Overview

Watch the Wholesale Demo video:

1. . Wholesale Order (with Immediate Payment)
   • Step 1: Lookup Customer:
     • In the Cloud Retailer software, go to "Lookup Customer."
     • Search for the customer you are selling to.
   • Step 2: Add Products:
     • Add the desired products to the customer's order.
     • Optionally, adjust quantities and add any necessary notes.
   • Step 3: Create Wholesale Order:
     • Click "Wholesale Order."
     • The system will generate a full-page order receipt.
   • Step 4: Deliver Order:
     • Deliver the order to the customer.
   • Step 5: Receive Payment:
     • Upon receiving payment, go to "Recall Wholesale."
     • Select the order from the list.
   • Step 6: Process Payment:
     • Click "Subtotal."
     • Select the payment method (e.g., "Check").
     • Enter the payment amount.
     • Click "OK."
     • The system will generate a sales receipt.

2. 2. Wholesale Order (On Account)

   • Step 1: Ensure Customer Credit Limit:
     • In "Lookup Customer," verify or set the customer's credit limit.
   • Step 2: Add Products:
     • Add the desired products to the customer's order.
   • Step 3: Select "On Account":
     • Click "Subtotal."
     • Select "On Account" as the payment method.
   • Step 4: Generate Invoice:
     • The system will generate an invoice for the order.
   • Step 5: Receive Payment (Optional):
     • If the customer pays immediately:
       • Go to "Lookup Customer" and click on the customer's name.
       • Click "Make Payment."
       • Enter the payment amount and select the payment method.
       • Click "Pay."

3. 3. Applying Customer Discounts

   • Option 1: Custom Discounts:
     • In the back office, create a custom discount (e.g., "All Beer 10% Off").
     • When selling to the customer, the discount will automatically apply to eligible products.
   • Option 2: Customer-Level Discounts:
     • In "Lookup Customer," enter a flat percentage discount for the customer.
     • This discount will apply to all products purchased by the customer.
   • Option 3: Price Levels:
     • In the back office, define different price levels for products.
     • Assign a specific price level to the customer.
     • When selling to the customer, the system will use the assigned price level for products.

References