SleekView Kanban for B2BKing
SleekView reads B2BKing custom post types and standard WooCommerce orders, groups every record by its status, and lets the wholesale team drag entries between Pending, Approved, Active, and Rejected so the underlying B2BKing or WooCommerce record updates the moment the column changes.
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Why B2BKing records fit a kanban view
B2BKing adds B2B functionality to WooCommerce through several custom post types and meta. Quotes live as b2bking_quote posts with a post_status of pending, approved, or rejected. Customer registrations sit as b2bking_registration posts. B2B orders live in standard WooCommerce orders with B2B group meta. Each B2BKing record carries metadata in wp_postmeta for the B2B group, the requested products, the requested pricing, and the linked customer account. The native B2BKing admin lists everything in separate flat tables.
SleekView Kanban reads the same B2BKing records you would query with WP_Query. You can build separate boards per record type or a unified board grouped by status. Pick post_status as the group column and every record becomes a card slotted under Pending, Approved, Active, or Rejected. Card fronts show the customer or company name, the B2B group, the requested products, the quote or order total, and the date submitted, so the wholesale team sees every record's context without opening individual detail screens.
Dragging a card between columns calls the B2BKing helper for updating the record status, which writes back to the underlying B2BKing post and fires the matching status change action. The customer notification email goes out through the B2BKing email module, the B2B group assignment updates if applicable, and any extension subscribed to the B2BKing hooks reacts, exactly as it would after a manual status change from the B2BKing admin screen.
Workflow
From B2BKing record list to live wholesale board
Connect your B2BKing source
Pick post_status as the group column
Choose what each B2BKing card shows
Enable drag-and-drop status updates
Sample board
Sample B2BKing wholesale board
Comparison
Default B2BKing admin vs SleekView Kanban
Default B2BKing admin tables
- Flat tables for quotes, registrations, and orders, each separated from the others
- No visual sense of how many B2B records are pending across the wholesale pipeline
- Bulk status changes require checkboxes and a dropdown at the top of each table
- Filtering by B2B group reloads the screen and loses the comparison context view
- Wholesale managers need full B2BKing access just to approve a single quote
SleekView Kanban
-
Reads the standard
b2bking_quoteand B2B order data directly with no sync - Drag a card to fire the B2BKing status change action and customer email normally
- Cards show company, B2B group, requested products, total, date submitted
- Column counts update live so Pending wholesale approvals stay visible at all times
-
Per-role capabilities tie writeback to
manage_woocommerceas expected
Features
What SleekView Kanban gives you for B2BKing
Native B2B record engine
Every column maps to a real B2BKing record status written back to the underlying post. Hooks fire normally, the B2BKing email module sends customer notifications, B2B group assignments update if applicable, and any extension subscribed to B2BKing hooks reacts exactly as expected.
Drag-and-drop with audit trail
Each move writes a structured log entry naming the user who dragged it, the source column, the destination, and the B2BKing record ID. If a wholesale manager rejects a quote for credit risk, the chain of custody stays visible to the compliance reviewer during the next monthly audit.
Saved boards per B2B group
Filter to records for a single B2B group for the segment manager, quotes over a high-value threshold for the wholesale lead, and registration requests pending approval for the onboarding team. Each saved view becomes a shareable URL that opens straight into the right board every shift.
Audience
Where a B2BKing kanban changes daily work
Quote approval workflow
The wholesale manager filters Pending quotes by requested products, reviews each one against margin guidelines and credit policy, and drags approved quotes to Approved in one drag without having to open every individual quote edit screen for the daily wholesale approval batch.
B2B onboarding
The onboarding team pulls registration requests into a saved view, runs the verification checklist against each requested company, drags approved registrations to Approved to assign the customer to the right B2B group, and the customer receives their B2B onboarding email automatically.
Wholesale order tracking
Wholesale account managers watch the Active column for orders from their assigned B2B groups, monitor recurring order patterns, and drag completed orders to a closed archive column at the end of the quarter for the bookkeeping team to reconcile against the wholesale revenue reports.
The bigger picture
Why this view matters for a B2BKing wholesale store
Storefronts running B2BKing operate a parallel wholesale business on top of the standard WooCommerce retail flow. The wholesale workflow has its own quote requests, customer registrations, B2B groups, custom pricing, and approval steps. The default B2BKing admin treats every record type as a separate flat table, which means the wholesale manager spends the morning clicking between three different admin screens just to see the day's pending work.
Quotes get reviewed in one tab. Registrations in another. B2B orders in a third.
The disconnect between the wholesale workflow and the screens the team has shows up in the worst places. A high-value quote sits unreviewed for days because nobody noticed the pending count went up. A registration request from a strategic customer sits in Pending for a week and the customer churns to a competitor.
A B2B order from an approved customer gets processed at the wrong price because the B2B group assignment was missed. A kanban view that reads and writes the same B2BKing records the wholesale dashboard reads keeps the team and the wholesale pipeline honest. Every drag is a real status change, every column count reflects the real wholesale health, and the cards themselves carry enough context for a new wholesale manager to clear pending approvals on day one without learning three admin screens.
Questions
Common questions about SleekView Kanban for B2BKing
Yes. SleekView reads b2bking_quote and b2bking_registration custom post types and standard WooCommerce orders with B2B group meta. You can build separate boards per record type for specialized teams, or a unified board grouped by status for the wholesale manager who oversees everything.
 Yes. The writeback fires the same status change action B2BKing uses internally, which the email module listens for to send the customer notification. The customer receives the same email they would after a manual approval from the B2BKing admin, with all the merge fields and templates working.
 Yes. Card fields are configurable per board. Most wholesale teams show the customer or company name, B2B group, requested products from postmeta, quote or order total in store currency, and the date submitted so the team has every record's wholesale context directly on each card.
 Yes. Every move runs through current_user_can('manage_woocommerce') before the writeback hits the database. A shop manager can move anything, a wholesale role with limited access can drag for personal sorting but the change does not persist, and unauthorized moves snap back with a toast.
 Filters apply at the database query level. A typical board scopes to pending and approved records from the last thirty days, so the rendered card count stays under a thousand. Older records remain queryable through a separate saved archive view for the bookkeeping team's review cycle.
 Yes. B2BKing assigns the customer to the requested B2B group when a registration is approved through its standard helper. Dragging a card to Approved fires the same status change action, so the B2B group assignment runs through the same helper exactly as a manual admin approval would.
 Yes. The board can show records from multiple post types side by side. Each card carries a type indicator so the wholesale team can distinguish quotes, registrations, and orders at a glance, while the board groups everything by status for a unified wholesale pipeline overview every shift.
 Yes. Every drag writes a structured log entry naming the user, the source column, the destination column, and the B2BKing record ID. The entry stores in the WordPress database, so a wholesale lead can answer who approved a $48000 quote without spelunking through the B2BKing admin logs.
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