I'm looking for some suggestions for service which help us keep track our b2b customers (export and wholesale).
I have found https://orderwise.co.uk/ which looks pretty good – anyone had experience with them?
Looking for the following:
Under each customer be able to apply bespoke pricing, so when we enter or look up the customer, we need to be able to know the following:
• Customers price list and search based on codes with their bespoke pricing
• The ability to add this to basket like a web order and then process it as an order
• Then print off a delivery note, once the goods are packed, we can add a note for number of parcels or pallets and how the goods are being dispatched.
• Finally we can then print off or email or export the invoice, in either excel or PDF and also an option as a tick box to include any fields we want from the product data field as overseas customers have a different requirement for customs clearance.
We would like the ability to run various reports which shows the following:
• Individual product sales
• Individual customer sales
• Profitability and Sales reports, based on,
Product code profit using date range and showing which customer have bought
Category Sales or Profit
Invoice profit break down by line showing % and actual net profit
Customer profit break down
The business as a whole using a date range
Some suggestions would be much appreciated!