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Build a Wholesale Order Management System

Manage bulk orders, case quantities, and account terms in one dashboard. Give reps a live view of every deal. Powered by Kleap. Free to start.

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wholesale-order-management.kleap.io
Wholesale Order Management
36 records
+ New
36
Total records
+31
This week
6
Active
PO number
Account terms
Case quantity
Tiered price
LED Bulb 9W
11
11
$6.9K
Ceramic Mug
20
20
$8.6K
Maple Syrup 1L
29
29
$1.3K
Notebook A5
38
38
$3.0K

What it is

An order management system for wholesale is a web app that captures bulk purchase orders from your trade buyers, tracks each one through approval and fulfillment, and stores account-level pricing and terms in one database. It replaces the emailed order forms and spreadsheets that make large, recurring orders error-prone.

What your wholesale order management tracks

Every field below is one you can add, rename, or remove by chatting with Kleap — a starting point tuned for wholesale.

PO number

The buyer's purchase-order reference recorded against your own order ID so both sides can reconcile the same order.

Account terms

The payment terms such as Net 30 or Net 60 stored on the customer record and shown on every order for that account.

Case quantity

Line items entered as cases or pallets rather than single units, matching how wholesale actually moves stock.

Tiered price

The negotiated per-account or volume price recorded per line so the order total reflects the buyer's real deal.

Order status

Stages like Submitted, Approved, Picking, Partially shipped, and Fulfilled that track large orders that ship in waves.

Minimum order check

A recorded flag noting whether the order meets the account's agreed minimum, catching under-size orders before approval.

Backorder note

A field marking which line items are short and expected later, so the buyer sees exactly what is outstanding.

Delivery window

The requested delivery date range stored on the order so fulfillment can prioritize time-sensitive accounts.

Benchmarks

What good looks like for wholesale

Order entry accuracy
99%+ of line items and prices matching the PO
Order-to-approval time
same business day for known accounts
On-time fulfillment
95%+ shipped within the agreed delivery window
Built for your whole team

One app, a view for everyone

Sales rep

account pricing, order history, terms, and repeat-order speed

Fulfillment

case quantities, backorders, delivery windows, and pick priority

Owner

outstanding balances by account, top buyers, and order volume trends

Buy a tool, or own one built for you

Off-the-shelf software makes you fit its mold. With Kleap you describe the order management you actually want and own it outright.

A typical order management

  • Monthly per-seat fees that grow with your team
  • Your data lives on their servers, in their format
  • Fixed features — you adapt to the tool, not the reverse
  • Generic, not shaped around wholesale

Built with Kleap

  • Free to start — no per-seat pricing
  • You own the app and its database, data stays yours
  • Change anything by chatting — fields, views, workflow
  • Shaped around how wholesale actually works

Build it in 3 steps

Step 1

Describe it

Tell Kleap what your wholesale needs, in plain words.

Step 2

AI builds it

Get a real working app with records, forms, and a dashboard.

Step 3

Publish

Refine it in chat, then publish. It is a live app you own.

Frequently asked questions

Can it apply each account's negotiated pricing automatically?+

You store tiered or per-account prices on the customer record, and they populate the line items when you build that buyer's order. It keeps every account's deal consistent so a rep never has to remember a special rate. The pricing lives in the database, edited by you, not pulled from an external ERP.

How does it handle orders that ship in multiple shipments?+

Each order supports a Partially shipped status and a backorder note per line item, so you can fulfill what is in stock now and flag the rest. The buyer's outstanding quantity stays visible on the same order until it is complete.

Can buyers submit their own purchase orders?+

You can build a simple web form that writes into the same database, so a buyer's submission becomes a draft order for your team to approve. Otherwise your reps enter POs directly. Either way the app is the shared record, with no EDI or external procurement integration.

Does it track how much each account owes?+

It records the order totals and payment terms per account, so a dashboard can show open orders and amounts by buyer. It is a reporting and record view, not an accounting integration, so it reflects what you enter rather than syncing with QuickBooks.

More Order Management System use cases

Ready to build it?

Describe your wholesale order management and watch it come to life. Free to start, no code.

Build a Wholesale Order Management System — Free | Kleap