Manage wholesale companies
What does this do for me?
A company is the wholesale account you sell to. Each company carries its own tier, payment terms, discount, tax-exempt flag, and order limits, and it connects to customers, locations, and price lists.Create a company
- Open Companies.
- Select Create company.
- Under Company identity, fill in Company name, an optional B2B tier (default
standard), and a Status of Active, Inactive, or Pending. - Under Commercial terms, set Payment terms to None, Net 15, Net 30, Net 45, Net 60, or Net 90, a Default discount, a Tax exempt flag, and an Assigned sales rep.
- Under Order limits, set Minimum total item quantity and an optional Maximum order value (optional).
- Select Create company to save.
taxExempt on B2B draft orders and require a plan that includes the feature. Minimum total item quantity rejects draft orders below that total, and Maximum order value caps the final B2B subtotal in shop currency.
Edit or delete a company
- In the company table, open a company and change any field. The editor heading reads Edit
<company name>. - Select Create company / save to store your changes.
- To remove one, choose Delete on its row, then confirm with Delete company. The dialog warns that this removes its contacts, locations, and price-list assignments and cannot be undone.