All Modules
Wholesale & Customer Management
Wholesale Order Pipeline & Customer Portal
A full B2B order pipeline plus a dedicated, branded self-service storefront where trade customers register, get approved, and order directly.
coreopsapp.com — Wholesale Orders
Key Features
- A real branded storefront experience — your logo and name front and centre, image-card product grid with category browsing and search, and a product detail view with photo, description, and volume pricing
- Wholesale order lifecycle from draft through dispatch and invoice
- Dispatch Terminal — a standalone, tablet-friendly screen for warehouse staff showing every order waiting to be dispatched, oldest first, across manual orders, portal orders, and sales-channel orders alike, with a picking checklist and one-tap dispatch
- Customer self-registration with an owner/admin approval gate before access is active
- Curated catalogue per customer — cost price is never exposed
- Portal orders flow through the exact same pipeline as a staff-entered order
- Customers can buy gift vouchers and enrol in your loyalty programme right from the portal, and redeem points against an online invoice payment
- Multiple named delivery addresses per customer — pick the right one per order, with the invoice, email, and Dispatch Terminal all following automatically
- Post-Dispatch Stock Add-On — record a real packaging item consumed after an order is already dispatched (e.g. an extra box) at a forced R0 value, restricted to categories you opt in, fully audited, with its own stock-only Xero journal that never touches the order's invoice
- Custom Pricing per customer — set an agreed price once and it applies automatically on every order staff create for that customer and in their own portal, no more overriding the line price by hand
- Volume Pricing tiers — quantity-based discounts shown to portal customers as "Buy More & Save", enforced server-side at order time so pricing can never be manipulated from the browser
- Line-item discounts on any order, shown transparently on the quote/invoice and natively in Xero, never hidden inside a lower price
- Spend Discount — set a customer-specific order-total threshold that auto-applies a % discount to every line the instant it's crossed, both for staff building an order and live as the customer shops in their own portal cart
- Optional public browsing — share a link that lets anyone view your catalogue without registering, with full control over whether pricing is hidden, wholesale, or retail
- Customisable content pages (About, Contact, Terms, Shipping, Returns, FAQ) — write them directly or link out to pages you already have
Benefits
- Trade customers place their own orders without a phone call or an email chain
- You decide who gets a portal login — never an open sign-up
- Warehouse staff get one clear queue to work from — no manager needed to tell them what to pack next
Works With
Relevant Industries
More in Wholesale & Customer Management
Wholesale & Customer Management
Wholesale Pay Now
A Pay Now link on every wholesale invoice — emailed to the customer and shown in the Wholesale Portal — so they can settle online instead of an EFT you have to chase and match by hand.
View ModuleWholesale & Customer Management
Sales Channels
Connect Shopify, WooCommerce, Takealot, Amazon, or Wix and let orders sync straight into the same wholesale pipeline — no separate e-commerce system to reconcile.
View ModuleWholesale & Customer Management
Customer Accounts
On-account trade balances with a fully reconciled transaction ledger and a top-up/payment workflow.
View Module