6 Tips To Get The Most Out Of Wholesale Suite’s New Order Form Builder

A flawlessly crafted order form is essential to your company’s success. It not only acts as a crucial brand touchpoint, but it also gives you the ability to efficiently control your sales volume and raise your overall effectiveness.

This is why, just recently, we launched a new and improved version of the Wholesale Suite Order Form. We especially redesigned this tool to bring you a superior order form solution that will completely revamp your store’s ordering process.

In this article, we’ll discuss what’s new in Wholesale Suite Order Form 2.0. We will also walk you through the new drag-and-drop order form builder and share six tips for you to get the most out of this hot feature.

Order Form Version 2.0

After a year of completely rewriting the plugin from the ground up and testing it with our beta users, we recently released version 2.0 of the React JS-powered WooCommerce Wholesale Order Form.

This plugin is now significantly lighter, which makes loading speeds a whole lot faster. It also comes with a whole bunch of new and exciting features that simplify ordering for your customers on a whole new level!

So what’s new and why should you stay on top?

  • Multiple Order Forms – this was our most frequently requested feature, and finally, it’s live!
  • New Form Builder – we’ve included a new form builder that allows you to personalize the appearance of your Order Forms.
  • Order Forms May Be Placed Everywhere – tweaked it a bit to make the forms more flexible!
  • API Integration – lastly, to achieve blazing-fast performance, this latest version uses our Wholesale Suite API and WooCommerce’s Product API.

Drag-and-Drop Form Builder

Now that we’ve walked you through what’s new in Order Form, let’s talk about the star of the show: the new drag-and-drop order form builder!

New Order Form Builder (click to zoom)

Previously, you could only have one form on one page. However, this time around, you can now generate numerous order forms in a variety of layouts.

And since we’re now able to have multiple forms, we created an order form builder that allows users to drag and drop objects into the header, table, and footer sections.

This gives your order form total flexibility for any personalization you wish to add to the interface!

Moreover, it also allows a more practical approach to changing the configuration of order forms, quickly generating new order forms, and intuitively adjusting the settings of various order form elements.

6 Tips To Get The Most Out Of The New Order Form Builder

Keep in mind that an order form’s goal is to record pertinent customer and transaction details to help in efficiently managing and delivering orders.

Therefore, as a store owner, you would want your order form to be as simple as possible for your customers from various walks of life to access conveniently.

Here are six tips for using the new order form builder to simplify your store’s ordering process:

1. Make sure you’ve upgraded to Wholesale Order Form 2.0.

Of course, you’ll need the latest version to access all its new features, including the new form builder.

After you update the WooCommerce Wholesale Order Form plugin to its latest version, you will see this banner on the Plugin and WooCommerce Settings page.

Next, run the migration wizard to make sure all your forms are compatible with the new version. This will update your existing order form, saving you the trouble of starting over.

To get started, click on the Start Migration button. This will redirect you to the Setup Wizard page where you can generate WooCommerce API keys.

Generate WooCommerce API Keys
Generate WooCommerce API Keys (click to zoom)

This will then automatically convert all of your existing order forms into the new version. From there, you can easily edit, view, or even add additional order forms using the new form builder.

Generate Order Form
Generate Order Form (click to zoom)

3. Create multiple order forms.

A WooCommerce bulk order form is essential for wholesalers. This is likely the reason why this new feature has been so popular with our customers even before it was live!

Likewise, if you frequently sell large quantities of your products, you’ll need a bulk order form that allows your wholesale buyers to browse your products without having to visit individual product sites.

An easy way to do so is to make use of this new multiple order form feature!

Simply navigate to Wholesale > Order Forms. You’ll then be redirected to your wholesale order form page, where you can set up a single order form or several in your shop:

Order Forms List
Order Forms List (click to zoom)

Consequently, you will be redirected to a page where you can view the name, shortcodes, the location of the form, and whether or not it has been published. Once you’re there, you can now simply click on the form and start building!

Note that you can create multiple order forms that can be posted anywhere on your site using the given shortcode or an editor block. Additionally, you can reuse forms across several pages by specifying which pages each form appears on.

Know more about the shortcodes on the Order Form by checking out our Knowledge Base article here.

4. Explore the order form display settings to personalize it better.

Again, your brand should be represented in every touchpoint, including order forms. Hence, as a store owner, you would want to tailor the elements shown in your order form accordingly.

Fortunately, you can quickly alter and personalize your order form with the new builder by simply dragging and dropping objects into your display. Although it’s quite simple to use, we strongly suggest that you explore all of the options in this step to make the most of it.

So, where to start?

First, click on the edit button on the Order Forms page. You will be redirected to the Add Order Form site where you will see three main sections:

  • Header
  • Order Form Table
  • Footer

By first adding columns to each part, you can change the header, table, and footer. You can then drag your chosen order form elements into the following columns:

Order Form Elements
Order Form Elements (click to zoom)

You can stop there once you’ve added the elements you want to be displayed on your order form; but, if you want to further customize the interface, all you have to do is hover your mouse over the settings button to see the configuration and stylistic options:

Order Form Settings
Order Form Settings (click to zoom)

In this example, we want to add the Search Input, Category Filter, and Search & Clear Buttons elements in the header. Then, we want the table to display the product image, name, price, quantity, and add to cart button.

On the front end, it will appear as follows:

Order Form Front-End
Order Form Front-End (click to zoom)

Then again, you’re free to play with these elements to see what order form structure, or layout suits your company’s needs the best. A bonus pro tip, though, is that you should design an interface that is straightforward and simple to use for your users.

5. Sort your products.

To simplify your order form even more, you should also carefully consider how your products are arranged upon ordering. Remember, the objective is to make it as simple as possible so your customers won’t encounter any confusion during the process.

You can configure this setting by clicking on the Settings tab next to Edit Form on the same page. This will allow you to standardize how your products will be displayed during ordering.

Product Sorting
Product Sorting (click to zoom)

In addition, make sure to specify the category you want your products to be sorted into. This way, your listings are arranged more deliberately and in line with the preferences of your intended customers.

 For this setting, you have five options to choose from:

  1. Default Sorting shows your items in the order that they appear on the Products > All Products page.
  2. Menu Order (Custom Ordering) if you want more customizable ordering on your order form.
  3. Name to arrange your products alphabetically.
  4. Sort by Date lets you sort your products according to the date you created them.
  5. SKU to organize your products according to their stock-keeping unit.

6. Configure your order form settings.

There are more default settings besides product sorting that you should also carefully consider to bring out the best in your order form. These include:

  • Lazy Loading
  • Show Variations Individually
  • Zero Inventory
  • Include Products
  • Exclude Products

The combination of these variables will decide how functional your order form is. So, let’s go over each one individually to ensure you get the most out of this feature:

1. Lazy Loading

First, if you want to save customers from having to navigate to different pages in order to view more products, consider enabling the lazy loading functionality. To do so, tick the box next to this option, then enter the number of products you want to see per page:

Lazy Loading Setting
Lazy Loading Setting (click to zoom)

2. Zero Inventory

Second, while we don’t recommend that you use this function, there may be times when you’d like to show unavailable items. For this to happen, select the checkbox next to Zero Inventory to allow products with no inventory to be displayed on the form.

Zero Inventory Setting
Zero Inventory Setting (click to zoom)

3. Include & Exclude Products

Third, if you want to organize your form better, you may also specify the products you want to either be shown or hidden on your order form. You may do so by configuring the Include Products or Exclude Products setting:

Include and Exclude Products Setting (click to zoom)

7. Get the Wholesale Suite Bundle.

Finally, while the Wholesale Suite Order Form is flawless on its own, downloading the entire set of Wholesale Suite plugins is the best way to get the most out of its features.

Wholesale Suite, the #1 WooCommerce wholesale plugin for B2B

The Wholesale Suite Bundle is a comprehensive collection of plugins that includes every feature you’ll require to enhance your WooCommerce store, including lead onboarding, pricing, and ordering.

In addition to the Wholesale Order Form, it also includes two more fantastic plugins that work perfectly together:

  • Wholesale Prices Premium – lets you set super flexible pricing structures in your store, allowing you to cater to all kinds of customers!
  • Wholesale Lead Capture –  helps you create a custom registration form with a comprehensive onboarding process.

Conclusion

After a year of working on improving this plugin, we recently released version 2.0 of WooCommerce Wholesale Order Form, which includes a number of exciting new features that we’re sure you’ll enjoy!

So, in this article, we discussed one of its latest features, the new drag-and-drop order form builder. We also shared six tips on how you can get the most out of it:

  1. Make sure you’ve upgraded to Version 2.0.
  2. Create multiple order forms.
  3. Explore your display settings.
  4. Sort your products.
  5. Configure your order form settings.
  6. Get Wholesale Suite Bundle.

Do you have questions about the new drag-and-drop order form builder? Ask us about it in the comments section below!

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