Wholesale Handler
The problem
Taking phone and email orders is time-consuming. Your customers can only order during your working hours, and you spend valuable time writing down orders that could be automated.
- Orders come through phone calls, emails, WhatsApp messages, and Post-It notes
- Phone calls lead to confusion and errors
- The person taking orders is tied to their phone during ordering windows
- Hard to keep track of everything in one place
What Wholesale Handler does
Wholesale Handler is a self-service ordering portal for wholesalers. Your customers can place orders 24/7, and the system enforces your rules automatically - delivery days, holidays, cut-off times, and minimum orders.
For merchants
Orders
- View all orders in one place with order numbers, delivery dates, and totals
- Search by order number, customer name, or business name
- Filter orders by customer
- Sort by date or status
- Mark orders as processed
- Print professional PDF packing slips for each order
Inventory
- Create and update products with names, descriptions, and pack sizes
- Set VAT rates
- Control product availability with "available from" and "available until" dates
- Set quantities and prices per product
- Optional stock quantity tracking per product - leave off for unlimited stock, or enable to track finite quantities
- Restock products with "add to stock" or "set exact quantity" modes
- Customers can subscribe to email notifications when out-of-stock products are restocked
Customers
- Invite your customers via email
- Customers create their own passwords when they accept the invitation
Price lists
- Create up to 10 named price lists (e.g. Default, Trusted, Friends & Family)
- Assign each customer to a price list - they see one price, never the list name
- Set prices per product per list, or use percentage discounts from your default list
- Move customers between lists at any time
- Pre-assign new customers to a specific list when you invite them
- Rounding controls - round to the nearest cent, 5 cents, or 10 cents, with optional charm pricing (e.g. $4.99 instead of $5.00)
Invoices
- Create invoices from individual orders or batches
- Generate invoices automatically from all un-invoiced orders for a customer
- Send invoices directly to customers via email
- Mark invoices as draft, sent, or paid
- See total unpaid invoices
- Sort and filter invoice history
- Print professional PDF invoices
Settings
- Delivery days
Choose which days of the week you typically accept deliveries
- Holidays
Block out dates when you're closed (single days or date ranges)
- Cut-off time
Set the deadline for last orders within your lead time
- Lead time
Set how far in advance customers need to order (e.g., "orders must be placed 2 days in advance")
- Delivery charge and minimum spend
Choose to either charge a delivery fee on all orders, OR offer free delivery for orders above a certain amount
- Packing slip and invoice details
Add your business information, bank details, returns policy, or opening hours to include on invoices and packing slips
For customers
- Place orders any time, day or night
- View complete order history with status updates (pending or processed)
- Repeat previous orders and adjust quantities
- Receive invoices by email
- View invoices online and download PDFs
- Place orders during your wholesaler's holidays for delivery when they return
What's not included
- No warehouse management
Simple stock tracking is included for products you sell from inventory. But there is no multi-location warehouse management, bin locations, or supply chain tracking.
- No payment processing
You handle payments directly with your customers (bank transfer, direct debit, etc.). This keeps transaction fees low and gives you flexibility with payment terms.
- No delivery tracking
Most wholesalers already know their customers and delivery routes. No need for software to manage what's already handled well.
- No email confirmations
The website confirms immediately when an order is saved to the database. No waiting for confirmation emails or checking spam folders.
