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 4 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: Customize your bulk order form settings

Once you’ve activated your license, go to WooCommerce > Settings. You should see a new tab for Wholesale Ordering, which is where you can customize your form:

The wholesale ordering settings tab.
(click to zoom)

First, let’s look at the essential options listed in the General section. Under Order Form Style, you can choose between the Standard or Alternate displays:

Order Form Style section.
(click to zoom)

The Standard display lets users add items by clicking on an Add to Cart button in each row:

Wholesale Order Form standard view.
(click to zoom)

On the other hand, the alternate display requires them to select the appropriate checkboxes, then click the Add to Cart button at the bottom of the page. We recommend this option, as it’s generally faster for the customer:

Wholesale Order Form alternate view.
(click to zoom)

Next, scroll down to Product Click Action. In this section, you can decide what happens when users click on an individual item in the order form:

Product Click Action section.
(click to zoom)

Your customers can be redirected to a single product page, or view a pop-up window with all the relevant product information instead. We recommend the latter option, as your visitors won’t have to leave the order form:

Product Click Action pop-up option.
(click to zoom)

Then, select the checkbox under Allow Zero Inventory Products if you want to display items that are out of stock, or leave it unchecked if you’d prefer not to:

Allow Zero Inventory Products section.
(click to zoom)

Lastly, go to Cart Subtotal Tax to choose whether customers’ cart subtotals should include taxes or not.

There are other, more advanced settings you can customize, such as pagination, thumbnail sizes, and more. If you’d like further guidance, you can check out our in-depth guide, where we explain every option in a video tutorial.

Step 2: Filter products and categories you don’t want to include in your order form

Let’s go to the next section, Filters. Here you can decide whether you want to include only specific product categories in your order form. This option is useful if bulk buying is not relevant to all of your products:

Filters options.
(click to zoom)

You can also exclude specific items. Simply start typing the name of the category or product into the relevant field to prevent it from appearing on your form.

If you like, you can also choose a default category to display as soon as the customer lands on your ordering page.

Step 3: 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 for specific users, and set up your Access Denied Message:

Permissions section of the wholesale ordering settings.
(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 4: Display your form and start accepting orders

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

Wholesale Ordering page shortcode.
(click to zoom)

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

WooCommerce bulk order form on the front end.
(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 four easy steps:

  1. Customize your bulk order form settings.
  2. Filter products and categories you don’t want to include in your order form.
  3. Set your order form permissions.
  4. 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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