Customer Success Portal
            Knowledge Base Truvi Commerce Customers Trade Customers

            Enabling a Customer for Trade

            If you have trade or wholesale accounts, truvi offers the ability to create trade specific accounts that include their trade account number, special pricing, etc. 
            • Select Customer from the left side menu
            • Select the Manage option
            • You can then search for a customer through Advanced Search or Quick Search options
            • Click the Pencil next to the customer record you would like to adjust
            • If this customer is also tax exempt as a trade customer, make sure to Select Yes in the Tax Exempt drop down
            • Check the box for Trade Customer
            • Enter the customers Trade Account Number 
            • Click Save

            Updated: 09 Aug 2019 07:34 AM
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