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Wholesale Hub

Wholesale Hub is the B2B workspace for buyer accounts, wholesale pricing, quote drafts, invoices, credit visibility, and payment receipt tracking.

Use it when a merchant sells to companies, retailers, distributors, or resellers with negotiated prices, minimum order quantities, payment terms, and accounts receivable workflows.

What merchants can manage

AreaUse it for
DashboardA quick view of wholesale sales, buyer activity, open credit, and pending quote work.
UsagePlan limits and how much of each wholesale allowance has been used.
Bulk CatalogWholesale prices, minimum order quantities, and case pack rules for existing products.
Pricing TiersReusable discount groups for different buyer segments.
B2B CompaniesBuyer profiles, payment terms, credit limits, and optional pricing tier assignment.
Draft QuotesNegotiated wholesale orders before they become invoices.
Credit LinesOutstanding balances and available credit by company.
InvoicesAmount due, due dates, payment status, and received payment records.
  1. Create pricing tiers for the buyer groups the merchant supports.
  2. Add B2B companies with payment terms, credit limits, and optional tier assignment.
  3. Configure wholesale rules for products that should support bulk pricing, MOQs, or case packs.
  4. Prepare draft quotes for negotiated wholesale orders.
  5. Move accepted drafts into invoices.
  6. Record received payments as funds clear outside the app.
  7. Review credit lines, outstanding balances, and plan usage regularly.

Access

Wholesale follows the merchant dashboard access model. Store owners should give teammates only the areas they need, especially for invoices, payment records, customer accounts, and pricing.

If a teammate cannot see or change something in Wholesale Hub, check the store access settings before recreating the work.

Plan limits

Some wholesale areas are limited by plan. The Usage view shows current allowance and consumption for items such as companies, pricing tiers, catalog rules, draft quotes, and invoices.

When a limit is reached, the merchant can either clean up old work where the product allows it or move to a plan that includes more wholesale capacity.

Important behavior

  • Wholesale payment entries are receipt records for funds collected outside the app. They do not start online payment collection.
  • Credit visibility is based on unpaid invoices and recorded payments.
  • Wholesale catalog rules attach to products already in the store catalog.
  • A draft quote is a working document until the merchant turns it into an invoice.