Company management

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Company management is the central dashboard for every wholesale customer in your store — orders, payments, outstanding balances and document history, all in one place.

Overview

Without a B2B layer, most stores track wholesale by email threads and spreadsheets. Company management replaces that: the app monitors which orders belong to which company, surfaces payment status, and lets you generate or send documentation in a few clicks.

Typical savings: 5–8 hours per week on wholesale reconciliation work.

How to use

Step 1: Open the B2B dashboard

In Shopify Admin, open Avada PDF Invoice > B2B Purchase.

Step 2: Review company data

You will see every B2B customer with:

Total order value
Payment status (paid, outstanding, overdue)
Document history

Step 3: Filter and sort

Use the search and filter controls to slice by criteria — payment status, timeframe, company name. The dashboard updates instantly.

Step 4: Generate documentation

From any company row you can:

Print orders in bulk
Download reports
Send invoice emails using your branded templates

See Combine orders to merge multiple wholesale orders into one consolidated invoice.

Step 5: Monitor finances

The summary view tracks total orders, payments received, outstanding balances and overdue amounts so you know exactly where each company stands.

Tips

Filter to Overdue weekly and trigger a follow-up email straight from the dashboard.
Pair company management with Net terms discount to incentivise faster payment on outstanding balances.
Sort by total order value to identify your most strategic wholesale accounts.

Introduction Combine orders