Wholesale Suite 文檔

How to Add a Custom Prefix Order Number for Wholesale Orders

When you received a wholesale order, you』ll notice that we have added a new column in the WooCommerce Order page. This will help you differentiate which order is from a wholesale customer.

Order Type Column

You may want to take this further by differentiating the Order Number for the Wholesale Orders as well. You can add the following snippet to your child theme』s function.php:

add_filter( 'woocommerce_order_number', 'change_woocommerce_order_number' );
function change_woocommerce_order_number( $order_id ) {

$prefix = 'WH-'; //The Prefix
$order_type = get_post_meta( $order_id, '_wwpp_order_type',true); //get Wholesale Order Type

if ($order_type == 'wholesale') {
$new_order_id = $prefix . $order_id;
return $new_order_id;
}

return $order_id;
}

Here』s how it will looks like:
Custom Prefix on Order Number of a Wholesale Order

Why Does The Cart Show Retail Prices Until The Minimums Are Met?

WooCommerce Wholesale Prices Premium allows you to add a minimum subtotal requirement that your customers much reach before wholesale pricing is granted. It also allows you to add a minimum product quantities to your products if you wish. Check the full range of features in WooCommerce Wholesale Prices Premium here.
Why Retail Prices Are Shown Until Minimums Are Met
The display of wholesale pricing in the cart is tricky business as this is pulled directly from the cart object itself which is created on the fly as the user adds products to the cart.
When we came to coding the logic in this section of our plugin, the issue we faced is that once you redo pricing in the cart, the user is able to purchase at that value, regardless of our warning.
So the best method we found is to keep the pricing in the cart at the defined retail level until such point as they hit the minimums required and then we change all the pricing in the cart over to wholesale.
Long story short, we can』t keep wholesale customers from purchasing under the limit, they just won』t get their wholesale pricing.
If you always want to show wholesale prices in the cart then the only way is to have no minimum order amounts defined.
How Minimum Order Subtotal Is Calculated
For the minimum sub-total amount requirement (as defined under WooCommerce->Settings, Wholesale Prices tab, General sub menu) you are setting an amount that wholesale customers must order as a minimum amount for the entire order.
This amount excludes tax and shipping cost but is calculated using the 「wholesale price」 as defined for all products.
Until the minimum order subtotal (as calculated based on the wholesale price) is met, the shopping cart and checkout will display the non-wholesale prices.
Here is an example scenario:

You have the minimum sub-total amount set to $500 so your wholesale customers must only submit orders over that amount.
There is a product defined with a regular retail price of $200 and a wholesale price of $100.
The customer adds 3x units of this product to their cart.
The notice for not meeting the minimum order subtotal to make wholesale pricing available is shown because $100 x 3 = $300 which is below $500.
Once the customer add and additional 2x units of this product to their cart, the notice disappears and wholesale pricing becomes available.

How Minimum Order Quantity Is Calculated
The minimum order quantity is most easily explained as the number of units of all products added to the cart. The condition can be met by any combination products.
Here is an example scenario:

You have the minimum order quantity set to 50 units so your wholesale customers must only submit order that contain more than 50 products as defined by the total quantity of all products.
The customer adds 2 products to the cart; Product 1 has a quantity of 20, Product 2 has a quantity of 15.
The notice for not meeting the minimum order quantity to make wholesale pricing available is shown because 20 + 15 = 35 which is below 50.
The customer doubles the quantity of their order of Product 2 from 15 to 30.
The notice disappears and wholesale pricing is shown because they now meet the minimum order quantity of 50 units (20 + 30 = 60 which is over 50).

How Product Minimum Quantity Is Calculated
The final scenario where wholesale pricing is not shown until minimums are met is when an individual product has a minimum quantity amount set.
In the case where a minimum quantity is set for the product itself, retail pricing will be shown to the customer until that minimum has been met.
A notice is shown advising the customer about the minimum quantity required to receive wholesale pricing on that specific product until they adjust their quantity of the product to meet the minimum.
Special Note: This means you can have a mix of wholesale and non-wholesale pricing in your cart as a wholesale user as the plugin does not prevent them from ordering at retail price if they don』t satisfy the minimum quantity.
Stop Customers Ordering Until They Reach The Minimum Requirements
If you really want to stop customers from ordering until they reach the minimum requirements you can do it.
For this you need to use the following feature to hide the proceed to checkout/payment buttons.

How To Edit The Registration Form

A major component of the WooCommerce Wholesale Lead Capture plugin is the ability to sign up new wholesale customers using a special customized registration form.
This form, by default, captures more nuanced information from your potential customers than the regular WooCommerce customer registration process (which just requires email and password).
Built-in Fields
Default in-built fields on the registration form are:

First Name (required)
Last Name (required)
Email (required)
Username (optionally required)
Password (optional) (optionally required)
Phone (optionally required)
Company Name (optional) (optionally required)
Address (optional) (optionally required)
Terms and Conditions (optionally required)

You can adjust the display order of the form fields by tweaking the form order on each field.
Lead Capture』s Built-in Fields (Click to Zoom)
Custom Fields
The registration form can be easily customized.
In addition to the in-built form fields, you can add additional custom fields yourself and the data will be recorded against the user for viewing later.
This can be especially helpful when using the approvals system as you can collect data to be used in deciding if a user should be allowed to have an account or not.
To add a custom field, you need to enter:

Field Name (Displayed to the user)
Field ID (The name of the user meta in the database. Must be unique. This is handy to know when exporting/importing users)
Field Type (Currently supported types are: Text, Text Area, Number, Email, URL, Select, Radio, Checkbox)
Required (If the field should be required)
Enabled (Enable the field to be included in the form on the front end)

Lead Capture Custom Fields

How To Change The 「Wholesale Price: 」 Text On The Front End

One common thing people want to do is change the bit of text that shows before the price on your wholesale prices. This defaults to 「Wholesale Price:」
In the WooCommerce Wholesale Prices Premium plugin, you can change this text to anything you want. For example, Reseller Price.
You can find this option in WooCommerce > Settings > Wholesale Prices > Price > Wholesale Price Text.

If you have a multiple user role and would like to customize this text for each roles, you can use the following snippet:
add_filter('wwp_filter_wholesale_price_title_text', 'override_wholesale_text', 10, 1);

function override_wholesale_text($wholesaletext) {
global $current_user;

if (isset($current_user) && class_exists('WWP_Wholesale_Roles')) {
$wwp_wholesale_roles = WWP_Wholesale_Roles::getInstance();
$wwp_wholesale_role = $wwp_wholesale_roles->getUserWholesaleRole();

if (!empty($wwp_wholesale_role) && in_array('wholesale_customer', $wwp_wholesale_role)) {
// Where 'wholesale_customer' is the name of the wholesale role you want to target
return 'Wholesale Price:';
}

if (!empty($wwp_wholesale_role) && in_array('wholesale_vip', $wwp_wholesale_role)) {
// Where 'wholesale_vip' is the name of the wholesale role you want to target
return 'VIP Price:';

}

}
}

How to Exclude a Product from Wholesale Percentage Discount.

Giving a percentage-based discount is the best solution if you need a quick way to apply discounts to your products. But, sometimes you might want to retain the regular price for some products. For example, maybe because it is currently low in stock or you want to promote other similar products.
For that reason, we give you the option to exclude certain products from wholesale percentage discounts.
It is very simple, you only need to open the product page and go to the Publish configuration on the sidebar on the right and you will find the Wholesale Pricing Options. 

Wholesale Pricing Option

You can either exclude the product from the percentage-based wholesale discount per product category level or per role level or both.
Once you have checked the box, it will ignore the wholesale percentage discount that you have set.

How to send a different New Order email subject for Wholesale Orders

By default, all of the new order emails will use the same email template for both retail and wholesale orders. Unfortunately, we don』t have the feature to override this yet.
The workaround that we can do to distinguish the retail and wholesale order on the new order email is by adding the order type in the subject line. You can do this by adding the following snippet to your child theme』s function.php
// Custom New Order Subject - Adding the Order Type in the Subject Line
add_filter('woocommerce_email_subject_new_order', 'wwpp_change_email_subject', 1, 2);

function wwpp_change_email_subject($subject, $order) {

//getting the blogname scaping special chars for email
$blogname = wp_specialchars_decode(get_option('blogname'), ENT_QUOTES);
$order->get_id();
$order_type = $order->get_meta('_wwpp_wholesale_order_type'); // The Order data

// creating our new subject line
$subject = sprintf('[%s] Order # %s - %s', $order_type, $order->get_id(), $blogname);

// sending our custom subject back to WooCommerce
return $subject;
}

How to Force Minimum Quantity for Bulk Product?

In many cases, wholesale discounts are only applicable if the customers buy the product in bulk for certain quantities. Using our WooCommerce Wholesale Prices Premium plugin, you will be able to set the minimum quantity requirement and enforce it to be automatically added to the cart on the product page.
Setting the minimum and step quantity of a product
By default, when you have set the minimum and step quantity of a product, your wholesale customers will have the minimum and step quantity automatically added to the cart on the product page. Your wholesale customers will only be able to add the quantity in bulk per step quantity that you have set.
For example, you have set the step quantity to 12, therefore your wholesale customers can only buy the product in 12, 24, 36, etc. You can use this feature to implement basic bulk purchases. 

Wholesale Minimum Order Quantity & Wholesale Quantity Step Setting

Open the product page and scroll down to Product data — Variable product
Click the Variations section and go to the product variation 
Scroll down to Wholesale Minimum Order Quantity and Wholesale Order Quantity Step, then input the minimum and step quantity

You can also enforce this minimum order quantity steps in the Cart page by enabling the Enforce Product Min/Step On Cart Page in the Wholesale Price setting.

Enforce Product Min/Step On Cart Page Setting

Setting a bulk product variant to be exclusive for wholesale customers
However, you can also opt not to use the step quantity. You can add a separate product variant for the bulk purchase and hide it from your regular customers by making it exclusive so that only your wholesale customers are able to see it.
So for example, you would have 1 Pcs Variation and 1 Dozen Variation. You can make the 1 Dozen variation to be wholesale exclusive.

Wholesale Exclusive Variation Setting

Open the product page and scroll down to Product data — Variable product
Click the Variations section and go to the exclusive product variation 
Scroll down to Wholesale Exclusive Variation to specify which roles are allowed to see and buy the product
If you want to include multiple roles: click, hold, and drag the roles or click control/cmd + choose the roles

Displaying Only Wholesale Products for Wholesale Customers
Since you have made an additional bulk product variant, now you might also want to hide the non-bulk product variants from your wholesale customers.
Please navigate to the WooCommerce ➝ Settings ➝ Wholesale Prices ➝ General ➝ scroll down to Wholesale Products and tick the box to enable displaying wholesale products to wholesale customers only as shown below

Only Wholesale Products for Wholesale Customers Setting

WooCommerce Wholesale Lead Capture Getting Started Guide

Thank you for purchasing WooCommerce Wholesale Lead Capture!
This document is a getting started guide for the WooCommerce Wholesale Lead Capture plugin for WooCommerce. 
One of the biggest admin headaches of running a wholesale business is recruiting and managing wholesale level customers. And beyond the headache side of things, you probably also want to deliver a 5-star experience to your new wholesale customers. After all, they』re important to your business so it makes sense to ensure they experience a great onboarding.
Here』s what this guide will cover:

Overview – we describe at a high level what the plugin does exactly
Review Important Pages – we will review the important pages that the plugin creates
Registration Form – let』s talk about how to modify the default registration form and how to add custom fields if you need them
Post-Registration Actions – these features will tell the system what to do with customers after they』ve registered
Approvals & Emails – a quick overview of how the approvals system works and what emails are sent to the customer
Spam Protection – your form has built-in honeypot anti-spam protection but we』ll show you how to use Google Recaptcha as well if your site requires extra protection
Other Plugins In The Suite – we』ll show you why you should consider adding Wholesale Order Form and Wholesale Lead Capture
Getting Help – we understand this can be an intricate tool, we』ll show you where to get help if you need it

Overview
WooCommerce Wholesale Lead Capture is a completely stand-alone plugin for WooCommerce that manages wholesale customer registration, wholesale login, a complete approvals process, and onboarding emails. It』s designed to work hand in hand with the rest of our suite of tools.
There are tons of features included in the Lead Capture tool, you can see here for a full list, and even though the tool does much of the heavy lifting for you, creating the necessary forms and pages, we』ll also go over just a few major things so that you can get up and running as fast as possible.

Subscribe to Wholesale Suite

First, we』re going to review the important pages that the lead capture tool creates when you activate it.
Review Important Pages
Right out of the gate the lead capture tool creates a number of pages on your website to help you manage wholesale customers.
These are:

https://[yoursiteurl]/wholesale-log-in-page/ – this is the Login page for wholesale customers
https://[yoursiteurl]/wholesale-registration-page/ – this is the Registration page for wholesale customers
https://[yoursiteurl]/wholesale-registration-thankyou-page/ – this is the default Registration Thank You page wholesale customers see after registering

You don』t need to create these manually, but you can grab the shortcode from those pages and use them on another page if you wish.
The shortcodes used are:

Wholesale Log In Page[wwlc_login_form]
Wholesale Registration Page[wwlc_registration_form]

In the settings you』ll also see that there are some page settings, this will point you to the current page set for those pages.
You will also notice a few other pages on the settings screen to be set such as the terms & conditions (these are linked to when you have the Terms & Conditions field enabled) and various thank you pages and redirection pages.
Make sure you have a page selected for each of these settings.
Registration Form
The registration form is where your new leads register to apply for a wholesale user account.
We recommend you collect all the information that you need right at the time of registration, that way you can choose whether to approve or deny them based on that information without having to go back and forth too much to figure it out.
Built-In Fields
The system comes with a number of default fields that you can enable/disable as you please.
These include:

First Name (required)
Last Name (required)
Phone (required)
Email
Username
Company Name
Address
Password

You can rearrange these using the field priority and toggle them on/off. Required fields cannot be toggled off.
As much as possible, the fields are used to prime the user account with information so that when they go to the checkout on their first order, they won』t have to fill it in again.
Custom Fields
Custom fields let you collect any other information you need to make a decision about whether to accept this lead as a wholesale customer.
You can add fields of various types:

Text
Text Area
Number
Email
URL
Select
Radio
Checkbox
Hidden
File
Content
Terms & conditions

People use these to collect all sorts of information, some examples being tax/vat numbers, company registration documents, website URLs, communication preferences, etc.
Post-Registration Actions
Post-registration actions are the things that happen after the person submits the registration form. The two main things are choosing how user approvals should work and what user role the person should get post-approval.
1. User Approval
Should users be approved before getting access or not? This is something that you have the freedom to fully automate or do manually.
If you choose to do approvals manually you』ll get the most control. The system will email you when someone is pending approval and an Administrator or Shop Manager will need to approve that person.
If you choose to have automated approvals the customer will be granted access straight away and be able to see wholesale pricing and place an order.
2. Automatically Granting A User Role
On approval, the system will need to grant the customer a user role.
If you are using WooCommerce Wholesale Prices, the default here is the Wholesale Customer role. But you can change this to any of the other roles on your site.
Approvals & Emails
As mentioned, approvals can be completely automated if you wish.
This means that the administrator will not have to approve users before they can see wholesale pricing and place an order.
Some store owners like to have a bit more control than that with their wholesale program so the default is manual approvals.
During the user onboarding process there are several emails that get sent to the admin and to the customer:
Scenario #1: Auto approval is turned OFF

User registers
Account set to inactive
Admin receives email of new registration
User receives email confirming their registration
Admin approves the new user manually
Account set to active
User receives email that their account is active which contains their credentials

Scenario #2: Auto approval is turned ON

User registers
Account set to active
Admin receives email of new registration and that it has been auto-approved
User receives email confirming their registration
User receives email that their account is active which contains their credentials

All emails can be edited and customized via the Email sub-menu in the settings. Here is some more information about the user approval flow and how to edit emails.
If you experience any issues with emails not sending then we highly recommend checking out our email troubleshooting guide.

Spam Protection
Your registration form is protected automatically out of the box with honeypot anti-spam functionality.
However, if you have experienced a spam issue in the past you may also wish to look at some additional protection with a Google Recaptcha field. 
You』ve probably seen these boxes around the web where the user has to check a box to indicate that they』re human and sometimes they ask you to pick out all of the traffic lights or school buses in a picture.
So although there is already great anti-spam protection automatically on your registration form, Lead Capture is fully compatible with Google』s Recaptcha technology as well for the sites that need extra protection.
You can get your Recaptcha API keys by registering for one here and these can be installed under the Security sub-menu in the plugin settings.

Advanced Features
When it comes to solving wholesale for WooCommerce we believe in a holistic approach. You need to solve all three of the big problems:

Setting wholesale prices, visibility, tax, etc. This is solved with Prices Premium as you』ve seen in this guide.
Efficient ordering – this is very important and greatly affects the happiness of your customers when they do business with you
Recruiting and managing wholesale level customers

WooCommerce Wholesale Prices Premium

Premium is the add-on for the free plugin and immediately it opens up a lot of extra features that will give you maximum flexibility.
Additionally, some countries require certain specific rules to be followed when selling and advertising pricing to wholesale customers and Prices Premium has been designed to cater to everyone.
Top Feature Highlights:

Unlimited number of additional wholesale roles
Set prices via global % or category % in addition to the product level pricing
Tax exemption based on user role which is flexible enough to cater for even the most stringent tax policies
Shipping mapping where to can force wholesale customers to use certain methods and you can restrict certain shipping options to only wholesale customers
Payment gateway mapping where you can force wholesale customers to use certain gateways and likewise restrict certain gateways to only wholesale customers
Adjust the visibility of products to be wholesale only, retail only or a mix. This lets you adjust variation visibility as well
Add minimum purchase rules so you can enforce your wholesale agreements on the order level and set sensible minimums on the product level

These are just a few of the hundreds of features inside the premium add-on.
WooCommerce Wholesale Order Form

The time it takes for a wholesale customer to place an order is one of the biggest pain points you can eliminate.
Wholesale customers are not like regular retail customers. They don』t want to sift through your normal shop pages adding products to cart that way. They need a tabular form-based interface that makes it fast to add products to the cart in the quantities they desire.
This is where the Order Form plugin comes in.
Top Feature Highlights:

Your whole catalog on one page – searchable and categorized
No page reloads, full ajax enabled so wholesalers can add to cart without leaving the page
Slimline tabulated interface that is mobile & tablet friendly
Wildcard keyword & SKU searching
Hierarchical category filter
Permissions control so only those allowed can access the form

These are just a few high-level features that you』ll give your wholesale customers by using the Order Form plugin.
Help & Support
We have a dedicated support team for Wholesale Suite who knows our products, WooCommerce, and the industry very well. You』re welcome to make use of their expertise at any time, worldwide.
If you are an existing customer please go to the support ticket request form and send us a message.
If you are a free plugin user, please send us a support request on the forum, we actively monitor the WordPress.org support forums for the free plugin and help our users there as best as we can.

WooCommerce Wholesale Prices Premium Getting Started Guide

Thank you for purchasing the Premium add-on to our free Wholesale Prices plugin!
This document is a getting started guide for the WooCommerce Wholesale Prices Premium plugin for WooCommerce. 
The Premium plugin lets you further reduce your reliance on clunky spreadsheets so all of your wholesale customers can enjoy ordering via your online store. It gives you a stack of extra features that will help you be more advanced about the way you offer wholesale products to your customers.
Here』s what this guide will cover:

Overview – we describe what the plugin does in addition to the free plugin
Additional Wholesale Customer Roles – we will show you how to add more user role levels so you can separate your wholesale customers into groups
More Wholesale Pricing Features – we show all about the extra flexible new ways you can apply wholesale pricing to your products
Product Visibility  – show and hide products to both retail and wholesale customers and by their role as well
Shipping Mapping – this important feature will let you set up wholesale specific shipping
Payment Gateway Mapping – learn how to give your wholesale customers access to specific payment gateways
Minimum Order Requirements – set a minimum for activating wholesale pricing that you wholesale customers must meet
Advanced Tax – taxing is an important part of wholesale selling and we』ll show you how flexible you can make it
Other Plugins In The Suite – we』ll show you why you should consider adding Wholesale Order Form and Wholesale Lead Capture
Getting Help – we understand this can be an intricate tool, we』ll show you where to get help if you need it

Overview
WooCommerce Wholesale Prices Premium is the premium add-on plugin for the free WooCommerce Wholesale Prices plugin. It requires the free plugin to be installed and activated for it to work.
There are hundreds of features included in the premium add-on, you can see here for a full list, but today we』ll go over just a few of the major features so that you can get up and running as fast as possible.

Subscribe to Wholesale Suite

First, we』ll talk about the ability to add more wholesale roles and why you』d want to do that.
Additional Wholesale Roles
In the getting started guide for the free wholesale prices plugin we discussed why prices are attached to user roles.
In Prices Premium you can add additional user roles so you can do things like:

Create separate groups of wholesale customers
Define additional levels of pricing
Provide different minimum order requirements
And much more…

You can add extra roles easily via the WooCommerce->Wholesale Roles menu. It works a bit like a WordPress categories page so it should look familiar.
For each role added to the system, you will see wholesale pricing fields on your products.

There are two main reasons we』ve found that people add extra roles for:

They want to separate local wholesale customers from those that are from other countries so they can do different pricing, minimum levels, shipping methods, etc for those customers.
They want to create distinct 「levels」 of wholesale relationships, like Bronze, Silver, Gold, Platinum where the benefits and pricing get better as they go up the levels.

I encourage you to think through the structure you want for your wholesale customers before moving on to setting pricing.
Read this article for more in-depth instructions on how to add additional wholesale roles.
Percentage (%) Based Pricing & Quantity Based Pricing
In the free plugin, you can set wholesale pricing via the Product edit screen and for a lot of cases and this is fine for many stores.
But in the Prices Premium plugin, you can now also set wholesale pricing on the category level and the global level. You can also create quantity based pricing where the customer gets discounts on the price the more they buy.
We have a very detailed guide on how wholesale pricing works in Wholesale Suite here. Rather than re-iterate that detailed guide here, I will encourage you to go over to that article and get up to speed.
I will just explain one concept quickly though because it』s important. Wholesale prices follow rules of precedence which is roughly this:
Product Wholesale Price -> Category Level % Discount -> Global % Discount
If the Product』s wholesale price has not been set, the system will look to see if there is a category level % discount set, if not it will look to see if there is a global % discount. It always starts at the lowest level and stops when it finds that there has been a price defined. 
So if you have defined both a global % discount that will be used across all of our products globally, but if you have set a specific price on a certain product that price will be used for that product.
Again, read the wholesale pricing guide and it will explain both this concept and go into details about how to set those % based prices properly.
Product Visibility
In Prices Premium you can show and hide products from customers in a few exciting ways. It gives you lots of flexibility such as being able to make wholesale-only products that aren』t shown to retail customers or likewise being able to hide non-wholesale products from wholesale customers.
The first is a setting called 「Only Show Wholesale Products To Wholesale」 which basically does what it says. Once enabled, your wholesale customers will only be able to see a product if it has wholesale pricing defined (and yes, this includes % based pricing).

Next is a Product based setting which you will find on the Publish box of products called 「Restrict To Wholesale Roles」. Here you can restrict the visibility of a whole product to specific wholesale levels. This can be handy if you only open up certain products to certain customers, such as when you have separated customers by role geographically.

Lastly, you can also restrict the visibility of individual product variation on a variable type products. This can be done per role as well, much like the restrict to wholesale roles feature.

Again, we have an in-depth guide about product visibility here which you can dig into.
Shipping & Payment Gateway Mapping
One of the cool things about having users separated into user roles is that you can 「map」 things to those roles.
We do this in quite a few places, two major ones being the shipping mapping and the payment gateway mapping.
Shipping Method Mapping
Mapping a shipping method means that you can set the system to only show people on that wholesale role certain shipping methods. You can also hide those shipping methods so that they』re only visible to that particular wholesale role.
WooCommerce itself has excellent location-driven shipping controls. So you can have a shipping method for only a specific area.
Those two things combined mean that you can create specific wholesale shipping pricing per area per role.
A good example of this in use might be to create a 「Local Pickup」 shipping method for your local area only and also only make that available to wholesale customers.
Don』t worry, we have a full guide on how this shipping mapping works here. Once you get the hang of it, it』s not too complicated, but it can take a little while to set up if you have a lot of regions. Stick with it, it』s worth the extra time as in the long run you will be able to give wholesale customers accurate wholesale shipping rates.

Payment Gateway Mapping
Not quite as complex as shipping method mapping, you can also apply the same mapping concept to payment gateways.
One thing to note is that you can map a disabled payment gateway. WooCommerce itself ensures that a disabled payment gateway will not show for customers. However, if you map it to a wholesale role, you can choose to have that payment gateway enable just for that wholesale role.
You can also map payment gateways to multiple wholesale roles.
A good example of this in use is you might want to enable the bank transfer payment gateway for wholesale customer roles, but not for retail customers.

Minimum Order Requirements
A very popular feature in Prices Premium is the ability to set minimum order requirements so that wholesale pricing doesn』t get activated unless your wholesale customer first satisfies a minimum amount in their cart.
Here』s what the settings look like:

And here』s what the message looks like on the front end when they haven』t met their requirements yet:

You can also use the 「mapping」 concept here too so that you can override the minimum order restriction rules per wholesale role.
One extra note, it can be helpful to know that although customers can still add products to the cart the cart won』t reflect the wholesale price for those products until they meet the minimum. 
This is because in many cases store owners still wish for wholesale customers to be able to buy a lower quantity if they really need to but they shouldn』t get wholesale pricing for those small orders. We go into depth about why this decision was made here.
If you wish you can also turn off the checkout button until they meet the restrictions if you wish.
Advanced Tax
Finally, we reach every world government』s favorite topic, taxation!
Understanding your business tax responsibilities is important when you enter into selling to wholesale customers. Some countries have specific rules that much be followed when it comes to the display of prices and their tax components.
WooCommerce handles tax based on location and for the most part, it does so fairly well. When it comes to tax, Prices Premium doesn』t replicate anything that WooCommerce does, it merely builds on it.
We effectively mirror the tax display options in WooCommerce itself, only for wholesale level customers:

Display wholesale prices in the store including or excluding tax (similar to the same for retail products)
Show a wholesale price suffix (similar to retail price suffix)

Another big thing we』ve added is the ability to do tax exemptions.
You can choose to do this globally, meaning all wholesale customers are tax exempt. Or you can, as you might have already guessed, map the wholesale exemptions per wholesale role.

Advanced Features
When it comes to solving wholesale for WooCommerce we believe in a holistic approach. You need to solve all three of the big problems:

Setting wholesale prices, visibility, tax, etc. This is solved with Prices Premium as you』ve seen in this guide.
Efficient ordering – this is very important and greatly affects the happiness of your customers when they do business with you
Recruiting and managing wholesale level customers

WooCommerce Wholesale Order Form

The time it takes for a wholesale customer to place an order is one of the biggest pain points you can eliminate.
Wholesale customers are not like regular retail customers. They don』t want to sift through your normal shop pages adding products to cart that way. They need a tabular form-based interface that makes it fast to add products to the cart in the quantities they desire.
This is where the Order Form plugin comes in.
Top Feature Highlights:

Your whole catalog on one page – searchable and categorized
No page reloads, full ajax enabled so wholesalers can add to cart without leaving the page
Slimline tabulated interface that is mobile & tablet friendly
Wildcard keyword & SKU searching
Hierarchical category filter
Permissions control so only those allowed can access the form

These are just a few high-level features that you』ll give your wholesale customers by using the Order Form plugin.
WooCommerce Wholesale Lead Capture

Managing wholesale level customers can be a bit of a headache if you are doing it manually. The Wholesale Lead Capture plugin gives you a wholesale specific registration form, dedicated wholesale login page, sign up email sequences, and your choice of manual or automated approvals.
It really takes the pain out of manually recruiting & registering wholesale customers which will save you time and let you put wholesale recruitment on autopilot.
Top Feature Highlights:

Registration form builder lets you capture whatever information you need during sign-up
Pre-fill the checkout fields with the information that you capture during sign up to smooth the first-order process for your new wholesale customer
Built-in spam protection with honeypot technology and optionally Google Recaptcha
Automated email sequences for admin and customer-facing approval and notification emails
Complete user approvals system which can be based on manual approvals or 100% automated if you wish

The Lead Capture plugin will make recruiting your wholesale customers and managing them much less painful.
Help & Support
We have a dedicated support team for Wholesale Suite who knows our products, WooCommerce, and the industry very well. You』re welcome to make use of their expertise at any time, worldwide.
If you are an existing customer please go to the support ticket request form and send us a message.
If you are a free plugin user, please send us a support request on the forum, we actively monitor the WordPress.org support forums for the free plugin and help our users there as best as we can.

WooCommerce Wholesale Order Form Getting Started Guide

Thank you for purchasing the WooCommerce Wholesale Order Form!
This document is a getting started guide for the WooCommerce Wholesale Order Form plugin for WooCommerce. 
Based on tons of research and observing wholesale transactions we know that happy wholesale customers are profitable wholesale customers. And the quicker your wholesale customers can order, the happier they』ll be because their mission is to get in, make the order, and get out.
The Wholesale Order Form is all about providing an efficient one-page ordering form for your wholesale customers so you can fulfill that promise.
Here』s what this guide will cover:

Overview – we describe at a high level what the plugin does exactly
Choosing Your Display Style – we will show the two different ways you can display your form and why you might want each
Paginated or Lazy Load – the pros and cons of using pagination versus lazy load to handle more products than can fit on a single page
Extra Columns  – there』s a number of extra columns you can add to your form to help your customers
Search/Filtering Options – this important because it helps your customers find what they』re after in the form interface
Getting Help – we understand this can be an intricate tool, we』ll show you where to get help if you need it

Overview
WooCommerce Wholesale Order Form is a completely stand-alone plugin for WooCommerce that provides a highly optimized ordering interface. It』s designed to work hand in hand with the rest of our suite of tools.
There are hundreds of features included in the Order Form tool, you can see here for a full list, but today we』ll go over just a few of the major features so that you can get up and running as fast as possible.

Subscribe to Wholesale Suite

First, we』re going to make some high-level decisions about how to display the form.
Choosing Your Display Style
There are two display styles in the Order Form, each with their advantages and disadvantages – we call them:

Standard (Add to cart per row)
Alternate (Add to cart at bottom)

The standard mode displays the form with add to cart buttons on the right-hand side of each row. This has a number of advantages:

It』s faster for the customer
Fewer mouse clicks (every mouse click adds time and frustration)
It』s all AJAX so no page reloading happens when clicked

The alternate mode displays the form with checkboxes next to the products on the right-hand side of each row and a single Add To Cart button at the bottom of the form which adds all the selected products to the cart in one go. This also has advantages:

Customers can add products all at once
Feels more like a traditional order sheet
Also fully AJAX driven so doesn』t reload the page when clicked

If you use the standard mode we recommend also adding a sidebar to the page so you can add a cart widget. See our guide for that here.
If you choose to use the alternate mode then you should make use of the Show Cart Subtotal setting which shows a simple running total of the cart』s subtotal near the add to cart button at the bottom of the form.
Paginated or Lazy Load
The next display decision you should make is how you want to handle when the form has so many products to show that they spill over to the next page.
By default, the order form will display 12 products per page. This is a pretty common number to load initially and it also applies when the customer is filtering or searching for products.
There are two options for paging style:

Paginated – split results into pages based on the products per page
Lazy Loading – more results are loaded into the page based on the user scrolling

Both options are great so at the end of the day, it』s up to you how you want it to work.
Pagination will show the customer how many pages there is upfront which gives them an indication of the depth of your product catalog.
Lazy Loading just keeps the user scrolling and scrolling down until it runs out of products to show, either in the catalog as a whole or for that particular search.
Extra Columns
Depending on what information you have available on your products you may wish to show some extra columns of data on the table.

Only show the stock quantity if you are tracking stock on your WooCommerce installation or via a compatible system like Inventoroo.
For the product SKU to show you must have it filled in under the Inventory tab on your product data information on the product. Likewise, for variable products, you should have the SKU filled in on each variation.
The product thumbnail will show the thumbnail image of the product and once you have that enabled you』ll also be able to provide an image size for the thumbnail on the form.
Want to add some extra custom data to the form? Then you』ll need to modify the order form template file. If you need a developer to do this we recommend searching on Codeable.
Search/Filtering Options
The last major thing you need to check on initially is searching and filtering options. These settings relate to the searchability and filterability of the order form as well as the sorting.
Do you want products that have zero inventory shown on the form? Do you want to allow customers to search by SKU?
There are also options here for sorting the products by name, date added, SKU and more.

Advanced Features
When it comes to solving wholesale for WooCommerce we believe in a holistic approach. You need to solve all three of the big problems:

Setting wholesale prices, visibility, tax, etc. This is solved with Prices Premium as you』ve seen in this guide.
Efficient ordering – this is very important and greatly affects the happiness of your customers when they do business with you
Recruiting and managing wholesale level customers

WooCommerce Wholesale Prices Premium

Premium is the add-on for the free plugin and immediately it opens up a lot of extra features that will give you maximum flexibility.
Additionally, some countries require certain specific rules to be followed when selling and advertising pricing to wholesale customers and Prices Premium has been designed to cater to everyone.
Top Feature Highlights:

Unlimited number of additional wholesale roles
Set prices via global % or category % in addition to the product level pricing
Tax exemption based on user role which is flexible enough to cater for even the most stringent tax policies
Shipping mapping where to can force wholesale customers to use certain methods and you can restrict certain shipping options to only wholesale customers
Payment gateway mapping where you can force wholesale customers to use certain gateways and likewise restrict certain gateways to only wholesale customers
Adjust the visibility of products to be wholesale only, retail only or a mix. This lets you adjust variation visibility as well
Add minimum purchase rules so you can enforce your wholesale agreements on the order level and set sensible minimums on the product level

These are just a few of the hundreds of features inside the premium add-on.
WooCommerce Wholesale Lead Capture

Managing wholesale level customers can be a bit of a headache if you are doing it manually. The Wholesale Lead Capture plugin gives you a wholesale specific registration form, dedicated wholesale login page, sign up email sequences, and your choice of manual or automated approvals.
It really takes the pain out of manually recruiting & registering wholesale customers which will save you time and let you put wholesale recruitment on autopilot.
Top Feature Highlights:

Registration form builder lets you capture whatever information you need during sign-up
Pre-fill the checkout fields with the information that you capture during sign up to smooth the first-order process for your new wholesale customer
Built-in spam protection with honeypot technology and optionally Google Recaptcha
Automated email sequences for admin and customer-facing approval and notification emails
Complete user approvals system which can be based on manual approvals or 100% automated if you wish

The Lead Capture plugin will make recruiting your wholesale customers and managing them much less painful.
Help & Support
We have a dedicated support team for Wholesale Suite who knows our products, WooCommerce, and the industry very well. You』re welcome to make use of their expertise at any time, worldwide.
If you are an existing customer please go to the support ticket request form and send us a message.
If you are a free plugin user, please send us a support request on the forum, we actively monitor the WordPress.org support forums for the free plugin and help our users there as best as we can.