Wholesale
13 articles
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Dealers
- How to Create a Dealer InvoiceA dealer invoice bills a wholesale account, not a retail customer. The Bill To on the printed or emailed PDF uses the dealer's company name, billing contact, and address. To…
- How to Manage Dealer AccountsThe Wholesale module manages your wholesale and dealer customers. These are business accounts that buy on terms, with their own pricing and statements. Go to Wholesale > Dealers…
- How to Send Dealer StatementsStatements summarize a dealer's open balance and activity over a period, ready to email or print. To send a single statement: 1. Open the dealer's detail page from Wholesale. 2.…
- How to Take a Payment From a DealerWhen a dealer pays down their account, record it on the dealer's page so it lands on the right invoices and the receivables close. Go to Wholesale, open the dealer, and find Open…
Reports
- How to Use the Dealer Activity ReportDealer Activity shows month-by-month invoice counts and revenue per dealer, so you can see who's growing, who's flat, and who's gone quiet. Go to Reports > Wholesale > Dealer…
- How to Use the Dealer Aging ReportDealer Aging is the standard 0/30/60/90+ aging view for every dealer with a balance. Go to Reports > Wholesale > Dealer Aging / AR. The summary table groups every dealer with a…
- How to Use the Dealer Profitability ReportDealer Profitability shows how much margin you're actually making on dealer sales after the dealer discount. Go to Reports > Wholesale > Dealer Profitability. Summary: Total…
- How to Use the Dealer Sales ReportDealer Sales summarizes how much each dealer has bought, paid, and still owes. Go to Reports > Wholesale > Dealer Sales Summary. Summary: Total Dealer Revenue, Active Dealer…
- How to Use the Dealer vs Retail ReportDealer vs. Retail Mix shows the revenue split between your dealer business and your retail business. Useful for understanding mix and capacity allocation. Go to Reports >…
- How to Use the Top Items by Dealer ReportTop Items by Dealer shows the products each dealer buys most, both in units and dollars. Go to Reports > Wholesale > Top Items by Dealer. Use the dealer dropdown to filter to one…
Settings
- How Dealer Finance Charges Are AssessedOnce you have turned on Dealer Finance Charges (see the article on configuring them), the platform handles the actual assessment automatically. This article covers when charges…
- How to Configure Dealer Finance ChargesDealer Finance Charges automatically assess a monthly fee on dealers whose invoices are past due. This page is where you set the policy; the article on How Dealer Finance Charges…
- How to Configure Wholesale SettingsWholesale Settings is where you configure how past-due finance charges behave on dealer accounts. Go to Settings > Wholesale. Past-Due Finance Charges: - Charge finance charges on…