Skip to main content
Company management lets you update company information, manage supplier-customer relationships, and configure company-specific settings.

​
Updating company details

You can update:
  • Company name
  • Contact information
  • Billing and shipping addresses
  • Bank account details (for suppliers)
Bank account details are required for suppliers to receive payouts. Make sure these are accurate and up to date.

​
Supplier-customer relationships

To connect a supplier with a customer:
  1. Create or select the customer company
  2. Link them to the supplier
  3. Configure relationship settings:
    • Minimum order value
    • Credit limit
    • Delivery schedule
    • Pricing group
Relationship settings let you customise terms for each customer. For example, you might offer free delivery to VIP customers or set different minimum order values.

​
Relationship settings

Minimum order value — The smallest order amount the customer can place. Orders below this amount won’t be accepted. Credit limit — Maximum amount the customer can owe at any time. Useful for managing payment terms. Delivery schedule — Which delivery schedule applies to this customer. Can override your default schedule. Pricing group — Which pricing group the customer belongs to. Determines what prices they see.

​
Managing relationships

You can:
  • Create new supplier-customer relationships
  • Update relationship settings
  • Activate or deactivate relationships
  • Remove relationships (if no active orders exist)
Deactivating a relationship prevents the customer from placing new orders, but doesn’t affect existing orders.