How to Make Wholesale Order Management More Efficient (In 3 Steps)

How to Make Wholesale Order Management More Efficient (In 3 Steps)

There’s a lot to juggle when you run a wholesale business. Wholesale order management can be complicated without the right tools and procedures in place. This lost efficiency can ultimately put a dent in your sales.  

Fortunately, our Wholesale Order Form Plugin for WooCommerce can help optimize your wholesale order management process. Features such as one-page catalogs and a searchable product table can make managing your business easier so that you can focus on other areas of your company.

In this post, we’ll introduce wholesale order management and how having an organized system can benefit your business. Then, we’ll walk you through how to make wholesale order management more efficient using our plugin. Let’s get to work! 

An Introduction To Wholesale Order Management

Wholesale order management is the fulfillment process between Business-To-Business (B2B) and Business-To-Consumer (B2C) companies. This process involves accepting orders, updating inventory, and delivering goods:

Checking out on WholesaleMart's website.
(click to zoom)

A wholesale order management system is a tool that helps streamline and optimize this process. It enables your business to complete customer orders more efficiently.

This software can minimize the time you spend on tasks such as inventory, order tracking, and order fulfillment. It also improves the customer experience in the process.

Wholesale order management systems can perform various functions. These include:

  • Making purchase orders and invoices
  • Managing inventory, suppliers, logistics, and customers
  • Processing payments, refunds, and returns

Having this system in place for your online wholesale business prevents you from having to manually keep track of orders. Overall, it makes the ordering process smoother for both you and your customers.

The Benefits Of A Wholesale Order Management System

If you’re a new wholesale business, you might be searching for ways to save on overhead costs. It may be tempting to manually track your orders and inventory to cut down on spending. However, this method is less efficient and could end up costing you more in the long run.

There are many advantages to having an order management system for your online wholesale store. It can take necessary tasks off your hands and make the ordering process easier for all parties involved.

Advantages of having an order management system include:

However, before you decide on a specific tool, it’s essential to consider a few things. Features such as cost and third-party integrations might be priorities for your business.

Ultimately, a well-designed wholesale order management system can improve the overall efficiency of your operations. It can help make your day-to-day procedures easier, increase customer satisfaction, and promote the growth of your business.

How To Make Wholesale Order Management More Efficient (In 3 Steps)

Now that you know more about wholesale order management and how it can benefit your online store, let’s look at how to make this process more effective. You can do this by integrating an order form into your WooCommerce store.

For this tutorial, you will need to download and activate our free Wholesale Prices plugin. You’ll also need our premium Wholesale Order Form add-on. Together, these tools will help you create and customize a wholesale order form for your store.

Once you have these two tools, you’re ready to go!

Step 1: Set up Wholesale Order Form in WordPress

First, make sure you’ve installed and activated Wholesale Prices on your WordPress site. You’ll also need a functional WooCommerce store.

Next, it’s time to set up Wholesale Order Form. Once you install and activate this plugin on WordPress, a setup wizard will launch:

The WholeSale Suite setup wizard.
(click to zoom)

Click on Continue. Next, you’ll be taken to a screen to generate an application programming interface (API) key. This is a code used to identify an application or user. Select Create WooCommerce API Keys:

Create WooCommerce API Keys page.
(click to zoom)

Then hit Continue. This will automatically generate a wholesale order form:

The Order Form generated with Wholesale Suite.
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It will also provide you with a shortcode unique to your order form. Go ahead and click on Done.

Step 2: Create your wholesale order form 

Now that you’ve successfully generated your order form, it’s time to add some essential elements. The previous step should have sent you to the Order Forms page in your WordPress dashboard:

The Order Forms page on WordPress.
(click to zoom)

Click on Add Form. From here, you’ll be able to create a new form. You can start by entering a name:

Creating a new order form using Wholesale Suite.
(click to zoom)

You can now add elements to your page by selecting them in the editor box on the right and dragging them onto the page.

To start, click on Add New Section in the ORDER FORM HEADER section. After you choose how many columns you want, you can add elements from the editor box.

You’re able to choose how many columns to put into each section. Then you can drag any module under the HEADER/FOOTER ELEMENTS section into each column.

For our header, we chose three columns, then added the Search Input, Category Filter, and Search & Clear Buttons elements:

Editing the order form header.
(click to zoom)

This form will enable customers to search for their desired products, filter by category, and clear any filters to start over.

After you’ve created your header, it’s time to build the order form table. You can do this by dragging TABLE COLUMNS elements onto the ORDER FORM TABLE section:

Creating the order form by adding elements.
(click to zoom)

For each element, you should see a gear (⚙) icon at the top of the column. When you click on it, it will display options to style the element and adjust additional settings:

Showing users the setting button to edit columns.
(click to zoom)

By clicking on the Options dropdown menu, you can further edit the column, such as changing its title and making the column sortable:

Highlighting the Options dropdown menu
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Now it’s time to move on to the form’s footer. In the ORDER FORM FOOTER section, add columns by selecting the Add New Section button:

The order form footer.
(click to zoom)

Next, you’ll want to add elements to your footer. We’re going to add Cart Subtotal and Pagination:

Adding elements to the footer.
(click to zoom)

These two components will help customers see the subtotal of their orders. They will also create multiple pages if there are too many items for a single page.

Step 3: Customize your order form and publish

Now that you have all the important elements in your order form, you can customize it according to your business needs.

For example, there are two ways to display the Add To Cart button on the order form. In the Edit Form tab, you should be able to see Add To Cart Button and Add To Cart Checkbox:

The Add To Cart Button element and the Add To Cart Checkbox element.
(click to zoom)

The Add To Cart Button will display the form with “Add To Cart” buttons on the right-hand side of each row. This layout has numerous benefits, including a faster checkout process for the customer:

(click to zoom)

If you opt for this style, you might also consider adding a sidebar to the page so that you can insert a cart widget.

By contrast, the Add To Cart Checkbox displays the form with checkboxes next to the products on the right-hand side of each row. This option enables customers to add multiple products at once.

Once you’re done, hit Publish at the top of the page. To add this table to your website, simply copy the shortcode at the top of the page:

Copying the order form shortcode.
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Then, open the page where you want to add the order form. In the Block Editor, type in “shortcode” to find the Shortcode block:

The shortcode block.
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Paste the shortcode link into this space:

Adding the form shortcode.
(click to zoom)

Then hit Preview to take a sneak peek of your order form:

Preview of order form.
(click to zoom)

If you’re satisfied with your form, you can publish the page. You now have a fully functional order form for your wholesale store!

Conclusion

There are a lot of tasks to manage when you run an online wholesale business. Fortunately, an order management system can help you stay on top of orders and improve efficiency. It can also enhance your customer experience and lead to more sales.

To recap, here’s how to make your order management system more efficient using our Wholesale Order Form plugin:

  1. Set up the free Wholesale Prices plugin and Wholesale Order Form on your WooCommerce site.
  2. Build your wholesale order form by adding important elements such as search input fields and Add To Cart buttons.  
  3. Customize the different aspects of your order form and publish it on your WordPress site.

Do you have any questions about making your order management system more efficient? Let us know in the comments section below!

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