B2B customers, or business-to-business customers, refer to companies or organizations that purchase goods or services from other businesses to support their own operations, production, or resale. Unlike business-to-consumer (B2C) transactions, where businesses sell products or services directly to individual consumers, B2B transactions involve sales between companies.
When collecting information from business customers for a Point of Sale (POS) system, it's essential to gather relevant and accurate data to ensure smooth transactions and to maintain a good business-customer relationship.
Here are the important details to collect from business customers for POS purposes:
Business Name:
Email Address
Phone Number
Tax Identification Number:
Payment Information:
Pricing Agreements:
Default Shipping Address
Billing Address
To start adding Business Customers, please choose which feature you are using:
Click Customers dropdown list and click on Customer List
Click + Add Customer
Enter Required Fields : Business/Company details
Customer Name:
Email Address:
Phone Number:
Customer Type: Select Business
Term Type: Choose from DizLog default type of payment terms depending on the agreement with your Customer
Tax ID:
Enable Cashback: Toggle on or off
Add Price List: You may select or create pricelist from the same page or under Inventory / Category dropdown list
Location Name:
Corporate Phone Number:
Customer Opening Balance: to track or note any outstanding money
Select Business Location: In which Store Location Customer will be added
Default Shipping Address: You have the option to toggle on the address to set it as the default shippingBilling Address: You have the option to toggle on the address to set it as the default billing address
Click Add New to Save Customer
From the landing page of the app, tap "Point of Sale" then tap "More"
Navigate up to bottom page of the app to tap "Customers"
To start adding single customer tap "+ Add Customer"
Select "New Customer"
Under Add Single Customer provide Customer's information such below:
Customer Name:
Phone Number:
Email Address:
Select Business Location: In which store location Customer will be added
Customer Type: Select Business
Term Type: Choose from DizLog default type of payment terms depending on the agreement with your Customer
Tax ID:
Enable Cashback: Toggle on or off
Add Price List: You may select or create pricelist from the same page or under Inventory / Category dropdown list
Customer Opening Balance: to track or note any outstanding money
Default Shipping Address: You have the option to toggle on the address to set it as the default shippingBilling Address: You have the option to toggle on the address to set it as the default billing address
Tap "Save"