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5 Steps To Improve Your Wholesale Customer Experience (WooCommerce Guide)

5 Steps To Improve Your Wholesale Customer's Experience (WooCommerce Guide)

In the world of e-commerce, delivering a great wholesale customer experience is essential to the success of any business. To compete in an ever-growing market, it is essential to provide your customers with a positive and consistent experience.

Doing so will help your business to stand out from the competition, while also increasing customer loyalty and satisfaction. If you are looking to improve your wholesale customer experience, then this guide is for you. Here, we provide five steps to help you deliver an exceptional customer experience for your WooCommerce store.

From creating a seamless checkout to optimizing customer service, these steps will ensure that your customers feel valued and supported throughout their journey with your store. With these tips, you can take your customer service to the next level and ensure that your customers keep coming back for more.


Do you have a business that sells products to customers on a wholesale arrangement?

If so, then this article will show you 5 ways you can improve the experience of these customers with your business.

In turn, happier wholesale customers should lead to more frequent orders, larger orders, and a relationship where they genuinely love doing business with you.

1# Move from using spreadsheets to an online system

spreadsheet improve customer's experience

When you first started selling to wholesale customers you probably only had one or two customers to deal with. In these scenarios, starting out with a manual price list can be workable.

But this manual process of updating pricing spreadsheets and ensuring wholesale customers are always ordering with the latest prices in mind can be stressful and time-consuming.

That’s why it’s important that you move your system to an online solution as soon as possible.

In WooCommerce, you can run your online retail sales alongside your wholesale business (with a little help from our wholesale WooCommerce extensions).

You can even do it for free! See our guide on how to set up basic wholesale pricing in WooCommerce.

2# Setup a streamlined ordering interface

order-form improve customer's experience

The next step to keeping your wholesale customers happy is to provide them with the tools to make orders efficiently.

For wholesale customers, time is money, and stuffing around on your website all day browsing through your retail product pages is time-consuming for them and a waste of everyone’s time.

Most wholesale customers will already know what products they want to order and just need to make the order.

That is where our wholesale order form plugin comes in handy by creating an interface that was purpose-built to be streamlined for their needs.

3# Setup a proper registration/approval process

register form

If there is one thing that improves the image of your company it’s how you onboard your new customers.

For wholesale, this is ultra important because wholesale customers are big spenders and need to feel secure in their dealings with you.

For your incoming wholesalers, it looks more professional to have a dedicated registration and login area just for them.

Likewise, a set flow of registration and approval emails is somewhat expected for wholesale onboarding.

Our wholesale lead capture plugin takes care of all of these requirements.

4# Create a wholesale-only area on your site


As mentioned above, wholesale customers have different requirements for you as a business than retail customers.

They often will need access to documentation, wholesale ordering procedures, product information, and more. But you generally don’t want to expose this information to retail customers because it could also be sensitive in nature.

Follow this guide to create a special wholesale-only area on your WooCommere store.

5# Consider running wholesale-only promotions


Finally, on occasion, it’s good to treat wholesale customers with a bit of unique marketing attention.

For example, if you have a stock you need to clear or want to kick-start a new product range, then running a wholesale-specific promotion might do the trick.

You can install a marketing tool like the free Just-In-Time Sales Offers plugin which lets you target popups to wholesale customers only when they are logged in (you’ll need the premium version for this kind of targeting, but you can test the plugin out anyway).

This kind of popup offer can convert really well for existing customers and it’s a great way to capitalize on the ordering impulse to grab something last minute, especially when it’s a great deal.


Are you running a WooCommerce store and looking for ways to improve your customer’s experience? You are in the right place. In this guide, we explored five essential steps for improving the customer experience for your wholesale customers.

We focused on creating a smooth and seamless customer journey from the moment a customer lands on your store’s homepage to the moment they complete their checkout. We’ll look at the importance of setting up customer accounts, creating an easy checkout process, utilizing customer segmentation, offering promotions and discounts, and providing exceptional customer support.

By taking these five steps, you’ll be well on your way to creating a fantastic experience for your wholesale customers. Happy reading!

author avatar
Josh Kohlbach CEO
Josh is the founder of Rymera Web Co, the makers of Wholesale Suite and many other plugins. He's a business marketing geek and chronic reader; you'll often find his nose buried in some obscure book.

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