Sales Rep Catalog Automation
Replace spreadsheets and email-based wholesale ordering with a WooCommerce-powered digital system. Wholesale catalogs, dealer portals, and rep tools built for the way B2B actually works.
share:
B2B
Customer-specific pricing and catalogs
Self-serve
Dealer ordering without rep involvement
3-8 wk
Estimated project timeline based on complexity
24/7
Dealer portal access without rep involvement
A wholesale system as professional as your products
Wholesale reps and B2B brands are still sending PDFs, managing orders over email, and updating spreadsheet catalogs. Every version of that process has a cost — in time, in errors, and in deals that stall because the ordering experience is slow. We build WooCommerce wholesale systems that make the sales process faster, cleaner, and scalable.
Every system is custom-built around your rep structure, dealer network, and product catalog — built to replace the manual process, not patch it.
Process & Approach
We map your current wholesale process — how reps work, how dealers order, how products are managed, and where time is lost. The system is built and tested with real product data and test accounts before handing over to your team.
Everything included in this service
Digital Wholesale Catalogs
Password-protected digital catalogs with customer-specific pricing, minimum order quantities, product availability, and brand-consistent presentation.
-
Customer-tier pricing (MAP, wholesale, distributor)
-
Minimum order quantity rules per SKU
-
Gated access by customer group
-
Print-ready catalog export option
Dealer & Retailer Portals
Self-service portals where dealers browse, order, track, and reorder without calling or emailing your rep — reducing admin and speeding up the sales cycle.
-
Dealer self-service ordering 24/7
-
Reorder from order history
-
Order status and tracking visibility
-
Account-specific product visibility
Sales Rep Tools
Rep-specific dashboards with customer assignment, order visibility, territory management, and the ability to place orders on behalf of accounts.
-
Rep login with territory and account access
-
Place orders on behalf of customers
-
Commission tracking (optional)
-
Customer account management
Product Management Systems
Centralized product data that flows to your catalog, your reps, and your dealers — updated once, reflected everywhere, with no duplicate data entry.
-
Single product data source for all channels
-
Bulk product and pricing updates
-
Seasonal catalog management
-
New collection launch workflows
Lead Generation Systems
Landing pages, gated catalog access, and lead capture workflows that funnel qualified wholesale buyers into your pipeline.
-
Gated catalog access (apply to buy)
-
Account application and approval workflows
-
Wholesale inquiry forms
-
CRM lead sync
Wholesale Reporting
Order volume by rep, by dealer, by product line. Know who is buying, what is moving, and where to focus.
-
Sales by rep and territory
-
Top products and slow movers
-
Dealer activity tracking
-
Exportable reports for sales reviews
Built for operations with real complexity.
Manufacturers with wholesale distribution channels
•
Independent sales reps managing multi-brand portfolios
•
B2B brands replacing manual email and spreadsheet ordering
•
Wholesale operations onboarding new retail accounts
•
Brands managing seasonal catalogs across multiple collections
•
Companies where dealer onboarding takes too long
•
How a project unfolds
01.
Digital Discovery
We map your current wholesale process — how reps work, how dealers order, how products are managed, and where time is lost.
02.
Proposal
Proposal covers the full system architecture — catalog, portal, rep tools, integrations — with a clear build cost.
03.
Build
Built and tested in staging with real product data and test accounts before handing over to your team.
04.
Handoff
Every system is well documented. We walk you through it and you leave knowing exactly how it works.
FAQ
Common questions
Looking for answers? Explore our help section or contact us if you need more support.