How to Create a New Wholesale Account and Update Account Settings

In this guide we will show you how to create a new Wholesale account and modify Account Settings. These steps can ease the navigation, setup, and operation for users managing bulk transactions. Initially, the account can be created by accessing the Wholesale Accounts menu and proceeding with various input fields.

The account management includes detailing the account name, primary contact information, and shipping address under the 'Details' tab. Specific 'Settings' and 'Sales' sections ascertain the roles, payment terms, commissions, and more. Viewing and managing transaction history can be done in the 'Account Ledger' area while 'Card' allows for adding a default payment method with PCI compliant security.

Users, addresses, files, and additional notes related to the account can be added and managed across the respective tabs, with real-time saving of changes made. Users need not worry about data loss or manually saving progress. For a more illustrative step-by-step guide, you are welcome to watch our instructional video on the topic.

Creating a New Wholesale Account