How To Switch From Excel Order Form Templates To Online Wholesale Ordering

How To Switch From Excel Order Form Templates To Online Wholesale Ordering

Excel order form templates are a common element in wholesale stores. Using a template, you can enable users to make orders quickly and share them with you in minutes. All of that is in a format that is easy for you to process. However, as your operation grows, you may find yourself in need of more sophisticated ordering solutions.

Ideally, your wholesale store should have a custom system that enables customers to review your inventory, order in bulk, and get orders to you quickly. In this article, we’ll show you how to use the Wholesale Suite to set up your own ordering system. Let’s get to it!

Why Use a Custom System Over Excel Order Form Templates

Excel order form templates are a popular tool among wholesale stores because you can easily create documents that fit your business needs. When you approve a new wholesale customer, you can share your store’s template with them so they can submit orders whenever they want:

Excel order form template
(click to zoom)

Although Excel order forms are versatile, they also present a lot of practical issues. To make an order, customers need to either review your store or have access to a full list of your inventory.

Once customers submit an order, you need to check if your inventory can cover it and submit an invoice. It’s a straightforward process, but one that we can simplify using WordPress alongside WooCommerce and the Wholesale Suite.

How to Add Wholesale Order Forms to Your WooCommerce Store

For this tutorial, you’ll need to use the Wholesale Order Form plugin from the Wholesale Suite. Although you don’t need access to the whole suite of plugins, they’re designed to complement each other, which can help you run your store more efficiently.

Step 1: Create a new order form.

Go to WordPress > Wholesale > Order Forms to get started. The order forms for all the products you have in your store will then be listed for your viewing.

If you want to edit any details, just click on the name of an existing order form to access customization options. Alternatively, if you want to start from scratch, click the Add Form button at the top:

Forms can be reused on multiple pages in Wholesale Order Form v2
Forms can be reused on multiple pages in Wholesale Order Form v2 (click to zoom)

You may then see the shortcodes, the form’s position, and whether or not it has been published. For more information on the shortcodes available on the Order Form, see our KB article.

PRO TIP: Previously, the Wholesale Order Form plugin only allows you to add or create one order form. But with the introduction of Order Form v.2, we considerably enhanced this feature, enabling you to host as many order forms as you’d like!

Step 2: Customize your order form elements.

The new drag-and-drop order form builder lets you customize the look and feel of your order form. Similarly, by moving the elements around, you can also personalize how your order form functions.

After creating a new form, you will be redirected to the drag-and-drop builder page where you will see three major sections:

  1. Header – lets you design the top portion of your form
  2. Table – lets you arrange the body of your form
  3. Footer – lets you finalize the bottom and last section of your form

The header and footer can be expanded, and you can choose how many columns each section should have. Then, the elements can be moved into those spaces.

New Form Builder
New Form Builder (click to zoom)

Step 3: Sort your products accordingly.

It’s time to complete the content if you’re happy with the form’s design and usability.

Initially, the Wholesale Order Form’s product sorting was managed by a default parameter. However, the most recent update to the plugin now allows you to fully customize and specify the product sorting criteria you want to use for your form.

Start by clicking the Settings button in the backend panel’s right-most column:

Product Sorting
Product Sorting (click to zoom)

Conclusion

Online wholesaling orders can be much easier to use than Excel order form templates. By using the right plugins for your WooCommerce store, customers will be able to review your existing inventory and place wholesale orders in a matter of minutes.

By switching from Excel order form templates to a built-in system, you’ll be able to save time and get to work on order fulfillment faster. If you use the Wholesale Suite alongside the Order Form plugin, you won’t need to deal with Excel order forms any longer.

Do you have any questions about how to switch from Excel order form templates to wholesale order forms? Let’s talk about them in the comments section below!

Facebook
Twitter
LinkedIn
Email

Leave a Reply

Your email address will not be published. Required fields are marked *