Miscellaneous > Customers
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      1. Dominion DMS Help Center
      2. Parts Module
      3. Miscellaneous > Customers

      Marking a Customer Record as Wholesale

      .

      Navigate to:

      Parts > Miscellaneous > Customers

      or

      Sales > Miscellaneous > Customers

       

      Inside the Primary Grid:

      1. Filter/Sort the primary grid to locate the customer record.

      2. Select the customer by clicking on the corresponding line.

       

      Within a Customer Record:

      1. Select Wholesale from the Class field dropdown.
      2. In the lower right, mark the Wholesale Type(s) checkbox for Wholesale Parts and/ or Wholesale (Vehicle) Sales.
      3. Click the [Save] button in the Action Ribbon.