Getting started: your wholesale store up and running, step by step

Getting started

Get your store up and running

Six steps, in order. Each one shows you on screen where to click.

StartAlready selling? Day to day →

Before you start

Two places

Your operations run in the panel. What your customer sees is set up in the editor, opened with the EDIT STORE button.

Panel›EDIT STORE›Editor

Step 1 of 6

Your team

Everyone logs in with their own user and sees only what they need.

Panel›Settings›Manager

Step 2 of 6

Your selling rules

Your details, taxes, minimum order and who can sign up. Best decided before loading products.

Panel›EDIT STORE›editor search

Step 3 of 6

Products and prices

Every product with its variants and the price for each customer type.

One product

Panel›Catalog›Products

The whole catalog at once

Panel›Settings›Tools

Step 4 of 6

Payments and shipping

How you get paid and deliver, with payment details in plain sight.

Panel›EDIT STORE›Content›Payments & shipping

Step 5 of 6

Your brand

Design, logo, how to buy and the emails your customer gets.

Panel›EDIT STORE›Style and Content

Step 6 of 6

Test and launch

One order end to end, as if you were your customer. Then you go live.

Store›Panel›test order

With the store live

Day to day

Joined a team that already sells? Start here (and get your user: step 1).

Panel›Sales›Orders
  • A customer signed upSales › Customers, yellow button. Assign list and rep, then approve.
  • An order came by WhatsAppSales › Create order. Their list, discounts and stock apply.
  • Your prices changedSettings › Tools › Bulk price increase, or the sheet.

If you get stuck

Ask the assistant

It answers instantly, any time, and knows every screen. The fastest way to any “how do I…?”.

Panel: purple button · Editor: “Ask me”
Help center →One article per screen. If one shows two paths, follow the one through EDIT STORE.
Something not working?An error, something that won't save, a payment or email that doesn't arrive: that's for tech support. Ask for it from the panel: open the assistant chat (purple button) and, at the bottom, tap “Report a problem” or “Talk to a person”. Say which screen you were on and what happened.

For later

Where is…?

Type what you're looking for and we'll tell you where it is.

  • OrdersPanel › Sales › Orders
  • Enter an order you got on WhatsAppPanel › Sales › Create order
  • Pick orders in the warehousePanel › Sales › Order picking
  • Customers and approvalsPanel › Sales › Customers
  • ProductsPanel › Catalog › Products
  • CategoriesPanel › Catalog › Categories
  • Discounts and promotionsPanel › Catalog › Discounts
  • PDF catalogPanel › Catalog › Catalog builder
  • CouponsPanel › Marketing › Coupons
  • Abandoned-cart emailsPanel › Marketing › Auto-seller
  • Business details and contact emailsPanel › Settings › General
  • Price listsPanel › Settings › Price lists
  • Order statuses and customer noticesPanel › Settings › Tracking
  • Users, permissions and sales repsPanel › Settings › Manager
  • Import products, photos or customers; raise pricesPanel › Settings › Tools
  • Your ERPPanel › Settings › ERP
  • Sales and metricsPanel › Metrics
  • Your subscriptionPanel › My account › Subscription
  • Payments, shipping and Mercado PagoEDIT STORE › Content › Payments & shipping
  • TaxesEDIT STORE › Content › Taxes & prices
  • Minimum orderEDIT STORE › search “minimum”
  • Who can sign upEDIT STORE › search “sign up”
  • Prices visible without an accountEDIT STORE › Content › Catalog & access
  • Logo, name and socialsEDIT STORE › Content › Brand
  • Design, colors and fontsEDIT STORE › Style › Ready-made designs
  • Home bannerEDIT STORE › search “hero”
  • Top announcement barEDIT STORE › search “announcement”
  • Pages: How to buy, About usEDIT STORE › Content › Pages
  • Store menuEDIT STORE › Content › Menu
  • Automatic emailsEDIT STORE › Content › Emails
  • WhatsApp buttonEDIT STORE › Content › Support
  • Google, Meta and TikTok pixelsEDIT STORE › Content › Marketing
  • Legal badges and policiesEDIT STORE › Content › Legal
  • “Coming soon” pageEDIT STORE › search “coming soon”