Tools
Sell sheets & margins run offline · account notes sync to the team
Paste a supplier deal email or spec list — the sheet fills itself.
Print: set Margins to “None”. Save PDF: first time it asks you to pick your Sell Sheets folder — after that it saves there in one tap.
By the unit, the lb, or the case — keep cost and sell on the same basis.
Enter cost + sell price to see your margin. Or enter cost + a target margin and it fills in the sell price you need.
Add people, reset PINs, and control which accounts each person sees. Changes take effect the next time they open the app.
Paste a supplier deal sheet or email and the app pulls out the items — or add one by hand. Saved deals show up in Promotions and the Promo Planner for the accounts you pick.
Paste a deal sheet or supplier emailEvery sale and price markdown on the books — confirmed deals from the promo sheet plus anything the team has added or penciled in.
Overstocks, closeouts, and special buys. Pick which accounts each one shows on — update the case count and every rep sees it instantly.
See who’s out, check your days, and request time off.
Tag checks, follow-ups, and to-dos for the whole team — assign one and it shows on that person’s My Day screen.
Birthdays, holidays, and team events — each shows on welcome screens on the day.