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.
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
Thank you!