How To Have Multiple Order Forms By Category In WooCommerce

Order forms are only as good as the information they include, which must be both accurate and comprehensive. For instance, a well-made order form can ask the customer for a particular order. If a mistake is made, the seller may ship to the incorrect address or make either too few or too many things.

Because of this, it’s crucial for you as a store owner to check that the questions on your forms are appropriate. To prevent confusion on both ends, you must also ensure that they are well-organized and ordered. And having them categorized is a smart way to get started.

In this article, we will introduce one of the hottest features of Wholesale Suite’s Order Form v2.0. Additionally, we will demonstrate how simple it is to put up multiple orders by category in WooCommerce. Let’s get started!

Why Do I Need Multiple Order Forms?

Order forms are crucial for purchases, sales, and numerous other procedures, especially for sizable orders and/or high-value transactions. However, while it serves one primary function, order forms perform a variety of complementary roles.

For instance, sellers use order forms to track significant inventory purchases, handle large business orders, pair dispatches with purchases for auditing or bookkeeping, or when accounts payable need specific information about the product sold.

Buyers, in contrast, use order forms to manage incoming and pending orders, ensure delivery, manage accounting records, track the arrival and payment of items, and streamline the procurement process.

Because of this, there may be circumstances when having numerous order forms is necessary to effectively handle all of the potential uses. In this manner, you are less likely to make mistakes and can deliver successfully regardless of the sales volume.

How To Have Multiple Order Forms By Category In WooCommerce

WooCommerce accelerates the process of starting and operating an online business, but it is missing one crucial element: the ability to sell in bulk (or wholesale).

Wholesale Suite Order Form Plugin

Therefore, if you want to have multiple order forms in your store, you’ll need a custom-created plugin like Wholesale Suite’s Order Form. This will enable you to design a simplified wholesale order form that is a lot more user-friendly than WooCommerce’s built-in shop pages.

STEP 1: Download or upgrade Wholesale Suite Order Form Version 2.0.

First and foremost, in order to use all of this plugin’s fantastic capabilities, you must have the most recent version installed before proceeding with the instructions below.

If you haven’t heard, we recently released version 2.0 of our WooCommerce Wholesale Order Form. This plugin is now substantially lighter, which makes loading rates a whole lot faster.

It also has a ton of fresh, innovative features that have never been seen in our plugins before, such as the ability to add multiple order forms to your store!

STEP 2: Create multiple order forms.

Previously, you can only have one (1) order form.

This time, we upgraded the feature to let you have multiple order forms. You may now push to a page using a unique shortcode for each form!

To have multiple order forms by category, all you have to do is create two (2) or more order forms and label them accordingly. From there, you can start defining their category using the builder.

You can easily build a new form by going to WooCommerce > Wholesale > Order Forms and clicking the “Add Form” button. After that, a list of every order form you’ve created will appear on the page.

Add multiple order forms.
Add multiple order forms by clicking ‘Add Form’ (click to zoom)

You may then see the shortcodes, the form’s position, and whether or not it has been deployed.

For more information on the shortcodes available on the order form, see our KB article here.

STEP 3: Set the product category.

The next step is to configure your category filter.

You can complete this after creating a form, which will direct you to a page with three main sections:

  • Header
  • Table
  • Footer

You can expand the header and footer, and choose how many columns each section should have. Then, you can easily drag the elements into those spaces.

Drag-and-Drop Order Form Builder
Drag-and-Drop Order Form Builder (click to zoom)

In this tutorial, I’ll use Clothing and Decor as product categories.

So to get started with the configuration in this step, you’ll have to first add a section. Then, drag ‘Category Filter’ into the new section you created.

Drag 'Category Filter' into your section
Drag ‘Category Filter’ into your form (click to zoom)

Now, all you have to do is pick a category from the available drop-down menus. However, you can explore the settings further by clicking the settings icon next to Category Filter and looking through the Options listed below.

Set your 'Category Filter' settings
Set your ‘Category Filter’ settings (click to zoom)

You can set the default and included categories here. Additionally, you can specify a placeholder text that you wish to show on your order form.

Apply the same procedures at that point to the other order form you made. Just remember to name them appropriately to prevent any confusion!

Repeat the process in the other order form/s
Repeat the process in the other order form/s (click to zoom)

STEP 4: Save and publish your order forms!

Once your order forms are ready, the last step is to build a page for you to publish them.

You can do this by simply copying the shortcode that the order form automatically generates and pasting it into the content field when building the page.

Save and Publish!
Save and Publish (click to zoom)

Note that the plugin will create a Wholesale Ordering page and display the form there by default. However, you can disable the Wholesale Ordering page and apply the shortcode elsewhere in your store if you already have a specific destination in mind.

Conclusion

In some cases, having multiple order forms by category is required to efficiently accommodate all types of consumers. By doing it this way, you can deliver successfully regardless of the volume of sales and are less prone to make mistakes.

Fortunately, Wholesale Suite’s Order Form can help you set this up easily in four steps:

Do you have questions about having multiple order forms by category? Ask us about it in the comments section below!

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