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Place, fulfill, bill, and manage wholesale orders
Create the order, update picked quantities during fulfillment, and use the customer account view to track open balances and credits.
Manage wholesale account settings, credits, and terms
Use the customer account area to review terms, open balances, and credits so account-level decisions are not buried in order history.
Turn recipes into wholesale products
Use the recipe itself as the sellable product, add it to the guide, and know why an item may still not appear on the wholesale order screen.
Configure wholesale onboarding, portal settings, and payment methods
Set the wholesale defaults, choose what the public onboarding form shows, and configure payment methods before you invite customers to order.
Create and manage wholesale customer surveys
Use wholesale surveys to collect follow-up feedback, manage the question set, and send notices to the right people when responses arrive.
Review and update wholesale email automations
Use wholesale automations to control follow-up timing, linked surveys, and email copy without losing track of which trigger runs each message.
Generate wholesale nutrition panels and exports
Use the wholesale nutrition area when a customer needs nutrition detail and the team wants that output tied back to the same recipe data it already maintains.
Create recipes that cost and sell correctly
Build recipes with clear names, units, and sellable sizes so costing, production, and wholesale all stay in sync.
Edit the wholesale guide and customer-specific pricing
Use the guide editor to control what customers see and when a product or price should be specific to one account instead of everyone.
Pick orders in route order
Use the picker to follow the saved route sequence, open each stop’s fulfillment screen, and keep loading work lined up with the driver plan.
Plan and optimize delivery routes
Build one route plan for a day and fulfillment location, add stops when needed, and optimize the stop order for drivers and loaders.
Use the onboarding checklist and welcome modal
See what the first-login welcome modal does, when to use demo mode, and how the shared company checklist helps your team finish setup.
Manage sales channels and review channel balances
Use sales channels to keep online, retail, and wholesale activity separated clearly enough for reporting and cleanup.
Compare vendor prices and keep ingredient costs current
Review price changes, compare vendor packs carefully, and update the cost source that should drive recipe pricing.
Use the universal AI assistant safely
Ask clear read questions in plain language, review drafted write actions carefully, and know when a human check is still required.
Manage tax exemptions for customer accounts
Use the tax exemption page to keep customer exemption rules clear before orders and tax reports depend on them.