The Storefront is your built-in B2B ordering portal. Wholesale customers log in, see their negotiated pricing, place orders directly, and you receive those orders right in Sell > Sales Orders. It replaces the back-and-forth of email orders and removes the need for a separate B2B tool like BlueCart or Wholesale Guerilla.
How It Works
- You set up your catalog — Add sell items with prices and mark them as visible.
- Peasy generates a public Storefront URL — One unique URL per company that you share with customers.
- Customers browse and order — They see the products available in their assigned catalog, pick what they want, and submit an order.
- You review the order — It shows up as a draft in Sell > Sales Orders. Confirm it when you're ready, then invoice and fulfill it through the normal sales-order workflow. Inventory deducts when you ship the order: marking it fulfilled records a shipment dated by the order's Order Date.
Your Storefront URL
Your storefront has a unique public URL based on your company slug:
https://easy.peasyos.com/storefront/your-company-slug
You'll see the exact URL on the Configure > Storefront page once the storefront is enabled. Share it with customers via email, on your invoices, or on your website.
Setting Up Your Storefront
- Go to Configure > Storefront (under the Sales section in the sidebar).
- Click the Enabled / Disabled dropdown and pick Enable.
- Leave Require login to see pricing on for the safest starting point, or turn it off if anyone with the link should see prices.
- Turn on at least one catalog and star one enabled catalog as the default storefront catalog.
- Click Enable storefront.
- Copy the storefront URL and share it with your customers.
The Enable storefront button stays unavailable until the catalog and pricing choices are valid. If you cancel and open the setup again, Require login to see pricing returns to its safe on setting.
Settings You Can Control
- Enable / Disable — Turn the storefront on or off any time. Disabling hides the page without deleting any data.
- Order Notifications — Add one or more email addresses and Peasy copies them on every order submitted from your storefront, so a shared inbox and the person who packs your orders both get it as it comes in. Separate addresses with commas. Peasy sends one shared message to your Peasy orders inbox and copies the buyer plus these addresses, so everyone on the CC line can see the other copied recipients. Leave it blank and the message goes to your Peasy orders inbox with only the buyer copied.
- Minimum order — Set a dollar minimum each customer must hit before they can submit an order. Useful for wholesale where you don't want to fulfill tiny orders.
- New customer payment terms — Set the terms Peasy saves for a first-time buyer. They apply when you issue that customer's invoice after reviewing the draft order. Customers you've already given specific terms on their customer record always keep those.
- Require login to see pricing — In Catalogs and Pricing, turn this on to hide prices from visitors until they sign in. Turn it off to make prices visible to anyone with the link.
- Catalogs — In Catalogs and Pricing, use each switch to choose which catalogs are available through the storefront. While the storefront is live, at least one catalog must remain enabled; enable another catalog before turning off the last one. One enabled catalog must be starred as the default storefront catalog. Buyers without an assigned catalog use this default. Logged-out visitors see its pricing only when Require login to see pricing is off.
- Show category labels — In Appearance, turn this on to show each item's category on storefront cards and in the order form's Category column. It is off by default.
- Banner and description — Upload a banner image and a short description that appear at the top of the storefront page.
Per-Customer Pricing and Catalogs
Storefront pricing follows your price lists / catalogs. Assign a customer to a specific catalog from their customer record (under the Catalog dropdown), and that's what they see when they log in. This is how you give different wholesale tiers different pricing without setting up multiple storefronts.
If a signed-in buyer has no assigned catalog, they use your default storefront catalog. Every enabled storefront has one default. Assigned customer catalogs still take priority, so negotiated pricing remains limited to the customers assigned to it.
Controlling What's Visible
Only catalog items marked as Visible show on the Storefront. Toggle visibility from the Catalog page — useful for items you sell only by request, items you want to sunset, or seasonal items.
What Customers See
Logged-in customers see a clean, branded page with:
- Your company name, logo, and banner
- Products from the catalog they have access to (or the default catalog)
- Their negotiated pricing
- An add-to-cart button on each product
- A cart panel with one-step checkout — the buyer submits the order straight from the cart sidebar (an optional PDF preview is available before they do)
- The minimum-order amount (if you've set one)
Storefront and Order form views
Above the catalog, customers can switch between two views:
- Storefront — the default card grid with product images, descriptions, and add-to-cart controls. Variants that share a parent product (for example an 8oz jar and a case of the same product) are grouped onto one card with a unit selector. If a variant has no image, the card uses its parent product's image. The card keeps the unit already in the cart selected after a refresh, while still letting the customer choose another unit. A search box above the grid filters by product name, SKU, or category. Best for browsing.
- Order form — a searchable table with columns for Item, Unit, SKU, Price, MOQ, and Qty (plus a Category column when Show category labels is on). Customers type quantities directly into the Qty column to add lines without clicking through cards. Setting a quantity to 0 (or clearing it) removes the item from the cart.
The toggle only appears once the catalog has items and pricing is visible (it's hidden when Require login to see pricing is on and the visitor isn't signed in).
How Customers Sign In
Storefront sign-in is passwordless — there are no passwords to create, remember, or reset. Customers choose either method:
- Email a sign-in link — the customer enters their email and Peasy sends a secure, one-time link from your store's name. Clicking it signs them in and confirms their email address in one step (no separate confirmation email to hunt for).
- Continue with Google — one-tap sign-in with a Google account.
The first time a customer checks out, they're asked once for their business name and shipping address — prefilled with anything Peasy already has on file for them (from an existing account or the customer record you set up), so an existing wholesale buyer rarely has to retype it — and on later visits they go straight to checkout. Requiring one of these sign-in methods is what confirms a real email address before an order is placed.
When Require login to see pricing is on, a logged-out visitor sees an Unlock pricing button over blurred purchasing controls on each product card. Prices are withheld until they sign in. After signing in, buyers without an assigned catalog use the default storefront catalog.
Per-Item Minimum Order Quantity (MOQ)
Each sell item has an optional Order Min (MOQ) field. When set, the storefront enforces it at checkout:
- In the Order form view, the MOQ column shows the minimum and the Qty cell highlights in red when the typed quantity is below it.
- In the cart panel, the quantity input highlights in red and a "Min N" hint appears beneath any line below its MOQ.
- The Submit order button is disabled while any line is below its MOQ. A message reads "1 item is below its minimum order quantity." (or "N items are below their minimum order quantities.") until the customer raises the quantity or removes the line.
The whole-cart Minimum order dollar amount (Configure > Storefront) is separate and still applies on top of per-item MOQs.
How Customers Pay
Submitting an order does not create or send an invoice. Peasy saves a draft sales order for you to review and sends one order email—with the order PDF attached—to your Peasy orders inbox, the buyer, and any configured Order Notifications recipients.
After you confirm the order, issue its invoice through the normal sales-order workflow:
- Due on Receipt — The invoice is due immediately. If Peasy Payments is set up, the invoice can include a secure payment link.
- Net terms — The invoice uses the terms set on the customer's record (or your storefront default for a first-time buyer).
You set the starting terms for first-time buyers with New customer payment terms under Configure > Storefront. Storefront checkout itself never issues the invoice or syncs one to QuickBooks; those actions happen only when you proceed with invoicing.
Common Questions
Who can see my storefront? Anyone with the link can open your storefront. If Require login to see pricing is on, visitors can browse but won't see prices until they sign in. Signed-in customers see the pricing and catalog assigned to them — or your default storefront catalog if they have no specific assignment.
Why do product cards say "Unlock pricing"? Your storefront requires buyers to sign in before seeing prices. The item remains visible, but its purchasing controls are blurred and pricing is not sent to the locked card. Selecting Unlock pricing opens the passwordless sign-in flow.
Can I hide certain items from the storefront? Yes. Use the visibility toggle on each catalog item. You can also restrict items to specific catalogs so certain customers don't see them at all.
Do storefront orders create sales orders automatically? Yes. When a customer submits an order through the storefront, it appears as a draft sales order in your Orders page for review. No invoice is created at checkout. See How Customers Pay.
Can I customize the pricing customers see? Yes. Storefront pricing follows your price lists. Assign customers to a specific catalog for customer-specific pricing, and choose one default storefront catalog for buyers without an assigned one.
Can retail or DTC shoppers see my wholesale pricing? Assigned customer catalogs take priority, so buyers never see another customer's negotiated pricing. Buyers without an assigned catalog use your default storefront catalog. To keep logged-out visitors from seeing its prices, turn on Require login to see pricing.
Does the storefront replace tools like BlueCart or Wholesale Guerilla? For most CPG brands, yes. The storefront covers the core B2B ordering use case — branded portal, per-customer pricing, order minimums, login gating — without a separate subscription.
Can I require customer approval before they can place orders? Customers need an account on your storefront before they can submit orders, which gives you visibility into who's signing up. Bulk customer invitations and stricter approval workflows aren't available today.
Good to Know
- The Storefront updates in real time — when you add new products or change prices, customers see the changes immediately.
- Orders placed through the Storefront show up in Sell > Sales Orders just like any other order.
- You can share the Storefront URL via email, text, or your website.
- Storefront settings are managed in Configure > Storefront.
Related
- Managing Your Catalog — Control which products appear
- Price Lists — Customer-specific pricing
- Creating Sales Orders — Processing incoming orders
- Wholesale vs. Shopify Orders — When to use the storefront vs. other channels
- Business Settings — Company branding (logo, name)