AttainAttain
Official Proposal · Confidential
Prepared for Hey You Distribution
Attain Technologies · Official Proposal

Hey You Distribution.

Attain is built for distributors with national ambitions — the ones entering new markets, winning new accounts, and growing without adding complexity at every step. The app gives your reps more time to sell and expand the customer base, while the back office gives your team the infrastructure to handle more orders, inventory, routes, and markets without scaling overhead at the same pace. This is the full scope, every module, the implementation, and the investment behind Hey You’s next stage of growth.

Prepared for
Susan DarrettaHey You Distribution
Prepared by
Aamir HuddaRaul Guardado · Attain
Discussed
July 13, 2026August 6, 2026
Why Attain

Choose the platform built for Hey You's next stage of growth.

What it takes to run & grow Hey You
Listaso
Attain
Connected, all-in-one system — orders, routing, inventory, warehouse & invoices
A B2B store app for Hey You's stores that grows the business
QuickBooks sync where the information actually matches
Accurate warehouse management — stock levels, lot #s & expiration dates
Email vendor POs directly & track bills
A delivery module for drivers — confirmation & payment capture
Complete A/R — statements, open balances & partial payments
A responsive product team that ships fixes and features fast
Responsive, dedicated US-based support
Scope of work

One platform. 15+ modules. Built for Hey You.

The app drives the top line; the back office gives you the infrastructure to scale it. Everything below is included in one package, one system — from sales and ordering through warehouse, delivery, inventory, and operations — so Hey You can grow without adding more disconnected tools, manual work, or operational complexity.

01Store ordering · iOS & Android
Hey You store ordering appAttain CartAttain Orders
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B2B Sales App for Hey You Stores

Your storefront in every customer's pocket — more orders, bigger baskets, and reps freed to open new accounts. This is the #1 engine of your expansion.
  • Stores order directly from you — with Hey You's catalog, pricing, products, and promotions — in under a minute → less friction, more frequent orders.
  • Hey You's entire catalog is in every customer's pocket — photos, search, and categories expose stores to products they didn't know you carried → bigger orders.
  • Recommended items, best sellers, promotions, and a smart cart surface what to buy next → more dollars in every order.
  • One-tap reorder turns past orders into repeat purchases in seconds → faster, more consistent reordering.
  • Stores see live delivery status and open balances themselves → fewer calls to the office and less time answering routine questions.
  • Every store that self-orders gives reps time back to sell — less order-taking, more time opening new accounts and new markets.
  • As Hey You expands, the same ordering experience scales with it — more stores ordering without the same growth in order-entry overhead.
The bigger picture: More revenue from every market — customers order more often, spend more each time, and reps spend their time opening the next account.
02Reps · iOS & Android
Attain Rep homeAttain Log a store visitAttain Store information
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Pre-Sales Module for Reps

Every rep sells like your best rep — bigger orders, faster visits, and money collected in the field.
  • Every rep walks in with saved routes, last visit & order dates, notes, and customer-specific pricing → they know exactly where each account stands.
  • A complete customer history — every order, credit, payment, and note → reps pick up exactly where they left off.
  • Recommendations, past purchases, best sellers, promotions, and a smart cart tee up what to sell next → more dollars in every order.
  • See what similar stores are buying → uncover products each account should be carrying and grow the account.
  • Live stock levels and backorders keep reps selling what you can actually fulfill.
  • Open balances at every stop → reps collect what's owed and log payments on the spot.
  • Money on the Table flags past-due, dormant, and declining accounts → reps know exactly where revenue is being left behind.
  • One-tap credits from previous orders → faster credits, fewer mistakes.
  • Reps see their own activity, goals, and performance → keep every rep focused on selling, collecting, and growing their territory.
The bigger picture: More revenue from every territory — bigger orders from existing accounts, more accounts opened, and reps focused on selling.
03Drivers · iOS & Android
Attain Delivery reviewAttain Collect signature
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Delivery Module for Drivers

Close the loop at the door — cash collected, inventory updated, and books current before the truck pulls away.
  • Drivers see ordered vs. loaded vs. delivered and adjust quantities at the door → invoices reflect exactly what the customer received.
  • Collect cash or check, add notes, and capture signatures on the spot → every payment is recorded immediately.
  • Confirm delivery directly against the order and email the invoice or customer statement before leaving the stop.
  • Every delivery, adjustment, and return updates inventory automatically → no re-keying, fewer discrepancies, cleaner books.
The bigger picture: Cash in the door faster, books that reconcile themselves, and faster collections with less money sitting in limbo.
04Speed

Barcode Scanning

Scan, don't search — faster orders and fewer errors, on the truck and in the warehouse.
  • Sales orders: scan UPCs to drop items in the cart and fire off the order.
  • Warehouse: scan to receive, put away and pick — lot numbers and locations captured, no typos.
  • Works with the Zebra scanners your team already uses.
The bigger picture: Fewer mistakes and faster everything — from the truck to the warehouse floor.
05Back office
Attain Credit listAttain Add a creditAttain Credits — back office
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Credits & Returns

Standardize the messiest part of the business — and stop paying for credits that were never yours.
  • At the store, capture the item, reason, photos, and notes → every credit has a clear digital trail.
  • Credits go through approval before hitting the books → you control what gets credited and why.
  • See every customer's full credit history and credit limits → spot patterns before they become expensive.
  • Approved returns flow through route returns and back into inventory automatically → no lost product or manual reconciliation.
  • Lot and expiration tracking flags product that may not have come from you → catch bogus credits before they cost you money.
The bigger picture: Turn credits from an uncontrolled cost into a fully tracked, accountable process — protecting margin on every return.
06Back office
Attain Record a paymentAttain Payment historyAttain Send a statementAttain InvoiceAttain Payments (back office)Attain Applied credits
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Accounts Receivable & Open Balances

See who owes what at a glance — collect more, collect faster, and retire the spreadsheet.
  • Track partial payments cleanly — know exactly what's been paid and what's still owed on every invoice.
  • Apply one payment across multiple invoices, use available credits, and keep a complete payment trail.
  • See every open balance in one place — sort by largest balance, filter, and drill into every unpaid invoice.
  • Send customer statements automatically — individually or in bulk → less chasing, faster collections.
  • Put open balances directly in your reps' hands → every store visit becomes an opportunity to collect what's owed.
The bigger picture: More cash collected, sooner — with less chasing, fewer missed balances, and less money tied up in receivables.
07Back office
Attain price levelsAttain price levelsAttain Edit price level
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Customer Pricing Levels

Right price for every customer, automatically — so you protect your margin as you scale.
  • Unlimited price levels, applied automatically across store, rep, and dashboard orders.
  • Multiple price levels per customer — one price for CVS, another for the local bodega → price every account the way you want.
  • Group, tiered, and suggested-retail pricing built in → handle complex pricing without spreadsheets or manual overrides.
  • Tie rep commissions to price levels → incentivize reps to protect margin, not just sell more.
The result: maximum margin on every item — no manual pricing, no leaks.
08Command center
Attain Office dashboardAttain Team activity and salesAttain Orders
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Attain Program for the Office Team

Run the entire company from one screen — from anywhere, with your whole team on it.
  • Cloud-based and accessible anywhere — unlimited users, logins, and accounts, with role-based access so every person sees exactly what they need.
  • A live command center for the business — sales, profit, orders, customers, AOV, open balances, fill rate, pick accuracy, units sold, and credits → any date range, automatically compared to the prior period.
  • See sales trends, team activity, today's orders, top-selling products, and rep performance at a glance → know what's working, what's slipping, and where to act without digging through reports.
Every tab is its own full module
HomeOrdersCreditsCatalogCustomersRoutesPrice LevelsPaymentsPromotionsWarehouseActivity LogReportsTeam Goals
The bigger picture: As Hey You grows, you don't lose visibility or control. One place to see how the entire business is performing, where money is being made, and where attention is needed.
09Back office

QuickBooks Integration

Finally use QuickBooks the way it's meant to be — clean books, no double entry.
  • Sync only Hey You's sales into QuickBooks — keep third-party sales separate so revenue isn't inflated and QuickBooks becomes reliable for accounting and reporting again.
  • Customers, items, orders, invoices, payments, and credits flow automatically between both systems → no double entry, fewer errors, no month-end cleanup.
  • Changes stay matched across Attain and QuickBooks → operations and accounting work from the same numbers.
The bigger picture: Books you can finally trust — and actually use for accounting and decisions.
10Warehouse
Attain ReceivingAttain Receiving DetailsAttain Email Purchase OrderAttain Inventory StatusAttain Inventory Status by locationAttain Product DetailsAttain PickingAttain Pick Order DetailsAttain Inventory LogAttain BackordersAttain Backorder Details Per Item (Dashboard)
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Warehouse & Inventory Management

The back office that protects your margin — less lost, less expired, faster out the door. The more you expand, the more this matters.
Inbound
  • Receiving — receive against POs and catch shortages, overages, and mistakes at the door.
  • Put Away — get every case into the right warehouse, bin, and location.
  • Vendors & POs — build and send vendor POs in one click → eliminate manual purchasing work.
Inventory
  • Locations — add unlimited warehouses, zones, and bins as you expand — all in one system.
  • Inventory Status — know exactly what you have, what's committed, what's incoming, and what it's worth — down to lot and expiration date.
  • Transfers — move inventory between warehouses and locations with a complete record of every move.
  • Inventory Log — see every adjustment, who made it, and when → trace discrepancies instead of guessing.
Outbound
  • Picking — direct pickers to the right location and prioritize nearest-expiration inventory → faster picks, less waste.
  • Check Orders — catch shorts, overages, and picking mistakes before they reach the truck.
  • Dispatch — build, assign, and optimize routes on a map → get the right orders to the right stops.
Reconciliation
  • Cycle Counts — keep inventory accurate without stopping warehouse operations.
  • Route Returns — bring undelivered product straight back into inventory → nothing gets lost between the truck and warehouse.
  • Backorders — capture demand when you're out of stock and turn it into a vendor PO or customer order → recover sales you'd otherwise lose.
The bigger picture: More inventory turns into revenue instead of waste — fewer mistakes, less expired or lost product, and a warehouse that can handle more volume as you grow.
11Growth
Attain promotions
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Promotions

Turn a slow week into your best week — order values climb without a single rep call.
  • Build a promotion in minutes and push it directly into the app → put the offer in front of customers where they actually order.
  • Target specific customers, products, and date ranges → control exactly who gets the deal and when.
  • Run virtually any promotion — % off, fixed discount, BOGO, buy X get Y, mix-and-match, and volume-based tiers.
  • Cap redemptions, track every use, and require rep approval → drive sales without losing control of margin.
  • Use promotions to clear aging inventory, launch new products, or drive volume on demand → turn promotions into a sales lever, not just a discount.
The bigger picture: A lever you control to drive sales, clear stock, and grow order values whenever you want.
12Insight
Attain reports
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Advanced Reporting & Analytics

Every report you need — live, filterable, and drillable by customer, rep, item, category, vendor, or timeframe.
  • Sales Reports — gross & net sales, order count, AOV, profit margin, and trending products — broken down by customer, item, rep, category, or vendor.
  • A/R & Collection Reports — aging by customer and bucket, customer statements, transaction logs, payments received, and rep commission reports.
  • Inventory & Fulfillment Reports — inventory aging and value, lots and expirations, fill rates, backorders, and committed quantities across warehouses.
  • Credit & Return Reports — credits by customer and product → quickly identify high-credit accounts and problem items.
  • Rep, Team & Route Reports — rep performance, employee activity, customers by rep, daily route sheets, and route returns.
  • Promotion Reports — see promo usage and discount dollars by qualifying item → know what actually moved product.
The bigger picture: Stop piecing together spreadsheets to understand what happened. Every part of the business is measurable in one place, while there's still time to act.
13Operations
Attain dispatch boardAttain RoutesAttain Route planningAttain Checked orders and routes
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Dispatch & Route Planning

Build, optimize, and control every truck's day from one live map — from warehouse load-out through the final return.
  • Build routes visually on a map — drag and drop stores, orders, and stops between routes and trucks directly from the dashboard.
  • Optimize every route automatically by shortest drive time, delivery windows, or farthest stops first → more efficient days with less windshield time.
  • See truck weight and capacity as you build → know when a truck is full before it ever leaves the warehouse.
  • Auto-assign by route or territory, then rearrange stops in seconds when the day changes.
  • Push the final route straight to the driver app or export route sheets to PDF for the warehouse and drivers.
  • Track what was loaded, delivered, rejected, and returned on every truck → inventory moves automatically with the product instead of being reconciled later.
  • Get a complete end-of-day route summary → know what was delivered, collected, and brought back before closing the route.
The bigger picture: More deliveries per truck, fewer miles driven, and complete control from dock to doorstep — with inventory staying accurate through every movement.
14Operations
Attain activity log
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Activity Log

See the whole field in real time — every rep, every visit, everything that happened.
  • A live team activity feed — every order, credit, delivery, and payment as it happens → see what the entire team is doing in real time.
  • See every rep's last-known location on a GPS map, across every market and territory.
  • Every visit captures check-in/out, time in store, location, and notes → know who visited, what happened, and how long they spent there.
  • A photo gallery from the field shows what's on the shelf, what's selling, and what competitors carry → uncover products the store could be buying from you instead.
  • Tag visits and activities to organize field intelligence and quickly surface patterns across customers and markets.
The bigger picture: Know exactly what's happening in the field without being there — who's visiting, what they're accomplishing, and where the next sales opportunity is.
15Partnership

Service & Support

Not just a vendor — a long-term partner invested in Hey You’s growth, from launch and every day after.
  • Hands-on onboarding & training — we get your whole team live and confident, not just handed a login.
  • A direct line to Aamir, engineering, and Raul (in Spanish) — real people who know your account, never a ticket queue.
  • Fast, responsive support — bugs and requests handled quickly as Hey You scales.
  • A responsive engineering team that ships fixes and features fast — the roadmap bends toward what Hey You needs next.
Package & investment

Everything, in one package.

Implementation & setup

A hands-on 4–6 week onboarding & implementation — system setup, team training, testing, and hands-on support through launch.

$2,499
One-time

The comprehensive Attain package

Here's everything you're getting:

$3,249
Per month
  1. B2B Sales App for Stores
  2. Pre-Sales Module for Reps
  3. Delivery Module for Drivers
  4. Barcode Scanning
  5. Credits & Returns
  6. Accounts Receivable & Open Balances
  7. Customer Pricing Levels
  8. Attain Program for the Office Team
  9. QuickBooks Integration
  10. Warehouse & Inventory Management
  11. Promotions
  12. Advanced Reporting & Analytics
  13. Dispatch & Route Planning
  14. Activity Log
  15. Service & Support
No Limitations on Growth
Built to scale without charging you for growth — unlimited store accounts, routes, reps, drivers, warehouse staff, and dashboard users. No per-seat fees or simultaneous-login limits. Cloud-hosted and accessible from anywhere.
Billed annually, paid monthly over 12 months.

We want to see Hey You everywhere.

More stores. More markets. A bigger business. Our job is to give your team a system that can keep up with that growth — and the support to make it successful. We’re excited to be part of where Hey You goes next.

See the ROI Calculator →
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