Every customer, priced right. Every sale, on the record.
Customer pricing, quotes that become sales, and invoices that follow through.
Last updated
Sales without the spreadsheet shuffle.
The right price, every time
Price groups and customer-specific pricing apply automatically. No more checking the rate card mid-call.
One record, start to finish
Quote to invoice, one thread
A quote becomes a sale, a sale becomes an invoice, with inventory and delivery updated along the way.
$840
Available
$960
Overdue
30 days
Terms
Credit under control
Terms, balances and credit status sit on the profile, so overdue accounts are caught before the next order ships.
From first contact to paid and delivered.
01
Customer
Profile, terms and contacts.
02
Pricing
Price group and discounts apply.
03
Quote
Sent, tracked and accepted.
04
Sale
Stock committed, pick list raised.
05
Invoice
Issued and synced to accounting.
06
Delivery
Picked, routed and proven.
Set the right price for every customer group.
Create reusable pricing groups, define the product prices for each, and assign customers. The right pricing is then available through the whole sales workflow, including quotes, orders and the portal.
- Price groupsTiered pricing across your customer base.
- Customer-specific pricesNegotiated rates honoured on every order.
- Bulk importLoad a whole group’s pricing from a spreadsheet.
- Available offlineReps see the same pricing with no reception.
Applies in quotes, orders and the portal
Create and manage customer quotes.
Build professional quotes from the customers, products and pricing already in Zami. Send them or download the PDF, track the status, and keep the full history on the customer.
- Built on real pricingLines use the customer’s own rates automatically.
- Send or downloadA polished PDF, emailed from Zami or saved.
- Status & historyDraft, sent, accepted or declined, editable at any point.
Quote Q-208
Harbour Wholefoods
Control discounts without changing your base prices.
Create named discount configurations for selected customers and products, switch them on or off, and let them apply during eligible sales, while standard pricing stays intact.
- Named configurationsBuild and manage as many as you need.
- Eligible customers & productsThe discount applies only where you chose.
- Activate or deactivateEnd a promotion without touching price lists.
Base price lists stay untouched
Manage customer credit and credit notes.
Set credit limits and terms per customer, watch balances, overdue amounts and available credit, and when goods come back, process the credit note from the same connected workflow.
- Credit limits & termsSet per customer, checked at order entry.
- Live exposureBalance, overdue and available credit, with flags as customers approach their limit.
- Credit notesProducts, quantities and stock lots credited, with a PDF to send.
Loaves × 12 returned
Lot #8-9038 back to stock
PDF ready to send
Everything sales covers.
Customer profiles
Contacts, terms, pricing and full order history in one place.
Quotes
Sent and tracked, then converted to a sale in a couple of clicks.
Price groups
Tiered and customer-specific pricing, applied automatically.
Discount rules
Volume and promotional discounts without anyone doing the maths.
Invoicing
Generated from the sale and synced straight to your accounting system.
Credit management
Terms, balances and holds visible before the next order is confirmed.
Questions & Answers
Yes. Price groups set tiered pricing, and customer-specific rates override them where you’ve negotiated something particular. Both flow through to the ordering portal too.
Balances and terms live on the customer profile. When an account falls overdue, new orders surface the credit status so your team can decide before despatch.
It converts to a sale with the same lines and pricing. Stock is committed, a pick list is raised, and the invoice is ready to issue when you are.
Yes. Invoices sync to Xero, MYOB or QuickBooks through Zami’s integrations, keeping your ledger and your operations in step.
Couldn’t find an answer? Send us a message
Contact support