Click a day to see what's happening

The calendar predicts each customer's next reorder from their cycle, so you can plan the month before anyone calls you.

Shipping cost is subtracted from margin in Books — so profit is the real number.

Supplier spend (purchase orders)

Cash spent restocking (received POs): . This buys inventory — each unit hits “True profit” above as Cost when you sell it, so it is not also subtracted here (that would double-count it).

🎨 Portal appearance

Controls how your customer ordering portal looks and what it shows.

📢 Portal announcement

Shown to every customer at the top of their portal (below the promo banner).

🛒 Order-wide discounts

Applied to a customer's whole order. Per-product discounts are set inside each product (Inventory → Edit).

e.g. spend $200+ → 10% off the whole order.

🎁 Bundle deals — move slow inventory

Pick 2+ products; when a customer has all of them in one order, they get a % off those items. Great for pairing a slow seller with a favorite.

🔔 Reorder reminders

Automatically push a “time to reorder” notification to each customer as their usual cycle comes due (based on their cycle + last order). One nudge per cycle.

🏷️ Customer tags

Your own labels for people (e.g. wholesale, VIP, net-30). Pick a color for each.

⭐ Badges

Highlight labels for products (shown to customers) and people (private). Pick a color for each.

Every conversation is kept here. Click one to read the full thread and reply.

⏳ Restock requests

Customers waiting on sold-out items. Mark it back in stock (Inventory), then tap “Notify” to alert everyone here.

🆕 New customer requests

✏️ Customer info-change requests

🔑 Portal access

Give a customer their own login from their profile page (Customers → open a customer → Portal access). Everyone with a login:

Get a push when a customer requests access, places an order, or messages you — even when the app is closed.

Alerts turn on per device — do this once on each phone or computer you want to be pinged on. On iPhone, add the app to your Home Screen first (Share → Add to Home Screen), then open it from there and turn alerts on.

Deleted someone and their email still says “already has an account” when they try to sign up? Clear it here so that email can sign up again. (New deletions clean this up automatically — this is for older ones.)