Setting Up a Customer for Resell

This document will walk you through how to set up a customer for resell. This process may be utilized for taxable and non-taxable customers. In OASIS, all customers must be set up for resell if they wish to use the resell tools.

Setting Up a Customer for Resell

1. Navigate to the Customers page, and select a customer.

2. The "Customer Editor" window will appear.

3. Select the "Terms" tab.

4. Check the "ResellOk" box. Note: if the customer is taxable, you must have at least one tax account set up to proceed. For more information, click here.

Resell for Taxable Customers

1. Select "Taxable" in the "Tax Status" drop-down menu.

2. Enter the name of the account in the "Account" column.

3. The "% of Sale" will appear.

4. Enter "Y" in the "Freight" column if the freight is to be taxed. If not, enter "N."

5. Repeat steps 1-4 for multiple taxes accounts.

6. Select "Save and Close."

Resell for Non-Taxable Customers

1. Select "Exempt" in the Tax Status drop-down area.

2. Enter the name of the account in the "Account" column.

3. Enter in the tax exemption number, or enter the word "Exempt" into the "Exempt Lic" column.

4. Select "OK." Note: a window may appear and ask if you want to include a copy of the customer's tax exempt paper if it is available.

5. Select the "Terms Text" tab to add notes to any outbound invoice for this customer.

6. Select "Save and Close."