Approve a retailer's trade account

Step by step

Do it step by step

1. 1
   Step 1:

   Trade accounts are off until an owner or store manager switches them on under Settings → Counter & policies → Trade accounts — till then this screen says so.
2. 2
   Step 2:

   Open Sales → Trade accounts. Waiting lists the retailers who applied: their firm, GSTIN and mobile.
3. 3
   Step 3:

   Press Approve. Credit limit (₹) and Days to pay start at the shop's own figures — 0 days means they pay before the goods go.
4. 4
   Step 4:

   Changing the credit on an online manager's login? An owner, manager or accountant types their PIN in Approver's PIN. Then press Approve.
5. 5
   Step 5:

   They move to wholesale prices and are told on WhatsApp. Later, Change terms and Put on hold are on their row; Decline turns an application down.