Head offices and stores, dealer types and changing many dealers at once

A group is a head office with stores under it, such as a parts chain or an owner with several sites.

• Head-office logins see every order, invoice and return below them and can order for any store. A store's logins see only that store.
• Prices follow the account the person signed in to.

Make a group

1. Groups→ → New group.
2. Pick the Head office (a dealer you've already added) and tick the Stores to put under it.
3. Tick Invoice these to the head office if it pays for its stores.
4. Press Add N.

Or open a dealer → Details → Account group: Part of and Invoices for this account's orders go to (this account, or the account above). When the head office is invoiced, its on-account switch, hold and credit limit apply to the store's orders.

Each group shows Orders, Spend, Owing and Overdue, with Open and Add stores.

Dealer types

A label you make up, such as "Corporate store" or "Authorised dealer", set on the dealer's Details. Filter by it on Dealers and Groups, and give each a colour under Type colours. Only your team sees it.

Change many at once

On Dealers→ or Groups, tick accounts (filter by Group or Dealer type first). The bar shows N ticked. Choose Set status, Set pricing tier, Set invoiced to, Set can order on account, Set can drop ship, Set dealer type or Invite a login (company email), pick the value and press Apply to N (or Review invites…).

If something's not right

• A store sees head office's prices: the person signed in to the head office account. Store logins get the store's prices.
• A store's order was refused for credit: it's invoiced to head office, whose limit or hold applies.