Creating a new or converting a retail customer into a B2B customer gives you the ability to do the following:
- Add multiple contacts
- Unlimited addresses and ability to set default billing and shipping ones
- Set a default discount % to apply to their orders
- Select a B2B price list so when creating orders is uses 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 > customers > new customers.
- Change customer type to be "Wholesale"
- Fill in your B2B customer's details.
| 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. |
| Price List | [Optional] The default prices to use for this customer. Learn how to create new price lists. |
| 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 B2B customer
- Find the customer first by going to Settings > Customer and searching for them.
- Click into the customer and click the edit icon
- Click the "Retail type" dropdown and select Wholesale.
- The next screen lets you add B2B detail but looks a little blank, don’t worry the customer information is still saved.
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