How To Create A Simple Wholesale Order Form Online

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 (4 Steps)

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

Step 1: Select which 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 customize its display settings before giving customers access to it.

To access those settings, go to Wholesale > Order Forms > Wholesale Ordering > Add Form. Then, you will be redirected to your Wholesale Order Form page, where you will see three main sections:

Add Order Form page
Add Order Form page (click to zoom)

Next, by creating sections and dragging order form elements into these regions, you can start customizing your header, order form table, and footer. The first step, however, is to decide how many columns each section should contain.

Select Order Form Structure
Select Order Form Structure (click to zoom)

After you’ve set up the columns, you can now drag elements into these blocks.

Order Form Elements
Order Form Elements (click to zoom)

For example, you chose two columns. If you want to add a cart subtotal element to the first tab, simply drag the element to the desired location.

It will be previewed automatically, and you will have the option to tailor it even further:

Settings for Order Form Elements
Settings for Order Form Elements (click to zoom)

Step 3: Tweak your order form settings

As you can see, there are seven default settings found on your Wholesale Order Form page:

  • Product Sorting
  • Product Sorting By
  • Lazy Loading
  • Show Variations Individually
  • Zero Inventory
  • Include Products
  • Exclude Products

It’s important to understand what each setting does before altering or enabling it, so we’ll go over each one individually:

Product Sorting & Product Sorting By

Previously, the Wholesale Order Form’s sorting was determined by a generic setting. However, with the most recent feature upgrade, you may now sort the products on the order form separately.

Product Sorting lets you specify how your products will be previewed upon checkout.

Your products will be arranged from lowest to highest if you choose an ascending order. Meanwhile, if you select Descending order, products will be listed in ascending order from highest to lowest.

Product Sorting
Product Sorting (click to zoom)

Note that the product sort order is determined by the product sorting option you select.

You have five options for organizing your product order on the Wholesale Order Form:

  1. Default Sorting
  2. Menu (Custom Ordering)
  3. Name
  4. Sort by Date
  5. SKU

Lazy Loading

Moving on, the Wholesale Order Form plugin also allows you to use lazy loading so users don’t have to move between pages to see more products.

Keep in mind that if you add a pagination element in the editor, it will be hidden in the front end.

To enable this setting, simply tick the box after Product Sorting By in the Settings. You can also indicate the number of products to be displayed per page here.

Lazy Loading
Lazy Loading (click to zoom)

Show Variations Individually

Enabling this feature will create a separate row in the wholesale order form for each product variation.

Zero Inventory

Enabling the Zero Inventory option allows you to display your products even if you don’t have any in stock. This means that o  this will show products with no inventory on the front end.

However, we strongly advise you to reconsider this approach because displaying out-of-stock items may cause more harm than good.

Include & Exclude Products

You can clearly indicate the products you want to include or exclude in the order form using these choices. Furthermore, the selection may or may not include variations.

Include or Exclude Products
Include or Exclude Products (click to zoom)

Step 4: 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:

Permission Options
Permissions Options (click to zoom)

Using the menu that you see above, you can control which user roles have access to your wholesale order form. Likewise, you can set up a personalized Access Denied message.

For instance, if this is for wholesale, you might want to include a link to a wholesale registration page in this access denied message so that people know where they can request a wholesale account.

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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