Creating a new or converting a retail customer into a wholesale customer gives you the ability to do the following:

  • Add multiple contacts to that user

  • Unlimited addresses and ability to set default billing and shipping

  • Set a default discount % to apply to their orders

  • Select a wholesale price list so when creating orders it will use those set prices

  • Set standard payment terms such as "Net 30 days"

  • Default currency & delivery method

  • Minimum order value, below which an order can not be created

To create a new B2B customer

  • Go to Setting

  • Click on Customers

  • Click + New Customer 

  • Change customer type to be "Wholesale"

  • Fill in your wholesale customer's details

 

Note: When creating a Wholesale customer, ensure that ALL contact information, aswell as address and billing information is entered. 

  • Account Number[Optional]:  Set account number for that customer.

  • Customer Notes[Optional]:  This will be visible to your team when creating an order for this customer.

  • Payment Terms[Optional]:  How many days until your customer must pay you. When used orders for this customer will go into "Ready to Ship" without a payment.

  • Minimum order value[Optional]: You will not be able to create an order for this customer if the order total is less than this amount.

  • Default Discount %[Optional]: This % is applied as a discount to order total when creating an order for this customer.

Converting an existing customer to a Wholesale customer

  • Find the customer first by going to Settings

  • Click on Customer

  • Use the Search customers box

  • or click into the customer and click the edit icon in the top right-hand corner 

  • Click the "Retail type" dropdown and select Wholesale.

  • The next screen lets you add wholesale detail but looks a little blank, don’t worry the customer information is still saved.

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