Frequently Asked Questions

GlobeTrader Software FAQs

1. Getting Started / General

What is GlobeTrader?

GlobeTrader is an all-in-one wholesale B2B platform that helps direct-to-consumer (DTC) brands add a wholesale ordering channel — including a branded wholesale portal, inventory management, pricing and discount rules, invoicing, payments, sales rep tools, and analytics — all in one place.

GlobeTrader is built for three groups: Sellers (wholesale brands and DTC companies expanding into wholesale), Buyers (retailers purchasing from those brands), and Sales Reps (independent or in-house sales reps managing accounts and orders on a brand’s behalf).

Unlike pure inventory tools, GlobeTrader combines inventory management with a full wholesale storefront — signup forms, quick order forms, customer-specific pricing, checkout, invoicing, and a rep/CRM layer — so brands don’t need to stitch together multiple tools to run wholesale.

Not at all. GlobeTrader can connect to your existing ecommerce platform through optional theme integration, or run as a standalone wholesale portal if you don’t have one yet.

Most brands can have their wholesale portal configured — pricing rules, product catalog, and signup form live — within days rather than weeks or months. Timelines depend on how much product data needs to be imported and whether you’re connecting an existing ecommerce platform or starting from scratch.  Both options are super easy and quick to set up. Our onboarding team works with you every step of the way through your go-live date and beyond.

Yes — GlobeTrader offers a free 30-day trial, no credit card required. Start from the Try For Free page.

Yes — you can upgrade or downgrade between Essential, Pro, and Enterprise as your business grows. Monthly plans can be canceled anytime, with no penalty and no notice period required. If you cancel an annual plan partway through the year, we’ll refund you for the unused months — we designed our terms to be as low-risk and brand-friendly as possible, so you’re never locked into a plan that’s not working for you.

2. Pricing & Plans

How much does GlobeTrader cost?
  • Essential — $199/month ($159/month billed yearly): 1 user, 1–100 products, 0.50% (optional TradePay fee)
  • Pro — $299/month ($239/month billed yearly): 1–4 users, 100–1,000k products, 0.35% (optional TradePay fee) — Most Popular
  • Enterprise — $499/month (or $399/month billed yearly): 5+ users, 1,000+ products, 0.25% (optional if you add TradePay)

All plans include the core customer-facing features (customizable wholesale webpage, unlimited pricing rules, checkout, invoicing, discount tools, analytics) and admin features (inventory management, CRM, bulk import/export, sales forecasting). The main differences are user seats, product catalog size, and the optional TradePay payment processing fee percentage if you select TradePay, which decreases as you move up in plan tier. Otherwise, there is not transaction fee at all.

No — GlobeTrader plans do not carry a separate setup fee. You pay the listed monthly or annual subscription rate only.

This is a TradePay per-transaction fee (0.25%–0.50% depending on plan) charged only if you choose to have customers pay through GlobeTrader’s built-in payment processing system (TradePay) which comes with lower transaction fees for credit cards and ACH transactions than using your Stripe, Square, Authorize.Net or PayPal subscriptions. Wholesale comes with lower margins – GlobeTrader understands that and we built our own platform to accept payments at a lower fee than you have on most plans. Be sure to ask about TradePay during onboarding – we enjoy saving our clients money :)!

No — beyond the optional TradePay payment integration fee on transactions processed through the platform, your monthly or annual subscription is flat-rate monthly subscription only based on your plan tier, not your order volume or revenue.

You’ll be prompted to upgrade to the next plan tier that fits your catalog size or team size. Your existing data and account stay intact during the upgrade.

Yes — annual billing reduces the monthly rate across all three plans (e.g., Essential drops from $199 to $159/month).

Custom pricing may be available for high-volume or early-stage brands — reach out to our team at info@globetrader.com to discuss your situation.

Subscriptions are billed via all major credit cards, ApplePay, GooglePay or PayPal. Contact our team if you require an alternative billing arrangement.

3. For Sellers (Wholesale Brands)

Can I add wholesale to my existing DTC/retail business?

Yes — this is GlobeTrader’s core use case. It links to your ecommerce platform for easy access by your wholesale customers and you get a custom designed and branded B2B Wholesale site with easy-to-use checkout pages and dashboards that you can get up and running quickly, without replacing your DTC storefront or other wholesale systems.

Yes — GlobeTrader supports unlimited pricing rules, custom pricing by customers, sales channels, buyer groups, wholesale price tiers, and volume discounts. If you can think of way you want to build your pricing system, GlobeTrader can do it for you!

Yes — product visibility can be controlled so items are hidden from retail or wholesale customers as needed.

Yes — GlobeTrader supports net checkout terms and customer-specific payment terms.

Yes — manual order creation is available (useful for phone/email orders or trade show sales).

Yes — GlobeTrader includes a Quick Order QR Code feature designed for tradeshow or other pop-up event order-taking. We know how you like to accept orders and we built the tools to make that easy and seamless.

Yes — order limits and special pricing opt-ins are available at the product level.  You can also set minimums per case qty and other scenarios. Special pricing can also be set by buyer type, category or location if needed.

Yes — a custom handling fee for wholesale shipping can be configured.

Yes — the wholesale account signup form is customizable, and you can require approval before new buyers can order.

Product and sales forecasting, wholesale order/customer analytics, and AI-powered reporting and forecasting tools to help you plan inventory and spot trends earlier.  GlobeTrader’s forecasting and reporting tools and dashboard allow you to dream up any report you like and the system can create it for you – you can also customize and save any report and export to other systems if needed in the exact format you created in GlobeTrader.

Yes — an integrated CRM is included for managing wholesale customer relationships, plus AI-driven CRM email automation flows.

Yes — the number of included seats scales with your plan (Essential = 1 user, Pro = up to 4, Enterprise = 5+), and additional users can be added as your team grows. Create admins or general users depending on the visibility and permissions you wish to have for each user.

Shopify B2B is a lighter-weight option best suited to brands that want the basic B2B features inside the Shopify admin. GlobeTrader is purpose-built for wholesale specifically, adding a dedicated buyer portal, rep tools, wholesale-specific pricing/checkout logic, and forecasting that go beyond Shopify’s native B2B toolset — while still connecting to your existing ecommerce platform.

4. For Buyers (Retailers)

How do I create a wholesale account?

Buyers apply through the brand’s customizable wholesale signup form; approval requirements are set by the seller.

Yes — buyers can browse the catalog and check out through a one-page checkout at any time, in addition to working with a rep if one is assigned.

Yes — pricing is customer-group specific, so buyers see the pricing tier and any volume discounts negotiated for their account.

Yes — draft checkout options are supported.

Through GlobeTrader’s built-in checkout, supporting all major credit cards, ACH, PayPal, Apple Pay, and Google Pay, subject to whatever terms (net terms, etc.) the seller has set for your account.

Yes — buyers can view past orders and reorder from their order history without rebuilding a cart from scratch.

Yes — GlobeTrader includes a mobile app so buyers and reps can place and check orders on the go.

Yes — inventory visibility is core to the platform, so buyers see current stock levels rather than placing orders blind.

5. For Sales Reps

What tools does GlobeTrader give sales reps

A secure sales rep admin portal, a sales rep management system, and the ability to create manual/quick orders on behalf of buyers — plus CRM access to track accounts and communications.

Yes — reps can work across multiple brands from a single login, making GlobeTrader a great fit for independent reps and multi-line sales agencies as well as in-house rep teams.

GlobeTrader fully calculates commissions for you — per brand or combined across multiple brands. Commission rules are customizable by rep and by brand, so you can base payouts on whatever parameters make sense for your business. An easy-to-use dashboard lets you track commissions and payments in real time, without doing the math yourself.

The Quick Order QR Code tradeshow system is designed for fast in-person order capture; a live connection is recommended for real-time inventory and pricing accuracy.

Yes — if the Brand owner selects the option to share stock levels, inventory management is integrated so reps and buyers can see the same real-time stock data.

6. Integrations & Technology

What platforms does GlobeTrader integrate with?
GlobeTrader connects with 100+ integrations across the tools you already use, including:
  • Accounting: QuickBooks, Xero, NetSuite, and more
  • Ecommerce: Shopify, BigCommerce, WooCommerce, and more
  • Shipping: ShipStation, ShipBob, and more
Your wholesale data stays in sync with the rest of your business automatically. For the full, current list of supported integrations, visit our Integrations page or ask in a demo.

Yes — GlobeTrader supports EDI, including integration with SPS Commerce, so brands can trade electronically with the retail partners that require it. Talk to our team about your specific trading partner requirements.

Yes — GlobeTrader offers optional theme integration to connect with your existing ecommerce platform.

GlobeTrader’s integration library covers most common accounting, ecommerce, and shipping connections out of the box. For custom or less common integrations, contact our team to discuss options.

Yes, accounting sync is part of GlobeTrader’s integration library. Contact our team to confirm compatibility with your specific accounting platform.

Plans are scoped by catalog size — Essential (1–100 products), Pro (100–1,000), Enterprise (1,000+) — with Enterprise built for high-volume catalogs. If your catalog is especially large, talk to our team about your specific needs.

GlobeTrader supports product variants so buyers can order across sizes, colors, and other options from a single product listing rather than treating each variant as a separate SKU to browse.

Yes — unlimited bulk import and export tools are included on all plans.

7. Payments & Financials

What payment methods can my wholesale customers use?

Customers can pay using any payment option you have available. By default, all major credit cards are accepted. TradePay (offered by GlobeTrader) , ACH, PayPal, Apple Pay, and Google Pay are also accepted. Checks and Wire Transfer payments are transacted outside of the GlobeTrader platform but easily recorded in your GlobeTrader portal.

GlobeTrader does not charge credit card processing fees by default. Your specific fees would be charged directly by the merchant account you select and use. If you decide to sign up for TradePay (GlobeTrader’s Merchant Account), you would pay the merchant account fees which are usually lower than others on the market like Stripe, Square and PayPal PLUS an additional 0.50% (Essential Plan), 0.35% (Pro Plan), or 0.25% (Enterprise Plan) per transaction processed through GlobeTrader, in addition to your monthly subscription and any underlying card network/processor rates.

Yes — net checkout terms and customer-specific payment terms are supported.

Yes — dynamic online invoices are generated as part of checkout, and AI-generated invoices/POs are available.

Yes — discount codes, CSV discount tools, and volume discounts are all supported.

8. Security & Data

Is my data and my customers' payment data secure?

Yes. All payments run through fully PCI-compliant payment infrastructure, and GlobeTrader uses enterprise-grade security practices with data encrypted in transit. We do not currently hold formal third-party certifications (e.g., SOC 2, ISO 27001) — if that’s a requirement for your business, reach out to our team to discuss your specific security needs.

GlobeTrader is hosted on enterprise-grade infrastructure with redundant servers located in the USA. Data is backed up automatically on a daily basis to help protect against loss.

Yes — GlobeTrader’s bulk export tools let you export your product catalog, customer data, and order history at any time.

GlobeTrader follows GDPR and CCPA data privacy guidelines in how we handle personal data, though we do not currently hold formal third-party certification for either. See our Privacy Policy for details on how we collect, use, and protect your data, or reach out to our team with specific compliance questions.

9. Support & Onboarding

What support is included?

Live chat and email support are included on all plans, available Monday–Friday, 9am–6pm PST for registered users. Premium Support and Dedicated Onboarding Assistance are available as add-ons.

Standard onboarding guidance is included with every plan to help you get your catalog, pricing, and portal set up. Dedicated Onboarding Assistance — hands-on, one-on-one setup support — is available as a paid add-on for teams that want extra help.

Yes — our support team can walk your team through the platform during onboarding, and documentation/resources are available for ongoing reference.

Email support is available for after-hours questions, and our team responds as soon as chat support reopens the next business day.

10. Choosing GlobeTrader vs. Alternatives

How is GlobeTrader different from Cin7?

Cin7 is primarily an inventory/ERP-style platform with a B2B portal as one of several modules (alongside POS and manufacturing). GlobeTrader is purpose-built around the wholesale buyer/seller/rep relationship first, with inventory management built in to support that workflow — better suited to DTC brands specifically expanding into wholesale rather than complex multi-channel manufacturing operations.

RepSpark and NuORDER are strong in apparel/fashion with deep size-and-color matrix ordering and are often priced/positioned for larger, established wholesale operations with custom quotes. GlobeTrader offers transparent, published pricing and a more integrated all-in-one toolkit designed to be accessible for growing DTC brands adding their first wholesale channel.

MarketTime is built primarily for multi-line sales agencies and reps managing many brands at once, with strong offline order capture. GlobeTrader is built brand-first, giving individual wholesale brands their own branded portal, pricing engine, and analytics.

Shopify B2B works well if you want everything inside your existing Shopify admin, but wholesale-specific tools (rep management, forecasting, tradeshow ordering, wholesale-specific CRM) are more limited or require add-ons. GlobeTrader is purpose-built for wholesale while still connecting to your existing Shopify (or other) storefront.

No but you might want to 🙂 – You can run GlobeTrader alongside your existing B2B or DTC platform — it’s designed to connect to your current storefront rather than replace it, so your operations continue as-is while wholesale runs through GlobeTrader as your B2B source of truth.

GlobeTrader
Try For Free
Try For Free

Sign In