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Create and print Wholesale Invoices    

To create a wholesale invoice you must first create a wholesale customer and then place an order as a cash order in Vinoshipper. You will then be able to print an invoice for the customer and send them your payment details and terms separately as they are not included on the invoice. 


Create a wholesale customer

  1. Go to the Customers tab and select Add Customer
  2. Enter the customers information
  3. Click Continue, this will bring you to the customer profile. At the bottom of the customer card; click Convert to Wholesale. This will allow you to process orders without sales tax and compliance limits.
  4. Create the order in Place an Order, use the customer lookup to find your wholesale customer. 
  5. Process the order as a cash order. 
  6. Go to print the receipt, the receipt will show Invoice at the top.
  7. Send the invoice to the customer. 
  8. Include your ACH details and/or payment terms in your message to the customer.
    Note: If transportation will be organized outside of Vinoshipper, mark the order as Pickup. Vinoshipper does not handle pallet or bulk freight - all shipments processed through our system are sent as individual cases via UPS. For larger wholesale shipments (e.g., half or full pallets), please arrange your own transportation.



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