Customer Accounts Articles

Configuring Tax Rates & Tax Overrides

With Wholster, taxes rates are pulled directly from Shopify, so any rules you can configure, including the special tax cases […]
Zac Fair   •   August 28, 2020

Creating Sales Reps & Assigning Reps Customers

1. Navigate to Wholester Admin -> Settings -> Accounts, then click the “New Sales Rep” button: 2. Fill in the […]
Gist Support   •   July 16, 2020

Configuring Customer Groups

Many of Wholster’s features depend on having customer groups configured, including setting up product specific wholesale pricing, minimum order values, […]
Zac Fair   •   August 28, 2020

Inviting Customers to Wholester

In order to allow your existing customer accounts to have access to your Wholester catalog, you can send out invites […]
Gist Support   •   July 16, 2020

Invite an existing customer to Wholester

To invite an existing customer to Wholester, and enable access on their account, please follow the steps below. 1. Navigate […]
Gist Support   •   July 16, 2020

Bulk Invite Existing Customers to Wholester

Please follow the steps below in order to send multiple customer invites to your Wholester catalog at once. 1. Navigate […]
Gist Support   •   July 16, 2020

Use a customers Fedex, DHL, UPS, or Canada Post Account

If you would like the shipping rates that are displayed for a customer to display the customers rates, you can […]
Gist Support   •   July 16, 2020

Adding Login and Registration Links to Your Website

Since Wholster acts as a separate sales channel from that of your online store, you must direct your B2B customers […]
Zac Fair   •   August 18, 2020

Applying Wholesale Discount to Individual Customers

Wholester allows you to apply specific wholesale discounts to individual customers accounts. To apply a wholesale discount to a customer […]
Gist Support   •   July 16, 2020

Create a customer account and send them an invite

While Wholester is directly connected to your Shopify account, including customer accounts, products, orders, and inventory – B2B accounts, permissions, […]
Gist Support   •   July 16, 2020