Most ordered flavors across all stores.
Per-store flavor performance.
Predicted demand based on order patterns.
Revenue, frequency, recency scores.
Members due for renewal this week.
Revenue by store.
Current stock worth at cost.
Auto-captured daily metrics.
All recent deliveries. Click to expand.
Stores grouped by delivery day.
Sales tax collected and exempt.
Upload QR codes for customer payments. These appear on invoices. Clover is coming soon.
Your total Assets (Cash on Hand + Inventory at cost + Accounts Receivable) equal your Equity. A healthy business grows equity over time. To add liabilities (e.g., loans, credit card balances), track them as expenses with appropriate categories — they reduce Equity indirectly through cumulative expenses.
Set your monthly revenue and expense goals. The table compares actual vs budget with variance — green means ahead, red means behind. Revenue includes membership, store, and event income. Expenses are drawn from your non-COGS expense entries and recurring rules.
Enter your bulk purchase costs and yields. Per-unit costs are calculated automatically.
| Item | Bulk cost | Qty | Yield | Per unit |
|---|---|---|---|---|
| Lemons | lb | cups juice | — | |
| Sugar | lb | cups/lb | — | |
| Water | $/gal | lifetime warranty | ||
| Ingredient | Cups | Cost | Volume |
|---|---|---|---|
| Lemon juice | — | — | |
| Sugar (dry) | — | — | |
| Water | — | — | |
| Total | — | — |
| Size | Container | Label | Labor | Serv/gal |
|---|---|---|---|---|
| Small 8oz | — | |||
| Medium 16oz | ||||
| Large 128oz | ||||
| Fresh 16oz cup | straw | 8 |
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Set your sales tax rate. Taxable sales include all revenue except tax-exempt stores. Mark a store as tax-exempt in its settings.
Log a production batch. Raw ingredients and packaging are deducted, and finished cans/pours are added, based on your recipe.
Manage members and store accounts. Track deliveries, payments, and outstanding balances per location.
Log pop-up events, track slot costs and sales by can/pour. Inventory is adjusted automatically.
Track operating expenses like rent, payroll, and supplies. Attach receipt images for record-keeping.
Track ingredient and packaging stock levels. Items below threshold trigger reorder alerts in Purchasing.
Record daily notes and events. Entries are paired with deliveries, events, and member orders on matching dates.
Aged balances based on delivery dates. Payments are applied FIFO (oldest invoices first).
Define your products and which sizes they are available in. These appear on order request forms.
Inventory items at or below threshold appear here. Add vendors and create POs to restock.
Track suppliers, contact info, and items supplied. Mark a vendor for 1099 to track annual payments.
Create POs to restock inventory. Track status from pending → ordered → received.
Key actions are recorded automatically for compliance tracking.
Annual payments to non-exempt vendors. Mark a vendor for 1099 in its settings.