June Release Notes

This month's release centers on a major redesign of the Sales Portal experience, alongside new features and enhancements across Finance Hub, and Storefront.

The Sales Portal has a redesigned layout that brings the tools reps use most into a single workspace, surfacing the most-used workflows as dedicated tabs instead of burying them inside individual accounts. Five new tabs are now available. These tabs are available on web today, with tablet and mobile support coming soon.

The Orders tab gives reps their full order history in one place, across both on and off Pepper orders. Open any order to view its details and print the invoice PDF when one is attached.

The same Copilot experience reps know is now one click away rather than nested inside a specific account, so they can quickly surface opportunities and business metrics.

Prospect Finder is now on web in addition to mobile, so reps can search an area, filter by business category, and claim accounts from a larger screen when planning visits.

With the Notes tab, add and edit activity notes across any account from one place, with reminders and push notifications carried over, so follow-ups no longer require digging into a specific account.

The For You tab brings sales alerts, the weekly sales rollup, and lowest performing customers into the new layout.

Account editing is improved alongside the new tabs: from the account detail page, reps can select Edit customer to update account details and add customer notes, such as a chef's birthday or a standing preference, which then appear alongside the account.

The Order Entry page has been enhanced with two ways to give reps more context as they build an order.

Reps can now click any item row to open a side panel with purchase history, pricing, item description, and product attributes. Having this context in one place helps reps calibrate the right quantity as they build an order. The item details panel is on by default.

Order Entry now flags low inventory in real time. When an item is running low, its line turns yellow instead of green and an indicator appears next to the "On hand" count, so reps catch over-ordering before it turns into last minute deliveries, credits, or substitutions. Low inventory indicators are available for distributors with substitutions enabled.

Distributors can now hide gross profit across Sales Hub, useful both for teams that want reps focused on selling rather than margin and for reps who build orders side by side with customers and would rather not have profit figures on screen. When enabled, gross profit is removed from the order entry page, the For You page, Storefront price editing, and order management views. The setting applies across the distributor.

Mobile Check Deposit enables users to pay an invoice by check directly from the Pepper app. Restaurant and distributor users can both deposit, so a customer can pay an invoice by check, a rep can deposit one during a visit, and a driver can deposit one on delivery. Distributor users can also act on selected invoices from one screen, with "Copy payment link" and "Pay" options, where "Pay" opens a check deposit flow scoped to distributor methods. Mobile Check Deposit is available on mobile only.

Distributors can now require a payment method on file before a customer's next order on a per-customer basis. A new "Require payment method before next order" toggle sits in the Customer Preferences panel in PMC, alongside the ACH, credit card, and Plaid toggles. It takes precedence over the distributor-wide setting, so the requirement can be enforced for a single customer who needs it without applying it across the board.

Distributors can now control the order that pack sizes (for example Each, Case, or Pallet) appear in throughout the app, so the pack a customer orders most often shows first instead of in a seemingly random order. Pack order can be reversed or set to a custom order, and applies everywhere multiple packs show: catalog, item detail, order guide, and search. Nothing changes for existing customers unless an order is set.