Business customers
Keep customer accounts, contacts and wholesale context together.
Manage wholesale customers, B2B orders, invoices, credit and dispatch in the connected FranchiseOS wholesale workspace.
Talk through your setup ↗Business customers have different ordering, pricing and payment relationships. FranchiseOS gives wholesale its own workspace for customers, orders, invoices, credit and dispatch, while retaining the underlying product and stock relationships that connect it to the wider operation.
See how the parts connect, from the work in front of you to the operation around it.
Explore the responsibilities this area brings into your connected software stack.
Keep customer accounts, contacts and wholesale context together.
Manage wholesale order work with the relevant catalogue and customer commercial rules.
Work with invoices, credit information and cash-flow context in the wholesale area.
Carry order details into packing and dispatch with the supported fulfilment setup.
Work from the business account and its relevant commercial context.
Keep products, quantities and the fulfilment requirement together.
Coordinate the financial record and the work needed for handover.
Wholesale belongs to the same platform as orders & dispatch, inventory & purchasing, costs & reporting. Agree the relevant modules, connections and configuration for your operation during setup.
Yes. FranchiseOS supports independent operators as well as groups and franchises. The setup should reflect your locations, responsibilities and relevant workflows.
Bring your current systems, priorities and questions.