🏪 Financial Planning

Wholesale Planning

Manage B2B wholesale orders with dedicated pricing and stock reservation

Wholesale price lists
Stock reservation
Customer order management
B2B vs retail reporting
Volume discount tiers
Wholesale customer portal

Get Started Free →See Pricing

WHOLESALE ORDERS — B2B Customers

Active B2B Customers

This Month Orders

142M MMK

Wholesale Revenue

Zaw Trading Co.

WS-2026-014 · 24 items

MMK 18,400,000

Pending

Phyo Motors (Mandalay)

WS-2026-013 · 8 items

MMK 7,200,000

Shipped

Golden Star Auto Parts

WS-2026-012 · 45 items

MMK 32,000,000

Paid

Key Capabilities

What Wholesale Planning does for you

Separate your B2B wholesale orders from retail with dedicated wholesale customer management, price lists, and stock reservations. Avoid selling wholesale stock through your retail channel.

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Wholesale Price Lists

Create separate pricing tiers for different wholesale customers — volume discounts, key account pricing.

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Stock Reservation

Reserve stock for wholesale orders so it cannot be sold through retail channels accidentally.

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Customer Order Management

Track all wholesale orders per customer with order history, payment status, and fulfillment.

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Wholesale vs Retail Split

See revenue, margin, and volume split between wholesale and retail channels in reports.

How It Works

From setup to insight in minutes

Follow these steps to get Wholesale Planning running in your account.

STEP 01

Create Wholesale Customer List

Add your B2B wholesale customers with contact details, credit terms, and assigned price tier.

STEP 02

Set Wholesale Price Lists

Create separate price lists for different customer tiers — dealer pricing, key account pricing, volume discount pricing.

STEP 03

Reserve Stock for Wholesale Orders

When a wholesale order is confirmed, reserve the stock so it is not sold through retail channels before the wholesale delivery.

STEP 04

Track Orders and Report by Channel

View wholesale revenue, margin, and volume split from retail in reports — so you can see the true performance of each channel.

Who It's For

Built for teams like yours

Real scenarios where Wholesale Planning makes a measurable difference.

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Manufacturer Selling to Dealers

Manage dealer pricing, order history, and stock reservations for 50+ dealer accounts from a single InvenPro workspace.

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Importer with B2B and B2C Channels

Keep your wholesale and retail inventory separate to prevent retail overbuying from cannibalizing wholesale order fulfillment.

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Volume Discount Management

Set tiered pricing automatically — customers who order 100+ units get Tier 2 pricing, 500+ units get Tier 1 — no manual quotes.

FAQ

Common questions about Wholesale Planning

How is wholesale stock separated from retail?

When you create a wholesale order and reserve stock, that quantity is locked and excluded from replenishment and retail availability calculations.

Can I have multiple price lists for different customer tiers?

Yes. Create as many price lists as needed (Dealer, Key Account, Volume, etc.) and assign each customer to their appropriate tier.

How does the wholesale vs retail revenue split work in reports?

InvenPro tags each order as wholesale or retail at the channel level, then reports revenue, units, and margin separately for each channel.

Is there a customer portal for wholesale buyers to place orders?

A wholesale customer self-service portal is on the Enterprise roadmap — currently wholesale orders are entered by your team on behalf of customers.

Plan Availability

What's included in each plan

See which Wholesale Planning capabilities are available on Free, Pro, and Enterprise.

Feature	Free	Pro	Enterprise
Wholesale customer management	—	✓	✓
Wholesale price lists	—	✓	✓
Stock reservation for wholesale	—	✓	✓
Wholesale vs retail reporting	—	✓	✓
Volume discount tiers	—	✓	✓
Wholesale customer self-service portal	—	—	✓

Compare All Plans →