Keep an account for every business you sell to, with its GSTIN, payment terms and credit limit. Set trade prices for wholesale orders in price lists, and see every unpaid wholesale order by how overdue it is.
Sample data — your store, your numbers
Each trade buyer, whether a shop, a distributor or a hotel, gets a company account with its tax details, the payment terms you have agreed and the credit you allow. The Companies tab lists every account with its terms, credit limit and outstanding balance.
Customers are linked to a company as its contacts through the API for now. The Contacts column counts them.
Sample data
A price list changes what chosen buyers pay without touching your normal prices. Point it at a customer group or at one company. When a buyer belongs to a company, that company’s list comes before any group list.
Price lists are used for wholesale orders created through the API. Your online store and POS keep charging your normal prices.
Sample data
Wholesale orders are created for a company through the storeVero API. Each order is priced from your price lists, checked against the company’s account and given a due date from its payment terms. The Receivables tab then shows what is unpaid by how overdue it is.
There is no screen for creating a wholesale order yet. Orders come in through the API, for example from your own ordering system.
Sample data — the Wholesale orders and Receivables tabs
Add the business on the B2B page with its GSTIN, payment terms and credit limit.
Create a price list for the wholesale group or for that company, and link the buyer’s customer record to the company through the API.
Create the order through the API with the company, the items and a PO number. storeVero prices it, checks the account and sets the due date.
Follow unpaid orders on the Receivables tab, and record the payment when the company pays.
Name, email, GSTIN and a status: active, on hold or archived.
Due on receipt, or Net 7, 15, 30, 45, 60 or 90 days.
A wholesale order that would go over the limit is refused.
A percentage off list price for a customer group or one company.
Exact prices for a product or variant inside a price list.
A minimum quantity and an order multiple for each product.
Link customers to a company; they move into the wholesale group.
PO number, payment terms and a due date; tracked stock is reduced.
Wholesale orders sit beside your other orders, with PO and terms on the timeline.
Unpaid wholesale orders by days overdue, and the total outstanding.
Mark a wholesale order paid from the Wholesale orders tab.
Orders, revenue and outstanding per company, as JSON or CSV.
Create your store, add a company with its payment terms and credit limit, and keep track of what your business buyers owe.
