Manage customers day to day
The day-to-day: applications, terms, blocks, approvals and the customer timeline.
Customer work in a B2B shop is mostly four recurring jobs: deciding who gets an account, agreeing what they may owe you, stopping the ones who are not paying, and configuring the purchase rules their own procurement department insists on. The fifth, writing down what happened, is the one everybody skips and later regrets.
- Approve a registration — Work the pending queue and set up the new account.
- Payment terms and credit limits — What a customer may owe you, and for how long.
- Block a customer — Three different blocks, three different consequences.
- Approval rules — Route a purchase to the right approver.
- Cost centres and budgets — Carry the customer's accounting bucket to the order line.
- Log customer activity — Keep calls, visits and decisions on the record.