How To Create A Simple Wholesale Order Form Online

Online stores usually don’t cater to wholesalers. They’re designed for regular users that want to buy one or two products and call it a day. By creating a wholesale order form online, you can design a much more enjoyable experience for your big-ticket users.

Although WooCommerce can handle bulk sales, it’s not a wholesaling platform by design. However, when you combine it with the Wholesale Suite, you get access to a powerful set of tools such as wholesale order forms.

In this article, we’ll talk about why you need an online order form and how to choose the best solution for your needs. Then we’ll show you the Wholesale Order Form plugin in action and talk about how it can benefit you. Let’s get to it!

Why Have An Online Order Form

Traditional online stores have shop pages where you can see their entire catalog or part of it. Usually, to add products to your cart, you need to go into their specific pages, decide how many units you want, and then you can proceed to the checkout page.

An example of an online shop
(click to zoom)

Overall, buying online can be a relatively simple process. However, if you want to purchase products in bulk, things start to get more complicated.

For each product that you want to add to your cart, you have to look it up, enter its page, add how many you want, and repeat that process as many times as needed. Depending on the store, you might see shipping costs or additional fees until you’re well into the checkout stage.

If you’re a wholesaler, you can lose hours making an order simply because most e-commerce systems aren’t designed with your needs in mind. If you want to cater to wholesalers, then you need to design a wholesale order form online that’s easy for them to use.

Simplifying the customer journey is an approach that works across all industries. If you understand what wholesale customers want and you can offer a system that makes their lives easier, they’ll keep coming back to your store.

How to Create a Wholesale Order Form Online Using WooCommerce and the Wholesale Suite (3 Steps)

In this section, we’re going to show you what is our preferred solution for creating wholesale order forms online. If you want to follow along the tutorial, you’ll need to set up WooCommerce to get started.

Step 1: Select What Wholesale Suite Plugins to Use

The Wholesale Suite is a collection of plugins designed to transform WooCommerce into a one-stop solution for online wholesale stores. There are three plugins that make up the entire suite:

  1. Wholesale Order Form. This plugin enables you to create order forms that are easy for wholesale users.
  2. Wholesale Prices Premium. Using this plugin, you can set custom prices for WooCommerce products that vary depending on user roles. That enables you to offer multiple levels of wholesale discounts.
  3. Wholesale Lead Capture. With this plugin, you can enable wholesale users to register under specific roles so they get the discounts that you set using the Prices plugin.

In theory, you can create a wholesale order form online using only the Wholesale Order Form plugin. However, the Wholesale Suite works best as a package (hence the name suite). With all three plugins, you’ll be able to configure your wholesale store to work just the way that you want it to.

Throughout the rest of this tutorial, we’ll focus on the Wholesale Order Form plugin, so you’ll need at least that one to follow along. You can purchase and download the Wholesale Order Form plugin here.

Step 2: Configure the Wholesale Order Form Plugin

The Wholesale Order Form plugin automatically creates a wholesale order form online for your WooCommerce shop. However, we recommend that you tweak its settings before giving customers access to it.

To access those settings, go to WooCommerce > Settings > Wholesale Ordering > General. The first thing you need to decide is whether to include individual add to cart buttons next to each product on your order form:

Wholesale order form online
(click to zoom)

We recommend the standard approach because it enables customers to add products to their cart without having to go back and forth. Here’s how your wholesale order form online should look like using that setting:

An example of a wholesale order form
(click to zoom)

As you can see, the plugin’s default settings enable users to specify how many units of each product they want to add to their cart. To make their lives easier, you can also display existing stock for each product by enabling the Display Extra Colums > Stock Quantity setting:

Displaying stock quantity for wholesale products
(click to zoom)

By displaying stock quantities, you prevent situations where customers try to buy more products than you have in inventory. Moving on, the Wholesale Order Form plugin enables you to use lazy loading to users don’t have to move between pages to see more products:

Enabling lazy loading for your wholesale order form
(click to zoom)

By making it so customers can see your entire inventory within a single page, you make the purchasing process easier for them.

Finally, we recommend that you enable the Show Cart Subtotal setting so customers can keep track of their order value as they add more items to it:

Showing wholesale customers their cart subtotal
(click to zoom)

The Wholesale Order Form plugin includes a lot more settings beyond these, which you can read about within its documentation. However, those are the main options that you should configure to ensure the wholesale order form works just as you intend it to.

Step 3: Set Permissions for Your Order Form

The Wholesale Order Form plugin gives you full control over who can access your wholesale order form online depending on user roles. To modify permission settings, go to WooCommerce > Settings > Wholesale Ordering > Permissions:

Setting wholesale order permissions
(click to zoom)

Using the menu that you see above, you can control which user roles have access to your wholesale order form. You can provide access for multiple roles, which is perfect if you have more than one tier for wholesale users.

Conclusion

Creating a wholesale order form online can be a great way to improve the customer experience for your wholesale users. If you run a store that focuses on wholesaling, then you can’t rely on traditional shop pages.

Using WooCommerce alongside the Wholesale Suite provides you with all the tools you need to create wholesale order forms. The Wholesale Order Form plugin, in particular, can help you create order forms that are a joy to use.

Do you have any questions about how to create wholesale order forms online? Let’s talk about them in the comments section below!

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