Accounts Management
Manage all your accounts from internal to customers under a single usergroup function
Overview
NicklPay’s Accounts Management module centralizes the administration of both company-level and customer-level accounts into a single, unified workspace. Designed for organizations that operate across retail, wholesale, and multi-vendor environments, this module makes it easy to control pricing, permissions, payment terms, and user access without switching between systems.
By streamlining how companies manage their internal teams, external customers, and partner networks, the Accounts Management module acts as a vital operational layer that synchronizes seamlessly with your Orders, Payments, Pricing, and Catalog modules.
Whether you’re onboarding new customers, setting wholesale tiers, or assigning permissions to internal departments, NicklPay ensures all account data stays organized, controlled, and up-to-date.
Key Features
Unified Account Workspace
Manage both Company and Customer accounts under one streamlined tab — reducing clicks, confusion, and data fragmentation.Role & Permission Controls
Assign user group permissions to company accounts to define what each team or user can access within NicklPay.Smart Price List Assignment
Apply custom price lists directly to customer accounts, enabling precise B2B and wholesale pricing strategies.Integrated Payment Terms
Set and manage payment terms (Net 15, Net 30, prepay, on-account, etc.) for customer accounts with automatic enforcement during checkout.Live Sync Across Modules
Account settings cascade across Orders, Catalogs, Inventory, and Payments for consistent, system-wide accuracy.Bulk Editing Tools
Make mass account updates quickly — ideal for seasonal pricing, new product lines, or large onboarding cycles.
How It Works
Create or Import Accounts: Add company or customer accounts manually or through automated imports/APIs.
Assign Pricing & Permissions: Apply price lists, user groups, and custom access rules in seconds.
Define Payment Options: Attach payment terms and transaction rules at the account level.
Connect to Other Modules: Accounts instantly sync to ordering, billing, catalog access, and more.
Monitor & Update: Adjust permissions, pricing, or payment terms at any time with instant effect system-wide.
Benefits
Simplified Administration: Manage all account types from one centralized interface.
Consistent Pricing & Access Control: Ensure the right users see the right prices, catalogs, and tools.
Better B2B Experience: Tailor payment terms and pricing to customer relationships in a scalable way.
Reduced Errors & Duplication: Single source of truth for account data across all NicklPay modules.
Scales With Your Organization: Perfect for growing distributors, multi-location brands, and vendors.
