Your buyers

Buyers lists every buyer you’re connected to. Search by company name and sort by name, number of locations or date added. Click a buyer to manage what you share with them.

Each buyer has six tabs. Most have a filter to show all of the buyer’s locations or one location group.

Contacts

Add the people at your company that this buyer deals with: role or title, name, email and a US phone number, then Save Contacts.

Save at least one contact first. Until you do, the Accounts, Shipping Schedule and Taxes tabs won’t save.

Accounts (Locations)

Your account number for each of the buyer’s locations. Leave it blank if there isn’t one. Save Accounts.

Billing Info

The billing address, billing phone and accounts-payable contact for the buyer, set once with Edit Billing & AP and Apply to All Locations. A location that bills differently can have its own override; deleting an override can’t be undone.

Shipping Schedule

For each location, tick the days you deliver and set a Default Cut-off time (in 30-minute steps). Any delivery day can have its own cut-off. Save Schedule.

Taxes & Shipping Fees

For each location, a default shipping charge and tax, either a percentage or a fixed amount. Save Taxes & Fees.

Pricing Tiers

Which price tier the buyer gets:

• Default Buyer Tier, or Standard Catalog Pricing for none
• Group Tiers for the buyer’s location groups
• Location Specific Overrides for single locations

Save Pricing Tiers.