Trade

Trade & Wholesale is for businesses that sell to other businesses. You set up an agreement with each trade customer (payment terms, territory, sales rep, commission, approval limit), publish offers with pack sizes, minimum quantities and volume prices, and take orders through approval, partial shipments, payments, return claims and refunds.

It is used by sales reps, the manager who approves orders, and whoever ships goods and records payments. Trade works with your customers, Inventory and Warehouses for stock and batches, and Books for invoices and payments. The Supplier Market lets suppliers publish their products and lets buyers turn an accepted request into a purchase order and a Trade order.

Start with Set up trade agreements and offers.

• Set up trade agreements and offersCreate a business agreement for each wholesale customer and publish offers with pack sizes, minimum quantities, volume prices and an expiry date.
• Take and ship a trade orderBuild a wholesale order from offers, submit and approve it, ship it in parts from a chosen location, and record the customer's payments.
• Handle trade returns and refundsRecord a customer's return claim, take the goods back into their original batch, credit the invoice and refund any overpayment.
• Buy and sell on the Supplier MarketPublish your supplier profile and listings for review, or browse suppliers, request an order and turn it into a purchase order and a Trade order.