Your Ollie Order account will come pre-programmed with licensed buyers in your industry (State or Province), as such you will not have to go through all your customers into the system.
That said, because businesses change and new ones open up on the daily, it is a good idea to take a peek and make sure the licensees you sell to are already there and if not, you can submit requests for additions and edits.
To do so, go to Customers > Customers > Potential.
In the search box you can look-up your customers by name or license. Once you place an order for a customer it will automatically move them from the Potential tab to your Current tab (but if you would like to pre-move them and add some default for settings for them, you can do so by clicking the three dots and select “Move to Current”
To request additional licensed customers be added:
- Click + New Customer
- Select the Licensed Buyer option
- Fill in the Business Information, Location details, License Information and Licensee Contact information and then click Submit.
If any edits are required for customers already in the system, please email support directly at Support@ollieorder.com.
*All requests are sent to the Support team and are reviewed and actioned as soon as possible. Please note support is not available on weekends.
To add any buyers are not licensed customers:
- Click + New Customer
- Select the Counter Buyer option
- Fill in the details and then click Create Customer.
Note: in Canada Counter Buyers’ orders will be subject to additional taxes. Licensed buyers should not be added this way and records cannot be merged after the fact. Only use this option for buyers who are not purchasing wholesale.