Goldenseal Accounting Software-- Wholesale Sales Setup

Wholesale Sales Setup

How do I set up Goldenseal for wholesale sales?

Follow these steps to set up Goldenseal accounting software, if you sell to other businesses as a wholesaler or distributor, or you otherwise do most of your sales for later billing, rather than for immediate cash payments.

Customer Setup

Create a Customer account for each business that you sell to. Choose Customers from the Accounts menu, click the New button, and type in basic info about each customer.

HINT-- If you are busy now, you don't need to fill in all of the fields. Just enter the name and payment terms, and you can fill in other details when you need them.

Sales Item Setup

If you want to track inventory or have Goldenseal calculate prices for the items you sell, then create Cost Items for each item that you buy and sell. Choose Cost Items from the Costs menu, click the New button, and type in details.

If you assemble components or sell packages that contain several items, choose Assemblies from the Costs menu, click the New button, and type in details.

HINT-- Assemblies also let you include labor costs as part of the cost of each assembled item.

Other Setup

Set up any of the following items that apply to your business:

Customer Discounts-- if you give different discounts for different customers.
Customer Payment Terms-- Your terms of payment on billed sales.
Item Discounts-- if you give different discounts for different types of items that you sell.
Job Sales Tax-- if you charge sales tax.
Payment Methods-- Enter each form of payment that you accept.

HINT-- To enter any of these setup items, choose Income Setup from the Income menu.

Entering Sales

After you've finished the basic setup, choose Sales from the Income menu to enter sales transactions.

For more about sales in the Getting Started manual, click here.
For more about sales in the Reference manual, click here.

Customer Billing

To bill your customers, choose Billing from the Bank menu, and choose Sales Billing from the submenu.

Click here to return to sales topics.