SleekView Kanban for Wholesale Suite
SleekView reads Wholesale Suite registrations and standard WooCommerce orders flagged as wholesale, groups every record by its status, and lets the team drag entries between Pending, Approved, Active, and Rejected so the underlying record updates the moment the column changes.
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Why Wholesale Suite records fit a kanban view
Wholesale Suite adds wholesale functionality to WooCommerce through multiple integrated plugins: Wholesale Prices, Wholesale Order Form, Wholesale Lead Capture. Registration requests live as user meta with a pending flag, customers join wholesale roles, and orders come through standard WooCommerce with wholesale role meta. Each registration carries the requested wholesale role, the company name, the contact email, plus the standard user profile fields. The native Wholesale Suite admin screens treat each plugin separately, which makes oversight hard.
SleekView Kanban reads the same Wholesale Suite registration and order data through the plugin's helper functions. Pick the record status as the group column and every record becomes a card slotted under Pending, Approved, Active, or Rejected. Card fronts show the company or customer name, the requested wholesale role, the contact email, the registration date, and a short note from the application form, so the wholesale team sees every record's context directly without leaving the kanban board.
Dragging a card between columns calls the Wholesale Suite helper for updating registration status or transitioning an order, which writes back to the user meta or order status accordingly. The plugin's email module sends the customer notification, the wholesale role assignment updates if applicable, and any extension subscribed to the Wholesale Suite hooks reacts, exactly as it would after a manual approval from the Wholesale Lead Capture admin screen.
Workflow
From wholesale list to live approval board
Connect your Wholesale Suite source
Pick record status as the group column
Choose what each wholesale card shows
Enable drag-and-drop status updates
Sample board
Sample Wholesale Suite registration board
Comparison
Default Wholesale Suite admin vs SleekView Kanban
Default Wholesale Suite admin
- Separate admin screens per Wholesale Suite plugin module across the dashboard
- No visual sense of how many wholesale registrations are pending across tiers
- Bulk status changes require checkboxes and a dropdown at the top of each screen
- Filtering by wholesale tier reloads the screen and loses comparison context view
- Wholesale managers need full Wholesale Suite access just to approve registration
SleekView Kanban
- Reads the standard Wholesale Suite registration data directly with no sync
- Drag a card to fire the Wholesale Suite status change action and customer email
- Cards show company, requested role, contact email, registration date, note
- Column counts update live so Pending registrations stay visible at all times
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Per-role capabilities tie writeback to
manage_woocommerceas expected
Features
What SleekView Kanban gives you for Wholesale Suite
Native wholesale record engine
Every column maps to a real Wholesale Suite record status written back through the plugin's helpers. Hooks fire normally, the email module sends customer notifications, wholesale role assignments update if applicable, and any extension subscribed to Wholesale Suite hooks reacts 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 wholesale record ID. If a wholesale manager rejects a registration for credit risk, the chain of custody stays visible to the compliance reviewer during the next monthly audit.
Saved boards per wholesale tier
Filter to registrations for a single wholesale tier for the segment manager, registrations from a specific region for the regional lead, and approved customers without their first order for the activation team. Each saved view becomes a shareable URL that opens straight into the board.
Audience
Where a Wholesale Suite kanban changes daily work
Registration approval workflow
The wholesale manager filters Pending registrations by requested wholesale tier, reviews each application against the verification checklist, and drags approved registrations to Approved in one drag without having to open every individual application edit screen for daily wholesale onboarding.
Activation follow-up
The activation team filters Approved registrations without a first order, calls each newly approved wholesale customer to schedule their first order, and drags successful activations to Active once the first wholesale order completes through the standard WooCommerce checkout flow.
Wholesale revenue tracking
Wholesale account managers watch the Active column for orders from their assigned customers, 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 Wholesale Suite store
Storefronts running Wholesale Suite operate a parallel wholesale business on top of the standard WooCommerce retail flow. The wholesale workflow has its own registration requests, tier assignments, custom pricing rules, and order forms. The default Wholesale Suite admin treats every record type as a separate screen, which means the wholesale manager spends the morning clicking between Wholesale Lead Capture, Wholesale Prices, and the WooCommerce orders admin just to see the day's pending work.
Registrations get reviewed in one tab. Tier assignments in another. Active 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 registration request from a strategic customer sits unreviewed for a week and the customer churns to a competitor. An approved registration sits without a first order for a month because nobody noticed the activation gap.
A wholesale tier mismatch causes the wrong pricing rule to apply to an order. A kanban view that reads and writes the same Wholesale Suite records the 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 handle approvals on day one without learning three admin screens.
Questions
Common questions about SleekView Kanban for Wholesale Suite
Yes. SleekView reads Wholesale Suite registration data and standard WooCommerce orders with wholesale role 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 the entire wholesale pipeline.
 Yes. The writeback fires the same status change action Wholesale Suite 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 Wholesale Lead Capture admin without any difference.
 Yes. Card fields are configurable per board. Most wholesale teams show the company or customer name, requested wholesale role, contact email, registration date, and a short note from the application form 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 well under a thousand. Older records remain queryable through a separate saved archive view for bookkeeping reconciliation.
 Yes. Wholesale Suite assigns the customer to the requested wholesale role when a registration is approved through its standard helper. Dragging a card to Approved fires the same status change action, so the role assignment runs through the same helper exactly as a manual admin approval.
 Yes. The board can show records from multiple sources side by side. Each card carries a type indicator so the wholesale team can distinguish registrations from orders at a glance, while the board groups everything by status for a unified wholesale pipeline overview every shift the team works.
 Yes. Every drag writes a structured log entry naming the user, the source column, the destination column, and the wholesale record ID. The entry stores in the WordPress database, so a wholesale lead can answer who approved a strategic registration without spelunking through Wholesale Suite logs.
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