How PepStock works

Each product stores three prices:

• Retail — your standard price
• Friends & Family — your discounted rate
• Wholesale — the reseller rate, and what team members owe you per unit on consignment

When you log a sale you pick the tier and the price auto-fills (still editable for one-off discounts). Stock gauges show house stock vs. stock out with reps, and items low on stock are flagged against their reorder threshold.

Add a photo to any product (camera or library) and tag its cap color. The photo and color dot appear on inventory rows so you can identify units at a glance — useful when several products look alike.

Add a tracking number and carrier to any batch, then advance its status (Ordered → Shipped → In Transit → Delivered) as it moves. Marking a batch Delivered stamps its arrival date automatically, which feeds lead-time stats. Tap the tracking number to open the carrier's tracking page.

The Planner (Purchasing tab) watches your sales velocity over the last 60 days and each supplier's typical lead time from your batch history. It tells you when to reorder each product so stock arrives before you run out, with a safety buffer built in.

Tap + on the Sales tab. Pick the product, tier, quantity, and who sold it.

• House sales deduct from your stock at the tier price you choose.
• Rep sales are booked at the wholesale rate (that's what the rep owes you) and don't touch house stock — their consignment holdings cover it.

Swipe a sale to mark it paid or unpaid; unpaid rep sales make up each rep's balance owed.

Save clients once (person icon on the Sales tab), build their order, and reuse it every time they restock — fulfilling books all the sales and updates stock in one tap.

Toggle Recurring on an order to schedule it weekly, biweekly, or monthly. You'll get a reminder at 9 AM on the due date — even with the app closed — and fulfilling rolls the date forward automatically.

Add team members on the Team tab and allocate stock to them. Nothing is owed at hand-off — a rep owes the wholesale rate per unit only once it sells. PepStock tracks each rep's current holdings, value at the reseller rate, units sold, and balance owed. Settle Up clears their paid sales; export a PDF statement any time.

Reps open their Inventory → Send Stock Back, pick a product and quantity, and it lands in your approvals inbox — approve once the physical units are back and counts adjust on both sides automatically. (Swiping a product in their stock list still works too.)

When a rep pays you, open their page and Settle Up to mark their sales paid; their app updates immediately.

Find it under Reference on your Dashboard, or the ± icon on the Inventory tab. Reps have it too, under Reference on My Stock. Enter the amounts and it computes concentration and per-dose volumes instantly.

It's a reference tool only — it doesn't change your inventory, and it works with no connection.

Everything saves to your private iCloud automatically. Sign into the same Apple ID on your iPad and the whole business is there — reports, photos, documents, clients. There's nothing to back up manually, and no one but you (not even the developer) can see your data.

The tag icon on Inventory opens a Price List — every product with all three tiers side by side, plus what it costs you and your margin. It's built for answering "what's that one?" without opening each product.

Sort it A–Z, by price, or by margin, and filter to what's in stock.

This one is for you and shows cost. To send a customer a menu, use Share Price List, which shows one tier and never includes cost or margin.

PepStock alerts you when:

• A product crosses its low-stock threshold or sells out
• A recurring client order comes due
• A rep submits a sale, return, deposit or stock request for approval (and reps get notified of allocations and approvals)

Anything waiting on you also shows as a badge on the Team tab, so nothing sits unnoticed.

Allow notifications when prompted, or enable them later in iOS Settings → PepStock.

Holding stock costs you nothing. You owe the house its reseller rate on a unit only once it sells.

So your balance is simply the reseller rate on everything you've sold and not yet paid for. Units still sitting in your bag aren't owed — return them any time instead.

Tap Log Sale, pick the compound, quantity and price. The sale is submitted to the house for approval.

Once approved, your stock drops and the reseller rate on it is added to your balance. Until then it shows as awaiting review.

An order is one shipment the house received, and its number is written on every label in it. A batch is one factory run of one compound — one strength, one cap — and it is what a certificate covers. One order can contain several batches.

You never see the house's suppliers or what anything cost them. The order number is here for one reason: it is printed on the unit in your hand, so you can match it to the right certificate.

Export My Statement produces a PDF of your stock, your sales, your deposits and your balance — useful for your own records or to reconcile with the house.

Share My Price List sends customers a clean list at *your* prices.