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StoreAgent
Ability from Wholesale Suite

List order forms

Lists your wholesale order forms with status, placement and role access.

wholesale-suite/list-order-forms read only All Wholesale Suite recipes
RECIPES THAT USE THIS ABILITY 4 recipes, most copied first Browse all recipes
Reporting & insights read only

Review Your Wholesale Order Forms and Their Sales

Lists every order form with its status, pages and role access, gives the shortcodes, and totals what order forms sold this month.
List all my wholesale order forms with their status, where they are placed, and which roles can use them. For each published form, give me the shortcode. Point out any published form with no placement or one open to the public. Then show me total orders, revenue, refunds and average order value from order forms for the last 30 days and the 30 days before, and compare them.
Wholesale Suite ~20 min
Store setup & admin asks first

Make a Separate Order Form for One Wholesale Tier

Copies an existing order form, renames it and limits it to one wholesale role, then gives you the shortcode for its page.
Show me my order forms. Duplicate the form "[form name]" as a new draft. Read the copy's full settings, then change only the title to "[Distributor Order Form]" and the allowed user roles to [distributor]. Keep every other setting exactly as it is. Show me the change and wait for my OK. Then save it as a draft and give me the shortcode so I can add it to a page.
Wholesale Suite ~20 min
Store setup & admin asks first

Build a Simple Quick-Reorder Order Form

Creates a stripped-back order form with just the columns repeat buyers need, based on the layout of a form you already have.
Read the full setup of my order form "[form name]" so you can see how its columns are defined. Then create a new draft order form called "[Quick Reorder]" that has only these columns: product name, SKU, price, quantity and add to cart. Use the same column format as the existing form. Show me the column list and wait for my OK before you create it. Give me the shortcode at the end.
Wholesale Suite ~25 min
Store setup & admin asks first

Clean Up Old Draft Order Forms

Finds draft and duplicate order forms nobody uses and deletes them for good after you confirm the list.
List all my order forms with their status and placement. Find the drafts and any forms that look like duplicates, such as "copy" in the title or the same title twice. Show me each one with its ID, title, status and where it is placed. Deleting is permanent, so wait for my explicit OK on each ID. Then delete only the ones I confirm.
Wholesale Suite ~10 min

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