Customers, Leads & CRM

Additional customer options

There are four additional customer options in Breww that are only visible to admin users. These options need careful consideration before being used, as they c…

Auto-populate customer references

Breww can automatically generate a unique reference for every customer, lead, and supplier you create. This is useful if you need every account in Breww to car…

Create deals for customers and leads to track expected future spend/volume

"Deals" allow you to tell Breww what you expect to sell in the future (as a simple spend/volume amount), track orders against this and make sure that if someon…

CRM activity types

When logging customer activity in Breww, such as customer calls, you can choose from Breww’s default activity types. However, it is also possible to create you…

Customer debts

Customer debts can be viewed directly on the customer account page or via the Aged/overdue debtors report.

Customer & lead lists

Customer and leads lists are a great way of grouping customers and leads who fit into certain shared criteria. For example, this could be used to see all custo…

How do I export a customer email list?

A list of your customers (& their details) can be exported using the Raw Data Explorer tool.

How do I find/send a customer’s statement?

To view a customer's statement, go to the customer's page, click Orders, credit notes & payments, and click the smaller Actions dropdown button under the Unall…

How do I merge duplicate customers in Breww?

You can merge customers in Breww by going to one of the customers' pages, then clicking More actions -> Merge duplicate entities. You'll then be prompted to co…

How to manage multiple customers with a single invoicing entity (Parent company)

Breww makes it easy to manage multiple customers under a single parent company. You can sync all invoices and credit notes issued to customers in a parent comp…

How to put a customer account on hold/block/stop/suspend and prevent order processing

Breww has a number of options for managing credit limits and preventing orders from being processed on accounts that are over their credit limit. Sometimes, ho…

How to quickly bulk/mass delete customers and restore deleted customers

Breww has a tool to quickly delete customers in bulk which can be found at Customers → Settings & tools → Quick customer delete/restore tool.

How to set/adjust the sales person on a customer

When creating customers in Breww, either through the main Customers page or via the importer, it gives the option as to whether you would like to assign a sale…

How to set the correct VAT/GST/sales tax on products and customers

Almost every tax question in Breww comes down to two separate settings:

Leads

In Breww, 'Leads' refer to potential customers that are managed differently from your regular customers. The Leads section of Breww allows you to track the pro…

Managing customer addresses

In Breww, you can associate multiple addresses with each customer to suit your needs.

Order predictions and churn risk

Breww can automatically analyse your customers' ordering patterns and predict when their next order is likely to arrive. This helps your sales team focus their…

Payment terms settings

Payment terms can be set per customer and/or per customer group. If neither of these is set, Breww will take the brewery default in Settings -> Order/invoice s…

Price lists

If you need to provide your customers or prospective customers with a price list, you can quickly generate these in Breww. When setting up a customer in Breww,…