Although most of your customers will be licensed establishments such as liquor stores and restaurants, occasionally you will need to make a sale through Ollie to a non-licensed individual or group.
These non-licensed sales are called Counter Sales and must be reported to the LDB as you would with any of your other sales.
In Ollie, we allow you to create Counter Buyers so that you can create, charge, and report these sales.
How to Create Counter Buyers - Video
Create a New Counter Buyer Steps
First, click the +New Order button at the top of your Orders List page.
At the top of the Customer Search bar, you will see the option to +Add a New Customer - click this!
A new window will open and you can fill out the details of this Counter Customer, such as their name or organization's name, a contact email, the default warehouse, payment source, and the sales rep attached to the account:
Then Create Customer!
You will now be taken to a new order page and you will be able to create an order.
This customer will be saved in the database and you will be able to place future orders for them!
Please note: This option cannot be used to create a licensed customers. This button will only create Counter Buyers, which means they will be charged PST and will received Counter Buyer pricing
Counter Sale Pricing
Counter Sales receive a different price list from hospitality or wholesale customers.
To add or change the pricing for Counter Sales, open up a product and click on the VARIANTS tab.
On the pricing line, you will see the third option is Counter Price. This is the price that Counter Buyers will receive.
