Looking for features, pricing, or to purchase Wholesale Order Form? Visit the Wholesale Order Form product page.
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This document is a getting-started guide for the WooCommerce Wholesale Order Form plugin for WooCommerce.
Based on tons of research and observing wholesale transactions we know that happy wholesale customers are profitable wholesale customers. And the quicker your wholesale customers can order, the happier they’ll be because their mission is to get in, make the order, and get out.
📝 Looking for pricing, features, or to purchase Wholesale Order Form? Visit the Wholesale Order Form product page.
The Wholesale Order Form is all about providing an efficient one-page ordering form for your wholesale customers so you can fulfill that promise.
Ecco cosa coprirà questa guida:
- Overview – we describe at a high level what the plugin does exactly
- Multiple Order Forms – create multiple order forms and put them anywhere you like
- Drag and Drop Form Builder – we show you how to use and customize the order form elements
- Add To Cart Options – we explain the difference between two different ways you can display the Add To Cart buttons
- Extra Product Columns –
- Search, Filtering, and Sorting Options – this is important because it helps your customers find what they are after in the form interface
- Allow Favorites – allow users to add products to their favorites list.
- Lazy Loading – the pros and cons of using pagination versus lazy load to handle more products than can fit on a single page
- User Role Permissions – restrict which user roles can access the order form
- Getting Help – we understand this can be an intricate tool, we’ll show you where to get help if you need it
Panoramica
WooCommerce Wholesale Order Form is a completely stand-alone plugin for WooCommerce that provides a highly optimized ordering interface. It’s designed to work hand in hand with the rest of our suite of tools.
There are hundreds of features included in the Order Form tool, which you can see here for a full list, but today we’ll go over just a few of the major features so that you can get up and running as fast as possible.
Once activated, a form and a page will be created automatically.
Multiple Order Forms
To create a new form, go to Wholesale > Order Forms > click the “Add Form” button.
This “Wholesale Order Forms” page also shows the list of all order forms you have created
The ability to create multiple order forms in different configurations allows you to create order forms for various occasions. You can also display a different selection of products on each form.
You may use the shortcode to add the forms anywhere you like, including multiple forms on one page if needed.
Drag and Drop Form Builder
Our new drag-and-drop interface lets you create order forms easily without learning how to code. It is a better way to be able to alter the configuration of order forms and tweak the settings of parts of your order form more intuitively.
There are three main sections on the form:
- Order Form Header
- Order Form Table
- Order Form Footer
For the header and footer, you can add sections and determine how many columns you want in each section. You can then drag elements from the “Edit Form” tab over to those sections and arrange them how you like.
Extra Product Columns
The product listing table only has one section which contains columns to show information about the product.
On each element, you will find the “⚙” icon on the left. When you click it, it will show you the options to style the element and the additional options that you can tweak such as renaming the column title, making the column sortable, etc.
Only show the stock quantity if you are tracking stock on your WooCommerce installation.
For the product SKU to show you must have it filled in under the Inventory tab on your product data information on the product. Likewise, for variable products, you should have the SKU filled in on each variation.
The product thumbnail will show the thumbnail image of the product and once you have that enabled you’ll also be able to provide an image size for the thumbnail on the form.
Add to Cart Options
There are two ways to display the “Add To Cart” button on the order form, each with its advantages and disadvantages.
On the “Edit Form” tab, you will find the “Add To Cart Button” element and the “Add To Cart Checkbox” element.
The first one will display the form with the “Add To Cart” buttons on the right-hand side of each row. This has a number of advantages:
- It’s faster for the customer
- Fewer mouse clicks (every mouse click adds time and frustration)
- It’s all AJAX so no page reloading happens when clicked
If you choose this style, we recommend also adding a sidebar to the page so you can add a cart widget. See our guide for that here.
The other one displays the form with checkboxes next to the products on the right-hand side of each row and you will need to add the “Add Selected To Cart Button“ element at the bottom of the form which adds all the selected products to the cart in one go. This also has advantages:
- Customers can add products all at once
- Feels more like a traditional order sheet
- Also fully AJAX driven so doesn’t reload the page when clicked
Search, Filtering, and Sorting Options
These settings relate to the searchability and filterability of the order form as well as the sorting.
If you click the “⚙” icon of the “Search Input” element, you can find the option to allow customers to search by SKU.
On the “Settings” tab, you will find the option to sort the products by name, date added, SKU, and more.
We also have the option to show products that are out of stock and choose which products should be included or excluded. You can even create a separate order form for each product category.
Caricamento lazy
The next display decision you should make is how you want to handle when the form has so many products to show that they spill over to the next page.
By default, the order form will display 10 products per page. This is a pretty common number to load initially and it also applies when the customer is filtering or searching for products.
However, you still can determine how many products should be displayed per page by clicking the “⚙” icon of the “Pagination” element.
When you enable the Lazy Loading option on the “Settings” tab, more results are loaded into the page based on the user scrolling.
Both options are great so at the end of the day, it’s up to you how you want it to work.
Pagination will show the customer how many pages there are upfront which gives them an indication of the depth of your product catalog.
Lazy Loading just keeps the user scrolling and scrolling down until it runs out of products to show, either in the catalog as a whole or for that particular search.
User Role Permissions
If you do not wish to display the order form to everyone, you can restrict which user roles can access the order forms. You can find the Form Permissions option under the Settings tab.
Funzionalità avanzate
When it comes to solving wholesale for WooCommerce we believe in a holistic approach. You need to solve all three of the big problems:
- Setting wholesale prices, visibility, tax, etc. This is solved with Prices Premium as you’ve seen in this guide.
- Efficient ordering – this is very important and greatly affects the happiness of your customers when they do business with you
- Recruiting and managing wholesale-level customers
WooCommerce Prezzi all'ingrosso Premium
Premium è il componente aggiuntivo per il plugin gratuito e apre immediatamente molte funzionalità extra che ti daranno la massima flessibilità.
Inoltre, alcuni paesi richiedono il rispetto di determinate regole specifiche quando si vendono e si pubblicizzano i prezzi ai clienti all'ingrosso e Prices Premium è stato progettato per soddisfare tutti.
Principali caratteristiche in evidenza:
- Unlimited number of additional wholesale roles
- Set prices via global % or category % in addition to the product-level pricing
- Tax exemption based on user role which is flexible enough to cater to even the most stringent tax policies
- Shipping mapping where to can force wholesale customers to use certain methods and you can restrict certain shipping options to only wholesale customers
- Payment gateway mapping where you can force wholesale customers to use certain gateways and likewise restrict certain gateways to only wholesale customers
- Adjust the visibility of products to be wholesale only, retail only or a mix. This lets you adjust variation visibility as well
- Add minimum purchase rules so you can enforce your wholesale agreements on the order level and set sensible minimums on the product level
These are just a few of the hundreds of features inside the premium add-on.
Acquisizione Lead all'Ingrosso WooCommerce
Gestire i clienti di livello all'ingrosso può essere un po' un mal di testa se lo fai manualmente. Il plugin Wholesale Lead Capture ti fornisce un modulo di registrazione specifico per l'ingrosso, una pagina di accesso dedicata all'ingrosso, sequenze di email di iscrizione e la tua scelta di approvazioni manuali o automatiche.
Elimina il fastidio di reclutare e registrare manualmente i clienti all'ingrosso, il che ti farà risparmiare tempo e ti permetterà di mettere il reclutamento all'ingrosso in modalità automatica.
Principali caratteristiche in evidenza:
- Il generatore di moduli di registrazione ti consente di acquisire tutte le informazioni di cui hai bisogno durante l'iscrizione
- Pre-compila i campi del checkout con le informazioni che raccogli durante l'iscrizione per semplificare il processo del primo ordine per il tuo nuovo cliente all'ingrosso
- Protezione antispam integrata con tecnologia honeypot e opzionalmente Google Recaptcha
- Sequenze email automatiche per le approvazioni e le notifiche via email per amministratori e clienti
- Sistema completo di approvazione utenti che può basarsi su approvazioni manuali o essere automatizzato al 100% se lo desideri
Il plugin Lead Capture renderà il reclutamento dei tuoi clienti all'ingrosso e la loro gestione molto meno dolorosi.
Aiuto e supporto
Abbiamo un team di supporto dedicato per Wholesale Suite che conosce molto bene i nostri prodotti, WooCommerce e il settore. Sei il benvenuto a sfruttare la loro esperienza in qualsiasi momento, in tutto il mondo.
Se sei un cliente esistente, vai al modulo di richiesta ticket di supporto e inviaci un messaggio.
Se sei un utente di plugin gratuito, inviaci una richiesta di supporto sul forum, monitoriamo attivamente i forum di supporto di WordPress.org per il plugin gratuito e aiutiamo i nostri utenti lì al meglio delle nostre capacità.
