Client accounts
Available nowOne page per client with its status, health, rules, people and full history, from onboarding to closing the account.
- Client statuses for onboarding, active, offboarding and closed accounts
- Credit holds that stop deliveries and despatch, with a polite message to the client and internal notes kept private
- Supervisor overrides to let in a delivery already on the road during a hold, with the reason recorded
- Client rules on the account, such as stock rotation, quarantining every delivery, and receiving and packing instructions, so the whole team works to them
- Clients manage their own contacts and logins without calling you