Modules · Wholesalers

The B2B book, out of the client list.

B2B accounts done properly -- tax IDs, resale certs, payment terms, tier pricing, credit limits. Per company, per store.

Monthly
$29.00 /mo
Yearly
$290.00 /yr
≈ $24.17/mo billed yearly
About

Wholesalers is the dedicated home for the companies you sell to in bulk. Up to now those records lived inside Clients with a `wholesale` tag -- workable, but it muddled the surface: tax IDs and resale certs sitting next to date-of-birth fields meant for retail patients, payment terms hidden in notes, tier pricing nowhere at all. This module gives wholesale accounts their own schema with the fields that only matter on the B2B side -- tax ID, resale certificate (number, state, expiry), payment terms ladder, credit limit, default currency, tier, account number -- plus a full contact roster and multi-address support for remit-to and ship-to. Bundled with every Pro and Expert plan. Existing wholesale-tagged clients stay where they are; new wholesale relationships go here.

Features
Tax + resale on every account
Tax ID, resale certificate number, state, and expiry on every wholesaler record. Auditor-ready without a spreadsheet attached.
Payment terms ladder
Prepay through Net 90 on a per-account basis, with credit limits the orders pipeline respects automatically when the Orders module is on.
Tier pricing
Bronze, silver, gold, platinum on every account. Pricing books resolve per tier when the Inventory module lands; until then the field is reportable and exportable.
Contacts + addresses
Full roster of buyers, AP, ops, and owners per company. Multiple billing and shipping addresses with default flags. No more conversations lost in a shared inbox.
Store-scoped membership
Multi-store orgs route operators to the right wholesale book by membership, so the Florida rep never sees the Texas accounts by accident.
Soft-delete with restore
Archive a wholesaler and the timeline disappears from operator views; platform admins can restore from the audit drawer in one click.
Use cases
Wholesale account manager
Onboard a new buyer in five minutes
Capture the tax ID and resale cert at creation. Add the AP contact + remit-to address. Set net 30 with a 25k credit limit. The buyer is approved and ready before lunch.
Compounding pharmacist
Tier the pricing without a spreadsheet
Promote a gold-tier wholesaler to platinum. The next pricing book lookup in Orders surfaces the right schedule automatically -- no per-order manual override.
Compliance officer
Surface expiring resale certs
Pull the list of wholesalers whose resale cert expires in the next 60 days. One templated email, one batch send, fresh certs on file before the next quarter's audit.
FAQ
What happens to my existing wholesale-tagged clients?
They stay exactly where they are -- this module is for new wholesale relationships. The clients module retains the `wholesale` account type as a legacy value; we'll surface a soft migration path in a later release.
Which plans include wholesalers?
Pro and Expert (and Enterprise by default). It is NOT on Beginner, which is intentionally narrow to clients + orders.
Can I import existing wholesale accounts?
Yes, via CSV in Settings. The importer maps to the wholesaler shape (company, tax ID, resale cert, terms, tier) and reports skipped rows with reasons.
How is access scoped?
Per-store membership, same model as clients. An operator with membership in store A sees only store A's wholesalers, even if the org has ten stores.
Does it integrate with the orders module?
Yes -- when both are on, an order can be placed against a wholesaler instead of a client, and the wholesaler's payment terms + credit limit are enforced.
Where do payment terms get enforced?
At order creation by the Orders module (when on). The wholesaler row carries the canonical value; the orders pipeline reads it via the v_wholesaler_summary view.
Add wholesalers the day you need it.
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