SleekView for WooCommerce Wholesale Gateway: B2B orders and approvals as tables
Wholesale Gateway routes B2B orders into an approval queue with credit-limit checks against wholesale customer accounts. SleekView joins the order to the wholesale account and the approval status so a row shows account, terms, order total, available credit, and approval state.
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B2B orders with credit terms in plain view
WooCommerce Wholesale Gateway uses a deferred payment method on WooCommerce orders, with wholesale accounts living in wp_wc_wholesale_accounts tracking credit limit, current balance, payment terms (net 30, net 60), and approval status. Each order in the wholesale flow writes a row in wp_wc_wholesale_orders referencing the parent shop_order. The default WooCommerce admin shows the order but hides the wholesale account context.
SleekView joins the wholesale order with the wholesale account and the parent order. A single row exposes account name, order total, payment terms, available credit, approval status, and the order's due date. Filter by approval_status to find the queue awaiting review, sort by available credit ascending to spot accounts close to their limit, or filter overdue orders for the collections team.
Inline edits approve or reject orders through the plugin's wc_wholesale_set_order_status hook so any AR notification fires correctly. Bulk operations let you approve a vetted account's batch of orders in one action, send a payment reminder to a cohort of overdue accounts, or temporarily raise a credit limit for a seasonal push, each writing to the audit log with the operator and reason.
Workflow
B2B order context, joined and editable
Connect the sources
wp_wc_wholesale_orders joined to wp_wc_wholesale_accounts on account_id and to the parent order in wp_wc_orders or wp_posts.
Add credit columns
days_overdue column for the collections view.
Save segment views
Edit inline and audit
Sample columns
A typical Wholesale Gateway B2B view
wp_wc_wholesale_orders + wp_wc_wholesale_accounts + wp_wc_orders (or wp_posts)
| Order | Account | Total | Terms | Credit Left | Status |
|---|---|---|---|---|---|
| #W-2041 | Studio Co. | €4,200 | Net 30 | €8,300 | approved |
| #W-2042 | Design Lab | $12,400 | Net 60 | $1,600 | pending |
| #W-2043 | Hello Crafts | £780 | Net 30 | £0 | over limit |
| #W-2044 | Brew Coop | €1,820 | Net 30 | €3,100 | approved |
Comparison
Default WooCommerce Wholesale Gateway admin vs SleekView
Default WooCommerce Wholesale Gateway admin
- Order list lacks account credit limit as a column
-
No combined filter on
approval_statusand due date - Bulk approval for a vetted account requires per-order action
- No view of overdue orders grouped by account for collections
- No CSV export of accounts close to credit limit
SleekView
-
Wholesale order joined to
wp_wc_wholesale_accountscredit data - Filter and sort by available credit and payment terms
-
Inline approve / reject via
wc_wholesale_set_order_status - Bulk approval for trusted accounts with operator and reason logged
- Saved views for collections, AR reviews, and over-limit accounts
Features
What SleekView gives you for WooCommerce Wholesale Gateway
Approval queue
Filter by approval_status = pending to see the AR queue. Inline approve or reject through wc_wholesale_set_order_status, with the plugin's downstream account-notification email firing per row.
Credit visibility
Available credit, current balance, and credit limit per account appear as columns alongside the order. Spot accounts on the verge of their limit before the next big order lands.
Bulk approvals
Approve a trusted account's batch of orders in one action, with operator and reason logged. The plugin's hooks fire per row so the customer notification and invoicing flow stays correct.
Audience
Who uses SleekView for WooCommerce Wholesale Gateway
Sales operations
Monitor the pending-approval queue, escalate orders that have been waiting more than 48 hours, and run the trusted-account bulk approval at the start of each day.
Finance and AR
Pull the overdue-orders view grouped by account. Send payment reminders in bulk, raise or lower credit limits, and export the at-risk-account cohort for the monthly AR review.
Account managers
Watch each account's purchase pattern and available credit. Reach out proactively when a long-time account is approaching its limit, with a saved view that surfaces them weekly.
The bigger picture
B2B is built on terms, and terms need a queue
B2B commerce is fundamentally different from consumer checkout: orders flow through approval, payment is deferred against net-30 or net-60 terms, and credit limits per account need active management. The financial risk on a single wholesale order can dwarf a month of consumer revenue, which means the AR team needs the credit context visible at the moment of approval, not three clicks deep in an account profile. WooCommerce Wholesale Gateway captures the right data in wp_wc_wholesale_accounts and wp_wc_wholesale_orders, but the default admin presents the order as a standard WooCommerce order with the credit context buried.
SleekView joins the wholesale order to the account and exposes credit limit, available credit, payment terms, and approval status as first-class columns. The approval queue, the collections view, and the at-limit cohort each become a one-click saved view, and inline edits route through the plugin's hooks so notifications and invoicing flows stay correct. The B2B program scales without forcing the development team to ship a bespoke admin every quarter.
Questions
Common questions about SleekView for WooCommerce Wholesale Gateway
Yes. The wholesale order joins to wp_wc_wholesale_accounts on account_id, so the grid shows credit limit, available credit, current balance, and payment terms alongside the order total.
Yes. Inline edits route through wc_wholesale_set_order_status, which fires the plugin's notification email to the account and any downstream invoicing actions configured.
The plugin handles the storefront enforcement at checkout. SleekView's role is to surface the credit context for the AR team and to support credit-limit edits through the plugin's hook, which logs the operator on each change.
 
Yes. The wholesale order joins to wp_wc_orders on HPOS or wp_posts on classic storage. SleekView picks the source automatically per environment.
Yes. Filter wholesale orders by due date < today and approval_status = approved. A grouped view sums the overdue total per account, which is the right view for collections.
 
Yes. A bulk credit-limit edit on accounts routes through the plugin's account-update action, which writes to wp_wc_wholesale_accounts and fires any audit-log hook configured.
Each account stores its currency, and credit limits are tracked per currency. SleekView's rollup respects per-currency totals so a multi-currency wholesale store stays accurate.
 Yes. Sales ops sees the approval queue, finance sees the AR and overdue views, account managers see the per-account drill-down. Saved views check role capability per view.
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