Get from signup to your first wholesale order arriving without a phone call. Budget 30–45 minutes.
New to our terminology? Keep the glossary open — especially buyer, order form, purchase order and capacity.
Also sell to end customers? See the merchant quickstart. Both sides share one catalog and one stock list.
Step 1 — Create your account and organisation#
Sign up and create your organisation. When asked what your business does, choose Supplier. Choose both Supplier and Merchant if you also sell retail — you can change this later in your settings.
If you hold both roles, a mode switch appears in your workspace so you can move between your retail and wholesale views without logging out or losing anything.
Step 2 — Business details and verification#
Enter your legal business name, address, country and currency.
Then connect your payment account. This runs identity verification, which does two things: it lets you get paid, and it earns the verified marker that buyers see when they find you in supplier discovery. Unverified suppliers are visibly unverified, so this is worth doing early.
Step 3 — Build your wholesale catalog#
Add the products you sell to trade. Manually, from a CSV, or imported from an existing store — see Step 4 of the merchant quickstart for the detail.
For each variant, set the stock you hold and a reorder point so you get restock suggestions before you run out.
Then set your catalog's B2B settings: which products are visible to trade buyers and how they are priced.
Step 4 — Set your capacity#
This is the step most suppliers skip and later wish they had not.
Set the number of units you can genuinely produce in a day, and block out the days you are closed.
Then turn on automatic declining. When a buyer requests more than you can produce on a date, KwikNest refuses at the point of asking — instead of letting you accept work you cannot deliver. Your capacity calendar also shows what you have already committed to, based on the orders in your queue.
Step 5 — Set your payment terms#
Wholesale is rarely paid by card at the counter. Set your default net terms — the number of days a buyer has to pay after delivery.
When you confirm an order on net terms, KwikNest raises the invoice against it, so what you are owed is a screen rather than a memory.
Step 6 — Add your buyers#
One at a time. Create the buyer, enter their contact details, and send an invite by email, SMS or WhatsApp.
In bulk. Import your buyer list from a CSV. Column matching is assisted, so a spreadsheet you already keep usually works without reformatting.
The invite carries your buyer's order form link. They do not need to create an account to start ordering. If they later want a full KwikNest account, they can claim one — their history carries over.
Step 7 — Create an order form#
This is the thing that replaces the phone calls.
- Create an order form and choose a layout
- Add the products that buyer should see, at their prices
- Choose what the buyer may set: quantities, delivery day, delivery address
- Publish it
- Assign it to a buyer
You can also have AI draft the form's wording and layout for you.
Each buyer gets a link. No login, no app, no password. It works on the phone they already answer.
Test it yourself first. Open the link in a private browser window and submit a small order. Check that it arrives in your sales orders, correctly priced, against the right buyer. Then tell your buyers about it.
Step 8 — Take your first order#
When a buyer submits their form, a sales order appears in your queue — priced correctly, against the right account, with stock reserved. Nobody typed it twice.
Then:
- Confirm it — this raises the invoice if the buyer is on net terms
- Fulfil it — mark it shipped with tracking, or add it to a local delivery run
Your buyer sees the same order from their side, as their purchase order.
Local delivery#
If you deliver yourself, build a delivery run for a date. KwikNest assembles the stops, produces a manifest (email, print, or CSV), sequences them into a driving route, and can email a phone link to your driver — with proof of delivery and line checkoff on the stop list. See Local delivery.
Step 9 — Put repeat business on autopilot#
For buyers who order the same thing on a rhythm, set up a recurring order — weekly, fortnightly or monthly. KwikNest raises either a quote request or a draft order automatically, so a standing order does not depend on anyone remembering.
Step 10 — Watch the numbers that matter#
Your performance view shows what most suppliers cannot measure:
- Revenue over time
- Quote win rate — how many enquiries you convert
- Response time — how fast you reply to enquiries
- Your top buyers and top products
Response time is usually the reason accounts are won or lost, and it is the one number most suppliers have never seen.
You also buy things#
The same machinery works when you are the customer:
- Discover verified suppliers on KwikNest and add them to your network
- Request a quote — structured lines, quantities and the date you need it
- Compare and accept. Accepting creates your purchase order automatically
- Receive the delivery, including partial receipts when it arrives short, and your stock updates from what actually turned up
- Schedule anything you buy regularly
Your purchase order is your supplier's sales order — one record, two views, no re-entry.
Common questions#
Do my buyers need to install anything? No. They get a link that works in any browser on any phone.
Can different buyers see different prices? Yes. Order forms are per buyer, with the products and prices you choose.
Are my wholesale prices visible to the public? No. Wholesale pricing lives behind the buyer link and your buyer records. It does not appear on your public storefront.
What if a buyer orders more than I can make? That is what capacity is for. Set your daily ceiling and turn on automatic declining.
Can I sell retail and wholesale from the same stock? Yes — that is the point. One catalog, one stock list. A retail sale and a wholesale order draw down the same number.
What happens when a buyer wants their own KwikNest account? They claim one from their invite. They arrive as a buying-focused workspace, so they see purchasing tools without the selling tools they do not need.
Describes the product as it ships today.
Something wrong on this page?