Customers
One customer record, all the info you need
Company details, contacts, delivery rules, payment terms, and order history in one place. It's flexible, only use what you need.
You already know which customers want warm delivery on Fridays, who needs dairy-free options, and who pays Net 30. Stop hunting through email threads and sticky notes—put every detail where your team can find it.
- Store multiple contacts per customer—individuals, departments, decision-makers
- Set delivery preferences, closed days, and default logistics windows
- Attach files (contracts, menus, floor plans) directly to the customer record
- Assign payment terms, default account manager, and preferred language
- View full order history—inquiries, quotes, completed jobs—in one tab
- Add internal notes that copy into new orders automatically
Keep customer preferences front and center
Every company gets a complete profile: multiple contacts (departments, individuals), delivery addresses, closed days when they can't receive orders, and preferred language. Add internal notes and attach files—contracts, menus, floor plans—so the person taking the next order has what they need.
Match pricing and logistics to how each customer actually works
Set default payment terms, assign an account manager, and configure dispatch and delivery windows. When a customer pays extra for warm delivery, store that rule once; it follows them into every new order.
See the full relationship at a glance
The order history tab shows every inquiry, quote, and completed job. Your team knows who's a repeat client, what they've ordered before, and when they last worked with you.
Who benefits
Business owner
You see which customers drive revenue and which need more attention.
Sales / account manager
No more asking the kitchen what a customer ordered last time—it's right here.
Accounting
Payment terms and tax settings live with the customer, not buried in email.