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Wholesale Customer Service

Our Wholesaler module features a Wholesale User Portal for managing accounts, orders, and addresses, with a streamlined pipeline for new wholesaler requests, digital documentation, express checkout, and customer service. Admins can manage wholesaler creation, portal access, custom pricelists with dynamic pricing, and customer tickets. Users can confirm orders, generate receipts, view past orders, and raise ticket for support. The Wholesalers application allows monitoring of all wholesalers. Wholesale Portal
$ 329.06 $ 329.06
₹ 329.06

  • Versions
  • Technical Name
  • License
  • Lines of code
Technical Name: md_wholesale_customer_service
License: OPL-1
Lines of code: 14082
Enterprise Odoo.sh

Wholesaler

The Wholesaler features a comprehensive Wholesale User Portal allowing users with appropriate credentials to manage their accounts, place orders, and view order history. New users can apply for wholesale access, which is managed through a dedicated pipeline. Administrators can create or link wholesalers, grant or revoke portal access, and set up custom pricelists with specific rules and configurations. The platform ensures efficient order processing with express checkout and digital files, providing robust support for wholesale operations.For customer service, the platform allows customers to raise support tickets and manage support tickets raised by customers, ensuring a streamlined and efficient support process.

All Features

Account Request

New Users Can Request For The Wholesaler Account.

Portal Access

Configure The Portal Access For Users.

Express Checkout

Provides A Fast And Efficient Checkout Process For Wholesale Orders.

Digital Files

Providing Easy Access To Important Document Regarding The Product.

Automatic Invoicing

No Need To Create Manually Invoice, It Will Generate Invoice Automatically When The Order Is Confirmed.

Order Processing

Automates And Optimizes The Entire Order Lifecycle, From Placement To Delivery.

Easy Navigation

Simple UI And Easy To Use.

Less Manual Input

Less Efforts For Users As Most Of The Process Will Be Automatic.

Customer Service

Customers Can Raised Support Tickets And Can Be Managed Support Tickets Which Is Raised By Customers.

Customer Service

Customers Can Raised Support Tickets And Can Be Managed Support Tickets Which Is Raised By Customers.

Account Request

Wholesale Registration

Users without wholesale credentials can apply for access by clicking "Apply Now," filling in the registration and shipping address details, and submitting the form. The request will be sent to the admin for approval.

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After submitting the form thank you message will be appeared

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Wholesaler Section

Wholesale User Portal

Wholesale users can log in with their credentials to access and manage their account details, view orders, update addresses, and change passwords.

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Order Form

By clicking on "Order Form" section it will redirect to customized shop page.

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Express Checkout

By clicking on Express checkout you can use our functionality that is very easy and time saving for checkout.You can add multiple products and quantities in just one time.

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By clicking on "By SKU" you can easily select and add multiple products and their quantity and add them in the cart by clicking Add to Cart.

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By clicking on "By Insert file" you can easily upload the .xlsx or .csv file wich contains product-code and quantity and add them in the cart by clicking Add to Cart.

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By clicking on "By Text" you can easily write the multiple product code and quantity and add them in the cart by clicking Add to Cart.

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Dynamic Pricing

The wholesale user's order must meet the minimum quantity requirements, causing the price to adjust accordingly as shown in the pricelist example.

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Order Confirmation

After clicking on checkout the shipping method will be appeared and by confirming it will redirect to Payment page

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Here you can pay the amount via suitable payment method.

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After clicking on "Pay now" button the order will be confirmed and the order recipt will be generated.

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Order History

Wholesale users can view their past sales orders by clicking on the "Orders" section in the Home Page.

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By clicking on the sales order it will open the sales order information.

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Admin Section

Digital Files

Digital Files can be shared with customers through sales by selecting Quotation, Confirmed Order, Inside Quotation PDF and on the Product page too.

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Product Page: The document will visible on the product page and can be accessible by user.

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Quotation: The document will be sent to and accessible by customers at any time. This option is useful for sharing product description files.

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Confirmed Order: The document will be sent to and accessible by customers upon order confirmation. This option is ideal for sharing user manuals or digital content purchased on eCommerce.

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Inside Quote: The document will be included in the PDF of the quotation, placed between the header pages and the quote table. This option is useful for embedding additional information directly in the quotation document.

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Wholesale User Management

New user requests for wholesale access are recorded in the Wholesaler app's pipeline menu.

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By clicking "Create Wholesaler," a form will pop up allowing the admin to create a new wholesaler or link to an existing one. The admin can also assign a unique pricelist to the wholesaler.

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Granting Portal Access

After creating a new wholesaler, the admin can grant portal access, an email will be triggered to the user for account activation and password setup.

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Revoking Portal Access

If needed, the admin can revoke portal access, removing the user's access rights.

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Custom Pricelists

Unique pricelists can be created for different wholesalers. Price rules and configurations, such as minimum order quantity and minimum order price, can be set to define purchasing requirements.

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Customer Service

Customer Tickets

Customers can raise tickets by clicking on "Help". By submitting this form it will be reflected on backend and in "Tickets" section which will be visible to customers on the website.

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Customers can keep track of their tickets by going to "Tickets" section. All tickets will be visible to customer.

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By clicking on tickets customer can communicate with the responsible salesperson which is assigned by the company and can keep the track of the stage.

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Respected salesperson can manage and keep track of all the tickets which is raised by the customer from the website.

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When the ticket will be moved to solved stage at that time customer will get an e-mail about the support ticket.

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Releases

Version 19.0.1.0 | Released on: 27th November 2025

Initial Initial Release.

FAQs

  • No, this app does not with odoo community.
  • Yes, this app works perfectly with odoo enterprise.
  • To set the wholesale homepage default, just go to website -> configuration -> settings in it set homepage URL to "/my".
  • If the new user will be applying by wesbite then new oportunity will be generated and by clicking on a create wholesaler button new wholesale user will be created.
  • Yes, you can grant portal access to wholesale user by going to wholesaler application in wholesalers menu open record of the user which you want to give access and click on grant portal access buttton.
  • Yes, you can revoke portal access from wholesale user by going to wholesaler application in wholesalers menu open record of the user which you want to revoke access and click on revoke portal access buttton.
  • Yes, the module is easy to install and use, and can be configured according to the specific needs and preferences of the seller.
  • Just go to Website>Configuration>Settings>Express Checkout>Enable Quick Buy
  • Yes, we provide free support for 90 days.

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