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

[wholesaleconect]

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!

[DinaLRosenberg]

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.).

[doc_choc]

@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.