Many dealers serve both restaurants (bulk, often on credit) and retail walk-ins (smaller, often cash). When those streams mix in one notebook, margin and DSO become harder to read.
Tagging customers and price lists
Consistent customer categories and rate rules reduce pricing errors. Even simple labels like “wholesale” vs “retail” help staff apply the right rate at billing time.
Reports that help decision-making
Sales and payment summaries by category show whether wholesale growth is straining credit or whether retail cash is carrying the day.