To add a new wholesale customer for your CPU just follow these steps:
Step One - Create a site
Navigate to "Settings" > "Sites"
Click "Add new site"
Enter the details of the customer
Click "Save changes"
Step Two - Assign products and pricing
Navigate to "CPU" > "Customer", you will see this new site has automatically been added as a customer of your CPU
Click "Edit"
Scroll to the bottom of the page, you will see this customer has been assigned all available products - use the red bin button to remove any products this customer should not order
Click "Add" in the 'Custom Pricing' column to add custom pricing for a specific product
Click "Save Changes"
Step Three - Add the users
Now your customer's account is setup you can add the users who will be placing orders
Navigate to "Settings" > "Users"
Click "Add new user"
Enter the details of the user (name and email)
Set their permissions to 'employee'
In the 'Assign Sites' box select the customer site you setup in Step One
In 'Select Home Site' select the customer site you setup in Step One
Click "Send invite" - this will trigger an email prompting them to set their password
You can setup as many users for a customer as required
Once all these steps have been completed the user will be able to log into Edify and place orders for your CPU.
CPU Customers FAQs
How do I set up a customer if I have multiple CPUs?
To set up a new customer if you have more than one CPU on Edify you would follow Step One as above. However, during Step Two it is important you first remove them as a customer from the CPU you don't want them to order from.
To do this, in the top left dropdown view as the CPU you do not want them to order from. Navigate to "CPU" > "Customers", click the three dots to the right and choose 'delete'.
You can now switch to the CPU you do want them to order from and follow Step Two.
Which CPU products are assigned to a customer when I first create them?
New CPU customers are automatically assigned all available products so it's important if there are any products you don't want this new CPU customer to order you remove them during setup. To do this navigate to "CPU" > "Customers" and click "Edit".
Scroll to the bottom of the page and you will be able to remove allocated CPU products using the bin button.
What pricing is used for CPU products when a customer is first created?
When a customer is setup on Edify the default CPU product pricing is used. If this customer will have custom pricing (e.g. a 20% discount) this should be set during their setup.
To do this navigate to "CPU" > "Customers" and click "Edit". Scroll to the bottom of the page and click "Add" in the 'Custom Pricing' column to set a custom price.
Can I assign an overall discount to every CPU product a customer orders?
No, it's not possible to set a discount at a customer level, custom pricing can only be set at a product level. For example, it is not possible to set a 20% discount on every product allocated to a customer, rather the 20% discount should be calculated per product and inputted in the 'custom pricing' column.