Inventory Managementfeatures
Customer Management & Credit Limit Software
Content type
Features
Topic
Inventory Management
Content type
Features
Topic
Inventory Management
Published
Keywords
Manage Customers, Credit Limits & Sales Transactions in One Place
Managing customer accounts becomes more complex as a business grows. Customers may purchase products regularly, buy on credit, make partial payments, and maintain outstanding balances. BManagerHQ provides Customer Management with Credit Limits and Limit Excess Alerts, helping businesses organize customer information and connect it with sales, customer credit, payments, and ledger records.
With BManagerHQ, customer management becomes part of your overall inventory and sales workflow instead of being maintained separately.
Start your 30-day free trial — no payment required.
Customer Management allows businesses to maintain customer records and connect them with sales and financial transactions. BManagerHQ connects customer information with relevant inventory operations such as sales, customer credit, payments, and customer ledger records.
A typical customer workflow can be:
Customer → Sale → Customer Credit → Payment → Customer Ledger
This provides a structured way to manage customer-related transactions from one inventory management system.
Maintain customer records within BManagerHQ and connect them with their relevant sales and financial transactions.
Customer Credit Limits
Configure a credit limit for each customer according to your business requirements.
Customer Limit Excess Alerts
BManagerHQ can provide a limit excess alert when applicable customer credit exceeds the configured credit limit.
Sales Integration
Connect customers with sales transactions so customer information remains associated with the relevant sales records.
Customer Payment Tracking
Track payments received from customers and connect them with customer-related transactions.
Customer Ledger
Maintain customer-related transaction and payment records through the customer ledger.
Many businesses sell products to customers on credit. A business may provide different customers with different credit limits based on its own business arrangements. BManagerHQ allows you to configure Customer Credit Limits so customer credit can be managed as part of your sales and inventory workflow.
Customer
↓
Credit Limit
↓
Credit Sale
↓
Customer Credit
↓
Payment
↓
Updated Customer Position
This connects customer credit with the transactions that create and reduce the applicable balance.
Explore Purchase & Supplier Credit Tracking
Businesses may want to identify situations where a customer's applicable credit exceeds the configured limit. BManagerHQ provides Customer Limit Excess Alerts to help users identify when applicable customer credit goes beyond the configured limit.
For example:
Customer Credit Limit
↓
Credit Sales
↓
Applicable Customer Credit
↓
Limit Exceeded
↓
Limit Excess Alert
The alert provides additional visibility so the business can review the customer's credit position and take the appropriate action.
Customer Management works closely with Sales Tracking. When a customer purchases products, the customer is an important part of the sales transaction.
BManagerHQ connects customer records with sales operations, creating a workflow such as:
Customer → Products → Sale → Customer Account
This makes it easier to maintain customer-related sales records within your inventory management system.
Explore Sales Tracking
When customers purchase products on credit, the sale can affect the customer's credit position. BManagerHQ provides Sales & Customer Credit Tracking, allowing businesses to connect sales transactions with applicable customer credit records.
For example:
Customer
│
├── Sale 01
├── Sale 02
├── Sale 03
│
↓
Customer Credit
│
↓
Customer Payment
│
↓
Customer Ledger
This creates a connected customer transaction workflow.
Explore Sales & Customer Credit Tracking
Customer credit eventually needs to be settled through payments. BManagerHQ provides Customer Payment Tracking to maintain payment-related records alongside customer transactions.
The workflow can be:
Customer → Sale → Credit → Payment
This helps businesses keep sales, credit, and payment records connected.
Explore Supplier & Customer Payment Tracking
Customer transactions may involve multiple sales, credit transactions, and payments. BManagerHQ provides Customer Ledger functionality to help businesses maintain organized customer-related records.
The ledger works together with:
This gives businesses a structured record of customer-related transactions.
Explore Supplier & Customer Ledger
Role-Based Access for Customer Management
Customer information and credit-related records may need to be accessed by different employees according to their responsibilities. BManagerHQ provides Role-Based Access to help organizations structure employee access to business functions.
For example, different employees may be responsible for:
Organizations can assign appropriate permissions so employees can access the functions relevant to their responsibilities.
Customer Management works within the organization's overall access-control structure.
For example:
Customer → Sales → Credit → Payment → Ledger
Employees can work with the functions they have been given permission to access. This provides a more structured approach to managing customer accounts and credit-related operations as your business grows.
Explore BManagerHQ Inventory Management
Customer management is an important part of inventory and sales operations. BManagerHQ allows businesses to connect customer information with the products and transactions involved in their sales.
Wholesale Businesses
Manage customers while handling regular product sales and credit transactions.
Distribution Businesses
Connect customer sales with credit, payments, and inventory operations.
Retail Businesses
Maintain customer records alongside sales and payment transactions.
Spare Parts Businesses
Manage customers and connect their transactions with product sales and credit.
BManagerHQ provides a connected workflow for managing customer credit.
Create and maintain the customer's record.
Set the applicable credit limit for the customer.
Record products sold to the customer.
Monitor applicable credit resulting from credit-based sales.
BManagerHQ can provide a limit excess alert when applicable customer credit exceeds the configured limit.
Record payments received from the customer.
Review the customer's related transaction and payment records.
Customer Management is not isolated from your inventory operations. It connects with sales, credit, payments, and ledger functionality.
Customer
│
┌──────────┴──────────┐
↓ ↓
Sales Credit Limit
│ │
↓ ↓
Customer Credit Limit Excess Alert
│
↓
Payment
│
↓
Customer Ledger
This creates a connected customer workflow within BManagerHQ Inventory Management.
These are two different parts of customer account management.
Credit Limit
The configured amount of credit available for the customer according to your business requirements.
Payment Tracking
Records payments received from the customer.
Together, they form a connected workflow:
Credit Limit → Credit Sale → Customer Credit → Payment → Ledger
Managing customer records separately from inventory and sales can make it harder to maintain connected transaction information.
BManagerHQ brings customer management into your inventory workflow.
Centralized Customer Records
Maintain customer information in one place.
Credit Limit Management
Configure credit limits for customers.
Limit Excess Alerts
Identify applicable situations where customer credit exceeds the configured limit.
Connect customer information with sales transactions.
Payment Tracking
Track customer payments.
Customer Ledger
Maintain organized customer transaction records.
As a business grows, the number of customers and transactions can increase significantly.
BManagerHQ helps businesses organize:
This provides a structured customer management workflow within the inventory system.
BManagerHQ Customer Management can support businesses that regularly sell products to customers, including:
Customer transactions are connected with product and inventory operations.
Product
↓
Sales
↓
Customer
↓
Credit
↓
Payment
↓
Ledger
↓
Reports
This allows customer management to work as part of the broader inventory and sales process.
Bring customer records, credit limits, sales, customer credit, payments, limit excess alerts, and customer ledgers together in one inventory management system.
Try BManagerHQ with a 30-day free trial — no payment required. Start managing your customer accounts and inventory operations with BManagerHQ.
Customer Management Software helps businesses maintain customer information and manage related sales, credit, payment, and transaction records.
Yes. BManagerHQ allows businesses to configure Customer Credit Limits.
Yes. BManagerHQ supports Customer Limit Excess Alerts when applicable customer credit exceeds the configured limit.
Yes. Customer records can be connected with sales transactions.
Yes. BManagerHQ provides Sales & Customer Credit Tracking.
Yes. BManagerHQ provides Customer Payment Tracking.
Yes. BManagerHQ provides Customer Ledger functionality for customer-related transaction and payment records.
Yes. Customer credit and payment records can work together within the customer management workflow.
Yes. Customer Management is one of the core features of the BManagerHQ Inventory Management module.
Yes. It can be used by wholesale, distribution, retail, spare parts, and other inventory-focused businesses.
Yes. BManagerHQ is designed for businesses in Bangladesh and includes customer management as part of its Inventory Management Software.
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