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5 Things New Users Should Know About WooCommerce Wholesale

5 things new users should know about woocommerce wholesale

Do you want to launch a wholesale business using WordPress? If so, you’ve probably realized that WooCommerce doesn’t include all the features you’ll need out of the box. Luckily, with a tool like Wholesale Suite, you can expand your e-commerce store’s functionality to accommodate this WooCommerce wholesale business model.

From wholesale pricing to lead capture features, WooCommerce Wholesale Suite offers a set of powerful plugins. Therefore, it can be useful to explore the most important features before you dive in. This way, you can hit the ground running and get the most out of the resources available to you.

In this post, we’ll introduce you to WooCommerce Wholesale Suite. Then, we’ll share five top things new users should know about implementing wholesale in WooCommerce using this tool. Let’s get started!

An Introduction To Wholesale Suite For WooCommerce

What’s one of the best things about creating your wholesale store with WordPress? Basically, you can easily extend your website’s functionality using plugins.

For instance, Wholesale Suite is an all-in-one plugin solution designed to provide online entrepreneurs with everything they need to run a wholesale business:

Wholesale Suite plugin bundle
The Wholesale Suite plugin bundle streamlines and upgrades your business for e-commerce

It’s important to note that, as the name suggests, Wholesale Suite isn’t just one tool but a collection of plugins. Specifically, it boasts three plugins: WooCommerce Wholesale Prices Premium, WooCommerce Wholesale Lead Capture, and WooCommerce Wholesale Order Form.

There is also a free version of the base tool, WooCommerce Wholesale Prices, so you can always install it on your WordPress site to get a general sense of how the plugin works. This way, you can try it out before you purchase the premium version. Plus, Wholesale Suite offers some additional resources and tools, completely free of charge.

For instance, if you’re still fine-tuning the practical details of your wholesale business, you may want to use the Wholesale Price Calculator or the Wholesale Terms Generator. There’s even a free guide on how to set up a wholesale for WooCommerce.

5 Things New Users Should Know About WooCommerce Wholesale

Now, let’s go over the top five things you should know if you’re new to Wholesale Suite! Before you begin this tutorial, you’ll need to choose a plan and install and activate the Wholesale Suite plugins. You’ll also need to activate your license. Once that’s done, you’ll be ready to go!

1. You can easily manage wholesale pricing

One of the most important features you’ll need to start a wholesale business is a way to manage wholesale pricing. Thankfully, this is super straightforward with WooCommerce Wholesale Suite, so even complete WordPress beginners shouldn’t have any trouble configuring it.

You’ll simply need to establish which customers are wholesale users and then set your wholesale prices. To begin, go to the Users section of your WordPress dashboard.

If you want to create an entirely new wholesale user, go to Add New. Alternatively, you can simply select All Users to work with a pre-existing customer profile. Now, either fill in the new customer’s information or locate the user profile you want to modify.

Then, all you have to do is select the new “Wholesale Customer” role in the dropdown menu and hit Add New User or Save Changes:

Adding a Wholesale Customer role in Wholesale Suite
Adding a Wholesale Customer role (click to zoom)

After that, go to Products > All Products and locate an item that you’d like to offer wholesale prices for. Click on Edit and then scroll down to the Product data section:

Wholesale product info in WooCommerce
Wholesale product info (click to zoom)

Here, you can choose between either a “Fixed” or “Percentage” wholesale price.

When you’re happy with your wholesale pricing, simply click on the Update button in the upper right-hand corner of your screen (or Save Changes if you’re working with a new product). Now, only your wholesale customers will be able to see these custom prices.

2. You can set order minimums and pricing based on product quantity

Are you new to Wholesale Suite and WordPress in general? Don’t worry, because you can access all your wholesale settings in one place. In fact, you can find tons of custom pricing options all on the same screen.

If you scroll down on the product page from our previous example, you’ll find settings that allow you to unlock a wide variety of wholesale pricing strategies. First, you’ll see the Wholesale Minimum Order Quantity panel:

Settings for wholesale minimum order quantity and wholesale quantity steps
Settings for wholesale minimum order quantity and wholesale quantity steps (click to zoom)

Here, you can set up minimum order requirements. This setting can be handy if your wholesale store caters to multiple types of customers.

Further down, you’ll find the Wholesale Order Quantity Step, which you can use after you’ve set a minimum order quantity. In a nutshell, product quantity steps let you establish quantity increments for ordering wholesale items.

Continuing on, you might also want to configure Product Quantity Based Wholesale Pricing:

Product Quantity Based Wholesale Pricing settings
Product Quantity Based Wholesale Pricing settings (click to zoom)

When you check the box next to Enable further wholesale pricing discounts based on quantity purchased?, you’ll be able to add quantity discount rules.

3. You can use an order form to showcase all your products on one page

Wholesale Suite provides you with all the basic (and advanced!) features you’ll need to run a wholesale business. Even better, its WooCommerce Wholesale Order Form tool lets you showcase all your products on one page.

Presenting your products in this way can enhance the user experience and encourage customers to buy more from your store. Once you’ve installed the plugin, you should have completed a few simple steps using the set-up wizard. So, when you go to Wholesale > Order Forms, you should see shortcode that was automatically generated:

If you're new to WooCommerce Wholesale Suite, you can use your order form shortcode to add a form anywhere on your site
An automatically generated shortcode (click to zoom)

You can add this shortcode to a page on your website, and it will display a list of all your products. It might look something like this:

An example of a wholesale order form
An example of a wholesale order form (click to zoom)

However, if you want to modify your order form, you can click on the Edit button under the Action column. This will open up your drag-and-drop editor:

If you're new to wholesale suite, editing an order form is easy with the drag-and-drop editor.
The drag-and-drop form editor (click to zoom)

Here, you can customize almost every element of your wholesale order form. You’ll see that it’s divided into Form Header, Form Table, and Form Footer sections.

You can also take advantage of advanced order form features like product sorting. Plus, you can make multiple order forms and add them anywhere you like! For additional tips and tricks, you may want to follow this guide to getting started with wholesale order forms.

4. You get a lead capture tool

If you want to attract new wholesale customers and grow your business, you’ll need to find new leads. That’s why the Wholesale Suite bundle includes WooCommerce Wholesale Lead Capture.

From your WordPress dashboard, go to Wholesale > Lead Capture. Alternatively, you can click WooCommerce > Settings > Wholesale Lead.

Wholesale Lead Capture general settings
WooCommerce Wholesale Lead Capture general settings (click to zoom)

On this screen, you’ll see in the General settings that the tool has automatically generated multiple pages related to lead generation, including Wholesale Login, Wholesale Registration, and a Wholesale Thank You page.

If you go to Pages > All Pages, you’ll also see these new pages listed:

New Wholesale Lead Capture pages in WordPress
New Wholesale Lead Capture pages in WordPress (click to zoom)

Let’s take a look at what our new Wholesale Registration page looks like on the front end. Keep in mind that you’ll need to log out of your admin profile if you want to preview it:

New Wholesale Suite lead registration form
New Wholesale Suite lead registration form (click to zoom)

As you can see, the current registration form only has the most basic field enabled, like First Name and Last Name.

If you want to modify your form and enable additional fields, simply go to Wholesale > Lead Capture > Built In Fields:

Wholesale Lead Capture Built In Fields settings
Wholesale Lead Capture Built In Fields settings (click to zoom)

Here, you can check the Enabled box next to any field you’d like to use. You’re also able to make your new fields mandatory by also checking Required. Then, you can modify the Placeholder Text and the Field Order.

The great thing here is that all of these pre-built fields are typically necessary for a wholesale business. However, if you’d like to create even more fields, you can go to the Custom Fields tab in your settings.

For additional instructions, check out the WooCommerce Wholesale Lead Capture getting started guide.

5. You can set up automated email sequences

Finally, if you’re new to WooCommerce Wholesale Suite, one of the most important elements you can leverage is its email features. The Lead Capture tool automatically generates five different email templates that you can take advantage of.

To access them, go to WooCommerce > Settings > Emails:

WooCommerce Wholesale Lead Capture's new email features include new email templates
Wholesale Lead Capture email options (click to zoom)

Some of these emails are notifications for site admins, while others are intended for users who have successfully completed an action. For instance, you’ll get a New Wholesale Lead (Admin) template and a Wholesale Account Approved template:

WooCommerce Wholesale Account Approved
Wholesale Account Approved email template (click to zoom)

Naturally, your new wholesale users will likely want to know what’s happening with their registration application. So, this feature can help keep customers happy and boost confidence in your wholesale business.

Furthermore, if an issue arises and a user is rejected, they’ll know right away. This will enable them to try and remedy it sooner rather than later.

As you can see, these emails will be automatically customized to include a user’s personal information. Modify any of these templates as you see fit. Then, select Save changes when you’re finished. That’s it!


Launching and managing a wholesale business differs significantly from traditional e-commerce. Therefore, you’ll need a unique set of wholesale tools to ensure your WooCommerce wholesale store runs smoothly. Luckily, WooCommerce Wholesale Suite can provide you with everything you need and more!

To recap, if you’re new to Wholesale Suite, here are five key features that you should know about:

  1. Easily manage wholesale pricing
  2. Set order minimums and pricing based on product quantity
  3. Use an order form to showcase all your products on one page
  4. Get a lead capture tool
  5. Set up automated email sequences

Do you have any questions about WooCommerce Wholesale Suite? Let us know in the comments section below!

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