Sell wholesale with sales orders and invoices

1. Turn on Wholesale

In Settings → Your business, choose the Wholesale ERP profile. ERP → Wholesale appears.

2. Price levels

Create levels such as "Distributor" (20% off) and set exact prices for specific items where needed.

3. Customers

Open the customer, choose the price level, net terms (for example Net 30) and credit limit.

4. Sales orders

1. Wholesale → New sales order: pick the company and add items — prices come from their level, shown as a live quote. Lines can be in units such as cases.
2. Confirm the order. With bins on, Release to warehouse for picking.
3. Ship — stock leaves at average cost.
4. Invoice — the invoice number (INV#####) is posted to the customer's account and due by their terms.

5. Get paid

Record payments on the customer's account. Use the Overdue filter and Reports → Financial → Receivables to chase late invoices.