One of the biggest admin headaches of running a wholesale business is recruiting and managing wholesale-level customers. And beyond the headache side of things, you probably also want to deliver a 5-star experience to your new wholesale customers. After all, they’re important to your business, so it makes sense to ensure they experience a great onboarding.
Dit is wat deze gids zal behandelen:
Overview – we describe at a high level what the plugin does exactly
Review Important Pages – We will review the important pages that the plugin creates
Registration Form – let’s talk about how to modify the default registration form and how to add custom fields if you need them
Post-Registration Actions – these features will tell the system what to do with customers after they’ve registered
Approvals & Emails – a quick overview of how the approvals system works and what emails are sent to the customer
Spam Protection – your form has built-in honeypot anti-spam protection but we’ll show you how to use Google Recaptcha as well if your site requires extra protection
Other Plugins In The Suite – we’ll show you why you should consider adding Wholesale Order Form and Wholesale Lead Capture
Getting Help – we understand this can be an intricate tool, we’ll show you where to get help if you need it
Overzicht
WooCommerce Wholesale Lead Capture is a completely stand-alone plugin for WooCommerce that manages wholesale customer registration, wholesale login, a complete approvals process, and onboarding emails. It’s designed to work hand in hand with the rest of our suite of tools.
There are tons of features included in the Lead Capture tool, you can see here for a full list, and even though the tool does much of the heavy lifting for you, creating the necessary forms and pages, we’ll also go over just a few major things so that you can get up and running as fast as possible.
Abonneren op Wholesale Suite
First, we’re going to review the important pages that the lead capture tool creates when you activate it.
Review Important Pages
Right out of the gate, the lead capture tool creates a number of pages on your website to help you manage wholesale customers.
These are:
https://[yoursiteurl]/wholesale-log-in-page/ – this is the Login page for wholesale customers
https://[yoursiteurl]/wholesale-registration-page/ – this is the Registration page for wholesale customers
https://[yoursiteurl]/wholesale-registration-thankyou-page/ – This is the default Registration Thank You page wholesale customers see after registering
You don’t need to create these manually, but you can grab the shortcode from those pages and use them on another page if you wish.
In the settings, you’ll also see that there are some page settings, which will point you to the current page set for those pages.
You will also notice a few other pages on the settings screen to be set such as the terms & conditions (these are linked to when you have the Terms & Conditions field enabled) and various thank you pages and redirection pages.
Make sure you have a page selected for each of these settings.
Registration Form
The registration form is where your new leads register to apply for a wholesale user account.
We recommend you collect all the information that you need right at the time of registration, that way you can choose whether to approve or deny them based on that information without having to go back and forth too much to figure it out.
Built-In Fields
The system comes with a number of default fields that you can enable/disable as you please.
These include:
Voornaam (verplicht)
Achternaam (verplicht)
Phone (required)
E-mail
Gebruikersnaam
Bedrijfsnaam
Address
Wachtwoord
You can rearrange these using the field priority and toggle them on/off. Required fields cannot be toggled off.
As much as possible, the fields are used to prime the user account with information so that when they go to the checkout on their first order, they won’t have to fill it in again.
Aangepaste velden
Custom fields let you collect any other information you need to make a decision about whether to accept this lead as a wholesale customer.
You can add fields of various types:
Text
Text Area
Number
E-mail
URL
Select
Radio
Checkbox
Hidden
File
Inhoud
Terms & conditions
People use these to collect all sorts of information, some examples being tax/vat numbers, company registration documents, website URLs, communication preferences, etc.
Post-Registration Actions
Post-registration actions are the things that happen after the person submits the registration form. The two main things are choosing how user approvals should work and what user role the person should get post-approval.
1. User Approval
Should users be approved before getting access or not? This is something that you have the freedom to fully automate or do manually.
If you choose to do approvals manually you’ll get the most control. The system will email you when someone is pending approval and an Administrator or Shop Manager will need to approve that person.
If you choose to have automated approvals the customer will be granted access straight away and be able to see wholesale pricing and place an order.
2. Automatically Granting A User Role
On approval, the system will need to grant the customer a user role.
If you are using WooCommerce Wholesale Prices, the default here is the Wholesale Customer role. But you can change this to any of the other roles on your site.
Approvals & Emails
As mentioned, approvals can be completely automated if you wish.
This means that the administrator will not have to approve users before they can see wholesale pricing and place an order.
Some store owners like to have a bit more control than that with their wholesale program so the default is manual approvals.
During the user onboarding process there are several emails that get sent to the admin and to the customer:
Scenario #1: Auto approval is turned OFF
User registers
Account set to inactive
Admin receives an email of a new registration
User receives email confirming their registration
Admin approves the new user manually
Account set to active
User receives an email that their account is active, which contains their credentials
Scenario #2: Auto approval is turned ON
User registers
Account set to active
Admin receives email of new registration and that it has been auto-approved
User receives email confirming their registration
User receives an email that their account is active, which contains their credentials
All emails can be edited and customized via the Email sub-menu in the settings. Here is some more information about the user approval flow and how to edit emails.
If you experience any issues with emails not sending, then we highly recommend checking out our email troubleshooting guide.
Spam Protection
Your registration form is protected automatically out of the box with honeypot anti-spam functionality.
However, if you have experienced a spam issue in the past, you may also wish to look at some additional protection with a Google reCAPTCHA field.
You’ve probably seen these boxes around the web where the user has to check a box to indicate that they’re human and sometimes they ask you to pick out all of the traffic lights or school buses in a picture.
So although there is already great anti-spam protection automatically on your registration form, Lead Capture is fully compatible with Google’s Recaptcha technology as well for the sites that need extra protection.
You can get your Recaptcha API keys by registering for one here and these can be installed under the Security sub-menu in the plugin settings.
Geavanceerde functies
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 Groothandelsprijzen Premium
Premium is de add-on voor de gratis plugin en opent onmiddellijk veel extra functies die u maximale flexibiliteit bieden.
Bovendien vereisen sommige landen dat bepaalde specifieke regels worden gevolgd bij het verkopen en adverteren van prijzen aan groothandelsklanten, en Prices Premium is ontworpen om aan ieders behoeften te voldoen.
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.
WooCommerce Groothandelsbestelformulier
De tijd die een groothandelsklant nodig heeft om een bestelling te plaatsen, is een van de grootste pijnpunten die u kunt elimineren.
Groothandelsklanten zijn niet zoals reguliere detailhandelklanten. Ze willen niet door uw normale winkelpagina's bladeren en producten aan de winkelwagen toevoegen op die manier. Ze hebben een tabelvormige interface nodig die het snel maakt om producten in de gewenste hoeveelheden aan de winkelwagen toe te voegen.
Hier komt de Order Form-plugin om de hoek kijken.
Belangrijkste functiehoogtepunten:
Uw hele catalogus op één pagina – doorzoekbaar en gecategoriseerd
Geen pagina-herladingen, volledige ajax ingeschakeld, zodat groothandelaars kunnen toevoegen aan de winkelwagen zonder de pagina te verlaten
Gestroomlijnde getabelleerde interface die mobiel & tabletvriendelijk is
Wildcard-zoekopdrachten voor trefwoorden & SKU's
Hiërarchisch categorie filter
Toegangscontrole zodat alleen degenen die gemachtigd zijn het formulier kunnen openen
Dit zijn slechts enkele van de belangrijkste functies die u uw groothandelsklanten biedt door de Order Form-plugin te gebruiken.
Help & Ondersteuning
We hebben een toegewijd ondersteuningsteam voor Wholesale Suite dat onze producten, WooCommerce en de branche zeer goed kent. U bent welkom om hun expertise op elk moment, wereldwijd, te benutten.
Als u een gratis plugin-gebruiker bent, stuur ons dan een ondersteuningsverzoek op het forum, we houden de ondersteuningsforums van WordPress.org voor de gratis plugin actief in de gaten en helpen onze gebruikers daar zo goed mogelijk.
