FOB / WHLS Workflow

NOTE: This is not a fully integrated tool in the platform. This is a functional workflow, while we continue to develop a FOB/Wholesale module.

1. Create a New Customer / Search for a Customer

POS > Search > Lookup the customer record
Customers can be found using first name, last name, email address or Customer ID.  For consistency, when creating a FOB / WHLS customer it is recommended that you use the Company Name as the First Name and Last Name for FOB / WHLS customers. The primary contact name can be entered in the Last Name or Company Name field.

2.  Select Customer

If multiple matches are available, select the desired customer record. Confirm by customer type or ship to state.  

3.  Select Ship or Pickup Option

Click the customer name to open the customer card and review, then confirm the ship to address or pickup preference.  Most FOB orders will be set as Pick Up (Freight On Buyer).

4.  Select Quantities and Products

Note individual products can be created exclusively for FOB customers to avoid confusion with discounting. For items configured to collect tax, this can be adjusted by using the Tax toggle.

5.  Sales Channel and Payment Options

Ensure the proper Sales Channel has been selected and the appropriate Payment Option has been chosen. Then Save your Order.

6.  Collect Payment

When payment for the order has arrived, access your saved order via POS Order Search and change the Payment Type from Purchase Order to Check.  Place the Order to show as Paid.