What are some of the popular b2b / wholesale features of Neto?

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Neto has the ability to allow you to run a wholesale and retail website all from the one platform without the need to register a separate website or account. When deciding to run a wholesale website from Neto, it’s good to know there are powerful tool available.

Some of the main features include:

  • Different customer pricing group tiers (new customer, valued customer, preferred customer, etc).
  • Provide different invoice templates for different customers.
  • Ability to allow customers can pay on terms or credit.
  • Ability to create and maintain quotes.
  • Support for drop shipping automation.
  • Ability to record purchase order numbers.

How do I prepare my website for wholesale?

Every site is different, however we’ve provided a guide so you can consider the different options available.

  1. Selecting a premium theme

    Already we have themes available which target wholesale merchants. Check them out from the Neto dashboard by navigating to Webstore > Theme Editor.

  2. Setting up different pricing groups for different customers

    Utilising the customer user groups addon you can set up different pricing groups for different customer tiers (new customer, valued customer, preferred customer, etc).

  3. Setting up multi-level pricing

    Multi-level pricing allows you to offer discounts per product based on the number of items a customer purchases on a single order. Multi-level discounts are automatically applied. This requires the addon to be installed from the Neto addon store. For more information, see our setup article.

  4. Setup Payment Terms

    When running a wholesale business, it’s likely you’ll have different payment arrangements with your customers. Whilst some customers require an instant payment, you may be flexible by offering payment on terms (such as 30/60/90 days from invoice). See our article on setting up payment terms and also our article on managing the terms for each of your customers.

  5. Setup Specific Payment Methods

    You can setup payment methods which only appear to wholesale customers (the customer groups addon must be installed). Within the configuration, there is the option to set availability to select customers. See our payment methods guide for more information about setting up new methods.

  6. Hide Pricing On The Website

    If a customer is not logged into an account, all pricing and buying buttons across the site are replaced with a “login or register to view pricing” message, accompanied by “login” and “register” buttons. This is done through a design tweak outlined in our designer documentation. Alternatively, you can request a design tweak to be completed by our design team.

  7. Force Customers To Login

    You can force customers to create and/or login to their account before purchasing. This can be done by turning off the ‘guest checkout’ in your system settings. From the Neto dashboard, navigate to Setup & Tools > All settings & tools. Click on the Web Store tab and click Webstore Settings. Under the Checkout Settings heading, untick Enable guest checkout and save changes.

  8. Manually Approve Customer Accounts

    To manually approve customer accounts, navigate to Setup & Tools > All settings & tools. Click on the Customers tab and click Customer Settings. Under both Customer Settings & Wholesale Customer Settings, there is an option to untick Approve all customers automatically. Customers can then be activated from Customers > View Customers & Prospects and and editing the customers status to Active.

  9. Create Different Invoice Formats For Different Customers

    Utilising the Invoice Templates addon you can select the invoice template you wish to use on the customer card.

    To create an invoice template, you can follow our guide or request a design tweak to our professional designers.

  10. Setup Recurring Billing Schedules

    A recurring billing schedule can be applied to an order to automatically debit a customer’s credit or debit cards based on a predefined set of rules. In order to use this system you must first have a triggered payment facility with a supported third party gateway.

  11. Setup Automatic Payment Reminders

    The system has the capability to send automatic payment reminders to customers who have outstanding invoices. By default, the system can send up to 3 payment reminders per invoice.

    To set this up from the Neto dashboard, simply navigate to Setup & Tools > All settings & tools. Once there, navigate to the Payments & Tax section and click on Payment Reminders.

  12. Record Purchase Order Numbers

    In business to business type scenarios, customers sometimes supply a purchase order number with their order. You can enter the PO number against the customer’s order in Neto so that it appears on the customers invoice for their own tracking purposes.

  13. Setup Drop Shipping

    Over the past few years Neto has developed a system to properly manage drop shipping for both those selling drop shipped goods (retailers) and those receiving drop ship orders (wholesalers).

    Drop shipping for wholesalers allows your re-sellers to:

    • Access custom inventory feeds to update their inventory in real time.
    • Bulk upload orders into your system - automatically (via FTP) or manually (file upload).
    • Have their logo and company information printed on address labels, packing slips and con-notes you send with their orders.

    Drop shipping for retailers allows you to drop ship items on your own website. With Neto you can fully automate the entire drop ship process from start to finish.

    Update your drop shipped inventory via scheduled inventory data feeds.

    • Automatically send suppliers paid order notifications via e-mail.
    • Upload order updates / tracking information from supplier systems.
    • Providing a secure portal for suppliers to login to process orders on your behalf.
    • Suppliers can also print packing slips, invoices, consignment notes etc from within their supplier control panel.

  14. Setup Products So Wholesale Customers See Prices Excluding GST

    The system has the capability to show prices for both Retail customers and Wholesale customers. Retail customers want to see prices including GST while Wholesale customers want to see prices excluding GST. While you can only have one global tax setting for the site you can accommodate other tax requirements at a product level.

    In Neto, there are two options available:

    Option 1: You can have a design tweak to show the different prices.

    Option 2: You can setup two separate products. Set one prodcut to include GST and the other product to exclude GST at the product level. You can then use kitting to manage stock levels by making one of these products a kit of the other product.

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Last Modified: 28/09/2017 Neto Version: 6.8