07/02/2026
He had 847 wholesale accounts.
And was managing every single order through WhatsApp messages, Excel sheets, and a prayer.
Custom prices for different buyers, all tracked manually. Bulk orders confirmed through voice notes. Net 30 invoices sent through email, followed up through email, forgotten through email.
His team of three was spending more time managing orders than actually growing the business.
He told me the breaking point was a Tuesday morning when three wholesale buyers messaged him at the same time asking for their order status and he genuinely did not know the answer for any of them.
That was the day he reached out.
We sat with the business for a week before touching a single thing on his Shopify store.
Who were his biggest accounts. How did they prefer to order. What was the thing that frustrated them most about the current process. What made them stay loyal despite the chaos.
The answers shaped everything we built.
Custom pricing portals so each wholesale account logged in and saw only their negotiated prices. No confusion. No back and forth. No "let me check with the team."
Bulk order forms that let a buyer add fifty line items in minutes instead of sending a voice note and waiting for a manual quote.
Net 30 payment terms built directly into checkout so the finance team on the buyer's side could approve orders without picking up the phone.
Real time inventory so a buyer ordering at 11pm in a different time zone knew exactly what was available without waiting until morning for a reply.
Three months after launch, his team of three was handling the same volume they were before.
Except now they were doing it in half the time.
And his biggest wholesale account placed their largest ever order on a Sunday afternoon without speaking to a single person.
If you are running a wholesale business and your order process still lives in WhatsApp threads and Excel sheets, that is not a workflow problem.
That is a revenue ceiling with a very specific solution.
What is the part of your wholesale process that you know is broken but have been too busy to fix?
