Orders Articles

Setting up product minimums, instead of product increments

If you would like to enforce a minimum quantity on a per product level, you can change the behaviour of […]
Zac Fair   •   April 12, 2021

Pre-sell products using the incoming inventory feature

*** Update August 2021 – Preselling products is now best handled by the presentations feature. In order to allow a […]
Zac Fair   •   October 1, 2020

Create and Send an Invoice

Generating an invoice in Wholster works largely the same as creating an order on behalf of a customer. The first […]
Zac Fair   •   August 17, 2020

Creating Wholesale Orders

Wholesale orders can be created manually or via CSV upload on the Wholster platform. Here we will review these two […]
Gist Support   •   July 16, 2020

Require Admin Approval Prior to Completing Invoices

The require admin review features allows you to review, edit and confirm orders placed by your customers before charging the […]
Gist Support   •   July 16, 2020

Review & Confirm an Approved Draft Order to Capture Payment

When an order has been submitted, and the payment terms applied to the order have dictated that it should be […]
Gist Support   •   August 14, 2020

How to Create Multi-address Orders & Invoices via CSV Upload

Wholster allows both you and your customers to create large multi-address orders by uploading pre-existing CSV / Excel spreadsheet data. […]
Gist Support   •   August 14, 2020

Setting up Presentations & Prebook Your Products

Wholster offers the ability to organize your products into presentations, which contain one or more delivery windows. Delivery windows have […]
Zac Fair   •   June 9, 2021

Creating an Order Going to Multiple Shipping Addresses

Wholster offers the ability to create checkouts & invoices containing multiple orders & shipping destinations. Depending on if you need […]
Gist Support   •   July 16, 2020

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 […]
Gist Support   •   July 10, 2020