Customers

Flow Retail offers a complete customer management solution designed to fit both B2C and B2B needs.

You can create and manage individual customer profiles with separate addresses, segment private and business customers, consents, and even handle B2B clients with custom agreements.

Whether you’re running a physical store, an online shop, or both, our flexible system gives you full control over your customer data and relationships — all in one place.

Important information on GDPR

It’s important to note that Flow Retail uses a single, centralized customer database across all stores and organizational units within the same tenant. This means that personal customer information — such as email addresses and phone numbers — may be accessible across different legal entities (e.g., subsidiaries or franchise stores).

To ensure transparency, we recommend clearly stating this in your privacy policy with wording such as:

“By becoming a customer, you consent to the sharing of your customer data across all our stores, including any franchise or partner locations operating under the same brand.”

What are the different customer types?

A customer in Flow Retail is one of two types:

1. Private person / consumer

2. Company / business

   1. General company with no special agreements

   2. B2B Agreement customer with special agreements

The B2B Agreement customer variant requires the B2B extension.

Private person

The majority of customers fall into this category, and it is set as the default when adding a new customer.

For this type of customer, the only required information is their first and last name. However, it is highly recommended to also include their phone number.

Field	Required	Validation
First name	Yes	-
Last name	Yes	-
Street	No	-
Postal Code	No	Valid format per country
Postal Place	No	-
Country	Yes	Dropdown list
Mobile	No	Digits and + sign
Email	No	Valid email address
Display Name	No	-
Internal Notes	No	-
Accounting Number	No	-

Company (standard)

The standard company customer type is more or less identical as the Private customer type, with a few exceptions:

Field	Required	Validation
Company name	Yes	-
VAT number	Yes	-

Company (B2B)

This customer category targets companies you sell to and have special agreements with.

Functionality for B2B:

• Set payment terms, like due date for invoices (e.g., "30 days").

• Setting and managing a credit limit for purchasing and payment by invoice, and which is deducted as you sell.

• Connect each sale to a contact person for enhanced transparency.

Field	Required	Validation
Payment Terms	No	Digits
Credit Limit	No	Amount