Issue #26 / Issue #99

Wholesaler onboarding workspace

Create the wholesaler account, complete the business profile, submit it for verification, create the first listing, and keep inventory current from one place.

BetaB2B front door Retailer discovery

Wholesaler onboarding

Review readiness

Understand what remains before coordinator review

Use this checklist to keep the wholesaler onboarding story clear: profile, evidence, WhatsApp consent, review state, and first listing should all be legible before pilot walkthroughs.

Wholesaler checkpoint

Account

Create or resume the account

Profile basics

Complete business, contact, location, and category fields

Evidence

Save all required verification evidence cards

WhatsApp consent

Grant consent before coordinator review

Review state

Submit when the profile and evidence are ready

First listing

Create one listing with image, MOQ, and stock

Step 1

Account access

Step sequence

1. Create or resume the wholesaler account.
2. Save the business profile as a draft.
3. Capture verification evidence for all required categories.
4. Submit the profile for manual coordinator review.
5. Create the first offer draft with unit price, MOQ, and inventory.
6. Keep stock and quote readiness current while verification is pending.

Step 2

Business profile

Current attribution context

Direct intake

No attribution added yet

This profile will currently appear to coordinators as a direct intake.

This previews the attribution context currently visible in onboarding and coordinator review. The recruitment channel can still be updated here, while coordinator-added source details remain read only.

Review state

Profile still in draft

Complete the business profile and required evidence so the coordinator can review the wholesaler.

Next up

Create or resume the account

Business namePhone numberWhatsApp numberHow did BetaB2B first reach you?

This tells coordinators how the account entered the pipeline and makes the founder walkthrough easier to follow.

WhatsApp contact consent

Allow BetaB2B coordinators to use this WhatsApp line for onboarding verification and early transaction follow-through.

consent required

I consent to BetaB2B contacting me on this WhatsApp line for onboarding verification, quote follow-through, and transaction updates.

Grant consent and keep the WhatsApp number current to unlock the coordinator verification touchpoints.

Market / plazaCityStateStreet addressPrimary product categoriesBusiness registration (optional)Business summary

All three verification evidence categories must be saved before coordinator review can be requested.

Step 3

Verification evidence

Required for coordinator review

Step 5

First offer draft

This form is the wholesaler side of retailer discovery. The product name, category, unit price, MOQ, stock quantity, route, image, and evidence become the facts a retailer uses before requesting a quote.

Step 6

Inventory status management

Create the first listing above. Inventory controls appear here immediately after.