Customer Management
Know every customer, their history, their preferences, and their pricing — whether your team is in the office, on the road, or at the counter.
What you can work with
Account Profiles
Full customer records with contact info, addresses, tax IDs, payment terms, and delivery preferences. Searchable from any device.
Customer Groups
Segment buyers by region, tier, or industry. Apply group pricing, catalogue rules, and promotions to entire segments at once.
Frequent Products
Automatically surface each customer's most-ordered items during order creation. Reps sell faster and customers feel known.
Catalogue Visibility Rules
Control which products each customer or group can see in the B2B portal. Hide seasonal, restricted, or non-applicable items.
Try it with a sample
Create or Import Accounts
Add customers individually or import in bulk. Capture contacts, addresses, tax settings, and delivery instructions.
Assign Groups & Pricing
Place customers into segments and link them to price lists. Set catalogue visibility so they only see relevant products.
Track Order History
View every order, receipt, and interaction. Identify top buyers, spot churn risk, and plan outreach.
Upsell with Intelligence
Frequent products, order patterns, and missing-items suggestions help reps increase basket size on every call.
Available On
Customer records are managed in Admin and accessible on POS and Mobile during order creation. B2B portal users are managed separately but link to the same underlying account data.
Related Features
Know your customers like never before
See how Vender turns customer data into a competitive advantage for your wholesale team.