thread Re: Getting Started with Square for Wholesale Business – Best Setup for Invoicing and Product Manage in Feedback Discussions

Getting Started with Square for Wholesale Business – Best Setup for Invoicing and Product Management

wholesaleconect — Wed, 01 Oct 2025 16:36:21 GMT

Hi everyone,

I'm new to Square and exploring how to best use it for my B2B wholesale company, Wholesale Connections Ltd (https://wholesaleconnections.com). We supply wholesale clothing across the UK, including categories like kids wear, fashion, leather goods, and accessories.

I’m trying to set up Square to handle:

Invoicing for bulk orders
Managing a large product catalog with multiple variants (sizes, styles, etc.)
Accepting card payments (online and possibly in person at trade shows)
Keeping wholesale and retail pricing separate

Can anyone share tips or best practices for setting up Square for a wholesale-focused business? Is there a preferred way to handle tiered pricing or customer groups in Square?

Thanks in advance for your help!

Re: Getting Started with Square for Wholesale Business – Best Setup for Invoicing and Product Manage

DinaLRosenberg — Mon, 02 Jun 2025 11:41:21 GMT

Frankly you'd set up your inventory just like any other business- likely using square for retail- but your pricing would be wholesale instead.

Even though we aren't primarily a wholesale shop, (we've done a few wholesale orders in the past), you can do all the things you need within square (manage inventory, send invoices, etc.).

Re: Getting Started with Square for Wholesale Business – Best Setup for Invoicing and Product Manage

doc_choc — Tue, 10 Jun 2025 13:05:28 GMT

@wholesaleconect Square will do all the points well, the only stumbling block is wholesale and retail pricing. The system isn't a present really geared for this so it really is a one or the other. I would set it up as it were a retail business just with wholesale prices and wholesale item catalogue.

You could offer a tiered membership either paid for or based on customer spend level. Lots of ways to do this but customer groups may be a way.

I would suggest setting up a handful of products and test, see how it looks and what functionality it delivers and see what the shortfall may be. There is normally a workaround.