Everything a small business needs to run day to day
People, work, stock, and sales in one workspace, with shelf planning for the stores that need it.
People & roles
- A sign-in for every person, with built-in and custom roles
- Choose which screens each role opens and the page it lands on
- An organization chart of who reports to whom
- Several businesses under one sign-in, with a different role in each
Work & checklists
- Work items with assignees, locations, due dates, and a status
- Employees see their own task list while managers see the whole board
- Onboarding and offboarding templates with steps timed from a start date
- Starting a checklist turns each step into an assigned work item
Messages
- Direct and group conversations inside the business
- Role rules decide who can message whom
- Access to conversations ends when someone leaves the business
Locations
- Up to 10 locations per business, included in the plan
- Assign each person to the locations they work at
- Each location keeps its own people, work, and stock
Inventory
- Stock by location: backroom, map fixtures, and your own named bins
- Counts, receipts, and transfers between locations and stores
- Low-stock thresholds per location with alert previews
- Movement history and stock CSV export
Sales & reports
- Record sales against the location they sold from
- Returns can put stock back where you choose
- Compare the last 7, 30, or 90 days with the period before
- Top products and totals for one location or the whole business
Workflows
- Start from the low-stock template, or build the steps yourself
- Conditions, notifications to a person, and drafted reorder emails
- Preview a workflow without changing anything
Suppliers & customers
- A supplier directory and a customer directory for each business
- Contact person, email, phone, address, and notes
- Search, archive, and reactivate contacts
Products & fixtures
- Measured package sizes in inches, centimeters, or millimeters
- Mark dimensions as confirmed so unverified items stand out
- Fixtures with usable width, depth, and up to 12 shelves
- CSV import and export for your catalog
Planograms
- Drag products onto shelves, or place and move them with the keyboard
- Facings, position, and notes for each placement
- Layout checks for fit, overlap, and unconfirmed measurements
- Undo and redo, review, approval, and version history
- JSON and CSV export of any approved layout
Store map
- Store boundary, walls, and aisle zones drawn to scale
- Place and rotate fixtures, with a numeric alternative to dragging
- Link each fixture on the map to the planogram it carries
Store tasks
- Every approved layout becomes a checklist for the store
- Work through placements and track what is left to do
Heatmaps
- Colour a planogram or the store map by units sold, stock on hand, or sell-through
- 7, 30, and 90-day windows, with a legend and a no-data marker
Your workspace
- Several locations in one business, each with its own stock, maps, and plans
- Everyone who signs in works on the same saved copy
- Download a backup and restore it whenever you need to