Business customer relationships
Manage customer accounts and the commercial context relevant to them.
Wholesale and production involve purchasing, products, physical stock, customer relationships and dispatch. FranchiseOS has dedicated wholesale and operational workspaces, so customer pricing, order work, invoices and fulfilment can remain connected to the underlying product and inventory context.
Talk through your setup ↗Manage customer accounts and the commercial context relevant to them.
Keep B2B ordering, invoice and credit work in the wholesale workspace.
Connect relevant purchasing, physical stock and supported production records.
Configure the fulfilment, shipping and handover workflows the operation needs.
Work from the customer, products, quantities and agreed commercial context.
Receive the actual goods into the relevant location records.
Coordinate the supported packing, dispatch and financial record.
Bring your current systems, priorities and questions.