--- title: Product roadmap for Wholesale Handler Metadescription: Public roadmap for Wholesale Handler - the wholesale ordering portal. Shipped features, in-flight work, and the next batch of improvements. author: Dan Edwards author_role: Founder updated: 24-05-2026 --- # Product roadmap for Wholesale Handler What's shipped, what's in flight, and what's planned next on Wholesale Handler. By **[Dan Edwards](https://wholesalehandler.com/about)**, Founder. ![Red pushpin stuck into a paper road map](https://wholesalehandler.com/red-pin-on-map.png) Wholesale Handler is built solo and ships fast. Here's a live view of what's just landed (last 90 days), what I'm building right now, what's queued up next, and ideas I'm still mulling over. ## Shipped recently - **Install Wholesale Handler on your phone** _24 May 2026_ Open Wholesale Handler in your phone's browser and use "Add to Home Screen" (iPhone Safari) or "Install app" (Android Chrome). It opens in its own window with no browser chrome - the experience is the same as a native app you'd download from an app store, with none of the App Store gatekeeping. Same install for merchants and customers. - **Standing orders** _23 May 2026_ Weekly, fortnightly, three-weekly or four-weekly recurring orders, set up by the customer or by the merchant on their behalf. Three days before each order, the customer gets a preview email with today's prices and a one-click "Skip this order" link that doesn't need a login - if they do nothing, the order fires normally at the cut-off. Pause to a specific resume date or indefinitely, skip a single occurrence, or edit any line anytime. - **Custom cut-off message** _16 May 2026_ Optional message that shows on a customer's order page once it's locked for changes but not yet processed - for example, telling them to call if they need a last-minute change. - **Terms & conditions** _13 May 2026_ A plain-English contract covering subscriptions, billing, your data, and what happens if things go wrong. - **Detailed order emails** _11 May 2026_ Optional order receipt emails for customers and merchants, with itemised line items and price changes when an order is placed, updated or cancelled. - **Choose your billing currency** _10 May 2026_ The currency you pay your subscription in can be set separately from the currency you trade in with your own customers. - **Order lock window** _5 May 2026_ Choose how long customers can edit or cancel an order after placing it, from "until the delivery cutoff" all the way down to "immediately on placement". - **Merchants can place orders on a customer's behalf** _4 May 2026_ Take an order by phone or text and enter it yourself - the customer never has to log in. Receipt emails fire to both parties just like a customer-placed order. - **Public storefronts** _22 April 2026_ Opt-in public page for your business so customers can find you. Choose which products to display, show prices to everyone or hide them behind "Contact us for pricing", and list the delivery areas you cover. - **Dashboards** _16 April 2026_ Personalised home pages for merchants and customers. Merchants see what needs attention (pending orders, draft invoices, ready-to-invoice), a revenue chart, top products and customers, quiet customers who have gone unusually silent, and an outstanding-money breakdown with aging (0-30, 30-60, 60+ days). Customers see their pending orders, unpaid invoices, this-month activity and their all-time top products. - **Data export** _16 April 2026_ Download a CSV of your invoice line items, ready to import into your accounting software. Pick a date range (this month, last quarter, custom, etc.), choose which columns to include, and rename the column headers to match what your accounting tool expects. - **Payment history on invoices** _16 April 2026_ A shared payment-reconciliation timeline so you always know which payments have come in and which haven't. Customers declare invoices paid, merchants record private bank checks, confirm receipt, raise a dispute or add notes - every event lands on the timeline. - **Payment dispute email flow** _16 April 2026_ When a customer says they've paid but you can't see the money, raise a dispute and Wholesale Handler sends a polite, professional email on your behalf - so you never have to compose the awkward "where's my money" message yourself. You preview the exact wording before it sends. - **Update invoice lines independently of the original order** _8 April 2026_ Update any product line (quantity, price, VAT) directly on the invoice, or add adjustment lines with a free-text description for refunds, discounts and one-off charges - "Dented tin", "Loyalty discount" - without touching the original order. - **Production schedules** _4 April 2026_ Combines every customer's order into one total per product per delivery date - "42 sourdough, 28 baguettes, 16 dozen eggs" - so you never have to flick through ten separate orders to plan the day's work. Generate PDF print-outs with checkboxes, and add per-day private notes. - **Price lists** _23 March 2026_ Up to 10 named price lists per merchant. Each new list starts as a percentage of your default list - set rounding (none, nearest 5, nearest 10) and charm pricing (off, .95, .99) and the prices are generated for you. Override individual prices afterwards as needed. - **Self-service account deletion** _19 March 2026_ Schedule your account for deletion, with a 90-day grace period before permanent removal. ## Building now - **Delivery day lists** A way to group customers by which days you can deliver to them, so the right delivery days show up for the right people. ## Next up - **Managed customers** Bring your existing customer list onboard on day one without sending a single email. Take orders yourself by phone, text or in person and Wholesale Handler does the back-office. Optionally add their email for invoice delivery; optionally upgrade them to a full login when they're ready. One customer record across every stage, so order history is never lost in migration. ## Considering - **Live orders page** A dedicated page that alerts you within a second of every order placed, updated or cancelled. Choose your alert style - a ringtone-style alarm that repeats until you acknowledge it, a single ding per arrival, or silent with a visual notification only. - **Out-of-stock and discontinued product handling** Instead of products silently disappearing from the catalogue, mark them temporarily unavailable with an optional note ("back in April", "weather delay") so customers know what's going on. Customers can opt in to be notified when an item returns, and regular buyers get a heads-up when a product they often order is about to go out of stock. - **Credit notes** Issue a credit against an already-sent invoice for returns, missing items or post-delivery discounts. Keeps your accounting audit trail clean by leaving the original invoice untouched. - **Keep cancelled orders visible** Cancelled orders stay in the list with a "Cancelled" status instead of disappearing, so both you and your customer have a record of what was cancelled and when.