Wholesale Customers

Overview

A Wholesale Customer purchases products in significant quantities, frequently at discounted prices. Such buyers often repeat their bulk purchases. Sellercloud allows you to create default profiles for your Wholesale Customers to avoid repetitive manual order modifications. These profiles can include information such as contact information, shipping address, payment terms, and specific pricing agreements.

Wholesale Customer Settings

You can easily add and configure Wholesale Customer profiles in Sellercloud’s Customers tab. Once added, the buyer will be automatically identified as a Wholesale Customer and their future orders marked as Wholesale. Learn how to do that here.

Wholesale Customer Orders 

Sellercloud allows you to customize various Wholesale Orders settings for each of your Wholesale Customers, such as:

• Allow Shipping Unpaid Orders – You can permit the shipping of orders without immediate payment for specific customers, as payments are typically settled periodically. This setting will only work in conjunction with:
  • Client Setting – Allow Shipping Unpaid Orders.
  • Company Setting – Allow shipping regardless of payment status. 
  • For each Order select Action – Allow Shipping Even Not Paid.
  • Shipbridge users must also have Admin Setting – Allow shipping regardless of payment status enabled. Contact Sellercloud Support for assistance.

To allow shipping of only selected unpaid orders instead, use the action Allow Shipping Even Not Paid for each order you want to ship. Learn more about that here.

•  Tax Exempt – You can mark Wholesale orders as tax-exempt to prevent applying unnecessary taxes. Identify exempt Tax ID, Tax Exempt Type and Manage Exempt States, to additionally specify the default taxes, applicable to the Wholesale Customer’s orders.

• Order Handling Fee – Define the default order processing charge, applied to every order from this Wholesale Customer.

• Invoice Options – Configure a Wholesale Invoice, to determine the default invoice settings for wholesale orders.

• Apply Shipping Charges To Order Total – To add incurred shipping charges to the order total.

Wholesale Pricing can be set uniquely per product for each Wholesale Customer – learn how to manage Wholesale Customer Pricing. It is also possible to choose a Cost Plus Wholesale Price, to price the product by a percent margin based on the average cost of the product. 

Set Discounted Price Options to define a Global Discount applied to the product’s Wholesale Price, or a Site price discount applied to the product’s Site Price.

You can also outline custom Payment Terms for each Wholesale Customer:

• Credit Terms – Select a default timeframe from the dropdown menu, within which the customer must process the payment.
• Credit Limit – Configure the maximum amount of credit per payment term.
• Billing Cycle Start Date – Select a billing cycle start date for the Credit Term.

Navigate to the customer’s Shipping Preferences, to determine settings, such as Shipping Carrier, Method, and Shipping Charges, to apply to Wholesale Customer’s orders.

Add and Enable a Customer shipping Account # to apply the order’s shipping charges directly to the customer’s account. Learn how to Set Up Wholesale Customer Third-Party Billing, to correctly enter default Wholesale Customer 3rd party billing and shipping details.

Repeat Wholesale Customers

In Sellercloud, you can easily identify your Repeat Wholesale Customers, by using custom search filters:

1. Navigate to Customers > Manage Customers.
2. Click Add Filter and search for Is Wholesale. Add the filter and from its dropdown, select Wholesale.
3. Click Add Filter and search for Repeat Customers. Add the filter and from its dropdown, choose Yes.
4. Press Search.

The list of your Repeat Wholesale Customers appears on your screen.