Customers
Every customer. One record.
One customer carries the pricing rules, the tax setup, the activity history, the AR position. Sales, accounting, storefront, support — every module reads from the same place.
Activity history
The story of the account. One click away.
Quotes, orders, invoices, payments, returns, conversations — chronologically attached to the customer. Notes, attachments, contact log on the same record. The audit history filters by customer for the questions compliance teams actually ask.
Hierarchies
Parent accounts. Child accounts. Real rollups.
Some customers are one company. Some are a parent with twelve subsidiaries. Wyatt models both — and rolls up AR, sales, and reporting the way your team actually thinks about the relationship. Pricing inherits from parent to child; statements consolidate at the parent.
Pricing & exemptions
Customer rules. Applied without thinking.
A customer-specific discount, a tier-based price, a tax exemption certificate — all live on the customer record and apply automatically the next time anyone quotes or invoices them. Payment terms and credit limits, same deal.
See the customer view, all in one place.
Bring a real account and we’ll walk its full history on a demo call.