📊 wholesale

Wholesale Overview

Wholesale Overview is a mini, B2B-specific dashboard that sits at the top of the Wholesale menu. It shows how many trade accounts are active, how much credit is currently deployed across them, how many price lists are configured, and a quick look at your top accounts and price list coverage — all in one read-only screen.

📍 Menu path: Wholesale → Wholesale Overview

👤 Who uses it: All roles with the Billing feature enabled

Overview

The page loads trade accounts and price list entries in parallel (independently — one failing does not block the other from rendering) and derives four stat cards from them: Active Accounts, Credit Deployed, Price Lists and Active Prices.

It is a pure summary — there is no add/edit here. The Active Accounts and Price Lists cards are clickable and jump straight to Trade Accounts or Price Lists.

Below the stat cards, two panels list your top 8 active trade accounts (by whatever order the API returns them in, not explicitly sorted by usage) and a per-list breakdown of how many price entries in each list are active vs. total.

This page only exists in the Wholesale variant; it is the first item in the "Wholesale" section of the sidebar, appended after all the standard pos-app menus.

Before You Start

You must have the Billing feature enabled on your plan — the same gate used for the rest of the billing menu.

Step-by-Step Guide

1 Check your B2B book at a glance

Open Wholesale → Wholesale Overview.
The four stat cards show: Active Accounts (trade accounts with status ACTIVE), Credit Deployed (sum of Credit Used across every account, any status), Price Lists (count of distinct list names across all price entries) and Active Prices (count of price entries currently marked Active).
Click Active Accounts or Price Lists to jump straight to the corresponding management page.

2 Review your top trade accounts

The "Top Trade Accounts" panel lists up to 8 ACTIVE accounts, each showing business name, contact person/phone, credit used and credit limit.
If no accounts are active yet, the panel shows "No accounts yet".

3 Review price list coverage

The "Price Lists Summary" panel lists every distinct list name found across your price entries, with an "active / total" count for each.
If no price entries exist yet, the panel shows "No price lists".

Every Field & Button, Explained

Field / Button	What it does
`Active Accounts`	Count of trade accounts with status = ACTIVE. Clicking the card opens Trade Accounts.
`Credit Deployed`	Sum of Credit Used across every trade account regardless of status — this is not filtered to active accounts only.
`Price Lists`	Count of distinct listName values across all price list entries. Clicking the card opens Price Lists.
`Active Prices`	Count of price list entries with isActive = true, across all lists.
`Top Trade Accounts panel`	Up to 8 ACTIVE trade accounts in API return order, with credit used vs. limit for each.
`Price Lists Summary panel`	One row per distinct list name, showing active-entry count out of total entries in that list.

Tips & Best Practices

Because Credit Deployed sums every account regardless of status, a large figure here can include SUSPENDED or INACTIVE accounts — cross-check against Trade Accounts if the number looks higher than expected.
Use the Price Lists Summary panel as a quick sanity check after a CSV import — a list with a low "active / total" ratio usually means many imported rows landed inactive or expired.

Troubleshooting & FAQ

Credit Deployed looks too high compared to my active accounts.

Credit Deployed is summed across all trade accounts, not just ACTIVE ones — a suspended or inactive account with unpaid credit still counts toward this total.

Top Trade Accounts is missing an account I know is active.

The panel only shows the first 8 ACTIVE accounts in the order the API returns them (alphabetical by business name) — open the full Trade Accounts page to see everything.