Company management

Efficiently manage and track your B2B customers' orders, payments, and company information from a centralized dashboard designed specifically for wholesale operations.

Who can use this feature?

This feature is available for Wholesale plan only

What is the Company management?

Company Management is a comprehensive B2B tracking system that centralizes all your wholesale customer information. It transforms individual order management into an organized company-based system, giving you clear visibility of each B2B company's order history, payment status, and outstanding balances. This feature automatically distinguishes between B2B and B2C orders, providing specialized tools for wholesale business management.

How does it help?

• Save 5-8 hours weekly by eliminating email and Excel-based tracking

• Reduce company search time significantly with advanced filtering options

• Track payment progress and overdue amounts for each company

• Get instant access to critical business metrics and monthly summaries

• Streamline B2B order management with built-in reporting tools

Step-by-step guide

You can have a look at the video below, or read the detailed guide below to quickly learn how to Download Historical documents:

Company management step-by-step guide

1

Access B2B Purchase Management

• Log into your admin dashboard

• Navigate to the B2B Purchase menu

• View your comprehensive company table

2

Manage Company Information

• See all B2B customers in one place

• View total order values per company

• Monitor payment statuses

• Track processed and pending orders

3

Use Filtering Options

• Filter companies by various criteria

• Sort information as needed

• Search for specific companies

• Filter by monthly periods or 30-day ranges

4

Handle Order Documentation

• Print orders directly from the interface

• Download order reports to your computer

• Send reports via email

• Choose email templates for communication

5

Monitor Financial Statistics

• Track total order values

• View total amounts paid

• Monitor outstanding balances

• Check past due amounts

Conclusion

Company Management streamlines your B2B operations by providing a powerful, centralized system for tracking wholesale customers. With comprehensive filtering, reporting, and monitoring capabilities, you can efficiently manage company relationships, track payments, and maintain clear visibility of your B2B business performance. This feature eliminates the need for manual tracking through emails or spreadsheets, saving you valuable time while improving accuracy and efficiency.