This article describes all necessary steps to create and fulfill wholesale orders, from creating and packing Case SKUs in the Products module to shipping cases to vendors through the Wholesale application.

To begin this process, the licence holder will need a base product and SKU with EA units available for purchase. For information on these steps, visit the Seed-to-Sale Process Guide.

Package Cases for Wholesale

1. Select a SKU that will be made available for wholesale purchases, and create a Case SKU.
   • How to Create a Case SKU
     
     
2. Package EA units in cases through a Casing Run.
   
   • How to Create a Casing Run
     
     
3. Label the cases. When stockpiling inventory for future purposes, mark each case with an Internal Case [4x6"] label to facilitate inventory management. Once cases are selected for a sales order, return to this tab to print province-specific labels.
   • How to Print Case Labels
     
     

Note: All Packaging Runs and Received Inventory records that contributed EA units to the Casing Run must be released before the cases can be shipped.

Configure Vendors & Establish Payment Terms

1. Add vendors and configure vendor information, including the vendor's point-of-contact and shipping address.
   • How to Add a Vendor
     • How to Add a Vendor Contact
     • How to Add a Vendor Address
     • How to Add a Vendor Website (not mandatory)
       
       
2. Ensure the vendor receives internal approval before proceeding.
   • How to Approve a Vendor
     
     
3. In collaboration with vendors, develop a menu of agreed-upon payment terms.
   • How to Add a Payment Term

Create a Sales Order

1. In response to a vendor's purchase order–a request for a wholesale order–create a sales order to accept the request and confirm the transaction. 
   • How to Create a Sales Order
     
     
2. Ensure the sales order receives internal approval before proceeding.
   • How to Change a Sales Order's Status
     
     
3. Download a sales order invoice and send it to the vendor.
   • How to Download a Sales Order Invoice

Create and Fulfill Shipments

1. Create a shipment to fulfill part or all of the sales order.
   • How to Create a Shipment
     
     
2. Ensure the shipment receives internal approval before proceeding.
   
   • How to Manage a Shipment's Status (mark as Approved)
     
     
3. Download a shipment invoice and send it to the vendor. The shipment invoice summarizes the goods packed and shipped to a vendor in a given shipment, and serves as a financial snapshot for the licence holder to request payment from the vendor.
   
   The shipment invoice doubles as a picking list for Fulfillment Associates to use when picking and packing a shipment, so download and print another copy to use internally. 
   • How to Download a Shipment Invoice
     
     
4. Pick and pack the shipment. Unlike the order fulfillment process for client orders, picking and packing shipments for sales orders does not require scanning confirmation through the Gun App.
   
   
5. Once the line items in the shipment have been picked and packed, download a packing slip to include with the shipment, and mark the shipment as Picked and Packed.
   
   • How to Download a Packing Slip
   • How to Manage a Shipment's Status (mark as Picked and Packed)
     
     
6. Once the shipment is shipped out, mark it as Shipped. This removes the cases in the shipment from the licence holder's inventory.
   
   • How to Ship a Shipment
     
     
7. Once the vendor receives the shipment, mark it as Delivered.
   • How to Mark a Shipment as Delivered

If the sales order will be fulfilled through multiple partial shipments, repeat this process as necessary.

Finalize the Sales Order

1. As the vendor receives shipments, mark the sales order as Partially Fulfilled. Once the sales order has been completely fulfilled, mark the sales order as Fulfilled.
   • How to Change a Sales Order's Status (Mark as Partially Fulfilled or Fulfilled)

For an overview of other workflows in the Seed-to-Sale software, visit the Process Guides for Destruction, Orders & Order Fulfillment, Product Recalls, Creating and Selling Starting Materials, and Receiving Inventory.