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.