Wholesale orders & allocation¶

The wholesale workflow lets your operations team sort a brand's wholesale (B2B) orders into channels and run them through repeatable pickups on the Brand Work Desk. This page covers allocating orders, working pickups, and configuring the task template behind each pickup.

Overview¶

When a brand has the wholesale workflow turned on, two things appear on its Brand Work Desk:

• A Wholesale section on the brand's General channel that buckets wholesale orders into Unallocated and Allocated, with a Manage allocations board for sorting them.
• A Pickups section on each channel that participates in the workflow, where allocated orders are grouped into pickups and worked through their tasks.

The wholesale sections only show when the brand has the workflow enabled and the brand's WMS (such as ShipHero) is connected. See Working a brand for the rest of the Work Desk.

Allocate wholesale orders¶

Allocating assigns each wholesale order to one of the brand's channels so it can be worked as a pickup. The Allocate Wholesale Orders board uses drag-and-drop columns: an Unallocated column plus one column per channel.

1. Open the brand's General channel on the Brand Work Desk.
2. In the Wholesale section header, select Manage allocations.
3. Drag an order card from Unallocated into a channel column to allocate it.
4. Drag an order back to Unallocated to unassign it.
5. Select Done when you are finished. Counts update live as you move orders.

The summary chips at the top show Total, Unallocated, and Allocated counts. Use Search orders... to filter cards by order number, trading partner, or status.

Screenshot: The Allocate Wholesale Orders board. (pending capture)

Move orders between channels in bulk¶

Instead of dragging cards one at a time, you can select several orders and move them together on the Allocate Wholesale Orders board.

1. Open the board with Manage allocations in the Wholesale section.
2. Tick the checkbox on each order card you want to move, or use the column header checkbox to Select all in column.
3. In the bulk action bar, open Move to: and choose a destination channel (or Unallocated to unassign).
4. The selected orders move to that channel; select Clear to drop the selection without moving.

Work a pickup¶

A Pickup is a batch of a channel's allocated wholesale orders that you process together, along with its tasks and attachments. Pickups appear in the Pickups section on each channel that participates in the wholesale workflow.

1. Open a participating channel on the brand's Brand Work Desk.
2. Expand the Pickups section. Available Orders lists this channel's allocated orders that are not on a pickup yet.
3. Select Create Pickup (or the + in the section header) to start a new pickup.
4. Expand a pickup to see its Orders, Tasks, and Attachments. Add tasks with the + next to Tasks, and add files with the + next to Attachments.
5. Each pickup shows a status chip; select the gear icon on a pickup to edit it (requires edit permission).

When every allocated order is on a pickup, Available Orders shows "All allocated orders are on a pickup."

Screenshot: The Pickups section on a participating channel. (pending capture)

Configure the pickup task template¶

The Workflow Template defines the tasks that are auto-created whenever a pickup is created for the brand, so every pickup starts with a consistent checklist.

1. In the Pickups section header, select the gear (Configure workflow) icon.
2. In the Workflow Template modal, select Add Task Template to add a step.
3. For each step, fill in Task Title, an optional Description, a Priority (Low, Medium, High, or Urgent), and an optional Default Assigned User.
4. Reorder steps with the up/down arrows, or remove a step with the trash icon.
5. Select Save. New pickups for this brand will be seeded with these task templates.

Tips¶

• Allocated and unallocated counts on the General channel's Wholesale section mirror the columns on the Allocate Wholesale Orders board.
• If the board says "No channels to allocate to," create a channel on the brand first — orders can only be allocated to a channel. See Channels & threads.
• Pickups, tasks, and attachments behave like the rest of the Work Desk; pickup tasks show up alongside the brand's other tasks.

Common questions¶

How do I allocate wholesale orders? Open the brand's General channel, select Manage allocations in the Wholesale section, then drag orders from Unallocated into a channel column. You need the Allocate wholesale orders permission.

What is a Pickup? A pickup is a batch of a channel's allocated wholesale orders that you work together, with its own tasks and attachments. Pickups live in the Pickups section on each channel that participates in the wholesale workflow.

How do I move orders between channels? On the Allocate Wholesale Orders board, drag an order card from one channel column to another, or select several orders and use Move to: in the bulk action bar to move them at once.

Why don't I see the Wholesale or Pickups sections? They only appear when the brand has the wholesale workflow enabled and the brand's WMS (such as ShipHero) is connected. The Wholesale overview shows on the brand's General channel; Pickups shows on participating channels.

Why can't I move orders on the board? Moving orders between buckets requires the Allocate wholesale orders permission. Without it you can still view the board, but drag-and-drop and bulk moves are restricted.

Related¶

• Working a brand
• Orders
• Channels & threads
• Managing brands