How to create manual wholesale orders

A wholesale customer often places an order by phone or email. With Wholesale Prices Premium you can create that order in the WooCommerce admin and give them their wholesale prices. You can also change a single line price and keep wholesale pricing on for the rest of the order.

Before you start

You need:

  • WooCommerce Wholesale Prices Premium 2.1.4 or later. On older versions a manual order uses product-level prices only, and it re-prices a line you typed by hand.
  • A customer account with a wholesale role.
  • Wholesale prices that apply to the products, either on the product, in a category discount, or as the role’s general discount.

Create a manual wholesale order

  1. Go to WooCommerce > Orders.
  2. Click Add order.
  3. Select the wholesale customer in Customer.
  4. Tick Apply Wholesale Pricing.
  5. Add the products with Add product(s).
  6. Click Add shipping and enter the cost.
  7. Click Save or Create.

With Apply Wholesale Pricing on, the plugin prices each line for the order’s customer rather than using product-level prices alone. That covers product-level prices, category and general role discounts, quantity-based pricing, the role’s tax class, and the wholesale minimum order requirement. If the order does not meet the minimum, the items go back to their regular price and a notice saying Wholesale pricing not applied: appears under the line items.

These rules need WooCommerce Wholesale Prices Premium 2.1.4 or later. Update the plugin before you rely on them.

An admin order with Apply Wholesale Pricing on, showing the "Wholesale pricing not applied" notice under the line items because the order is below the wholesale minimum

Edit an existing order

To edit an existing order, open it from WooCommerce > Orders and tick Apply Wholesale Pricing before you change the products.

If you want to give an extra discount on top of the wholesale price, type your price on each line and save the order. The plugin keeps the price you typed, so Apply Wholesale Pricing can stay on.

Troubleshooting

Wholesale prices don’t appear after you select a customer

Set the customer’s account to a wholesale role first. Selecting any logged-in customer is not enough. Then tick Apply Wholesale Pricing, because adding products first can load retail rates. If the prices still show retail, tick the option off and back on to refresh them.

Items go back to retail after you add another product

Update WooCommerce Wholesale Prices Premium to 2.1.2 or later, then tick Apply Wholesale Pricing off and back on and save the order. In older versions, adding an item made the plugin re-price every item already on the order at retail.

Recalculate adds tax for a tax-exempt customer

Update WooCommerce Wholesale Prices Premium to 2.1.2 or later, then click Recalculate again. The tax lines stay at zero while the customer’s role is tax exempt. In older versions, Recalculate ignored the role’s tax exemption.

Frequently Asked Questions

How do I enable wholesale pricing when creating a backend order?
Go to WooCommerce > Orders and click Add order. Select a customer with a wholesale role, then tick Apply Wholesale Pricing before you add products. Without a wholesale role on the customer, the option has nothing to work with.

Does the backend order feature work with all WooCommerce product types?
Generally, it works with standard WooCommerce products. Variable products are supported as long as each variation has a wholesale price assigned. From 2.1.4, a line can also pick up a category discount, the role’s general discount or quantity pricing, so a product does not need a wholesale price of its own. If no wholesale price or discount applies, the line falls back to the standard retail rate even with Apply Wholesale Pricing on. Wholesale prices on subscription products work when WooCommerce Subscriptions is active.

Will global discounts apply to a manually created backend order?
Yes. From WooCommerce Wholesale Prices Premium 2.1.4, Apply Wholesale Pricing applies category discounts, the role’s general discount and quantity-based pricing to each line, and the role’s tax class to items and shipping. A cart discount, or a payment gateway surcharge set under Wholesale > Settings > Payment Gateway, is added to the order as a fee. The wholesale minimum order requirement is enforced too. If the order is below it, the lines return to their regular price and a notice saying Wholesale pricing not applied: appears under the line items.

Can I apply a custom discount on top of the wholesale price in a backend order?
Yes. From 2.1.4, leave Apply Wholesale Pricing on, type your price on the line, and save the order. The plugin keeps the price you typed. If you change that line’s quantity later, or tick Apply Wholesale Pricing again, the plugin re-prices the line at its wholesale tier.

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