How to Test WhatsApp Wholesale Checkout Flow

Wholesale Flow reuses the same endpoint and signed keys as retail:

`https://profilepilotapp.com/api/whatsapp/flows?org_id=<client-org-uuid>`

Before testing:

• Organisation Selector = client org whose phone is connected
• WhatsApp Orders → Cloud API → Flows → Verify (health check green)
• At least one product with wholesale price > 0 (Products tab)
• Buyer WA on Catalog → Wholesale accounts (company name + number + tier)

Chat keyword RESTOCK should already work for allow-listed buyers even before the Flow UI is published.

In WhatsApp Manager → Flows:

1. Create Flow → With endpoint (Data exchange) — do not pick a loan/credit starter template.
2. Name e.g. `pp_wholesale_checkout_v1`
3. Category: Shopping
4. Paste endpoint URL with the correct `org_id`
5. Import JSON from the repo: `docs/whatsapp_flow_wholesale_checkout.json`
6. Confirm Flow JSON errors = 0, endpoint health check succeeds
7. Publish

Screens: CATALOG → FULFILLMENT → DATE|ADDRESS → PAYMENT (same pattern as retail).

Create on the same WABA:

| Field | Value | | --- | --- | | Category | Marketing | | Name | `pp_wholesale_checkout_v1` | | Language | en | | Body | `Trade restock is ready for {{1}}. Tap below to order at your wholesale prices.` | | Sample | Acme Foods | | Button | Complete flow → published `pp_wholesale_checkout_v1` | | Button text | Restock now / Order Bulk |

Critical: Flow button must use Network request / Data exchange, not Navigate / pre-defined screen. Otherwise the SKU dropdown opens empty.

After APPROVED: Marketing → Sync from WhatsApp. Prefer test-send from ProfilePilot Marketing (attaches `pp.v1` flow_token).

Blank SKU / product list almost always means:

1. Template Flow button is Navigate (no live catalog from endpoint), or
2. Buyer is on B2B allow-list but no `wholesale_price > 0` products, or
3. Wrong `org_id` on the Flow endpoint

Fix button mode first, then confirm wholesale prices and allow-list. Retail available products alone are not enough when the WA is treated as wholesale.

1. Test-send template to the allow-listed WA
2. Open Flow → pick SKU (trade price in title) → fulfillment → payment (e.g. COD)
3. WhatsApp Orders → Queue: order shows wholesale + company name
4. If OMS Generic JSON webhook is set on Payments, Zapier/middleware receives `whatsapp.wholesale.order.created`

Optional: reply RESTOCK in chat to confirm B2B pricing without the Flow UI.

• Flow name: `pp_wholesale_checkout_v1` (like retail checkout)
• Template can share that name or use `pp_wholesale_restock_v1` — keep the `pp_` prefix
• Product dropdown titles are capped at 30 characters (ProfilePilot truncates)
• Do not mix Actonia lab keys with a client org `org_id` on the endpoint