Frequently Asked Questions - Wholesale

Modified on Tue, 7 Jan at 8:59 AM

1. How do I create wholesale shipping and insurance invoices for memos?

Navigate to the Wholesale Accounts module and select the desired account.
Go to the Memos tab and click Add Memo.
Fill in the memo details, including shipping and insurance costs.
Add the relevant products to the memo.
Complete the memo creation process.
Proceed to the Invoices tab to generate the invoice for the memo.

2. How can I cancel an order line that has already been allocated to a service job?

Access the Wholesale Accounts module and select the relevant account.
Navigate to the Orders tab and locate the specific sales order.
Click the three-dot button next to the order and select Process Sales Order.
In the Sales Order Line section, identify the allocated service job.
Cancel the allocation as needed.

3. How do I allocate a service job that uses existing inventory to a sales order?

In the Wholesale Accounts module, create a new sales order.
Select the inventory items required for the service job and allocate them to the sales order.
Open the Sales Order Line section and ensure the items are correctly linked to the service job.
Proceed to finalize the allocation and save the changes.

4. How can I cancel an order line that has already been allocated to a purchase order?

Navigate to the Wholesale Accounts module and locate the specific sales order.
Go to the Purchase Order Details section.
Select the allocated order line and cancel the allocation.
Ensure the changes are reflected in the purchase order status.

5. What is the wholesale order flow from sales order to merchandise receive?

The process involves multiple steps:
- Create a Sales Order in the Wholesale Accounts module.
- Allocate inventory or service jobs to the sales order as needed.
- Generate and process Purchase Orders for out-of-stock items.
- Receive merchandise and update inventory records.
- Complete the sales order upon delivery.

6. How do I create a new memo in the Wholesale module?

Navigate to the Wholesale Accounts module from the left navigation menu.
Select the desired wholesale account.
Click on the Memo tab and then press the Add Memo button.
Choose to create a memo from an existing sales order or from existing stock on hand.
Follow the prompts to select items, adjust details, and complete the memo creation process.

Related Article: How to Create a New Memo

7. How can I reprice an existing open memo?

Access the Wholesale Accounts module and select the relevant account.
Navigate to the Memo tab to view all open memos.
Locate the memo you wish to reprice.
Click the three-dot button next to it and select Refresh With Current Pricing.
Confirm the action; the memo lines will update to reflect current product definitions, markups, discounts, or adjustments.

Related Article: Wholesale - How to Reprice Existing Open Memo

8. How do I create a new wholesale account and update account settings?

Open the left navigation menu and click on Wholesale Accounts.
Press the Add Account button located in the top left corner.
Fill in the necessary account details in the dialogue box. Mandatory fields are marked with a red asterisk (*).
Once satisfied with your inputs, click OK to create the account.
To update account settings, navigate to the Account tab and explore sub-tabs like Details, Settings, Contacts, Addresses, and Fulfillment Locations to configure and operate the wholesale account.

9. How can I create a sales order in the Wholesale module?

Access the Wholesale Accounts module from the left navigation menu.
Select the wholesale account for which you’ll be creating the sales order.
Click on the Orders tab, then press Add Sales Order.
Enter sales order details and click Next.
Add products to the sales order by scanning, manual selection, or uploading a spreadsheet, then click Next.
Finalize the sales order by adjusting item details as needed and press Complete.
Utilize the What's Next Action Wizard to process the sales order, send it, view it, or create another.

Related Article: How to Create a Sales Order

10. How do I create a new proposal in the Wholesale module?

Open the left navigation menu and click on Wholesale Accounts.
Select an account and click on the Proposals tab.
Click on the Add Proposal button to start creating a new proposal.
Fill in the proposal details and press Next.
Add products to the proposal by scanning, manual selection, or uploading a spreadsheet, then click Next.
Finalize proposal edits by adjusting item details as needed and click Complete.
After completing the proposal, use the What's Next Action Wizard to send the proposal, view it, print tags, or add another.

Related Article: How to Create a New Proposal

10. How do I create a new proposal in the Wholesale module?

Open the left navigation menu and click on Wholesale Accounts.
Select an account and click on the Proposals tab.
Click on the Add Proposal button to start creating a new proposal.
Fill in the proposal details and press Next.
Add products to the proposal by scanning, manual selection, or uploading a spreadsheet, then click Next.
Finalize proposal edits by adjusting item details as needed and click Complete.
After completing the proposal, use the What's Next Action Wizard to send the proposal, view it, print tags, or add another.

Related Article: How to Create a New Proposal

11. How do I create a wholesale invoice?

Navigate to the Wholesale Accounts module from the left navigation menu.
Select the relevant wholesale account.
Click on the Invoices tab and press the Add Invoice button.
Choose to create an invoice from a sales order, memo, or stock.
Follow the prompts to select items, adjust details, and complete the invoice creation process.

Related Article: How to Create a Wholesale Invoice

12. How can I create a wholesale repair job from an existing memo or invoice?

Access the Wholesale Accounts module and select the desired account.
Click on the Jobs tab and press the Create Job button.
In the Job Details section, select the source type (e.g., Wholesale Customer Invoices & Memos) and fill in the necessary information.
Proceed to select items for the repair job and finalize the details.

13. How do I create a wholesale memo return?

Navigate to the Wholesale Accounts module and select the relevant account.
Go to the Memo tab and locate the memo you wish to return.
Click the three-dotted button next to the memo and select Return Memo.
Set up the Return Merchandise Authorization (RMA) by following the prompts to select items and finalize the return details.
Complete the RMA process by receiving the items in the RMA tab.

Related Article: How to Create a Wholesale Memo Return

14. How can I create a new wholesale payment and apply it to an invoice?

Open the Wholesale Accounts module and select the desired account.
Click on the Paid and Credits tab and press the Add Payment button.
Enter the payment details, including the amount and payment method, and click OK.
To apply the payment to existing invoices, click the Apply Payment button in the Unapplied Amount column and distribute the payment as needed.

15. How do I create a wholesale shipment from a memo or invoice?

Access the Wholesale Accounts module and select the relevant account.
Navigate to the Memo or Invoices tab and locate the document with pending shipments.
Click on the number in the Pending Shipment column and select Create Shipment.
Fill out the required shipment details, select items for shipment, and configure additional settings as needed.
Complete the shipment creation process.

16. How do I create a new Wholesale Return Merchandise Authorization (RMA)?

Navigate to the Wholesale Accounts module from the left-hand navigation menu.
Select the desired wholesale account and click on the RMA tab.
Click the Create RMA button to begin the setup.
Set the item status, choose whether the item has already been received or if a shipment needs to be created.
Select the items for return by scanning, manual selection, or uploading via spreadsheet.
Finalize the credit details and click Complete & Create RMA to finalize the RMA.

Related Article: How to Create a New Wholesale RMA

17. How can I create a wholesale invoice credit?

Open the Wholesale Accounts menu from the left navigation panel.
Select the wholesale account for which you wish to create an invoice credit.
Navigate to the Invoices tab and click the Add Invoice button.
Choose Add Invoice Credit with RMA to proceed via Return Merchandise Authorization.
In the RMA Details section, adjust miscellaneous details and select the item status.
Select the items to be credited by scanning, manual selection, or uploading via spreadsheet.
Finalize the invoice credit details and click Complete to finalize the invoice credit.

Related Article: How to Create a Wholesale Invoice Credit

18. How do I send an account aging statement and open memo report?

Access the Wholesale Accounts menu from the left navigation panel.
Select the wholesale account for which you'd like to send an account statement or memo report.
Navigate to the Statements tab.
To send the account statement, click the three-dotted button next to the Account Statement option and select Send Account Statement.
In the Build Message dialog, review the email content and confirm the recipient's email address, then press Send.
To send the memo report, follow the same steps under the Memo Report section.

19. How can I give a wholesale account access to the portal?

Open the Wholesale Accounts menu from the left navigation panel.
Select the wholesale account to which you'd like to grant portal access.
Navigate to the Account tab, then click on the Settings tab.
In the Wholesale Portal section, check the Enable Portal Access checkbox.
Click the Send Portal Invitation button.
In the Build Message dialog, review the email content and confirm the recipient's email address, then press Send.
The wholesale account can follow the link in the email to access the Customer Portal.

20. How do I send a proposal for client viewing and modification?

Navigate to the Wholesale Accounts module and select the desired account.
Click on the Proposals tab and ensure the proposal you want to send is prepared.
Click the three-dotted button next to the desired proposal and select Send Proposal.
In the Build Message dialog, review the email content and choose the recipient, then press Send.
The client can follow the link in the email to review and modify the proposal.
After reviewing and making modifications, the client can press Submit Order, creating a draft sales order.
You can then finalize the draft sales order in the Sales Orders tab.

Related Article: How to Send a Proposal for Viewing/Modification

21. How do I configure automatic account statements and memo reports?

Navigate to the Wholesale Accounts module from the left navigation panel.
Select All Accounts on the left-hand side.
Click on the Schedule tab to access scheduling options.
Enable automation by checking the appropriate boxes for Account Statement and Memo Report.
Configure scheduling options, choosing when to receive reports (e.g., end of the month, first day of the month).
Select accounts for scheduling by clicking Add Included Account and choosing the desired accounts.

22. How can I pre-invoice undelivered products?

Open the Wholesale Accounts menu from the left navigation panel.
Select the wholesale account for which you want to pre-invoice.
Click on the Invoice tab.
Ensure you have a prepared sales order for pre-invoicing.
Click Add Invoice and select From Sales Order.
In the dialog, choose the prepared sales order.
Enable the Ready & Incomplete Items checkbox to allow selection of undelivered products.
Select products for pre-invoicing by scanning items, manual selection, or using the Select From Excel or CSV option.
Finalize the invoice by making necessary adjustments and clicking Complete.
Refresh the grid to view the newly created pre-invoice.

Related Article: How to Pre-Invoice Undelivered Products