit Log

Every significant action is recorded in the Audit Log — document uploads, approval decisions, setting changes, member management, and inbound email updates. The audit log provides full traceability for compliance.

Tags: concepts data model architecture