Manage, personalise and strengthen your customer relationships.
- How to group customers with categories for pricing and reporting.
- How pricebooks give chosen customers their own pricing automatically.
- How customer deposits take money up front and apply to invoices.
Overview
Customer Management is where you personalise the customer experience: grouping customers into categories, configuring pricing with pricebooks, setting custom terms, and taking deposits. It gives a fuller view of each customer and the levers to treat different customers differently.
Features in this function
- Customer Category – group customers by shared characteristics.
- Pricebook – custom pricing for groups of customers.
- Customer Deposit – collect money before invoicing.
Highlights
Seamless pricebook integration
Assign a customer to a category with a pricebook and the right prices flow onto their quotations and orders automatically, with no manual adjustment, so you can offer discounts or promotions to selected customers and reward your key clients.
Processes
Receiving, applying and refunding deposits
Take a deposit before an invoice is raised; apply it as payment when you invoice; refund any remainder when the account is settled. Deposits secure commitment and give you a cushion of funds against the order.