Customer management
Open a customer and see what they owe, how they pay, the cylinders they hold and whether they can order. Answer the phone with the facts in front of you.
Customer records
Every record opens on the figures the office is asked about most. These screenshots show The Kings Head, a pub in our demo business.
Turn on Block new orders or Block booked deliveries for a customer. While they have an unpaid invoice, the office, your shop and the driver app all refuse. Once they pay, ordering opens again by itself.
New orders blocked: £436.80 unpaid.
Every invoice for the customer, with its due date and whether it is paid. Search, filter to what is unpaid or overdue, and open one without leaving the record.
£436.80 owed, all of it overdue. One invoice paid.
Delivered cylinders minus empties back, by gas and size, with the date they first went out. Cylinder rent is added to their invoice for each day they hold one. Book a collection from the same place.
10 × 47kg propane held since 15 July. Rent £12.00 a month, ex VAT.
Set a price for any product, or put the customer on a price list. Bottle uses it on every order, in the office, on your shop and in the driver app. Rates PDF sends them a PDF of what they pay: just the agreed prices, or your full catalogue.
19kg propane: £49.50 agreed, £54.00 list. Both ex VAT.
Search by name, email or phone. Filter to trade or consumer, who owes money, who has a shop account or who is stopped for money owed. Change price lists or payment terms for a whole selection, merge duplicates and export a list.
Owed and overdue for every customer, on one screen.
Account details
The details that keep deliveries and invoices going to the right place.
Keep several delivery addresses on one account. Add the hours each one takes deliveries, notes for the driver and where to leave cylinders. Rounds are planned around them.
Add the manager, the accounts team or a site contact. Choose who gets order and delivery emails and who gets invoices, and the language their emails are written in.
Bottle points out customers who share an email or phone number, and merges them with their history. Retention rules remove inactive records, with a hold for any you need to keep.
Customer details on your phone
Owners and admins can search customers and edit contacts, delivery addresses, billing details, payment terms, notes and order restrictions. Add an address with postcode lookup. Drivers can view the details they need for their deliveries.
Explore the mobile appWorks on iPhone and Android.
Early access is open
Register your interest and tell us what you use today. Early access includes free implementation hours for setup and migration.