How can I create and receive inventory for a Sales Rep?

1. First, create the Sales Rep as a user in the Admin -> Users module and assign them to a store in Admin -> Stores.

2. Open the Wholesale module and click Add Account to create a new Sales Rep account.

3. Change the Account Type to Trunkshow / Sales Rep and enter the display name and account details.

4. Select the appropriate Fulfillment Locations for inventory allocation and click OK to save.

5. To receive inventory, go to the Vendor module, select your vendor, and navigate to the Receive tab.

6. Click Receive Merchandise, choose your receive type, and in the Receive To field, select the newly created Sales Rep account.

7. Add your products using a scanner, manual selection, or CSV import, then click Complete.

8. Verify the receipt by checking the Memo tab within the Sales Rep’s account in the Wholesale module or viewing the All On Hand column in the Products module.

Related Article: Creating and Receiving Inventory for a Sales Rep