CUSTOMERS & BRANCHES

Customer & branch management

One customer profile for the whole company: contact info, purchase history, debts and interactions — accessed exactly according to each employee's permissions.

Complete customer profiles

Every customer gets an overview page: past orders, current debt, care notes and change history. A new employee taking over an account loses nothing.

• Fast search by name, phone number or customer code
• Transactions and debts attached directly to the profile
• Merge duplicates while keeping full history

Independent branches, centralized data

Spin up a new branch in minutes: its own warehouse, staff and reports. Customers can belong to one branch or be shared — whatever fits your business model.

• View/edit permissions scoped per branch
• Company-wide consolidated reports or per-branch breakdowns