Sale to Wholesale

On the Sale to Wholesale homepage, utilize the status checkboxes or search bar to look for existing Sale to Wholesales.

1. Select +Add to create a new Sale to Wholesale.

2. Fill in the required fields as defined below.

3. Select Add Product(s)

   1. If desired, use the “Show with Term” checkbox, then select which Term(s) you would like to view

   2. If desired, use the “Only show products with wholesale value” checkbox

   3. Use the checkboxes on the left of the product line to select desired products, then select OK to add.

4. Products will display. If Show with Term was selected, term will display on product line.
   Otherwise, you are able to select a Term from the dropdown if applicable.

5. Change Cost as needed, must be LESS than or equal to Cost provided.

6. Enter the QTY for each product line.

7. When QTY is filled in, the Subtotal, Commission, Credit Due, Total New, and Total Used fields will update.

8. When read to send, move into an Open status.

   1. All fields except Status and Postage (and products) will be unable to be selected.

9. Export PDF (view example on the right bottom)

10. When moved into Open status, Add Memo button appears.

11. When you receive Memo from Supplier, select Add Memo.

12. Fill in Memo fields with information you receive. Including Memo Amount. Then select Memo Details.

13. In Memo Details, select Add Product(s). Add products.

    1. If everything was accepted, add all products, then select close. Then use the Batch Resolve button to automatically resolve all status’s and move Wholesale to a Closed status. (Note: Memo Amount must be filled in for it to associate the resolved Amount for each products)

    2. If you have Cancelled or Denied Qty’s, Enter those first. If you will write off a denied, use Write Off checkbox. Move the status to resolved for those lines. Then you can use the batch resolve to autofill the rest.

14. Status will move to Closed when everything is in Resolved Status.

15. Export PDF