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03.03.01. Add A Wholesale Customer

 

By following the set of instructions below, you will be able to create wholesale customers and process wholesale orders for your business.

CREATING WHOLESALE CUSTOMERS

1.  To create a new wholesale customer, go to WHOLESALE > WHOLESALE CUSTOMERS and click on ADD A WHOLESALE CUSTOMER.

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2.  Fill in the basic information for your new wholesale customer.

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3.  Continue entering the business details.  Make sure to determine whether this customer will be allowed sales of medicated products and that all their licenses are entered in the appropriate sections.

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 4.   Enter any additional information and upload files.  When finished, click SAVE.

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Your new wholesale customer is now created.  In the next section you will learn how to create a new wholesale order.

 

CREATING NEW WHOLESALE ORDERS

 

 1.  In GramTracker, go to WHOLESALE > WHOLESALE ORDERS and click the CREATE NEW WHOLESALE ORDER link.

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2.   Enter the TITLE/ID for this new order.  Under ORDER DETAILS, choose the WHOLESALE CUSTOMER from the dropdown list, enter the date ordered and set the status to ORDERED.

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3.  Next, choose the products that will be added to this order.    

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  •  SPECIAL NOTE: The wholesale PRICE and UOM for each product is set in the INVENTORY > ACTIVE PRODUCTS > EDIT PRODUCT screen.  The wholesale price and UOM set here will auto populate the WHOLESALE ORDER screen.

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4.  Please note that the UOM (unit of measure) used for the QUANTITY field will also be used for the PRODUCT WEIGHT and GROSS WEIGHT fields.

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  • Enter the PACKAGE ID for this product (the Batch and Strain will auto populate).  When finished, click SAVE.

 

5.  Your new wholesale order is now created.

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6.   To make changes to this wholesale order, click the EDIT tab.

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7.  You can now change the STATUS on this order to DELIVERED, ORDER RECEIVED, CANCELLED or COMPLETED, and any appropriate fields.

 

8.  When finished, click SAVE.

 

CREATING NEW WHOLESALE ORDERS ON BATCH TRACKED SYSTEMS


1.  In GramTracker, go to WHOLESALE > WHOLESALE ORDERS and click the CREATE NEW WHOLESALE ORDER link.

2.   Enter the TITLE/ID for this new order.  Under ORDER DETAILS, choose the WHOLESALE CUSTOMER from the dropdown list, enter the date ordered and set the status to ORDERED.

3.  Enter all the required CO MMED DETAILS.  These will be used to automatically generate a Transportation Manifest for this order.

4.  Next, choose the products that will be added to this order.    

  •  SPECIAL NOTE: The wholesale PRICE and UOM for each product is set in the INVENTORY > ACTIVE PRODUCTS > EDIT PRODUCT screen.  The wholesale price and UOM set here will auto populate the WHOLESALE ORDER screen.



5.  Please note that the UOM (unit of measure) used for the QUANTITY field will also be used for the PRODUCT WEIGHT and GROSS WEIGHT fields.

  • Enter the PACKAGE ID for this product (the Batch and Strain will auto populate).  When finished, click SAVE.



6.  Your new wholesale order is now created.

 7.   To make changes to this wholesale order, click the EDIT tab.


8.  You can now change the STATUS on this order to DELIVERED, ORDER RECEIVED, CANCELLED or COMPLETED, and any appropriate fields.

9.  When finished, click SAVE.

10.  When you click on the MMJ Transportation Manifest link, an MMED Form 1020 will be automatically generated using the information from:
    a) The Wholesale Customer Record
    b) Your Address and Phone Number from ADMIN>LOCATION
    c) The CO MMED Details from the Wholesale Order Edit page

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