Start Order
No active order
Start Order
Search for an existing customer or create a new one.
x
Adding items for
Customers
Select a customer to view their orders
x
Orders
Catalog
Order History
| Product | Item # | Color | QTY | B/O | Price | Total |
|---|
Order Notes
Review Order
| Product | Item # | Color | QTY | Price | Total |
|---|
Order Notes
Order History
All orders across your accounts
x
Order History
▲
No orders yet
Order #2001
| Product | Item # | Color | QTY | Price | Total | SKU |
|---|
!
Complete account details before submitting.
Complete Account Details
Order Summary
6 items - $312.50
Stock Check
Search by product name, item number, or barcode
x
Hide out of stock colors
Import Inventory
Upload your inventory database (.xls or .xlsx)
+
Drop file here or click to browse
Columns: Line, ItemCode (item + color), ItemCodeDesc, ProductLineDesc, Stock Lvl, OnHand, AliasItemNo, UnitPrice
Sync from Warehouse
Pull live stock from the Warehouse Scanner and apply conversion tiers (0-9=0, 10+=10, BRS 0-49=0, 50+=100).
Import Customers
Upload customer database (.xls or .csv)
+
Drop file here or click to browse
Expected columns: Account #, Store Name, Contact Name, Address, City, State, Zip, Phone, Email, Terms, Assigned Rep
Scan Order
Upload a photo of a handwritten order — Claude will identify columns, you confirm, then it reads the full order
📷
Drop image here or click to browse
JPG or PNG of handwritten order form — full page works best
📋 Paste Order Text
Paste from email, WhatsApp, text message, or any written order
Import Order History
Upload invoice history CSV from Sage (one customer at a time)
+
Drop CSV here or click to browse
AR Invoice History Summary CSV export from Sage — one customer at a time
Import Order Sheet
Upload a rep Excel order sheet (.xlsx) — each worksheet is one store order
+
Drop file here or click to browse
Accepts .xlsx rep order sheet files
Export Orders
Download submitted orders as spreadsheet
Submitted Orders
No submitted orders yet. Orders appear here after sending.
Users
Manage user accounts and roles
x
Documents
Reference materials and forms for staff
Sort:
Loading documents...
Settings
Manage your account and app settings
My Profile
Change Password