Step 1: Set Up Client Types

Access the Client Types Section

  1. Navigate to Sales > Sales Admin.
  2. Select Client Types.

Use Cases for Client Types

  • Pricing Tiers: Differentiate pricing for wholesalers, distributors, and retailers.
  • Filters: Organize and filter customers based on type.
  • Inventory Control: Link client types to specific warehouse groups for country- or region-specific inventory handling.

Add a Client Type

  1. Click Add Client Type.
  2. Enter the following details:
    • Name: Define the client type (e.g., Wholesaler, Retailer, Distributor).
    • Description: Add a brief description for internal reference.
    • Warehouse Group (optional): Tie the client type to a specific warehouse group for advanced use cases.
  3. Save your changes.

Example Use Case

If you operate a warehouse in Australia for local distributors, you can tie the Distributor client type to that specific warehouse. Orders for distributors will pull inventory from this location.

Step 2: Set Up Invoice Types

Access the Invoice Types Section

  1. Navigate to Sales > Sales Admin.
  2. Select Invoice Types.

Understand Invoice Types

  • Standard: Applies pricing structures and affects inventory.
  • Sample: Typically used for demo products or free samples.
  • Dropship: Does not affect inventory; used when products are shipped directly from the factory to the customer.

Key Settings for Invoice Types

  1. Apply Pricing Structures: Determines whether pricing tiers (e.g., wholesale pricing) are applied to the invoice.
  2. Dropship: Enable this option for invoices that should not affect inventory or forecasts (e.g., direct factory-to-customer shipments).
  3. Payment Terms: Set default terms like Net 30, which define when payment is due.
  4. Auto Pay: Configure automatic payments:
    • Enable Auto Pay.
    • Set a timeframe (e.g., 30 days after shipping).
  5. Automatically Email Invoice: Toggle this on if you want invoices to be emailed automatically after creation.

Step 3: Create a New Invoice Type

Example Setup for Wholesale Auto Billing

  1. Click Add New Client Invoice Type.
  2. Enter the details for your new invoice type:
    • Name: Wholesale Auto Billing.
    • Apply Pricing Structures: Enable this to apply wholesale pricing.
    • Dropship: Enable only if inventory should not be affected.
    • Payment Terms: Set to Net 30.
    • Auto Pay After Days: Set to 30 days.
    • Automatically Email Invoice: Enable this for automated communication.
  3. Save your changes.

Step 4: Configure Auto Billing (Optional)

What is Auto Billing?

Auto billing enables you to automatically charge a customer's credit card a set number of days after the invoice is created or shipped.

Enable Auto Billing

  1. In the Invoice Types settings, toggle Auto Pay on.
  2. Set the timeframe for auto pay (e.g., 30 days).
  3. Ensure the Automatically Email Invoice option is enabled to notify customers.

Summary

By setting up Client Types and Invoice Types, you create a flexible foundation for managing your sales processes. Whether you’re organizing customers into groups, automating billing, or managing inventory, these configurations allow for customization to meet your business needs.