Very often we receive inquiries from Figure app users about how to create and track orders for wholesale accounts, trade partners, promo or comp orders for friends or family, etc. They wish to create $0 orders that are not processed using a credit card but still keep track of all the bottles being removed from inventory and the costs associated.

Our best advice...stay away from processing orders as “Not Paid” via the “Offline/Pay Later” option found on the final page of the admin checkout screen. You can learn more in the article, Accepting cash or check payments.

Figure was built as a credit card based payment platform for direct to consumer orders. 

Whereas Quickbooks or other accounting software programs are more suited to tracking promo or comp orders and wholesale accounts who pay by check.

You would just manually remove the quantity of wines from the SKUS in Figure to keep your inventory counts accurate and keep orders via credit card in Figure and orders via check/cash directly in the accounting software. Quickbooks can help you track wholesale accounts with payment terms, outstanding invoices, and totals for accounts receivable...Figure cannot.

Discuss this process with your accounting team and reach out to our team if you would like to discuss.