How to Manage B2B Wholesale Order with Jotform
Jotform’s platform helps you to manage B2B wholesale orders by capturing bulk order details, validating credit terms, tracking fulfillment, and generating invoices in one connected system. Create and collect detailed wholesale orders with pricing and delivery fields, automate approval workflows, and monitor order progress. Organize wholesale transactions end-to-end to keep orders efficient, visible, and customer-friendly.
One B2B Wholesale Order Management Solution
Jotform brings powerful products that work B2B wholesale order management workflows. Each one plays a role in making your process faster, easier, and more transparent.
Form Builder
Collect detailed wholesale orders
- Create order forms with fields for volume pricing, delivery scheduling, and credit terms.
- Add file uploads for purchase orders or product specifications.
- Use conditional logic to adapt pricing by customer tier.
Jotform Tables
Centralize wholesale data and customer records
- Maintain a database of customer tiers, order history, and credit limits.
- Track active orders, fulfillment progress, and outstanding invoices.
- Share filtered views with sales, finance, or fulfillment teams.
Jotform Worklows
Automate approvals and fulfillment processes
- Route orders for credit checks and pricing validation.
- Trigger fulfillment tasks once orders are approved.
- Send automatic confirmations and updates to customers.
Jotform Sign
Finalize agreements with digital signatures
- Collect e-signatures for wholesale agreements and credit applications.
- Confirm bulk orders and delivery schedules securely.
- Keep a full audit trail for compliance and recordkeeping.
Jotform AI Agents
Provide real-time wholesale support
- Generate instant pricing quotes for bulk orders.
- Answer customer questions about terms, availability, or delivery.
- Provide status updates on order processing and invoicing.
Jotform Apps
Build a wholesale portal for B2B customers
- Bundle catalogs, order forms, and account info into a single app.
- Allow customers to place and track orders on any device.
- Give account managers quick mobile access to order data.
Jotform Boards
Visualize wholesale orders in progress
- Track orders through stages: Quote Request → Approved → Fulfilled → Invoiced.
- Assign responsibilities to sales or fulfillment teams.
- Add comments and notes for collaboration.
