B2B Orders Review
Summarizes wholesale orders for a period by company: revenue, order count, unpaid invoices and overdue terms.
B2B
Company records, payment terms, wholesale catalogs and B2B order views.
4 skills · updated 19 Sept 2026
| Shortcut | Skill | Sidekick… | Difficulty | Time saved | Status |
|---|---|---|---|---|---|
/b2b-orders | B2B Orders Review | Analyzes | Easy | 20 min / week | Not yet verified |
/new-company | Create a B2B Company | Executes | Medium | 15 min / company | Not yet verified |
/wholesale-catalog | Wholesale Catalog Setup | Executes | Advanced | 1 hour | Not yet verified |
/quote | Wholesale Quote Email | Drafts | Easy | 30 min / quote | Not yet verified |
Summarizes wholesale orders for a period by company: revenue, order count, unpaid invoices and overdue terms.
Creates a B2B company record with location, payment terms and a main contact, then assigns the right catalog.
Creates a B2B catalog with a percentage-off price list and quantity rules for a set of products, after showing the plan.
Drafts a wholesale quote email with a priced product table from your catalog, terms and next steps.