Wholesale orders move through one connected workflow: create the order, fulfill what was actually produced, then track the payment result or open receivable balance.
The key pages are Place an Order, Past Orders, and Account Settings.
Quick facts
Start here
- Order totals use ordered quantities until the order is fulfilled. After fulfillment, totals can follow the picked quantities instead.
- Payment terms and payment method on the order decide whether the order charges now or stays open in receivables, but internal roles 1-3 can still submit an order without a payment method on file.
- Managers can use the listed fulfillment-date chips even after the standard cutoff without a warning toast.
- Once an order is paid, internal roles 1 to 3 lose edit and delete access for that order.
- Credits and open A/R balances show in the customer account view so billing follow-up is not hidden in the order screen.
Step 1: Create or update the order
Start on the order-entry page
Go to Place an Order and choose the customer if it is not already selected.
Add the products, set the fulfillment method and date, then choose the payment terms and payment method that match how the customer should be billed. Internal roles 1-3 can still place the order even when no payment method is on file.
Step 2: Fulfill and finalize the detail page
Review the order detail before billing
Open the order from Past Orders or from the order-entry page after save.
Update picked quantities when the actual packed amount differs from the original order, then move the status forward as the order is submitted, fulfilled, completed, or paid.
- Picked quantities matter because they can change the final billable amount after fulfillment.
- Use the order detail page to keep the PO number, notes, and payment status tied to the same record.
- Paid orders become read-only for most internal users, so finish the needed edits before marking the order as paid.
Step 3: Track balances, credits, and follow-through
Use the customer account page for billing follow-up
Open Account Settings for the customer when you need to see the open balance, aging buckets, credits, and linked order entries.
This page is the fastest way to answer whether the customer still owes money or already has credit available.
How credits and check payments fit in
- Use Issue Credit from Account Settings when the customer should receive a reduction instead of a normal payment.
- Orders with non-COD terms or a payment method that posts to A/R stay open until the money is received and applied.
- Check by mail works best when your team is ready to record the payment and clear the open balance after the check arrives.