Rate lists, credit terms and the customers you actually make money on

Put the agreement on the record

Rates, category discounts, credit limits and payment terms belong on the customer profile, where an invoice can read them. Memory-based pricing produces corrections, and corrections produce credit notes.

• Agreed rate list per customer, with effective dates
• Credit limit and payment terms visible at order confirmation
• Outstanding and ageing on the same screen as buying history

Credit is a commercial decision, not an accounts task

If the person confirming an order can see that a customer is at their limit and sixty days overdue, the conversation happens before dispatch rather than after. That single visibility change collects more money than any reminder process.

Rank customers on contribution

With rates and outstanding in one place, you can see which relationships fund the business and which only fill capacity. That is what makes a difficult pricing conversation possible.