Search for wholesale customers

Hi

At the moment, wholesale customers can not be listed. We're creating a feature request based on this.

(the only workaround for generating a report on this topic would be to have all the wholesale customers subscribed to a unique secure zone. This way a secure zone report could identify those customers)

Any updates on this feature?

What you need to do is make a campaign list which is associated to your wholesale sign up form and wholesalers (so if you add them in the admin you add them into the list). Auto opt in auto selected.

That way you have your wholesaler list to contact.

Another option - I ended up using the 'Customer Type' field.  Add an option 'Wholesaler' to your list of Customer Types. When adding a new customer, check the 'Customer is a Wholesaler' box as per usual (so that they have access to wholesale prices), and also set their Customer Type. Then you can pull a Customer Report based on this field.

Great Idea mon_adobe!

Is there anyway to select Customer Type automatically apply on a web form?

At this stage I believe (BC staff - please correct me if I'm wrong!) the only way to enter a Customer Type is via the customer card, entering the customer by .csv import, or by API.