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Managing Orders & Invoicing

Managing Wholesale Orders

View, search, and manage B2B orders from the merchant admin panel.

#orders #management #admin #order list

Your Wholesale Orders Dashboard

The Wholesale Orders page in your BulklyCart merchant backend panel is your central hub for managing all B2B orders placed through the wholesale portal. Every order that buyers submit through Quick Order Forms appears here, giving you a complete view of your B2B business activity.

Searching for Orders

As your wholesale business grows, finding specific orders quickly becomes essential. The Wholesale Orders page includes powerful search functionality:

How to Search

  1. Navigate to Wholesale Orders in the BulklyCart merchant backend sidebar.
  2. Use the search bar at the top of the orders list.
  3. Type any of the following to find an order:
  • Order Number: Search by the Shopify draft order number (e.g., "#D1234").
  • Customer Name: Search by the buyer's first or last name.
  • Customer Email: Search by the buyer's email address.

Order List Table

The orders list displays key information at a glance for each order:

  • Order Number: The Shopify draft order reference number.
  • Customer: The buyer's name and email address.
  • Date: When the order was placed.
  • Status: Current order status badge (Draft, Invoice Sent, Paid).
  • Total: The order total including any discounts and shipping.
  • Actions: Quick action buttons for viewing details or sending an invoice.

Order Detail Page

Clicking on any order in the list opens the full Order Detail page, which shows everything about that specific wholesale order:

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Customer Information

At the top of the order detail page, you'll see the buyer's profile information including their name, email, company name, and the customer group they belong to.

Line Items with Wholesale Pricing

The main section of the order detail page lists every product and variant in the order. For each line item, you can see:

  • Product name and variant details
  • The original retail price
  • The wholesale price applied (with the discount amount or percentage shown)
  • Any volume pricing adjustments that were triggered
  • Quantity ordered
  • Line total

Totals Breakdown

Below the line items, a clear totals section shows:

  • Subtotal: Sum of all line items at wholesale prices.
  • Shipping: The calculated shipping cost based on the buyer's zone and selected method.
  • Total Savings: How much the buyer saved compared to retail pricing.
  • Order Total: The final amount due.

Shipping Details

The shipping section displays the delivery address the buyer selected at checkout, along with the shipping method and rate that was applied.

Payment Method and Instructions

This section shows which payment method the buyer chose and any associated payment instructions (e.g., bank transfer details, net payment terms).

Sending an Invoice

You can send an invoice to the buyer from two places:

From the Orders List

  1. Find the order in the Wholesale Orders list.
  2. Click the Send Invoice button in the actions column.
  3. BulklyCart selects the correct invoice template based on the buyer's customer group.
  4. The invoice is generated with the order details and emailed to the buyer.
  5. The order status automatically updates to Invoice Sent.

From the Order Detail Page

  1. Open the order by clicking on it in the list.
  2. Click the Send Invoice button on the detail page.
  3. The same invoice generation and delivery process runs.
  4. You'll see a confirmation message once the invoice has been sent.