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Glossary | Contact Us |
Approving a Wholesale Customer |
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When a Retailer creates an account applying for Wholesale access the administrator is notified by email. The following steps outline the approval process. Enter admin e.g. www.hellodolly.com.au/admin Click [customers] on the main Admin menu. In the right hand corner is an "RA" (Requires Approval) column with a red flag next to any customers requiring approval. Until a customer has been approved they will default to the Retail group. To process an approval click once on the customer's name to highlight the row then click [edit]. Company Details - as this is a business application (a Retailer applying for Wholesale access) check the validity of the Company tax id number (ABN) submitted by doing a search with the Australian Business Registry (ABR): http://www.abr.business.gov.au/ If you are satisfied with their details check the [alert off] box. Customer Group - in the "Options" box (below) set the customer group to [wholesale] In general Payment Modules and Freight Modules should be left to default to the Group settings. In this way all wholesale customers will have the same options available for payment and freight. One common variation however occurs with wholesale sites where payment "on account" is offered. Because this is usually only offered to wholesale customers at some point after their initial order, a two stage approach is required. 1. When you initially approve a customer for wholesale access set their available Payment Modules to "Use settings from Group". By by default the Group settings for wholesale clients often allow for payment by Bank Transfer and Credit Card, so nothing esle needs to be done.  2. Later on if you decide to allow the customer to make purchases on account, check the "Set payment modules for the customer" radio button, then select the appropriate payment options - usually this will mean checking the normal default options for the Group (e.g. "Bank Transfer" and "Credit Card") and then adding "On Account"  In this way the Group settings remain unaffected, but this particular customer has the added benefit of being offered "On Account" as a checkout option next time they place an order. |
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