Trade pricing kept in someone head is applied inconsistently and forgotten when they are off. This holds each account terms and applies them at the counter.
What's Included
- Agreed pricing per account applied automatically at the till.
- Credit limit and balance checked before another sale goes on account.
- Statements produced rather than assembled by hand.
- An assistant that flags accounts over limit or slowing down.
How To Use
- Hold pricing per account so it is applied the same by everyone.
- Check the credit limit at the point of sale, not at month end.
- Send statements on a schedule so payment becomes routine.
- Review discounted accounts annually. Some are no longer earned.
Bill it through invoicing prompts, and keep the relationship in CRM prompts.