Retailers

Overview

The Retailers section lets you manage your wholesale and consignment retail business relationships. Each retailer has a full profile with contact information, stock tracking, transaction history, order management, and outreach records.

Add a Retailer

Go to Retail > Retailers and click + Add Retailer. The main fields:

• Business Name (required) — The retailer's business name
• Business Type (required) — Consignment or Wholesale
• First Name, Last Name, Email, Phone — Your main contact. Order emails go to this email
• Address — Address lines, City, State, Zipcode, Country
• Contact Reminder (Days) — How many days after your last outreach AMS reminds you to follow up
• Money details — Expected Monthly Payment Date, Rent, Rent Due and Payment Terms
• Also — Tax ID, Website, Instagram and Notes
• Rate (%) — The consignment rate or wholesale discount percentage for this retailer

Retailer Table

The retailer table shows Name, Type (badge), Last Contact, Contact, Email, Phone, City, State, Rate, Created, and Status. Click a retailer's Business Name to go directly to their detail page. Last Contact is the last time you reached out to them. Click Last Contact at the top of the column to see who you haven't talked to in a while. Filter by Type (Consignment or Wholesale), City or State with the sliders button (Filters and columns). Certain fields can be edited directly in the table by clicking on them.

Retailer Details

Click a retailer name or select Details from the row action menu to open the retailer's full profile.

• Buttons at the top — Add Sales, Add Order, Add Outreach, Add Task and Edit.
• Contacts — the main contact on top, and anyone else at the shop below (see More than one contact).
• Contract — click Upload Contract to keep your agreement with them on file. You can download or replace it later.
• Tabs — Outreach, Consignment Stock (consignment retailers only), Transaction History and Orders.

More than one contact

• Add contact adds a buyer, a manager or a shared inbox. A name or an email is enough.
• Edit and Remove change or take off one person.
• Make main swaps that person with the main contact. Their note moves into the retailer's Notes.
• Order emails and the Retailers list use the main contact only.
• Your AI assistant can add, change and remove contacts too.

Consignment Stock Tab

Shows all products currently stocked at this retailer with quantities, pricing, and status. Click Adjust Inventory to add or remove stock there. Use the filter toolbar to narrow by product metadata (Category, Collection, Material, Design, Size, Other). A summary section shows total stock value and item counts.

Transaction History Tab

Displays the full transaction history with this retailer. Filter by context type (wholesale, consignment sale, consignment order, etc.) and payment status. Each transaction shows line items, totals, and dates. Column visibility can be toggled and preferences are saved.

Orders Tab

Lists all orders for this retailer with order status and payment status. Filter by order status (Awaiting Approval, In Progress, Shipped, Delivered, Canceled) or payment status. Click through to the full order detail page.

Outreach Tab

Shows the outreach history for this retailer — all recorded contacts, notes, and follow-ups. New outreach entries can be logged directly from this tab.

Row Actions

The three-dot menu on each retailer row has Details, Edit, Add Sales, Add Order, Outreach, Add Task and Set Inactive. Two of these in more detail:

Add Sales

Opens the sales entry form pre-configured for this retailer. Add product line items by name or SKU, specify quantities and prices, then review the transaction statement before submitting.

Add Order

Opens the order creation flow for this retailer. Add product line items, review totals, and submit. The retailer and their contacts will receive an email notification with the order details.

Set Inactive

Retailers cannot be permanently deleted. Use Set Inactive from the row action menu to hide a retailer from the default view. Their history and data are preserved and the retailer can be reactivated at any time.