Creating Wholesale Channel

Overview

You may need to create a new wholesale channel that will include specific products.

Solution

1. From Symphony Manage, navigate to Integrations > Purchasing Channels.
2. Click Create New.
   
   
   
   
3. In the new window:
   • Enter name and description for the new channel
   • Specify the price for products in percentage of the default retail price.
     Note: You will be able to update the price for each product manually in step 5.
   • Add a checkmark to the make available products option if you want to automatically add all existing products to this channel.
     
     
     
     
4. Click Create.
5. If you haven't included all products to the new channel, include the required products and set the price for them manually:
   1. Navigate to Catalog > Products.
   2. Find and open the desired product.
   3. Expand the Channel Pricing and Availability section by clicking on the Menu/Hide button.
      
      
      
      
   4. Add a checkmark next to the newly created channel and specify the price for the product that will be available for customers in this channel.
      
      
      
      
   5. Click Save.
6. Add customers to the newly created wholesale channel:
   1. Navigate to Customer Service > Customers.
   2. Find the required customer and open their account.
   3. Select the newly created channel from the Purchase Channel dropdown.
      
      
      
      
   4. Click Save Changes.
7. Approve applications from new wholesale customers if needed.

Testing

You can set your test account as a Wholesale customer (step 6) and log in to your frontend website - the products added to the newly created channel should have wholesale prices displayed.

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