Setting up Wholesale

Wholesale features

• Wholesale customer can have multiple contacts & addresses 

• You can have a default discount % per customer 

• Uses a B2B price list for products

• Add payment terms such as "Net 30 days" so the order can be shipped straight away without payment

• Have a minimum order value set per customer

• Email customer an online invoice, where they can download a PDF copy and also pay  online using a credit card

Setting up B2B/wholesale

To get the most from this feature we recommend setting up the following items first:

1. Connect your Stripe account - so customers can pay for your invoices online

2. Set an address on your default warehouse - this shows as your address on online invoice.

3. Upload your company logo and set text you want to show on wholesale invoices - explain how to pay for invoice such as bank details.

4. Setup a trade price list(s) - If your wholesale customers have different prices to your normal retail pricing

Create B2B/wholesale customers and orders

You will need to set up your wholesale customer before you can create any orders for them

• Create a wholesale customer

• Create a wholesale order