B2B overview
Getting started with wholesale on Katura.
Overview
Katura's wholesale system lets you manage B2B relationships with retailers and resellers. Track leads through a sales pipeline, manage wholesale accounts with custom pricing, and compare wholesale vs. retail performance.
Wholesale dashboard
The wholesale overview page shows:
- Total wholesale revenue — from settled orders only
- Wholesale order count and AOV
- Retail comparison — side-by-side with retail revenue
- Active accounts
- Pending leads
- Lead-to-account conversion rate
Note
Revenue calculations exclude pending and cancelled orders — only settled orders (Paid, In Production, Shipped, Delivered, Refunded) count toward wholesale metrics.
Wholesale sections
| Section | Purpose |
|---|---|
| Accounts | Active wholesale customer accounts with custom discounts, credit limits, and payment terms |
| Leads | Prospective wholesale customers — business name, contact, volume estimates |
| Pipeline | Visual sales pipeline for wholesale lead progression |
| Settings | Default discount percentage, minimum order amounts, resale certificate requirements, auto-approve toggle |
Wholesale accounts
Each wholesale account includes:
- Discount percentage — custom discount off retail prices
- Credit limit — maximum outstanding balance
- Payment terms — Net 30, Net 60, etc.
- Minimum order amount — per-account minimum
- Tax exempt status — with resale certificate tracking
- Total wholesale revenue — lifetime spending
Default wholesale settings
Configure system-wide defaults at Wholesale → Settings:
- Default discount — percentage off retail for new accounts
- Minimum order amount — minimum for all wholesale orders
- Minimum first order amount — higher threshold for first-time orders
- Require resale certificate — toggle whether accounts need a cert on file
- Auto-approve — automatically approve new account applications