Manage customer profiles — company, email, phone — tied to every sale and ledger.

Company accounts with contacts ready for the counter

Overview

B2B automotive sales need more than a walk-in name field. Cephre customer profiles hold company identity and contact channels so POS tickets, ledgers, and credit decisions share one record.

From the register, staff can add a new customer mid-sale. From ledgers, you open the same profile to see billed totals, payment history, and unpaid invoices.

What you get

Company name & contacts
Email and phone on file
Quick-add from POS
Opens into ledger detail views
Supports fleet / shop account styles
Searchable across sales history

Workflow

How it works

1
Create profile
Company + contact channels.
2
Sell
Attach on POS tickets.
3
Review
Open ledger info for that customer.
4
Maintain
Update contacts as accounts change.

Capability map

Built into Cephre

POS customer dropdown + add
Ledger info header with email/phone
Balances and invoice counts on profile context
Exportable history alongside profile

In the product

Screens from this module

Ready to put this on your counters?

Apply for a subscription package sized by Super Admin seats, store Admins, and outlets.

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