> ## Documentation Index
> Fetch the complete documentation index at: https://localtechnologiesinc.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Wholesale customers

> Keep the businesses you supply as wholesale customers, enter orders for them, repeat their last order and email them your availability.

The restaurants and grocers you supply can be saved as wholesale customers. Each one gets the prices of one of your [order sheets](https://localtechnologiesinc.mintlify.site/merchants/order-sheet.md) and its own payment terms. Then you can enter orders for them when they phone or text, and email them what you have this week.

You need at least one order sheet first.

## Add a wholesale customer

Go to **Customers** and press **Add customer**. Choose **Business**, then fill in:

* **Business** name and, optionally, **Kind of business** and a **Contact** (who you deal with).
* **Email** and **Phone**. A wholesale customer needs an email: order notes and invoices go there.
* **Address**: search the business name or address and pick it. The address is saved with its map pin, which [Delivery routes](https://localtechnologiesinc.mintlify.site/merchants/delivery-routes.md) use for their wholesale orders.
* **Tags** and a **Note**, if you like. Only you see these. Customers never see your notes or tags.

Turn on **Sells to them wholesale**, then choose:

* **Price sheet**: the sheet whose prices they get.
* **Payment terms**: **Same as the sheet**, or 7, 15 or 30 days.
* **No availability emails**: leave them out when you send a sheet's availability. Order notes and invoices still go to them.

A business that already sent you requests from a sheet shows in **Customers** too. Open it and press **Save customer** to keep it as a wholesale customer.

To see only these customers, open **Customers** on its **Wholesale** filter, or press **Wholesale customers** on the **Order sheets** page.

## Their profile

A wholesale customer's profile has a **Wholesale** part with:

* Their **Price sheet**, **Payment terms** and whether **Availability emails** are on or off.
* **New order**, **Repeat last order** and **Send availability**.
* What's **Open**, **Overdue** and **Paid**, and how long they usually take to pay (**Pays in**).
* **Invoices to collect**, each with **Mark paid**. "Paid by cheque, e-transfer or cash? Mark it paid on the order, and we stop sending reminders."
* **Wholesale orders**: every request and order from them.

## Enter an order for a customer

Use this when a customer phones, texts, or orders the same every week. Press **New order** on their profile, or go to **Wholesale → New order** and choose the account. **Repeat last order** on their profile starts the same form, filled in from their latest order that wasn't cancelled.

1. **Products**: their sheet's products at the sheet's prices. Change any price. Leave a product at 0 to skip it. Products switched off on the sheet this week are listed under **Off the sheet this week**.
2. **Pickup or delivery**, and the **Pickup day** or **Delivery day**.
3. **PO number** (optional), the **Delivery address** (it starts as theirs), and a **Note** that goes in their email.

You see the **Order total** and **You receive when they pay**. The sheet's on/off switch, days, lead time and smallest order don't apply here: you decide.

Then choose:

* **Save — invoice after delivery**: the order waits on its page until you've delivered. There, change anything that differs from what you delivered (0 removes a line) and press **Send invoice**.
* **Send invoice now**: the invoice goes out straight away.

**What the customer gets:** with **Save — invoice after delivery**, an "Order noted" email listing the items, quantities, prices, the day, pickup or delivery, and the PO number. Replies come to you. Then the invoice email when you send it, due on their terms. With **Send invoice now**, just the invoice email.

If the "Order noted" email couldn't be sent (an email limit was reached, or it didn't go through), the order is still saved and the page tells you to let them know yourself.

## Send your availability

Email a sheet to your wholesale customers: what's in this week, with the link to order. Press **Send availability** on a live sheet, in the **Order sheets** list or the sheet itself, or on a customer's profile.

* **Sheet**: the sheet whose link and prices they get.
* **Note** (optional), for example "Order by Tue 2 pm. First strawberries this week."
* **Send to**: customers on this sheet's prices are ticked. Use **All on this sheet** or **None**, or filter by type of business. A customer on another sheet's prices is ticked only if you tick them.

Press **Send to** and the number of customers.

**What the customer gets:** an email with your store's name, the sheet's name, your note, the link, the password if the sheet has one, and how to order. They order from the sheet as usual. Replies come to your email. The email ends: "Don't want these emails? Reply to this email and *your store* will take you off the list." When someone asks, turn on **No availability emails** for them.

Some customers are skipped, and the dialog says why: **No email address**, **Asked for no availability emails**, **Daily email limit reached** or "The email didn't go through. Try again later."

> [!NOTE]
>
> To keep these emails from being used to mail strangers, each email address gets at most 3 of them a day, from all stores together. A store can send up to 200 an hour and 600 a day. "Order noted" emails count too.


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