How to use Trade & Wholesale
- Buy Trade in Billing → Plan on Shop or a higher POS plan. Enable Customers, Stock and Trade for the branch in Settings → Modules. Give staff only the Trade view, manage, approve and bill rights they need.
- Create an account linked to an existing customer. Set payment terms, territory, representative and commission. Set the customer’s credit limit in Customers. If two-person approval is enabled above your threshold, the submitting user cannot approve that order.
- Create an offer for an existing product, optionally restricted to one customer. Enter price per base unit, pack quantity, minimum quantity, validity date and quantity breaks. Create an order, add offer lines in pack multiples, then submit and approve it.
- Ship a line from the branch or a permitted warehouse, in full or partly. Stock and the customer balance change together; insufficient stock or credit stops the shipment. Tax and agreed prices stay with the order. Close remaining quantities only with an explanation.
- Record actual payments against the amount due. Submit a return claim for delivered quantities, then accept it with or without restocking. Restocking restores the original batch metadata. Credit delivery separately if appropriate, and record a refund only when a credit creates an overpayment. No payment action here moves money externally.
- In Customer Portal, grant the customer the Trade section to let them request orders from available offers or request returns on their own deliveries. Books can post the related journals; Automations can react to Trade events; Analytics can summarize activity. Each connection needs its own enabled module and permissions.
