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
Processing file...
Reading customer data
Preview
Account #
Store Name
Contact First
Contact Last
City
State
Phone
Terms
Rep
✓
Customers Imported
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
🔍
Step 1 of 3 — Detecting columns...
Claude is identifying the products in each column section
Step 1 of 3 — Confirm Column Layout
Claude detected the following products in each column section. Correct any misreads before proceeding.
🤖
Step 2 of 3 — Reading colors & quantities...
Claude is reading colors and quantities from each column using your confirmed layout
Step 2 of 3 — Confirm Line Items
Review colors and quantities Claude detected. Edit, add, or remove lines before creating the order.
Order Draft
Product
Item #
Color
QTY
Match
Edit quantities or remove rows before creating the order.
Import Order History
Sync invoices from the Warehouse Scanner or upload historical CSVs manually.
+
Drop CSV here or click to browse
AR Invoice History Summary CSV export from Sage
Sync from Warehouse
Pull new invoices from the Warehouse Scanner into Sales App. Runs automatically daily at 6pm Central. Drop ship and Halloween invoices are excluded.
Processing file...
Reading invoice data
Preview
✓
Order History Imported
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
Parsing order sheet...
Matching products to catalog
Export Orders
Download submitted orders as spreadsheet
Preview
Order #
Date
Customer
Rep
ItemCode
SKU
Color
QTY
Price
Total
Submitted Orders
No submitted orders yet. Orders appear here after sending.
Users
Manage user accounts and roles
x
Name
Email
Role
Team
Status
Bond
[email protected]
Sales Rep
Team A
Active
Jane
[email protected]
Sales Rep
Team A
Active
Adam
[email protected]
Sales Rep
Team B
Active
Sarah
[email protected]
Supervisor
All
Active
Arnold
[email protected]
Admin
All
Active
Documents
Reference materials and forms for staff
Sort:
Loading documents...
Settings
Manage your account and app settings
iHow My Account works
Your profile fields (name, email, role) are read-only here. To change them, ask an admin to edit your user in the Users tab.
Use Change Password to update your own password. You'll need your current one.
Signing out doesn't remove the "Remember me" session on other devices — change your password to force re-login everywhere.
My Profile
Change Password
iHow Users works
Staff logins only — admins, supervisors, and sales reps. For store-owner logins, use the Customer Accounts tab.
+ Add User creates a login with a temporary password you give the user; they can change it later.
Initials (e.g. TMC, KSJ, EP) are used to auto-match users to the correct accounts during customer imports — set them for sales reps.
Edit a user to change role, team, email, or deactivate — a deactivated user can't sign in but their history is kept.
Email can be changed; the new email becomes the sign-in email.
x
Name
Email
Role
Team
Status
Last Login
iHow Import works
Import Inventory — upload the MAS200 inventory report (xlsx). Updates stock counts for existing products.
Import Customers — upload a MAS200 customer export. New accounts are created; existing accounts (matched by account number) are updated.
Import Order History — upload ar_invoicehistorysummary or similar MAS200 invoice report. Fills in past orders for selected customers so AliciaConnect shows them.
Scan Order — upload a photo or PDF of a handwritten order sheet; the app extracts items and quantities.
Import Order Sheet — upload an Excel order sheet; the parser maps rows to catalog items.
Automatic nightly syncs already pull invoices and stock from the warehouse; use these importers for backfills and one-off updates.
Current Data
iHow Export works
Export Orders — pick a date range and (optionally) a status to download orders.
All in one sheet is best for pivot tables and analysis; one sheet per order is best for printing or forwarding individual orders.
CSV is lighter and works everywhere; XLSX keeps formatting and multiple sheets.
Export Customers — downloads the full active customer list with contact and rep info.
Export Orders
Export Customers
iHow Customer Accounts works
Store-owner logins only — these are the AliciaConnect portal accounts your retail store owners use. For staff, use the Users tab.
+ Link Store Owner starts a 2-step wizard: Step 1 pick the customer (search by name or account); Step 2 enter owner's email + a temporary password. Name and contact info are pulled from the customer record.
After creating, give the owner their email + temporary password. They sign in at aliciaconnect.com and change it on first login.
One owner account can be linked to multiple customer records (e.g. a chain with several locations) — add more links from the owner row.
If an owner can't sign in, go to Password Reset to set a new temporary password or generate a reset link.
Store Owner Accounts
Create login accounts for store owners and link them to their customer record.
Link Customer Store
Select the store to link to this owner account.
iHow Password Reset works
Works for staff and store owners alike — pick the user from the dropdown.
Set Temporary Password — type a new password and give it to the user directly. Use this when you can tell them in person or over the phone.
Generate Reset Link — creates a 48-hour link you copy and send to the user by text or email. They click it and choose their own password.
Setting a temporary password immediately invalidates their old one; a reset link does not until they use it.
Reset User Password
Set a temporary password directly, or generate a reset link to send to the user.
Reset Link (valid 48 hours)
Copy this link and send it to the user via text or email. They can use it to set their own password.
iHow Products works
+ New Product creates a product and its first color variant. Item number and category are required; barcode is pulled automatically from the warehouse on save.
Click a product row to edit the name, price, category, colors, tags, or upload/replace the image.
Discontinue hides a product from the catalog but keeps its sales history. Discontinued can be re-activated.
Tags (Best Seller, New, Sale, etc.) show as pills on the catalog cards. Create or recolor tags in the Tags section.
The scanner-only bar at the top shows products the warehouse tracks but Sales App hasn't added yet — click to review and import.
Missing image count and "Missing Image" filter help you find products that need photos.
x
0
Total
0
With Image
0
Missing Image
—products in scanner not in Sales App
Products the warehouse tracks but Sales App doesn't have yet. Click to view.
Expand ▾
Tags
iHow New Locations works
Lists new ship-to addresses we've shipped to recently, pulled nightly from the warehouse.
Use this to catch customers who've opened a new store or added a second location — so you can route sales calls to them.
Change the Days filter to see a longer window.
Addresses are matched to existing customers by account number; truly new accounts (that got through on an "attention" ship-to) show up here first.