A wholesale portal should let a sales rep build a draft cart for a known account, then transfer that cart to the buyer so they can adjust and submit under their login. Week one on Parcel Build is that first working version: one shared draft path with clear ownership, without a full collaborative commerce suite. You own the code. Flat monthly. See custom software for wholesalers. If transferring a sales-rep cart to the buyer is the gap, start a free 30-day build.
What cart-transfer rules belong in week one (and what collaborative features can wait)?
Week one can cover a rep-built draft on a known account, a transfer that gives the buyer ownership, and a submit under the buyer login after they adjust lines. Both sides should see who owns the draft. Real-time multi-editor whiteboards, full field-force apps, and commission engines as the primary job can wait until the handoff path earns its keep.
Why emailing spreadsheets or impersonating without a handoff loses buyer edits and accountability
The rep emails a spreadsheet. The buyer replies with changes. Someone rekeys a cart while impersonating the account. Edits collide. It is unclear who submitted, and the buyer cannot see the current draft under their own login.
The stall is missing ownership. The rep started the assortment. The buyer never received a cart they could finish.
What week one can cover
A draft cart the rep builds on a known account. A transfer action that moves ownership to the buyer. The buyer can adjust and submit under their login. A clear owner so the draft is not edited from two sides without a handoff.
On Parcel Build, week one is a first working version of that path. Flat monthly. You own the code.
What stays out of month one
Defer real-time multi-editor whiteboards. Defer full field-force apps. Defer commission engines as the primary job. Month one is one shared draft path with a clear transfer from rep to buyer.
FAQ
Is transferring a cart the same as paying rep commission on self-serve orders?
No. Cart transfer is who builds the draft and who owns submit. Commission is how a rep is paid when the buyer later self-serves. They can live together later. Week one can prove the handoff without cloning a commission ledger.
Does week one need live co-editing with multiple buyers in the same cart?
No. Week one can start with one owner at a time: the rep builds, then the buyer owns and submits. Live co-editing with several people in the same cart can wait until the transfer path is earning its place.
Next step
If transferring a sales-rep cart to the wholesale buyer is what feels hardest, start a free 30-day build. Name that gap on the form. We scope a free 30-day build on that problem: first working version in week one, flat monthly after if you want to continue.