Adding online checkout to an established research wholesale business

Document both purchase paths

Draw the path from quote or purchase order to payment in the existing wholesale business. Then describe the new website flow, from product discovery and buyer interaction through checkout and delivery. Note which payment authorization, order records, and support steps will differ.

Give the reviewer separate numbers for each channel

• Report current wholesale history using the relevant payment or invoice records.
• Estimate online order count, ticket size, and monthly card volume separately.
• Describe any shared inventory or fulfillment arrangements and where responsibilities differ.
• Show the proposed checkout and website terms for direct orders.

Set up channel-specific checks before launch

Confirm how the new sales channel is handled under the merchant account. Test online order confirmation, cancellation, and refunds without disrupting the existing wholesale workflow. Check that finance can report the channels separately when it reconciles deposits and reviews the sales mix.