WHOLESALE SETUP · 0:53 VIDEO
Update billing and ship-to details
For practice administrators maintaining account information and delivery addresses.
The lesson is open to everyone. The live portal may ask you to sign in.
Written steps
Find your account settings
Sign in as a practice administrator and open Account. Use Business details to update the contact, billing and order confirmation information.
Manage shipping destinations
Under Ship-to addresses, add or edit a delivery address. Give it a recognizable name, verify the delivery phone and save. Archive an obsolete address when appropriate.
Check office assignments
For office-restricted buyers, ask PCSS to confirm the address is assigned to the correct office. Verify it appears in Cart before placing an order.
Find the agreement
Use Net-30 agreement in Account to check the status or open the available agreement copy. Contact PCSS if a legal entity or billing structure is changing.