Place a Wholesale Order for an Account

Overview

Brand staff can place wholesale orders for an Account (sales-book buyer) or a Dealer location (approved Connection). Work top to bottom: buyer → lines → shipping → payment → place.

Staff need Manage Orders (sales:manage-orders) unless they are an admin or super admin.

Steps

Go to Sales → Wholesale Orders → Create.
Under Place order for, choose Account or Dealer.
Select the Account (or Dealer location).
Add line items (variant, quantity, unit price).
- Account lines can use dealer-type / price-list suggestions.
- Connection (Dealer) lines need an explicit unit price.
Choose shipping:
- Confirm freight now, or
- Choose Shipping TBD and place now—TBD does not block placement.
Choose payment:
- Bill later — offline / bill-later workflow.
- Pay now (Ordrly Pay) — collect card in session, or email a payment link (Account orders).
Click Place Wholesale Order.

Bill later vs Pay now

Option	Best for	What happens
Bill later	Classic rep / offline billing	Order follows your offline approval rules
Pay now — in session	Buyer is present with a card	Order is created; collect payment with Stripe on the same screen
Pay now — email link	Account orders when the buyer pays later	Secure payment link emailed to the Account

After in-session Pay now, the Place button disables and card collection continues for that order so you do not accidentally create a duplicate.

What happens next

The order appears in Sales → Wholesale Orders.
The placing staff member is recorded for audit.
Inventory follows your inventory authority rules.
For Pay now, complete card collection (in session or via the emailed link) before fulfillment expectations that require payment-received.

Tips

Prefer Account when the buyer is not an Ordrly Connection yet.
Link the Account to a Dealer later for history continuity—optional.
If unit price is missing on an Account line, set a Dealer Type or enter price manually.
Shipping TBD is intentional: lock the sale first, confirm freight second.