How To Create A WooCommerce Order Form (For Wholesale + More)

How To Create A WooCommerce Order Form (For Wholesale + More)

Have you wanted to create a WooCommerce order form interface? Maybe you have heard that it’s good to provide a more efficient ordering interface for customers like wholesale customers?

In this article, we will cover the nitty-gritty of creating a WooCommerce order form that you can use for wholesale customers or even just regular customers where a table-like interface would suit you better.

Why Build A WooCommerce Order Form?

There are several reasons for providing a more efficient ordering interface for your customers.

  1. Wholesale customers are not like retail customers—they don’t need to browse your catalog in great detail; they just want to submit an order quickly.
  2. Bulk order—your customers might want to do a bulk order of your products, and an optimized order form for your WooCommerce store will provide the best way to do that.
  3. Quick order—it’s much faster to order products via an efficient WooCommerce order form.

Furthermore, accepting customer orders via a WooCommerce order form is the best way to allow wholesale, bulk, and quick orders.

What Is The Best WooCommerce Order Form Solution?

Wholesale Suite has created a ground-breaking plugin for providing the perfect interface for WooCommerce wholesale ordering (even for retail orders). It’s called the WooCommerce Wholesale Order Form.

WooCommerce Order Form For Wholesale
WooCommerce Order Form For Wholesale

This plugin solves a number of issues for WooCommerce ordering:

  • Decreases frustration – UX studies have shown that more efficient interfaces lead to more favorable results. Furthermore, by using this plugin, your customers will have a great experience, which then leads to increased order size.
  • No page reloading – the less back and forth you have with page reloads, the faster an interface feels to the user. This is why the order form plugin is 100% ajax driven and fast.
  • Responsive layout – many customers order via tablet or phone interfaces, so your order form must be responsive, as the wholesale order form plugin.
  • The whole catalog – if you have an extensive catalog, then an interface like this can help a lot as it is searchable and filterable.

Step #1 – Download WooCommerce Wholesale Order Form Plugin

WooCommerce Order Form

You can purchase and download the WooCommerce Wholesale Order Form plugin here.

It has wholesale in the name because it’s part of the Wholesale Suite solution for WooCommerce, all about adding wholesale to your WooCommerce store.

The order form plugin is designed from the ground up to give your customers a unique, fast, and quick bulk ordering interface. You can use it for wholesale or retail customers.

After downloading the plugin, I highly recommend viewing the getting started guide to get a head start on all the features.

Step #2 – Add New Order Form/s

You can add multiple order forms to your store, each with its own shortcode that can be placed on any page/pages using the editor block.

You can also reuse forms across several pages and query which pages each form appears on.

If you want to view the list of all the order forms for displaying products in your store, go to WooCommerce Wholesale Order Forms and click the “Add Form” button to create a new form. 

Multiple Forms
Multiple Forms

You can see the shortcodes, the form’s position, and whether or not you have deployed it from there. See our Knowledge Base page to learn more about the shortcodes available on the Order Form.

Step 3 – Customize Your Order Form Display Settings

Previously, in the WooCommerce Wholesale Order Form, you only had two options for your display settings:

  • Standard (Add to cart per row)—shows an add to cart button per row, which is faster for customers.
  • Alternate (Add to cart at the bottom)—select boxes per row with an add to cart button at the bottom of the form.

In Wholesale Order Form Version 2.0, however, you now have the option to fully personalize your order form display settings with our new-form builder feature!

You can do this once you’ve created a form where you will now see three key sections:

New Form Builder
New Form Builder

You can customize the header and footer by adding sections and determining how many columns each part should have. There are also several elements that you can play with to make your order form more personalized:

Order Form Elements
Order Form Elements

In addition, you can drag and drop these pieces into the desired region. Then, if you want to make further changes to the elements, simply move your mouse over the settings button for that element, and you’ll find the configuration and stylistic options on the right end.

Order Form Elements Settings
Order Form Elements Settings

This step is helpful not only because it allows your order form to be tailored-fit to your brand but also because:

  1. It provides a professional impression of your business.
  2. Customers will find it easier to utilize, and employees will find it easier to process.
  3. It helps you track and monitor your sales volume more efficiently.

At the end of the day, you need to choose what your customers most expect when they encounter the order form interface. You want it to feel natural to them.

Step #3 – Configure Product Sorting Setting

Next, set up your product sorting found in the Settings tab of the ‘Add Order Form’ page.

Product Sorting Setting
Product Sorting Setting

Product Sorting allows you to specify whether the order should be ascending or descending. If you opt for an Ascending order, your products will be arranged from lowest to highest. Meanwhile, if you choose Descending order, products will be displayed from highest to lowest.

Remember that the product sorting option you select determines the product sort order.

In the Wholesale Order Form, you have five options for organizing your product order:

  • Default Sorting
  • Menu Order (Custom Ordering)
  • Name
  • Sort by Date
  • SKU

Default Sorting

First, once this setting is enabled, you can sort products based on the sorting order found on your Products > All Products page. You can then manually move your products into the desired order by clicking the “Sorting” settings.

Default Sorting
Default Sorting

This sorting option is ideal for WooCommerce stores with fewer products or product categories that have been appropriately prepared and organized on the product listing page.

Menu Order (Custom Ordering)

Moreover, if you want more customizable ordering on your Wholesale Order Form, this is the way to go.

In the Advanced tab of your product preferences, you can change the menu order. The Custom Ordering option will sort your products using the menu order you added to your product.

Menu Order (Custom Ordering)
Menu Order (Custom Ordering)

Name

However, if you want your products ordered alphabetically, select the “Name” option. The products will be arranged alphabetically based on their labels via this setting.

Sort by Date

Likewise, this option will sort your products according to the date you created them.

SKU

Finally, some store owners may find it helpful to organize their products according to their stock-keeping unit. Your products will be arranged according to their SKUs by selecting the SKU option.

SKU Setting
SKU Setting

Step #4 – Lazy Load Order Form?

The next choice you need to make is how to handle the loading of additional products onto the table.

You can, then, choose whether you want to have a standard loading page or use lazy loading, which simply adds more products to the end of the product table when scrolling down.

Lazy Loading Setting
Lazy Loading Setting

Step #5 – Secure The WooCommerce Order Form Permissions

Lastly, I suggest you tweak the permissions of the order form. This determines who can see and use the form.

You can likewise restrict this to just wholesale customers, which is handy when creating a wholesale ordering form.

Permission Options
Permission Options

You can choose the user roles allowed to access the WooCommerce order form and set a nice Access Denied message.

If this is for wholesale, you may want to include a link to a wholesale registration page in this access denied message so that people know where to go to ask for a wholesale account.

Easily Create An Order Form For WooCommerce

Now that you’ve finished setting up your order form, you can view it on your WooCommerce store’s front end.

The plugin automatically creates a page for your first order form at http://[yoursiteurl]/wholesale-ordering/

Remember that it’s good practice to put yourself in the customer’s shoes when evaluating your WooCommerce ordering form.

  • Does it suit the purpose?
  • Is it easy to understand?
  • Can users access and use the order form easily?

If you are creating this order form for wholesale customers, I highly suggest that you check out the rest of the Wholesale Suite Bundle. It includes solutions not just for a WooCommerce order form but also for wholesale pricing and wholesale registration.

Facebook
Twitter
LinkedIn
Email

2 thoughts on “How To Create A WooCommerce Order Form (For Wholesale + More)

  1. I have an e-shop online (website made with a shopify template) I will be opening a wholesale division and do not know if I will add the section wholesale to my current website OR create a new wholesale website. Will this plug in work with shopify template ? If I decide to create a new wholesale website, what do you suggest I use to create template ?

    Thank you

Leave a Reply

Your email address will not be published.

[class^="wpforms-"]
[class^="wpforms-"]