Wholesale vs. Shopify Orders

If you sell through Shopify and also take wholesale or distributor orders, the question comes up often: where should each one go? The short answer — Shopify is for direct-to-consumer (DTC) only. Wholesale and distributor orders belong in Peasy directly.

Why It Matters

When Peasy is connected to Shopify, every Shopify order creates a sales order in Peasy and deducts inventory once it's fulfilled. If you also enter that same order manually in Peasy — or push a wholesale order through Shopify just to "get it into Peasy" — you'll deduct inventory twice.

The result: your on-hand counts drift, your finished goods look low when they aren't, and your Shopify order history fills up with orders that never actually shipped through Shopify.

Keep the channels separate:

• Shopify — DTC orders only (your online store, Shopify POS, etc.)
• Peasy — Wholesale, distributor, B2B, farmers market, and any non-Shopify orders

Three Ways to Enter Wholesale Orders in Peasy

1. Create a Sales Order Manually

Best for one-off orders or when you need to tweak line items as you enter them.

1. Go to Sell > Sales Orders.
2. Click + New Sales Order.
3. Pick the customer (or add a new one).
4. Add line items — if the customer is on a price list, their prices fill in automatically.
5. Save the order, then fulfill it when you ship.

See Creating Sales Orders for the full flow.

2. Forward the Order Email to Your Peasy Inbox

Best when distributors send orders as emails or PDFs and you don't want to retype them.

1. Find your Peasy orders address under Configure > Business Settings (it looks like yourcompany@orders.peasyos.com).
2. Have the customer email orders to that address, or forward the email yourself.
3. The email lands in your Inbox with the body and any attachments.
4. Open it, review the parsed customer/items/quantities, and convert it into a sales order.

See Using the Inbox for the email-to-order workflow.

3. Invite Customers to Your Storefront

Best for repeat wholesale buyers who want to place their own orders without emailing back and forth.

1. Set up your Storefront and assign each wholesale customer a catalog with their negotiated pricing.
2. Share the Storefront link.
3. Their orders flow into Sell > Sales Orders automatically and inventory deducts when you fulfill.

The Storefront replaces the back-and-forth of email orders and removes the need for a separate B2B portal tool.

Don't Route Wholesale Through Shopify

It's tempting to create a wholesale order in Shopify so it syncs into Peasy "for free," but this causes problems:

• Duplicate deductions if you also enter the order in Peasy manually.
• Confusing Shopify order history — your Shopify reports start mixing real DTC orders with internal wholesale traffic.
• Wrong pricing — Shopify variant prices are your DTC prices, not your wholesale price list.
• Wrong customer record — Shopify treats each order as a guest checkout unless the customer signs in, so your wholesale customer's order history ends up scattered.

Use Shopify for what it's good at (DTC checkout) and keep wholesale in Peasy.

Good to Know

• Channels in Peasy are different from customers — use a channel for sales outlets like a farmers market or a retail counter where you don't track individual buyers. See Managing Customers.
• Shopify POS sales come in through the Shopify integration automatically — you don't need to enter them as channel sales.
• If you accidentally entered the same order in both Shopify and Peasy, look for a duplicate sales order in Sell > Sales Orders and cancel one before fulfilling.

Related

• Creating Sales Orders — Enter wholesale orders directly
• Using the Inbox — Forward order emails to Peasy
• Storefront — Let wholesale customers place their own orders
• Peasy and Shopify — How the Shopify sync works
• Managing Customers — Channels vs. customers