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✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount
✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount
✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount
✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount
✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount
✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount
✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount
✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount
✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount

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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SleekView Kanban board for B2BKing

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

1

Connect your B2BKing source

Point SleekView at the b2bking_quote, b2bking_registration, and standard WooCommerce orders with B2B meta. Add filters for B2B group, requested product, or company size so the board scopes to wholesale records for this quarter rather than every B2B record the store has ever held.
2

Pick post_status as the group column

Choose post_status as the grouping field and the board renders one column per B2BKing status. You can also group by B2B group when reviewing one customer segment, or by record type when separating quotes from registrations and orders across the team's daily wholesale approval workflow.
3

Choose what each B2BKing card shows

Map fields onto the card front. 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 for review.
4

Enable drag-and-drop status updates

Turn on writeback so dragging a card writes the new status. The B2BKing email module sends customer notifications, B2B group assignments update if applicable, and capability checks tie writeback to manage_woocommerce so only the wholesale manager can change record state.

Sample board

Sample B2BKing wholesale board

Four real B2BKing record statuses showing how a wholesale team approves quotes, customer registrations, and B2B orders across the wholesale workflow from a single shared board the whole team uses.
Pending
32
Quote request Acme Corp 500 units
Acme Co, $12000, awaiting
Registration request Beta Studio
Beta Studio, B2B silver
Quote request Gamma LLC bulk order
Gamma LLC, $48000, awaiting
Approved
18
Quote approved Delta Inc 1000 units
Delta Inc, $22000, awaiting PO
Registration approved Epsilon Ltd
Epsilon Ltd, B2B gold
Quote approved Zeta Corp
Zeta Corp, $35000, awaiting PO
Active
84
B2B order Acme Corp recurring
Acme Co, $12000, processing
B2B order Delta Inc recurring
Delta Inc, $22000, processing
B2B order Epsilon Ltd recurring
Epsilon Ltd, $18000, processing
Rejected
8
Quote rejected Eta Co price unrealistic
Eta Co, $99000, rejected
Registration rejected Theta unclear
Theta LLC, info missing
Quote rejected Iota credit risk
Iota Ltd, $45000, credit

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_quote and 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_woocommerce as 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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