How to Create a Reservation for a Wholesaler Account
The following article explains how to make a reservation for a Wholesaler Account, including which Client Type and function need to be in place to do so.
Wholesaler Client Type
Proceed to System Configuration > Client Types.
In order to make Wholesaler reservations, a Client Type with the Function of Wholesaler must first be set up. This will allow access to the Wholesaler Module to attach the Wholesaler Account when making a new reservation.
- Proceed to System Configuration > Client Types
- Ensure there is a Wholesaler Client Type, and that the function is set to Wholesaler (If there is no Wholesaler Client Type set up, one will need to be created. For more information on creating a Client Type, please see the article How to Create a Client Type in the System Configuration manual).
Making a Wholesaler Reservation
To create a reservation for a Wholesaler Account, first select the appropriate Client Type.
When a Client Type with a Wholesaler function is selected, a Company box will appear to the right, listing all available Wholesaler Accounts. Use the drop down menu to select the appropriate Wholesaler Account.