More wholesale/distribution features

This week’s release brings several new features for customers using Fulfil.IO for wholesale and distribution.

Account Managers and Sales Reps

You can now define the account manager and sales rep on a contact. At the moment the general release only includes the ability to lookup who is handling an account.

Ability to set account manager and sales rep on contact

Beta feature: If you would like to test out a new feature that adds Account managers (in addition to sales reps) to a sales order, let us know and we’d love to activate this feature for your account.

Business Name on Addresses

With wholesale orders, especially from multi-branch/franchises, you had to either have a store manager’s name or a company name on the address, but not both. Not anymore. You now have the option to add a business name on the address, if it is different from the contact name or address name.

TL;DR; because life is complicated!

Case 1: HQ ordering for delivery to branches

Contact Name (customer): Apple Inc.

When shipping to the Apple Store in Palo Alto

  • Address 1 Name: Store Manager
  • Address 1 Business Name: <Use contact name as company name>

When shipping to the Apple Store in Stanford

  • Address 2 Name: Store Manager
  • Address 2 Business Name: <Use contact name as company name>

Case 2: Consumer order

Contact Name (customer): Jony Ive

Ordering for me myself!

  • Address 1 Name: Jony Ive
  • Address 1 Business Name: <Leave Empty>

Ordering a gift to my friend at Google!

  • Address 2 Name: Larry Page
  • Address 2 Business Name: Google Inc.

Case 3: A business sending gifts to another business

Let’s assume that Herman Miller wants to send gifts to 2 branches of Bank of America that bought furniture this year and your company sells the gifts.

Contact Name (customer): Herman Miller Inc.

  • Address 1 Name: Store Manager
  • Address 1 Business Name: Bank Of America — MV Branch

Next one

  • Address 2 Name: Store Manager
  • Address 2 Business Name: Bank Of America — CA Branch

And one last thing.. Thank you for all the feedback you’ve sent our way and please keep them coming!