# 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.

- Job: [Reporting & insights](https://storeagent.ai/mcp-recipes/job/reporting/)
- What it does: Read only: looks, never changes anything
- Time saved: ~20 min vs doing it by hand
- Requires: StoreAgent (free plugin, MCP on every plan) + Wholesale Suite
- Works in: Claude, ChatGPT, Cursor and any MCP client connected to the store through StoreAgent MCP
- Web page: https://storeagent.ai/mcp-recipes/order-form-review/

## The prompt

```text
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.
```

## What happens when you paste it

You: List all my wholesale order forms with their status, where they are placed, and which roles can use them…

Assistant: 4 order forms: 3 published, 1 draft. 1 published form has no page placement. 1 is open to the public with no role limit. Calling: `wholesale-suite/list-order-forms`, `wholesale-suite/get-order-form`, `wholesale-suite/get-order-form-embed`, `wholesale-suite/get-order-form-analytics`.

Assistant: Order forms made 118 orders and $64,300 net of refunds in the last 30 days, up 12% on the 30 days before. Average order $545. Totals are for all forms combined.

## Abilities this recipe calls

- **List order forms** (`wholesale-suite/list-order-forms`, read only, from Wholesale Suite): Lists your wholesale order forms with status, placement and role access.
- **Get order form** (`wholesale-suite/get-order-form`, read only, from Wholesale Suite): Shows the full setup of one order form: columns, filters and settings.
- **Get order form embed** (`wholesale-suite/get-order-form-embed`, read only, from Wholesale Suite): Gets the shortcode to put an order form on a page.
- **Get order form analytics** (`wholesale-suite/get-order-form-analytics`, read only, from Wholesale Suite): Shows orders, revenue and average order value from all order forms combined.

## Variations

Add one of these to the end of the prompt. Swap anything in [brackets] for your own details.

- Only show the last [7] days.
- Compare [month] this year with the same month last year.

## Related recipes

- [Get a Plain-English Weekly Sales Recap](https://storeagent.ai/mcp-recipes/weekly-recap.md): Revenue, orders, best sellers and anything weird, compared to last week, in five bullet points.
- [See What Shoppers Asked Your Chat Assistant This Week](https://storeagent.ai/mcp-recipes/chat-questions-digest.md): Reads every shopper chat from the last 7 days and tells you what people keep asking, and where the assistant came up short.
- [Audit Your Whole Wholesale Pricing Setup](https://storeagent.ai/mcp-recipes/wholesale-pricing-audit.md): Counts every wholesale pricing rule by level and spot-checks real prices for a customer in each role, so you know what is actually live.

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Part of the StoreAgent WooCommerce MCP Recipes directory: https://storeagent.ai/mcp-recipes/ (index for LLMs: https://storeagent.ai/mcp-recipes/llms.txt). Get StoreAgent free: https://app.storeagent.ai/sign-up/