How to Create a New Wholesale Account and Update Account Settings

In this guide, we will walk you through the process of creating a new Wholesale account and updating its settings. Follow the steps below to efficiently set up and manage your Wholesale account.

You may refer to this video for a step-by-step guide on How to Create a New Wholesale Account and Update Account Settings :

https://www.youtube.com/watch?v=W_Yd7iKLYAM

Step 1: Access the Wholesale Accounts Section

1. Open your left navigation menu.

2. Click on the Wholesale Accounts menu option.
   
    

3. Once in the module, press the Add Account button located in the top left corner. 

Step 2: Fill in Account Details

1. A new dialogue box will appear, allowing you to create the Wholesale Account by entering the necessary details.

   • Note that mandatory fields are marked with a red asterisk (*).

2. Once you are satisfied with your inputs, click OK to create the account.
   
   
    
   Below are the fields that are listed in the dialogue box:

Account Type - The type of account being created (e.g., Wholesale Account).

Display Name - The name that will be displayed for the account.

Customer # - A unique customer identifier.

Legal Name - The official legal name of the account.

FEIN - Federal Employer Identification Number for the account.

Org. State - The state where the organization is registered.

JBT # - A unique identifier (likely related to the industry or tax registration).

Org. Type - Type of organization (e.g., LLC, Corporation).

Resale Number - The resale license number for the business.

Account Manager - The person responsible for managing the account (can be selected).

Sales Person - The salesperson associated with the account (can be selected).

Payment Terms - Terms of payment for the account (e.g., DUE).

Credit Limit - The credit limit assigned to the account.

Territory - The geographical territory for the account (dropdown for selection).

Interest Rate % - The interest rate applied to the account, if applicable.

Discount % - The percentage of discount offered for this account.

Markup % - The markup percentage for the account.

Buying Group - The buying group the account belongs to, if applicable.

Primary Contact Name - The primary contact person for the account.

Primary Contact Email - The email address of the primary contact person.

Primary Contact Phone - The phone number of the primary contact person.

Lookup/Auto Complete Address - Field to search and automatically complete the address.

Address Line 1 - The first line of the account's address.

Address Line 2 - The second line of the address, if applicable.

Country - The country where the business is located.

City - The city where the account is located.

State - The state where the account is located (dropdown for selection).

Zip or Postal Code - The postal code for the address.

Automatically send monthly statements? - Checkbox to enable automatic sending of monthly statements.

Automatically send monthly memo reports? - Checkbox to enable automatic sending of monthly memo reports.

Enable Wholesale Portal Access? - Checkbox to grant access to the wholesale portal.

Web Site - The website URL of the business.

Referral Note - A field to specify how the account heard about the business.

Fulfillment Locations - Option to add and manage fulfillment locations.

Updating Account Settings

Step 3: Navigate to the Account Tab

1. To update the settings for your new Wholesale Account, go to the Account tab.

2. This tab contains several sub-tabs that are essential for configuring and operating the Wholesale Account.
   
    
   
   

Step 4: Explore Each Tab

1. Details Tab:
   
   

   • Here, you can set up the account's name and primary contact details, including:

     • Name

     • Email

     • Contact Phone

     • Shipping Address

2. Settings Tab:
   
   

   • Adjust the Prime Roles for the wholesale account, including:

     • Account Manager

     • Sales Person

   • Modify default Payment Terms, Commissions, Markups, etc.

3. Account Ledger Tab:
   
   

   • View all transactions related to this Wholesale Account.

   • The most recent transactions will be displayed at the top of the list.

4. Card Tab:
   
   

   • Add a default payment card for the Wholesale Account owner.

   • Note: For PCI compliance, Flawless POS does not have access to privileged card information.

5. Users Tab:
   

   • Allows you to add Wholesale Users to the Wholesale Account.

6. Addresses Tab:
   

   • Update the location details of the Wholesale Account.

7. Files Tab:
   
   

   • Store any relevant files related to the Wholesale Account.

8. Notes Tab:
    

   • Keep additional information about the account that doesn't fit into other categories.

Step 5: Save Changes Automatically

• Note that changes are saved automatically as soon as you fill out the respective fields, so you don’t need to worry about losing your progress.

Troubleshooting

If you encounter any issues when trying to Create a New Wholesale Account or Update the Account Settings, please reach out to Flawless POS customer support for technical assistance.