Full control over every customer's payment and pricing terms

Set credit limits, payment terms, price lists and tax rules at customer level

Every customer has their own commercial terms. Set them once, and every order picks them up automatically.

In short

Link a price list to a customer so every order automatically uses the right prices
Set credit limits and payment terms that apply immediately to new orders
Adjust delivery surcharges for high-volume customers
Set tax rates and exemptions at customer level
Set fixed pricing agreements for meal service or contract customers
Manage commercial terms in one place, applied to every order

Agreements live on the customer record

You set payment terms, credit limits and price lists directly in the customer record. As soon as your sales team creates an order, Catermonkey applies the matching price rules and payment terms, with no manual entry.

Each customer's own prices

For each customer you can link a specific price list, adjust delivery surcharges and set tax settings that match their location or invoicing requirements. Regular customers see the same prices on every order.

The system watches the limit

Credit limits and payment terms guard your financial policy. You set the terms once; the system checks them when an order is created. No digging through spreadsheets, no pricing mistakes.

Want to see how this works in your own account?

Try it free