How To Create A B2B Online Ordering System (Easy Way)

How To Create A B2B Online Ordering System (Easy Way)

Creating an online ordering system is a big deal for business-to-business (B2B) stores. Whether you’re working with wholesalers, distributors, or other businesses directly, it’s important to have a way for them to place orders without having to call or email every time.

An online ordering system or order form streamlines the process and makes your business more efficient—not to mention that it also impresses potential customers. Fortunately, setting up an online ordering system in WooCommerce isn’t as difficult as you might think.

In this article, we’ll discuss the importance of equipping your store with an efficient order form. Then, we’ll go over everything you need to know about creating a B2B online ordering system in WooCommerce. Let’s get started!

Why Do I Need A B2B Online Ordering System?

If your business caters to other businesses, you probably have a lot of common questions from customers. How can we buy your product? What are the options and prices? How much will the shipping cost? Are there enough stocks to cover my needs?

You probably have even more questions as a business owner: Do they want to pay upfront, or with a contract? Do they want monthly billing or some other payment plan? When would they like to start receiving shipments? Does anyone need special handling because of regulatory requirements?

The answers to these questions may be different for every customer, and that’s where online ordering systems can make all the difference.

Wholesale Ordering System
Wholesale Ordering System (click to zoom)

A B2B online ordering system enables customers to browse catalogs of products and services provided by vendor partners and make orders directly. Each order is automatically sent back to the vendor partner so they can fulfill it and ship the product directly to the customer.

At this point, the benefits of an online ordering system for your business should be obvious. It helps save you time, reduces the workload on your sales team, and leads to quicker sales. But that’s not just that; here are more reasons why you need an efficient ordering system in your store:

1. Attracts larger order quantities

A well-designed order form enables you to showcase all of your products in the greatest light. And if you can hook customers over your store’s product images in the form, you can easily get them to place bigger orders. In fact, 20% of buyers admit that they wind up spending more when they shop online.

2. Helps streamline operations

An ordering system will paint a better picture of your day-to-day transactions.

Therefore, you’ll be able to easily monitor your operations, like how many orders are now in the queue, which ones have been sent out, how many have already been fulfilled, who has been assigned the delivery, and so on.

3. Offers flexible customization

Finding what works best for your business could take some time. Before reaching the ideal mix of layout, pricing, appearance, and everything else surrounding your business, there may be several revisions.

So, as a store owner, it’s important that your systems are flexible enough to carry out multiple changes. And having an ordering system lets you do just that.

4. Launch promotions and discounts easier

If a previous customer had a positive experience, they are very likely to place another order with you. But, given the intense competition in the industry, you need to urge them to return rather than just wait.

If you have an online ordering system, you can quickly launch promotions to snag some devoted customers. For instance, you can notify customers that your most recent wholesale item is currently discounted or offer them free add-ons to encourage them to make larger purchases!

5. Builds stronger connections with customers

B2B customers enjoy getting online updates on the status of their purchases since it gives them more confidence that the right items will be included and that their orders will be delivered on time. Customers will see your company as being more professional if you have an online ordering system.

How To Create A B2B Online Ordering System (Easy Way)

With the growing competition in today’s marketplace, you need a B2B online ordering system in WooCommerce that will streamline your processes while keeping the customer experience at the forefront of everything you do.

Luckily, setting up an efficient, reliable, and easy-to-use ordering system in WooCommerce is easy with Wholesale Order Form. This powerful plugin makes it easier for you to build a streamlined wholesale order form that is much easier to use than WooCommerce’s built-in store pages.

The most efficient one-page WooCommerce order form

In this tutorial, we’ll show you how to easily create your own online ordering system with Wholesale Order Form in 3 simple steps:

Step 1: Create an order form.

To get started, head to WordPress > Wholesale > Order Forms. Then, you will see a list of all the order forms for displaying products that you have in your store.

Simply click on the name of an existing order form to access customization options if you wish to change any characteristics.

Alternatively, select the Add Form button up top if you want to start from scratch:

You can edit existing order forms or add a new one
You can edit existing order forms or add a new one (click to zoom)

Note that before, you can only add or create one order form via the Wholesale Order Form plugin. But with the release of Order Form v.2, we significantly improved this feature so you can now host several order forms depending on your preference!

Step 2: Customize your form.

You will be taken to our new drag-and-drop order form builder after selecting Add Form. This allows you to edit the layout and content, and even change how columns work!

First, specify the number of columns you want for the three major parts of your order form:

  • Header
  • Order Form Table
  • Footer
Choose the number of columns
Choose the number of columns (click to zoom)

Then, once you’ve added the number of columns you want for each part, you can now add in elements found on the right-most section of your screen:

Order Form Elements
Order Form Elements (click to zoom)

You can also alter the settings of your element if you want to make the order form more specific and tailored to your business. Simply hover your cursor over the element’s setting button to access the styling and configuration options for each element:

Element Settings
Element Settings (click to zoom)

Check out our guide here to learn more about how to use this new order form builder to its full potential.

Step 3: Sort your products.

Once you’re satisfied with the layout and functionality of your form, it’s time to finalize the content.

Initially, a default parameter was used to control how products were sorted on the Wholesale Order Form. But with the plugin’s most recent update, you may now also freely adjust and specify the product sorting conditions you want to apply to your form.

To get started, click on the Settings button found on the rightmost column of your backend panel:

Product Sorting Settings
Product Sorting Settings (click to zoom)

This feature also enables you to allow the inclusion and exclusion of particular products in the order form. See the comprehensive tutorial here for additional information on sorting orders in the Wholesaleˆ Order Form.

Conclusion

In the modern digital marketplace, businesses need to be fast and efficient with their services. Customers have high expectations from online stores and are quick to abandon them if they don’t meet their needs. This is where B2B online ordering systems come in handy.

Fortunately, creating your own ordering system in WooCommerce is easy with Wholesale Order Form. And in this post, we shared three simple ways to get started:

  1. Create an order form.
  2. Customize your form.
  3. Sort your products.

Do you have any questions about creating a B2B online ordering system? Let us know in the comment box down below or send us a message!

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