Customer and Supplier Management
Every transaction starts with a clear, complete profile
Is your customer and supplier information scattered across invoices, accounts and separate records? trivvo brings each customer’s and supplier’s profile details, financial data and operational information into one unified record, so you can access the full details of your dealings without searching in several places.
The system links each profile to the relevant balances, transactions, accounts, warehouses and cost centres, with options to define price categories and discounts. This gives sales, procurement and accounting teams connected information to process transactions, manage relationships and make better-informed decisions.
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Who is this system designed for?
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Sales and customer service teams
Customer profiles provide a clear view of customer details, prices, discounts, balances and past transactions.
Procurement and sales departments
Helps teams organise supplier and customer data and link it to relevant accounts and transactions.
Finance and accounting departments
Enables teams to track customer and supplier balances, transactions and accounts from one source.
System Use Cases
Create a complete customer or supplier profile
Bring profile details, financial data and operational information together in one easily accessible record.
Track balances and transactions
Define linked accounts
Link warehouses and cost centres
Set customer prices and discounts
Review past transactions
System Features
Keep data in one profile
Keep each customer’s and supplier’s profile details, financial data and operational information in a unified record.
Find balances quickly
Link transactions to the right account
Organise dealings to suit your business
Apply prices and discounts accurately
Give departments a shared view
Understand your business relationships
Compatible Systems
