From the customer profile you add wholesale buyers manually or edit existing ones: contact details, tax information with automatic verification, and all of their custom commercial terms.
How it works
In the sidebar menu, go to Sales → Customers: the + button opens the sign-up form ("New Customer"). To edit, click a customer in the list. The form is organized in cards; when you're done, Save confirms the changes (or Cancel to discard them).
Form fields
Contact
- Trade Name: the customer's business or brand name (e.g. "Bazar Don Pedro").
- First Name and Last Name: the business contact (capitalized automatically).
- Email: the email used to log in to the store (stored in lowercase).
- Password (only when editing, if your store uses password login): only the administrator can set it. "Set password" / "Change password" and "Remove" buttons. It is handled separately from saving the form.
- Emergency Access Link (only when editing): generates a perpetual direct-access link for exceptional cases where the customer cannot log in through the normal channels. You can copy it or send it via WhatsApp. It is not generated if the email belongs to an administrator.
- Phone numbers: landline, extension, and mobile (the mobile field validates that it is a real mobile number).
- Website: the customer's website.
- Points of Sale (only if your store has points of sale enabled): enter the addresses of the customer's retail locations to show them on the store's public map.
Tax information
- Tax status: a selector based on your country (in Argentina, "Condición frente al IVA" — VAT status).
- Tax ID: the tax number (CUIT/DNI in Argentina, RUT, RFC, etc. depending on the country). When you fill it in, the system automatically queries the tax registry: if it finds the data, it autocompletes the legal name, contact, and registered tax address, and marks the tax ID as validated (green check mark). Those fields become locked because they come from the registry. In Argentina there is also a Check Debts button, which opens the BCRA (central bank) credit report.
- Legal Name: the registered tax name (stored in uppercase; locked if it was validated automatically).
- Registered tax address: the tax address (locked if it was validated automatically).
Commercial terms
All of the customer's custom terms — fixed discount, their own minimum purchase, price list, classification, sales rep, payment and shipping method, delivery addresses, and agreements — are explained in detail in the commercial terms article of the customer list. In short, from this card you define:
- Assigned Sales rep.
- A special Price List for this customer (defaults to "General").
- Classification (category or segment).
- Custom discount: a fixed percentage (0–100) that is always applied to them.
- Custom minimum purchase and Initial Minimum Unit Quantity: minimums specific to this customer, different from the store's general ones.
- Assigned Payment method and Shipping method (includes the "Pickup at company" option).
- Delivery addresses: add, edit, and remove all of their addresses (validated with geolocation).
- Payment / Shipping / Billing (agreements): free text with what was agreed with the customer. The customer sees it in their profile and in the last step of their orders, as a reminder of the agreed terms.
Customer behavior (CRM)
Internal notes about the customer: payment behavior, remarks, things to keep in mind when one of their orders comes in. Visible only to administrators and sales reps (the customer does not see it) and included in the purchase order you receive with each order.
Tips
- Let the tax registry fill in the data: type only the tax ID and wait for validation — it prevents typos in the legal name and address.
- Use agreements for what the customer should remember (agreed terms) and behavior for what only your team should know. They are different fields with different visibility.
- The emergency access link is perpetual: use it only as a last resort and do not share it through insecure channels.