New Wholesale Customer

1\ determine if the customer is a landscape designer, architect, installer or maintenance if yes, continue if no, skip to 3 determine this by probing questions such as "what does your company do?", "do you have a business card?", "do you have a shirt, hat, something that has the name of your business on it?", etc 2\ enter contact info into qbpos (landscaper) enter first & last name enter company name make sure to check the box to track as company enter phone number enter email address, if available enter mailing address if the customer has a resell license, enter the tax id number and obtain a completed copy of w 9 irs form enter tax id number under customer notes then uncheck the charge tax box if customer has a contractors license, enter the license number into the customer notes for customer type, click the down arrow and select wsll then select the discount rate to wsll then click save then skip to step 5 3\ determine if the customer is a general building contractor, flips houses, property manager, or similar if yes, continue if not, inform customer that unfortunately we are unable to provide them a wholesale discount 4\ enter contact info into qbpos (general building contractor) enter first & last name enter company name make sure to check the box to track as company enter phone number enter email address, if available enter mailing address for customer type, click the down arrow and select wslc then select the discount rate to wslc then click save 5\ explain each of the following information checklist items discussed white vs yellow labels and garden view grown vs bought in pricing plant information assistance is provided at a reduced amount since this is in part why they are getting the discount since they are expected to know loading plants plant locations provide a nursery map quotes via phone or email no installation available delivery requirements for wholesale ribbon marked plants being already purchased or designated never remove or load any marked plant if found doing so, will lose wholesale privileges numerous hidden cameras are located all throughout the nursery since saturdays are our busiest retail day between 9am to 4pm, we request that wholesale customers purchase prior or after this time if unavoidable, when retail customers are first attended, we will assist each time they check out, since we are also a retail nursery and assume all customers are retail, in order to receive their wholesale discount, they must first thing inform the sales team member that they are a wholesale customer and the name of the company they are listed under in our system