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Sales and customers

Customers, price lists, orders, delivery notes, customer portal and online stores.

Customers: record, price list and addresses Add your customers with their price list, delivery addresses and tax details, import them from Excel and manage their access to the portal. Integral plan Price lists by type of customer Create price lists based on the RRP, on the wholesale price or with a free price, adjust them per product and assign them to each customer. All plans Sales orders Create and deliver customer orders, turn them into production with Orders by product, schedule recurring orders and export the list to PDF or Excel. Advanced and Integral plans Order calendar See your deliveries by month, week or day, colour-coded by status, filter by customer and open any order with one click. Integral plan Dispatches and delivery notes with lots Create the dispatch note with the lot of each line, let Recipok assign the one with the nearest expiry date, apply the equivalence surcharge and record returns. Integral plan Event material and catering equipment Keep a catalogue of equipment and let Recipok work out the material for each catering order per guest, per table or as a fixed quantity. Integral plan Dispatch report: cost and gross margin Analyse what you sold in a period: units, cost, sales and gross margin, by customer and by product, and export it to Excel. Integral plan Customer portal: let them place their own orders Switch on the portal, invite your customers, choose which stores they order from, answer their messages and remove access when needed. Free extension Beta Stores: a sales catalogue that creates orders Build a catalogue in blocks for the counter, the market or the portal, and place quick orders that turn into sales orders. Integral plan Listing board: jobs, business transfers and services Publish job offers, business transfers or services on the public board, manage your listings and reply to messages. All plans