Wholesale Customer Maintenance

Wholesale Customer Maintenance

Wholesale Customer Maintenance

In order to process wholesale sales you must first create an account for the customer.


Select Wholesale Customer Maintenance from the Wholesale menu. 




The first screen will show a list of Customer Accounts that have been created, in the screenshot above there are no customer accounts. Select the Create New link to create an account. 




Complete the customer account details.

You must select a pricing policy from the following list and enter the percentage if applicable.

· Cost Plus %

· Cost No VAT

· Sell Less %

· Sell No VAT

· Enter Value

The Print Invoice Summary/Details option is currently not used but it is to control the level of detail posted into a Third Party Accounts System.

Set the Internal/External account flag, internal accounts do not incur VAT and should be used for accounts inside your organisation.

Select the Stock Location from the drop down menu.

Select Insert.


From the above screenshot it can be seen that a Customer Code has been created automatically for the customer.

You must create at least one delivery address, press the link Add a Delivery Address. 

Enter the Customers delivery address details, you can press the Copy Details from Invoice Address button if this is the same as the billing address.

Select the Create Delivery Address button.


 You can then edit or add further delivery addresses. You can also remove any unused delivery addresses.

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