A Sale to Wholesale is a type of credit request for books, usually overstock you can’t return, that you are selling to a used book wholesaler using their Buy Guide prices.
On the Sale to Wholesale homepage, utilize the status checkboxes or search bar to locate existing Sale to Wholesale records.
Select +Add to create a new Sale to Wholesale.
Fill in the required fields as defined below.
Select Add Product(s)
If desired, use the “Show with Term” checkbox, then select which Term(s) you would like to view
If desired, use the “Only show products with wholesale value” checkbox
Use the checkboxes on the left of the product line to select desired products, then select OK to add.
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.Change Cost as needed, must be LESS than or equal to Cost provided.
Enter the QTY for each product line.
When QTY is filled in, the Subtotal, Commission, Credit Due, Total New, and Total Used fields will update.
When read to send, move into an Open status.
All fields except Status and Postage (and products) will be unable to be selected.
Export PDF (view example on the right bottom)
When moved into Open status, Add Memo button appears.
When you receive Memo from Supplier, select Add Memo.
Fill in Memo fields with information you receive. Including Memo Amount. Then select Memo Details.
In Memo Details, select Add Product(s). Add products.
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)
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.
Status will move to Closed when everything is in Resolved Status.
Export PDF
Field | Definition | Field | Definition |
|---|---|---|---|
Wholesale Type | Wholesale: | Commission | Based on new/used commission and new/used totals. |
Supplier | Select supplier from dropdown list | Credit Due | Commission + Subtotal + Postage if applicable |
Wholesale Number | Created upon Add. Change if desired. | Total New | Fills in based on the QTY of new text added |
Status | Proposed, Open, Closed | Total Used | Fills in based on the QTY of used text added |
Create Date | Defaults to todays date | Commission % | Set in the Buyers Guide in Administrator. |
Status Date | When moved into Open status, today's date will fill in. | A/B | A/B commission (A/B is the most desired/needed from wholesaler) |
Guide Date | When moved into Open status, Buyers guide version date will fill in. | New | New Text Commission |
Resolve Date | Used | Used Text Commission | |
Subtotal | Cost x Qty totals of all products added | Add Products | Select to Add Products |
Postage | Add postage if desired | Add Memo | Select to Add Memo information |
PDF Sample
FIRST PUBLISHED 06/16/2023
EDITED 09/15/2023
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