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Wholesale Setup for Customers

Wholesale Setup for Customers

Owned by Alex Morrisson
Apr 22, 2021

What do you need to consider when setting up a Company profile to accommodate customers logging in to the system to place orders

  • Groups

    • Discounts

    • Products

    • Templates

  • Discounts

  • Group Options

    • Visible questions

    • Mandatory questions

    • easy layout that they will understand

  • Document and Email templates

    • which templates they can access

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