Articles on: coreFORCE Advanced & Enterprise

coreFORCE - Contacts: How do I make dealer accounts?

coreFORCE Advanced and Enterprise Only

If you are selling both wholesale and retail customers you may want to setup a new user type/group so you can offer different pricing levels. This article will explain how to do that.

Go to users > types/groups > and create a new one called dealer. I would recommend setting up a dealer application form so you can review/approve accounts.

Once you set this up, you need to go to your price structure and assign the appropriate discount based off the user type. When a customer logs in and they are set to that user group they will see their new price structure.

Updated on: 07/07/2024

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