PlanIt Estimating · Settings, Branding & Account

Lock settings for retailers with Distributor / Franchise Mode

What does this do?

For groups that set up PlanIt for their retailers. Distributor / Franchise Mode locks pricing, roll widths, product settings, the colour theme and company details for end users, and exports your branding as a config file.

How to use it

  1. Open ⚙️ Settings from the sidebar and stay on 🎨 Company Info / White Label.
  2. Scroll to Distributor / Franchise Mode.
  3. Tick the locks you want: Lock pricing settings, Lock colour theme and Lock company details.
  4. Press 📦 Export Branded Config File. PlanIt downloads a JSON file named after your company (for example acme-flooring-config.json).
  5. Press 💾 Save Branding so the locks are kept.
Questions this guide answers
  • What is Distributor / Franchise Mode?
  • How do I export a branded config file?
  • Can I stop retailers changing the pricing or theme?

Last updated 2026-09-03 · Direct link for this feature