HandbookApp guide · Wholesale App guide · WholesaleSales Portal
The workspace for wholesale customers, product curation, quotes and wholesale orders. It is separate from direct-to-consumer commerce.
- •Wholesale customer records
- •Curating products for a buyer
- •Creating and managing wholesale quotes or orders
- •Opening a customer’s wholesale portal
- •DTC orders
- •Physical inventory adjustments
- •Storefront publishing
- Dashboard: sales activity and shortcuts
- Onboarding: choose a new or existing customer, curate products and prepare the pitch/order
- Catalog: live WMS-backed wholesale product availability
- Orders: wholesale quote/order list and detail
- Customers: business, buyer, address, notes and portal access
- 1Open Onboarding and choose an existing customer or start a new one.
- 2Curate products and planned quantities from the live catalog.
- 3Review pricing, availability and customer details before creating the order or quote.
- 4Track the wholesale order in Sales Portal.
- 5Use WMS Admin for the physical outgoing shipment.