Part of Ordlo Wholesale Documentation
The Wholesale admin hub is your central control panel for everything B2B on your store. It lives under Ordlo Wholesale in the WordPress sidebar and gives you access to every feature from one place.
Tabs at a Glance
| Tab | What it does |
|---|---|
| Dashboard | A quick overview of your wholesale performance — revenue, active customers, pending applications, and open quotes |
| Groups | Create and manage your wholesale customer groups, each with their own pricing rules and restrictions |
| Price Lists | Build reusable sets of prices that you can apply to multiple groups |
| Price Preview | Check exactly what price a specific customer would see for any product — very useful for troubleshooting |
| Customers | View all your wholesale customers and manage things like their VAT/tax status |
| Applications | Review, approve, and reject wholesale registration applications from prospective trade customers |
| Quotes | View and manage all quote requests and negotiations |
| Reports | Revenue, order counts, and customer spending reports — all exportable as CSV |
| Bulk Edit | Update wholesale prices, minimum quantities, and visibility rules across many products at once |
| Settings | All plugin configuration — pricing display, registration, quotes, VAT, notifications, and more |
| Licence | Enter, activate, or deactivate your licence key |
| Status | Automatic checks of your store environment, plus a support export tool |
| Help | Quick links to documentation for key features |
The Dashboard
The Dashboard gives you a live snapshot of your wholesale operation. At a glance you can see your wholesale revenue and order count, how many active wholesale customers you have, any applications waiting for review, and quotes that are still open or about to expire. Recent orders, applications, and quotes are also listed here so you can action them quickly without hunting through other screens.
The Status Tab
The Status tab runs a series of automatic checks on your store to make sure everything is set up correctly. It verifies that your WordPress, PHP, and WooCommerce versions meet the requirements, confirms your licence is valid, and runs quick tests on key pricing paths to catch any setup issues early.
Exporting Your Configuration for Support
The Export Configuration button on the Status tab generates a snapshot of your settings, groups, price lists, and notification setup. If you ever need to contact Ordlo support about an issue, sharing this export saves a lot of back and forth — it gives the support team everything they need to diagnose the problem quickly.
