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Wholesale & Customer Management
Wholesale Order Pipeline & Customer Portal
A full B2B order pipeline plus a dedicated, branded self-service portal where trade customers register, get approved, and order directly.
coreopsapp.com — Wholesale Orders
Key Features
- 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
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
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Wholesale & 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.
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Customer Accounts
On-account trade balances with a fully reconciled transaction ledger and a top-up/payment workflow.
View ModuleWholesale & Customer Management
Loyalty, Vouchers & Trade Rebates
Configurable loyalty tiers and points, plus gift, promotional, and reward voucher programs — all on one reconciled balance ledger.
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