Customer management | B-Cart
B-Cart Features
Sales & insight

Customer management

Manage customer accounts and their users, set terms and pricing per account, and get new customers into their portal.

Included on every plan
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How customer management works

Your customer list is one of the things you actually own. B-Cart keeps every account in one place, with its users, its credit terms, and the price list, visibility group and delivery method assigned to it. Import your existing customers from a spreadsheet or your accounting system, invite their users, and they are ordering.

  • Central list of every customer account, 500 on Core and unlimited above
  • Multiple users per customer account, invited by email
  • Credit limit, payment terms and payment settings per account
  • Assign a price list, visibility group and delivery method per account
  • Import customers from a spreadsheet
  • Import customers from MYOB, Xero, QuickBooks or Unleashed
  • Account status controls who can order
Customers
Merry Beach Pub ยท Details
Details Users Settings
Address42 Main St, Merry Beach
Emailmerry+beach@b-cart.com.au
Phone4200 5689
Settings
Pricing tierBig Spenders
Delivery profileMelbourne
Visibility groupBase group

What you get

The difference customer management makes day to day.

One source of truth

Account, contacts and settings sit together instead of across three systems.

The right access

Price list and visibility group decide what each account sees and pays.

Fast onboarding

Import in bulk, invite the users, and they can place an order the same day.

Works with the tools you already use

B-Cart syncs with Xero, MYOB, QuickBooks and Unleashed, so customer management stays in step with your accounting and stock, with no double entry.

More B-Cart features

Ready to run wholesale properly?

See customer management, and the rest of the platform, in action.

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