Everything you need to run wholesale
Manage pricing, orders, invoicing, credit, and accounting in one connected system built around the way wholesale actually works.
Pricing & catalogue
Per-buyer price lists
Create as many price lists as you need and assign them to individual buyers. Every buyer sees only the prices you’ve assigned to them.
Percentage or fixed pricing
Apply percentage discounts across your catalogue or set specific prices for individual products. Combine both approaches within the same price list to match how you sell.
Volume tier pricing
Encourage larger orders with quantity-based price breaks. Buyers can see their current pricing tier and exactly how much they’ll save at higher quantities.
Growth and upMinimum order quantities
Set minimum order quantities per product to ensure every order meets the quantities that make sense for your business.
Catalogue control
Choose which products are available to wholesale buyers. Keep selected items in your wholesale catalogue while excluding products you only sell through other channels.
CSV import
Import buyers and pricing in bulk instead of entering everything manually. Easily bring your existing wholesale data over from spreadsheets or another platform.
The buyer portal
Passwordless sign-in
Buyers sign in using a secure link sent to their email. No passwords to create, remember, or reset — eliminating one of the biggest sources of wholesale support requests.
Your branding
Your wholesale portal is branded around your business, giving buyers a professional and seamless buying experience that feels like a natural extension of your company.
Quick order by SKU
Buyers who know what they need can order by SKU and quantity without browsing — the fastest way to place repeat wholesale orders.
Saved shopping lists
Save recurring orders as reusable lists, making repeat purchases faster and easier for buyers.
Self-registration with approval
New buyers apply through your portal, and you choose which accounts to approve. Once approved, buyers get access to the pricing and terms assigned to them.
Order history & invoices
Buyers can view past orders, check current balances, and download PDF invoices anytime — giving them the information they need without having to contact you.
Invoicing & receivables
Net-terms ordering
Assign payment terms to each buyer. Approved accounts can order on credit and pay against an invoice instead of checking out immediately.
Starter and upBranded PDF invoices
Automatically issue branded, legally compliant PDF invoices with your business details, buyer information, and logo every time an order is placed.
Configurable invoice numbering
Set your own invoice numbering format with custom prefixes, separators, year formats, padding, and annual reset options. Invoice numbers follow your chosen structure, keeping them organised and consistent with your workflow.
Automatic delivery & reminders
Invoices are delivered automatically, with payment reminders sent as due dates approach — helping you stay on top of payments without manual follow-ups.
Starter and upCredit limits
Set credit limits for every buyer. An order that would exceed the limit is stopped before it reaches checkout, helping you manage outstanding balances and control credit risk.
Growth and upAR ledger & aging
See who owes what and how overdue each balance is, with ageing reports that highlight the accounts needing attention first.
Growth and upStatements & dunning
Automatically send statements and escalating payment reminders, so overdue balances are followed up consistently and on time.
Growth and upCash-flow forecasting
Forecast upcoming cash flow from outstanding invoices and track how it compares with actual payments received.
Scale and upAccounting & reconciliation
Xero sync
Invoices, payments, and credit notes sync automatically to Xero, with buyers matched to the correct contacts.
Growth and upContinuous reconciliation
SaleWizr continuously checks synced data and flags mismatches early, helping you keep your accounting accurate and up to date.
Growth and upShopify order reconciliation
Wholesale orders are matched with Shopify orders and payment records, keeping offline payments accurately reflected and preventing incorrect unpaid balances.
Refunds & credit notes
Refunds raised in Shopify automatically update buyer balances and your accounting records, keeping both systems in sync.
Buyers, reps & access
Buyer approval workflow
Review every application before granting access, then assign the right price list and payment terms for that account.
Sales-rep seats
Sales reps build orders for their assigned buyers with buyer-specific pricing applied and credit limits checked as they go. The buyer confirms on Shopify’s own checkout, keeping purchases within approved limits.
Starter and upBuyer assignment
Assign buyers to specific reps, so each rep can focus on their own accounts and manage them efficiently.
Account suspension
Suspend buyer accounts when needed while keeping their history intact, then restore access when they’re ready to order again.
Shopify customer records
Approved buyers are matched to customer records in Shopify and tagged as wholesale, keeping your existing reports, segments, and customer management workflows intact.
Operations & trust
Orders land in Shopify
Every portal order is created directly in Shopify, so fulfilment, inventory, and reporting continue through the workflows you already use.
Inventory policy honoured
Wholesale orders follow your per-variant inventory settings, whether you reserve stock for retail or allow backorders on selected products.
No theme changes
Your storefront theme stays untouched. Your retail customer experience remains exactly as it is, and there’s no code left behind if you ever uninstall.
Tenant isolation
Your data stays private and isolated, with each merchant’s information kept completely separate.
Encrypted credentials
Shopify access tokens are securely encrypted, and payment details are never seen or stored by SaleWizr. All payment processing is handled securely through Shopify.
GDPR erasure support
SaleWizr honours Shopify’s data privacy requests, including erasure requests for entire shops and individual buyers.
Start free. Grow your wholesale operation
Try SaleWizr for free with unlimited buyers, five price lists, and ten portal orders every month — enough to set up and start running your wholesale operation before moving to a paid plan.