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In order to take advantage of discounted product prices available to members of an individual wholesaler group, a customer must be granted the corresponding membership first. Take the following steps to approve the wholesaler registration request of your customer:
| 1. | In the 'Management' menu choose 'Users' section to open the 'Search for user' screen. |
| 2. | Perform a search and in the 'Search results' table click on user's e-mail to access his profile. |
| 3. | Navigate to the 'Access Information' section of the profile and find the 'Requested membership' and 'Granted membership' fields. |
Approving wholesaler registration request
| 4. | If the values of the two fields differ, it means that a customer has submitted a membership request for corresponding membership that has not been approved yet. |
| 5. | Set an expiration date for the new membership. Select 'Specific date' and set a date in the future using drop-down boxes provided. You can also select 'Never' to grant the membership for ever. |
| 6. | Click on the 'Grant membership' link to approve membership registration request. |
| 7. | Additionally you can specify the customer's 'Sales Permit/Tax ID #', 'VAT registration number', 'GST registration number' and/or 'PST registration number' in the respective fields under the 'Tax registration details (wholesalers only)' section of the profile. |
Specifying tax registration details of a customer
| 8. | Click on the 'Update' button to save changes. |
Once the customer's membership status changes, this change is recorded in his membership history. The history can be seen in the customer's profile under the 'View membership history' link in the 'Access Information' section.
Reviewing membership history
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