B2B Wholesale Business Fit Assessment Fit Assessment Assessment Wholesale Portal Workflow FitFirst NameLast NameEmail AddressPhone NumberBusiness NameCurrent WebsiteBusiness Type- Select -Food / Beverage ManufacturerSpecialty Food BrandDistributor / WholesalerRetailer with Wholesale ProgramOtherCurrent ordering workflowHow do wholesale buyers currently place orders? Email Phone PDF order form Spreadsheet Text message / WhatsApp Website form Existing ecommerce site OtherBriefly describe your current wholesale ordering processHow often do repeat buyers reorder?- Select -WeeklyBi-weeklyMonthlyOccasionallyNot sure yetDo buyers often reorder the same products? Yes No Not sureBuyer approval and pricingDo buyers need to be approved before seeing wholesale pricing? Yes No Not sureDo different buyer types get different pricing? Yes No Not sureWhich buyer types do you sell to? Retail stores Restaurants Cafés Distributors Institutions Online retailers Repeat B2B buyers OtherDescribe any pricing groups, discounts, or special buyer terms you currently useProduct/order-rulesHow are your wholesale products usually sold? Individual units Cases Boxes Pallets Bundles Custom quantities Not sureDo you use minimum order rules? Yes No Not sureDescribe your minimum order, case-pack, or quantity rulesDo buyers need Quick Order or SKU-based ordering? Yes No Not sureOperations and staff workflowDo you need subaccounts or multiple purchasing users under one company account? Yes No Not sureDo orders need approval before payment or fulfillment? Yes No Not sureWho inside your business handles wholesale orders? Owner Sales staff Fulfillment staff Account manager Warehouse staff Admin assistant OtherWhich operational workflows do you need? Invoice workflow Packing slip workflow Quote request workflow Pay-later / invoice-me option CRM follow-up Customer segmentation Order notes / internal handoff Not sureProblem, urgency, and package-fitWhat are the biggest problems with your current wholesale process? Too much manual admin Orders arrive through too many channels Pricing confusion Slow repeat orders Missed or delayed orders Buyer onboarding is manual Staff handoff is messy Hard to track order history No private buyer portal Not sureHow soon would you want to improve this workflow?- Select -As soon as possibleWithin 30 daysWithin 60–90 daysLater this yearJust researchingWhich package do you think may fit best? Starter Growth Advanced Not sure — I want MDH to recommendAnything else we should know before recommending a package?Submit Form
