Sell to a company

Some of your customers are companies, like an office that buys snacks for its staff. Add each one as a corporate account. It keeps the company's details, its contact person and its credit limit in one place. Then you can take its orders.

Add the company

Only an Owner can add a company.

1. In the menu, open Customers and press Corporate Accounts.
2. Press Add Account.
3. Type the Company Name, the Contact Person and the Contact Phone.
4. Type the company's GSTIN in Company GSTIN, if it has one.
5. Type the most the company may owe you in Credit Limit (₹). Type 0 for no credit.
6. Press Create Account.

In the same box, you can also type a Contact Email and a Billing Address. After you press Create Account, Orio360 opens the company's page.

Take an order

An Owner or a Manager can take an order.

1. Press the company's name in the list.
2. Press New Order.
3. Choose the shop the goods come from in Location.
4. Press + Add Item. Choose a product and type how many.
5. Choose the Delivery Date. Add Notes if you like.
6. Press Create Order.

The order shows under Orders on the company's page. If the order is more than the credit left, a Credit limit exceeded note shows in the box.

Good to know

• The Details tab shows the company's details. Only an Owner can change them and press Save Changes.
• An Owner can press Deactivate Account when you stop selling to the company.