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. 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.
     • Note: The invoice format will vary depending on what document template is set for the register's document template set.  Document template sets can be found in the Admin menu of your back office.
       • Default Opos Sales Receipt: A template for a completed sales transaction to print out of a thermal printer
       • Default Opos Orders Receipt: A template for an order (hold, work order, etc.) to print out of a thermal printer
       • Default Full Page Sales Receipt: A template for a completed sales transaction to print out of a full page computer printer
       • Default Full Page Orders Receipt: A template for an order (hold, work order, etc.) to print out of a full page computer printer
   • 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. 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