Getting Started

Scope each rep’s sales book with Account assignments so Wholesale Orders shows the territory they own—plus orders they personally placed.

Upload your sales book into Ordrly with the sample CSV, column instructions, and matching rules that prefer external_id then email.

Optionally connect a brand-owned Account to an approved Dealer location so payment and order history stay continuous without blocking sales.

Walk through buyer selection, line items, Shipping TBD, Bill later vs Pay now, and what happens after you place an Account order.

This guide walks retailers through the steps to start ordering wholesale on Ordrly, connect with brands, manage inventory, and take advantage of AI-powered replenishment recommendations.

Understand brand-owned Accounts in Ordrly—and how they differ from Dealers and DTC consumers—so reps can sell with certainty even when a retailer never joins the marketplace.

Learn how to configure different prices for the same products across geographic regions. Geo-pricing is available on the Growth plan and above.