WhataHoot CRM
Accounts and Shopify orders
Email
Password
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Trade Orders
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Sync products
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Staff Hub
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Trade Orders
Select an account
Only account management and Shopify ordering are included here.
Choose an account from the list.
Account
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Account name
Customer code
Business type
Relationship
On-trade
Off-trade
Wholesaler
Online
Other
Pricing level
Stockist
Bronze
Silver
Gold
Custom
Wholesaler Stockist
Wholesaler Bronze
Wholesaler Silver
Wholesaler Gold
Account manager
Region
Payment terms
Main address
Business & compliance
Look up company number
Ltd / legal company name
Company number
Company status
Website / social
VAT number
AWRS URN
Premises licence no.
DPS name
Marketing permission
Not asked
Yes
No
Registered address type
Unknown
Trading premises
Registered office only
Home address
Directors
Registered (Companies House) address
Shipping addresses
Add address
People and email addresses
Add person
Shopify
Shopify customer GID
Company ID
Company location ID
Company contact ID
Xero
Accounts / invoice email
Xero contact ID
Cancel
Save and create Shopify company
Save account
Update pricing
Close
Shopify company setup
Close
Company name
Payment terms
Primary contact name
Primary contact email
Primary contact phone
Customer code
Billing address
Shipping address
Billing same as shipping
Cancel
Save and create company
New order
Close
Placed by
Warehouse
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Shipping Method
Vdepot
APC
Hand Delivered (£6.95)
Hand Delivered (free)
Customer Collection
Other
Required date
Invoice BCC
Shipping address (required)
Save this address to the account
Invoice to
Company on invoice
Invoice email
Invoice address
Also save these invoice details on the account for next time
Order contacts
Product search
Add SKU
Order lines
Notes
Check stock
Cancel
Save as pre-book
Place order on Shopify
Complete handover
Close
Received by
Photo proof
Notes
Cancel
Save proof
Pre-book
Close