Skip to main content

Set up

Who can use this: edit b2b-settings (turn feature on) and role permissions under wholesale order management. Where to find it: Settings > General Settings > Features

What is this?​

One-time setup before staff use Quotation → Confirm qty → CREDIT allocate.

Before you start​

Decide which roles may create quotations, confirm qty, and allocate delivery. Leave the feature off if this shop only does retail counter sales.

Steps​

  1. Open Settings > General Settings.
  2. Open Features.
  3. Find Wholesale order chain.
  4. Turn it On. It saves by itself.
  5. Optional: set MOQ on quotation / confirm qty to Warn only or Block save.
  6. Open Users > roles and tick what staff need:
    • view b2b-sales-order
    • create b2b-sales-order
    • edit b2b-sales-order
    • allocate b2b-delivery (needed for CREDIT allocate)
  7. Refresh the browser.
  8. Check Sales > Wholesale history appears.
  9. Open POS and confirm the quick bar shows Quotation / Confirm qty / Open order.

Turn on Wholesale order chain

What you will see​

Feature text: On: Quotation → Sales Order → partial Delivery/Dispatch/Invoice. Off: menu hidden; legacy POS Sale Order unchanged.

Tips​

  • Per-product Min order qty on the product form drives MOQ warnings.
  • Cash / card final retail sale is not blocked by MOQ.
  • Train one store manager on the full CREDIT allocate path before all cashiers.

Common problems​

ProblemSolution
Feature row missingRole needs edit b2b-settings.
Wholesale history missing after OnHard refresh. Check view b2b-sales-order.
CREDIT says no permissionTick allocate b2b-delivery on the role.