Toast Wholesale: Add and Manage Customers

In this Article:

• Before You Begin
• Create a Company
• Edit Company Details
• Add Contacts
• Set Up Locations
• Invite Customers to Toast Supply
• Related Articles

Before You Begin

Applies to: Toast Wholesale, Toast Wholesale Pro

Permissions needed:

• Access to Toast Wholesale in Toast Web

What you'll accomplish: Your wholesale customers have company profiles, locations, and contacts, and can order in Toast Supply.

Customers are company profiles. To open them, navigate to Toast Web > Wholesale > Customers.

Each company has Company Overview, Locations, Sales, and Receivables tabs. You can bulk assign price books and payment terms from the Companies page.

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Create a Company

1. Select Create company.
2. Enter the company name, then choose a price book and a sales rep.
3. Select Create company.

Expected outcome: The company appears on the Companies page with its price book and sales rep.

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Edit Company Details

1. On Company Info, select the pencil icon to edit the name, bill-to address, price book, and sales rep, then select Save.
2. In the Ordering profile card, keep Use supplier default or choose another profile. Locations can override it.
3. Fill in any custom fields in their own panel.

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Add Contacts

1. Under Associated Contacts, select Add contact.
2. Search for an existing contact or select Create new contact.
3. Enter the contact's first name, last name, email address, and phone number. Optionally, add an extension and job title.
4. Select Save contact.

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Set Up Locations

1. Select the Locations tab and edit a location.
2. Set Bill to to use the company's address or the location's own address, then add the delivery address. Optionally, add a recipient name and delivery notes.
3. If the location is tax exempt, enable Tax exempt by default.
4. On the location's Payments card, set payment terms: Use company default, Due on delivery, or pay within a set number of days after the order is fulfilled.
5. Add notification recipients and choose their emails.
6. Select Save.

Notification emails include order confirmed, order rejected, invoice created, invoice paid, invoice past due, auto-debit reminder, payment failed, cutoff heads-up, and last call. Invoice created and last call start on. The two cutoff emails only appear for locations on a delivery-schedule profile.

Note: Set at least one recipient at every location to receive invoice emails.

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Invite Customers to Toast Supply

1. In the Toast Supply access section, select Invite to Toast Supply.
2. Choose a role: Account owner or Purchaser.
3. Send the invitation.

Expected outcome: The invited person gets an invitation to pay and/or order in Toast Supply.

Note: The Purchaser role requires Toast Wholesale Pro.

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Related Articles

• Get Started With Toast Wholesale
• Toast Wholesale: Configure Your Settings
• Toast Wholesale: Create and Assign Price Books

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