This guide walks you through setting up your wholesale portal so you can begin accepting online purchase orders. You can load data in bulk via CSV or add it manually.

Step 1: Log In and Verify Your Account

1. Log in using the credentials emailed to you after signup.
2. Go to My Account to confirm your name, email, and preferences:
   • Switch between light and dark themes.
   • Turn on New Order Notifications for email alerts.
   • Ensure your subscription shows Active.

Step 2: Add Your Products

Load your catalog before buyers can order.

Option A: CSV Import (Recommended)

1. Go to Imports > Products.
2. Upload a CSV with columns like: sku, name, description, base_price, unit_of_measure, is_active.
3. Review the result page and correct any errors.

Option B: Add Manually

1. Go to Product Management > Products > Add Product.
2. Fill in SKU, Name, Base Price, Unit, Case Pack, and Description.
3. You may add images or other attachments, such as spec sheets and msds, etc.
4. Click Save to add the product.

Step 3: Set Up Categories

1. Go to Product Management > Categories.
2. Create top-level and nested categories.
3. Reorder using Move Up/Down.
4. Deactivate unused categories when needed.

Step 4: Warehouses & Inventory

Track stock across multiple locations.

1. Add warehouses with code, name, and address.
2. Assign stock using Inventory or import CSVs.
3. Adjust quantities or record restocks anytime.

Step 5: Set Up Customers

Each customer represents a business account that your buyers will belong to. Set these up before inviting any buyers.

Option A: CSV Import

1. Go to Imports > Customers.
2. Upload a CSV with columns such as: code, name, email, credit_terms, credit_limit, billing_address, shipping_address.
3. Review the import log for any errors or skipped rows.

Option B: Manual Entry

1. Go to Customers > Add Customer.
2. Fill in the company information, billing/shipping addresses, credit terms, and optional credit limit.
3. Assign sales reps through the Sales Team section.

Step 6: Pricing

Supports base prices, price lists, and per-customer overrides.

1. Open Pricing.
2. Create price lists or customer-specific overrides.
3. Import prices in bulk if preferred.

Step 7: Invite Buyers

1. Go to Customers > Buyer Access.
2. Add buyers with name and email.
3. Link each buyer to the correct customer account.
4. A link will be sent to the buyer.
5. Mark one as Admin if they manage others.

Step 8: Test the Buyer Catalog

1. Create a test buyer account under one of your customers. You can do this from Customers > Buyer Access.
2. Log in using that buyer's credentials to confirm visibility, pricing, and category organization.
3. Place a test order to verify totals, stock deductions, and the order-to-invoice workflow.

Step 9: Orders & Invoices

1. Review Orders to confirm new submissions.
2. Convert to invoices and record payments.
3. Export data anytime for accounting tools.

Step 10: Monitor Operations

• Track product and buyer counts.
• See low-stock alerts and order statuses.
• Monitor metrics in real time from the Owner Dashboard.

Need Help?

The dropdown menu at the top of the page, offers links to more detailed documentation.

Visit the in-app Documentation link for more details or contact support.