BackOfficeGestion clients
Organisez toute votre base clients — entreprises, contacts, adresses de livraison, groupes de facturation et historique.
Companies
Each client in BackOffice is represented as a company profile containing business details, billing information, and operational preferences. The company record serves as the central hub linking contacts, addresses, pricing rules, and order history.
Business Profile
Company name, legal entity, tax ID (VAT/UID), industry, and custom tags for segmentation.
Billing Configuration
Payment terms, billing scheme, credit limit, preferred currency, and bank account details.
Delivery Preferences
Default delivery zone, preferred time windows, special handling instructions, and access notes.
Segmentation Tags
Assign tags like "HoReCa", "Retail", or "Premium" to group clients for pricing rules and reporting.
Contacts
A company can have multiple contacts, each with a defined role. Contacts are the people who interact with your system — placing orders in Supply Now, receiving invoices, or coordinating deliveries. Each contact has their own login credentials and notification preferences.
| Role | Permissions | Typical User |
|---|---|---|
| Admin | Full access — manage users, view all orders, edit company settings | Business owner or operations director |
| Buyer | Place orders, view order history, manage own delivery addresses | Purchasing manager or chef |
| Viewer | View orders and invoices only — no editing or ordering | Accountant or auditor |
| Receiver | Confirm deliveries and report issues — no ordering | Warehouse staff or kitchen porter |
Delivery Addresses
Clients with multiple locations can maintain a list of delivery addresses, each assigned to a specific delivery zone. When placing an order, the client selects from their saved addresses, and the system automatically applies the correct delivery schedule and zone-based rules.
Each address record includes the street address, GPS coordinates for driver navigation, floor/entrance details, access codes, and special delivery instructions (e.g., "Use the loading dock on Rue du Marché" or "Ring bell for Unit 3B").
Zone auto-assignment: When a new address is added, BackOffice automatically determines which delivery zone it belongs to based on your zone configuration — whether by postal code, city, canton, or GPS polygon.
Client-Specific Pricing
Every client can have a negotiated price list that overrides the base catalog prices. This is essential for wholesale distribution where large-volume clients, loyal accounts, or strategic partners receive preferential rates.
Client pricing integrates with the 4-level pricing engine described in the Product Catalog section. You can set a blanket percentage discount for the entire catalog, category-level adjustments, or individual product overrides. The system always applies the most specific rule available.
Pricing configuration per client
- percentGlobal discount: — A flat percentage off the entire catalog (e.g., -5% for all products)
- categoryCategory rules: — Different discounts per category (e.g., -10% on beverages, -3% on snacks)
- attach_moneyFixed prices: — Set absolute prices for specific products, regardless of base price changes
- credit_cardCredit limit: — Define a maximum outstanding balance. Orders are blocked when the limit is reached.
Order History
The client profile includes a complete history of all orders, invoices, payments, and communications. Sales managers use this view to understand ordering patterns, identify upsell opportunities, and resolve disputes with full context.
Filter the history by date range, status, or product to quickly find specific transactions. Export the history to CSV for analysis in external tools, or use the built-in summary metrics to see total revenue, average order value, order frequency, and top products for each client.
Client insights: At the top of the history tab, you will find summary cards showing total lifetime revenue, average order value, most-ordered products, and ordering frequency — helping your sales team prioritize accounts effectively.
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