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Customer Management

Every distributor, retailer and wholesaler in one profile.

Centralized customer profiles — including distributors, retailers and wholesalers — with purchase history, loyalty points and communication logs, connected to the rest of your K360 modules.

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Sample data
  • RMRiverside MartLahorePKR 84,250
  • CWCrescent WholesaleKarachiPKR 212,600
  • NDNorthgate DistributorsFaisalabadPKR 0
  • GVGreen Valley StoresMultanPKR 41,900
  • HTHarbour TradersKarachiPKR 18,300
RM

Riverside Mart

Retailer · Customer since 2023

Orders

148

Lifetime

PKR 6.2M

Loyalty

2,340 pts

Purchase history

  • INV-2041818 OctPKR 84,250
  • INV-2031109 OctPKR 56,100
  • INV-2017727 SepPKR 63,780

Communication log

  • Call — confirmed weekly order
  • Statement sent for September

What's included

Built into K360

Customer Management

Centralized customer profiles, including distributors, retailers, and wholesalers, with purchase history, loyalty points, and communication logs.

  • Centralized profiles

    One record per customer, shared by sales, invoicing and returns.

  • Distributors, retailers & wholesalers

    Keep every customer type in the same directory.

  • Purchase history

    See what each customer has bought, invoice by invoice.

  • Loyalty points

    Track loyalty points alongside each customer profile.

  • Communication logs

    Keep calls, messages and statements with the customer record.

One directory

Every customer type, side by side.

142 Sample data

Distributors

Bulk accounts with their own purchase history and balances.

1,018 Sample data

Retailers

Store accounts with loyalty points and communication logs.

124 Sample data

Wholesalers

Trade accounts invoiced and credited from the same profile.

Connected record

From first order to final credit — on one profile.

  1. Step 1Complete

    Customer profile

    One centralized record for the account.

  2. Step 2Complete

    Sale

    Sales are recorded against the profile.

  3. Step 3In progress

    Invoice

    The invoice joins the purchase history.

  4. Step 4Up next

    Returns & credit

    Credit notes update the same ledger.

Plans & questions

Before you start

On the pricing page

  • StarterCustomers & Suppliers
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Yes. Roles & Permissions let you define granular, module-level access for every user — from cashiers to branch managers to finance admins.

Most businesses migrate customers, suppliers, inventory and historical invoices within 3–5 business days using our guided import tools and onboarding specialists.

Yes — every plan starts with a 3-day free trial, no credit card required. You can invite your team and import real data before committing.

Works with

Connected modules

All modules

Ready to bring your business operations together?

Explore how K360 can help connect your customers, suppliers, inventory, finance and day-to-day operations in one platform.

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3-day free trial · No credit card required