Creating an Order for Your Customer
You can easily create an order on behalf of your customer.
From your Wholester dashboard go to Customers and select your customer for whom you would like to create an order.
Then select New Order at the top of the customer profile page.
From here, you can then create an order by browsing through your products, or upload a CSV file that they have sent you.
The rest of the order placement and checkout process will proceed as normal.
For tips on how to place an order through Wholester, please see this article.
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Add Gift Messages to CSV Uploaded Orders in Wholster
Setting up product minimums, instead of product increments
Pre-sell products using the incoming inventory feature
Create and Send an Invoice
Creating Wholesale Orders
Require Admin Approval Prior to Completing Invoices
Review & Confirm an Approved Draft Order to Capture Payment
How to Create Multi-address Orders & Invoices via CSV Upload
Setting up Presentations & Prebook Your Products
Creating an Order Going to Multiple Shipping Addresses