Terms belong on the customer, not in someone’s memory
Trade and fleet accounts are not handled in the same way as a one-off retail customer. Motorworks keeps the customer type, account terms, source and discount beside the contact record, where reception and finance can see them before creating more work.
Advisory controls leave the decision with staff
The credit limit is a warning value, not an automatic stop. The default discount is offered during invoicing, not silently applied. That gives staff the context to make the right decision without letting an old setting alter a live invoice by itself.
Consent remains visible
The customer record stores the consent method and date used by the garage. Service-reminder campaigns still require the garage to use those records in line with applicable direct-marketing and data-protection rules.
