Creating a B2B order in ChannelDock

B2B orders are wholesale/business orders that use a dedicated bulk pick and pallet/freight workflow. Marking an order as B2B unlocks extra fields for PO numbers, payment terms, shipment type, and pallet counts.

1. Go to ‘New order’ from the Orders menu.

2. Fill in the customer and product details as you would for a regular order.

3. Scroll down to the B2B order section and toggle ‘Mark as a wholesale/business order’.

4. Fill in the B2B fields that apply:

   • PO number — the purchase order number provided by your business customer.
   • Customer reference — any internal reference the customer wants printed on documents.
   • Payment terms — for example Net 30 or Prepaid.
   • Requested delivery date — the date the customer expects the goods.
   • Shipment type — choose Parcel, Pallet, or Freight.
   • Number of pallets — visible only when the shipment type is Pallet or Freight.

5. Click Insert new order to save.

The order is now flagged as B2B

(you’ll see a small B2B badge in the order list and a pallet icon on the open-order panel). It will be eligible for the bulk pick workflow and you can add pallet or freight packages to it.

Tip: you can also turn an existing order into a B2B order. Open it from the order list, click Edit order, scroll to Other info, and toggle the B2B switch.