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B2B Companies

Your B2B operations center around Companies, not individual consumers. This module is your CRM specifically tailored for enterprise accounts, vendor relationships, and wholesale buyers.

What is this module?​

The Companies ledger stores vital information on businesses you sell to or buy from. Each company is an isolated entity that can be assigned specific Pricing Tiers, strict Net-Terms, and individual Credit Limits.

How to use it​

  • Add a Partner: Create a new company profile with the verified EIN/Tax ID and primary billing address.
  • Assign Contacts: You can invite multiple user accounts to act on behalf of the company in your Wholesale frontend.
  • Credit Sync: The system automatically aggregates all outstanding Drafts and unpaid Invoices attached to this company to dynamically reduce their available credit.