Wholesale Admin

Summary

This area of Merlin is used to configure your practice's Wholesale Account settings.

Details

Configuring Wholesale Admin
  1. Navigate to Utilities > Wholesale.

  1. Select the 'Wholesale Admin' button.

 

 

  1. Select the ‘Account configuration’ button.

 

 

  1. Accounts can be added from this screen.

 

Note: More than one account for wholesalers can be added meaning orders can be created and sent from multiple accounts.

 

 

Adding a New Account
  1. Navigate to Utilities > Wholesale.

  1. To add a new Account, insert the new details into the fields provided and select ‘Add New’.

 

 

  1. The new account is added to the system.

 

  1. When placing a New Order users can use the drop down in the New Order tab to select which wholesaler account they want to use.


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