How To Make A WooCommerce Bulk Order Form (Easy & Quick)

How To Make A WooCommerce Bulk Order Form (Easy & Quick)

If you regularly sell your products in large quantities, your store needs a different solution than most online shops. Without a WooCommerce bulk order form, your customers probably have to navigate through individual product pages. This can be time-consuming and frustrating, and it may cost you potential sales.

Luckily, there is a way you can improve your customers’ purchasing experience and make the process more efficient. With our WooCommerce Wholesale Order Form plugin, you can easily set up streamlined bulk buying functionality on your website.

In this post, we’ll show you how to create a WooCommerce bulk order form. Let’s go!

Why You Might Need a WooCommerce Bulk Order Form

If you are a wholesaler, a WooCommerce bulk order form is a must. Your customers probably already know what they’re looking for, so going through dozens of individual product pages will likely prove cumbersome.

By enabling them to quickly and easily make their selections through a dedicated form, they’ll be encouraged to buy more items. It’s a smart way to increase your revenue by showing your customers all the relevant information they need in one place.

Apart from wholesalers who use WooCommerce, there are several other types of businesses that might find bulk order forms beneficial, such as:

  • Office supply companies
  • Online grocery stores
  • Catering services
  • Takeaway restaurants

Overall, if your products are self-explanatory and your customers usually purchase multiple items at a time, you will save them a lot of hassle by setting up bulk buying functionality.

How to Make a WooCommerce Bulk Order Form (In 5 Steps)

Now that we’ve covered the benefits of using a WooCommerce bulk order form, we’ll show you how to create one. Note that you’ll need to download, install, and activate our WooCommerce Wholesale Order Form plugin before following the steps below. Let’s dive right in!

Step 1: Create a new order form

Once you’ve activated your license, go to Wholesale > Order Forms. You will be redirected to your Wholesale Order Form page where you can either set up one or multiple order forms in your store:

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

In this tab, you can view the shortcodes, the location of the form, and whether or not it has been published.

Note that you can create multiple order forms, each with its own shortcode that can be posted anywhere on your site using the editor block. You can also query which pages each form appears on and reuse forms across several pages.

Learn more about the shortcodes on the Order Form by visiting our Knowledge Base page here.

Step 2: Customize your bulk order form display settings

In this step, you will have the option to fully customize and personalize your order form. Don’t worry, though, because this will be easy thanks to Wholesale Suite’s new form builder!

Once you’ve added a new order form, you will be redirected to the Add Order Form page where you will see three main sections:

  • Header
  • Order Form Table
  • Footer

You may modify the header, table, and footer by first adding columns to each section. Then, you can drag your preferred order form elements into these columns:

Order Form Elements
Order Form Elements (click to zoom)

Next, if you want to further personalize these elements, simply hover your mouse over the element’s settings button to display the configuration and styling choices on the right side:

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

So, for example, you want to add the Search Input, Category Filter, and Search & Clear Buttons elements in your header. Then, you customize your table to display the product image, name, price, quantity, and add to cart button.

This is what it will look like on the front end:

Order Form Front End (click to zoom)

Then again, you’re free to experiment with these elements to see what order form arrangement or structure works best for your business. Remember that you want to create an interface that is simple and easy to use for your customers.

Step 3: Configure your order form settings

Once you’re all set with your display settings, you may want to delve deeper into your order form settings. If you click on the Settings tab next to Edit Form on the same page, you’ll see several default settings available:

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

The functionality of your order form will be determined by the combination of these options.

However, because we’re concentrating on bulk transactions, you might want to start by configuring your product sorting settings:

Product Sorting

This setting allows you to standardize how your products will be displayed during ordering. You can arrange your products in Ascending order or from lowest to highest, or in Descending order or from highest to lowest.

Product Sorting
Product Sorting (click to zoom)

You may also specify how the category in which your products will be sorted into. In this setting, you will have five options to choose from:

  1. Default Sorting shows your items in the order that they appear on the Products > All Products page.
  2. Menu Order (Custom Ordering) if you want more customizable ordering on your order form.
  3. Name to arrange your products alphabetically.
  4. Sort by Date lets you sort your products according to the date you created them.
  5. SKU to organize your products according to their stock-keeping unit.

Lazy Loading

You might also want to enable the lazy loading feature so that users don’t have to switch pages to see additional products.

All you have to do is to check the box next to this option and indicate the number of products you wish to be displayed per page:

Lazy Loading
Lazy Loading (click to zoom)

Zero Inventory

While we do not advise that you enable this feature, there may be instances where you’d want to display items that are out of stock.

To let products with no inventory be shown in the form, tick the checkbox next to Zero Inventory.

Zero Inventory
Zero Inventory (click to zoom)

Include & Exclude Products

If you’re creating a bulk order form, you may have products that you want to either include or exclude from the order form. You may do so by setting up the Include Products or Exclude Products setting:

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

Step 4: Set your order form permissions

Next, go to the Permissions section of your Wholesale Ordering settings. On this screen, you can restrict access to your form to specific users and set up your Access Denied Message:

Permissions Options
Permissions Options (click to zoom)

This option will apply if your website has an area allocated to wholesale only. Your regular retail customers will see your custom message explaining that the content is restricted.

You can even redirect them to a registration form where they can upgrade to wholesale customer accounts. Our Wholesale Lead Capture Plugin can help you with that.

Step 5: Display your form and start accepting orders

Lastly, include the [wwof_product_listing] shortcode on the page where you want your form to appear.

Note that the plugin will automatically create a Wholesale Ordering page and display the form there by default:

Order Form Page
Order Form Page (click to zoom)

However, you can use the shortcode anywhere else on your website and disable the Wholesale Ordering page if you already have a dedicated location in mind.

Conclusion

Having to visit individual product pages works well if your customers only purchase one or two items per visit. However, if you usually sell merchandise in large quantities, you need to extend the functionality of your shop and enable bulk buying via an order form.

In this article, we’ve shown you how to do this using WooCommerce Wholesale Order Form in five easy steps:

  1. Create a new order form.
  2. Customize your bulk order form display settings.
  3. Configure your order form settings.
  4. Set your order form permissions.
  5. Display your form and start accepting orders.

Do you have questions about using a bulk order form on your website? Ask us about it in the comments section below!

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