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How to setup wholesale customers (or setup a subset of all my customers)
Posted by Pat Strassen, Last modified by Zoe Strassen on 06 October 2016 12:57 PM

 Introduced in version 2.0.0.28

A customer can now be setup as a wholesale customer. This is a useful feature as it can be used to identify a group of customers and manage them differently. For example, when you are manually creating an order if you have ticked Only Show Wholesale customers in the Customers dialog when you find a customer it will only look in the wholesale custom list, shown below:




This is a good way to restrict the customers that you can manually create orders for to a certain group (as some of your retial customer, e.g. from Ebay, may have the same name as or details as one of your customers who manually buys from you).

To set a customer as a Wholesale customer tick the Wholesale option in the customer dialog, shown below:

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