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How to set up Wholesale pricing in your WooCommerce Store

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Are you fixated on the idea of selling products in large quantities to your customers?

Well, it’s a solid idea but you’ll have to target wholesalers looking to purchase in bulk on a regular basis.

And, here’s the catch – Bulk purchase also calls for a special pricing system and you’ve got to have one in your WooStore for the wholesalers if:

  • You want to speed and ease up the entire transactional cycle through automation
  • You need to offer discounts to dropshipping businesses placing orders in your shop
  • You need to offer a completely different pricing page for your wholesalers
  • You want to offer dynamic pricing and entice the wholesaler to complete the purchase
  • You’re running a supplier business

Now, to help you price and sell products in bulk, In this article, I’m going to show you how to easily set up Wholesale Pricing in your WooCommerce store. This will definitely help in increasing your sales, customers, and revenues.

So, without any further ado, let’s quickly dive in.

[lwptoc numeration=”none” title=”Setting up Wholesale Pricing in your WooCommerce Store” skipHeadingLevel=”h3″ skipHeadingText=”*Parting Thoughts,*”]

1. Add a separate User role for wholesalers

First things first,  you’ve got to add a separate user role for wholesalers in your WooStore.

This is because the needs of wholesalers are different from that of a retailer or a regular customer.

Unfortunately, WooCommerce, by default lets you set up only a normal pricing system for your products. Plus, it does not offer ‘Wholesaler’ as a separate User Role.

So, instead of going the long route of creating an entirely new website for wholesalers, you can rather add a User Role and dynamic pricing system to the same website. This will save you tons of time, energy, and resources. Moreover, you’ll be able to manage retailers and wholesalers through one website with ease and breeze.

On that note, to create a ‘Wholesaler’ User Role in your WooCommerce store, you will need to install a plugin that can add this functionality.

There are tons of plugins that will do the job for you, however, you’re free to choose the one that fits your needs the best. But, for the purpose of this article, I’ll be going ahead with the User Role Editor plugin which is also a free plugin.

Install & Activate the User Role Editor plugin

You can head to WordPress, install and activate the User Role Editor plugin.

Once you’re done, you should be able to find the Role Editor option in your WordPress backend dashboard.

  • WordPress Dashboard > Users > User Role Editor

wholesale plugin

Image Source: shinephp

This functionality allows you to create, select User Roles, and attach different capabilities (ticked boxes) to those user roles.

Add ‘Wholesaler’ User Role

The whole purpose of creating a ‘Wholesaler’ User Role is to differentiate a wholesaler from a ‘regular’ customer. And, this is done to ensure that ‘Regular or Retail’ shoppers don’t get access to the special ‘Wholesale’ pricing.

Plus, it becomes easier to make the special pricing in your products page visible only to the ‘Wholesalers’.

Now, as shown in the above image, to add a User Role, go to:

  • User Role Editor > Add Role

By doing so, you’ll be able to create a new User Role once you click on the option.

After clicking, a small window will pop up asking you to fill in basic details regarding the role you wish to create.

add role

Image Source: shinephp

In the ‘Role Name’ field, you can input ‘Wholesaler’ as the Role Name. And, you can repeat the process in case you wish to create different wholesale groups (e.g: based on cities) and charge different prices for each group. Moreover, the plugin even allows you to assign capabilities to the Wholesaler as per your requirements.

You can add ‘Capabilities’ by going to:

  • User Role Editor > Add Capabilities

Add capabilities

Image Source: shinephp

With this option, you can enable and define the actions your wholesaler can perform in your WooCommerce store. You can even edit and delete specific Capabilities as per your choice.

Having done this, you’ve now successfully created a ‘Wholesaler’ user role. Congratulations 🙂

2. Create wholesale pricing for the products as per your choice

This is where all the magic happens!

Once you’ve created the Wholesale User Roles, the next step is to add special prices to the products for each wholesaler role that you’ve created.

And, to do this, you’d need to install a plugin that can help you create and add dynamic pricing & discounts to your ‘Wholesaler’ User Roles.

[su_note]Recommended Read: 8 Best WooCommerce Wholesale Plugins[/su_note]

While there are several plugins available for you to choose from, I recommend using the WISDM Customer Specific Pricing plugin.

This is because:

  • The add-on is developed by Certified WooExperts with a great track record making it one of the most reliable and trusted plugins.
  • It comes with tons of robust features that’ll increase your wholesaler customer retention and the wholesaler lifetime value.
  • The plugin has also received an average near-perfect rating of 4.8/5 from its 3700+ WooCommerce clients.

With this add-on, assigning special prices to the product for your Wholesalers becomes super easy.

So, if you’ve decided to go ahead with the WISDM Customer Specific Pricing (CSP) then, you can also take a look at this detailed guide for installing the plugin.

Wholesaler Pricing & Discounts

After you’ve activated the CSP plugin, you can start editing and adding special pricing to the products you plan on selling to your Wholesalers.

To do this, go to Dashboard > Products > All Products

All products

You can edit the products you wish to add special pricing to or even choose to do it for all products. It depends on your business plans.

Once you’ve chosen the product, you can scroll down to the:

    • Product Data section > select Simple Product option from the drop-down menu
    • Check the General Tab > choose Customer Specific Pricing
    • Click on Role-Based Pricing > Wholesalers User Role

rsp-product-edit-page

Note: The plugin is also compatible with Variable Product types.

Having done this, you’ll now be able to set a Discount type (Flat or %), specify the Minimum Quantity (if any), and enter the Price (Value) for the wholesaler buyers.

For e.g: Red Shirts for ‘Wholesalers’ will be available at a 50% discount only if they’re willing to purchase a minimum quantity of 10 pieces. Similarly, you can create more such rules for each Wholesale role that you’ve created.

Once you’ve configured and saved this setting, your Wholesaler will now be able to see this special pricing for that particular product(s) in your WooCommerce shop. However, this pricing will not be visible to your ‘regular’ customers.

With that being said, this quantity-based pricing gives you the opportunity to make your Wholesalers feel special thereby, encouraging them to buy the product(s) in bulk.

Category-based Pricing

Another special feature that allows you to make the shopping experience for your Wholesalers slightly more interesting.

If you’re someone who’s got several products to offer and have categorized your products under sections, then this feature will do wonders for you.

For e.g: Having products segregated under categories like ‘Accessories’, ‘Books’, ‘Electronics’, ‘Furniture’, etc. in your WooStore.

So, depending upon the demands and strategies of your business, you can also choose to offer special pricing for wholesalers on specific Product Categories.

 And, you can do so by going to:

  • WordPress Dashboard > Customer Specific Pricing
  • Select Category Pricing from the tab
  • Click on the Role-Based Category Pricing and choose ‘Wholesaler

rsp-category-pricing

Under this option, you’ll be able to select the particular Product Category, set the type of Discount (flat or %), assign a Minimum Quantity, and enter the Price (value).

For e.g: A Wholesaler can get a discount of 20% on any products in the Electronics category on a minimum purchase of 20 pieces of any electronic.

You can use this trick to boost sales of products under a particular category.

Global Discounts

Apart from Category-based Pricing, you can even set up Global discounts for the Wholesalers.

This technique comes in handy, especially during holiday seasons or festive sales when you don’t have the time to set discounts or special pricing for individual products. In such scenarios, you can use this feature to set global discounts to all products and enable it for all wholesale user roles.

This will give you more time to focus on other aspects of your business. And, to configure Global Discounts for your Wholesalers, follow the below steps:

  • WordPress Dashboard > Customer Specific Pricing > Global Discounts
  • Enable Global Discounts  > User Roles > Wholesalers

rsp-global-discounts

Here, you’ll be able to set Discounts (% or flat), Minimum Quantity, and the Pricing which will be common to all the Wholesalers and will be applied to all products.

Cart Discounts

Usually, the products priced for the Wholesalers are already discounted. And, providing further discounts while checking out may hamper your profitability.

However, if a wholesaler is buying something from your store for the first time, then it may not be a bad idea to upsell certain products by offering Cart Discounts.

You could do this as part of a good gesture towards building a long term business relationship.

So, to do this, follow:

  • WordPress Dashboard > Customer Specific Pricing > Cart Discounts

First time wholesalers

This functionality of Cart Discount will be common and applicable to all First-time buyers. It won’t be restricted just to the Wholesalers.

But, if you want only the Wholesalers to enjoy the benefit then you can set the Minimum Cart Value to a higher number. This is because wholesalers usually buy in bulk while other retailers and regular customers may have a lower minimum cart value appetite.

Moreover, you can also set the Maximum Cart Value and define the Discount % in case you wish to add more discounting levels.

For e.g: In the above image, you can see the Minimum Cart Value is set to 100  and the Maximum Cart Value is $200. The discount is capped at 25%. This means that if the First Time buyer has products worth $100 – $200 in his cart then, the buyer is eligible for a discount of 25% on his bill.

Furthermore, you also have the option to draft and display a prompt message before and after the discount application. In doing so, you can make them aware of the discounts and congratulate them after it’s applied.

discount exclusion

In case, you want to exclude all Wholesalers or a specific wholesaler from Cart discounts, you can do so by selecting from the User Role section.

Plus, if you want to extend the Cart discounts beyond the First time rule, you can repeat the same process for the Existing Buyers as well.

General Settings

You can explore this option to add small yet effective settings on your Products page.

There are options to:

  • Enable Strikethrough Price
  • Display text for Price description
  • Add custom text (Read More) for the products that can not be purchased as a single quantity 
  • No special pricing text, etc.

With that being said, I’ve now covered all the different methods you can use with the WISDM Customer Specific Pricing plugin to add special pricing to the Wholesaler User Role. 

3. Make browsing easier with a separate Wholesale page

A unique and easy shopping experience is the key to making customers happy!

And, when it comes to Wholesaler User Role – having a separate page for them with specific products and special pricing will speed up the purchase process.

The Wholesalers are usually a lot busier and having a separate page will help them in avoiding all the clutter. Plus, it’ll make them feel special and the discounted pricing for different products right in front of them may encourage them to buy other products too.

Now, to create this special shop page, you can simply use the shortcode:

  • [csp-products-for-user]

Add this shortcode wherever you’d like to create this special shop page on your WooCommerce website.

This page will enable your Wholesalers to see only the discounted products and the special pricing you’ve set for them.

And, on that note, let’s now move to the final step in this process! (Yaaaaay)

4. Test your Wholesale Pricing activity

The last step in this activity is to ensure that the Wholesale Pricing rules that you created actually work! 😛

Before going live, it’s always better to test and see what your wholesale customers will actually view once they land on your website or the special shop page.

If you feel or notice some error or wish to change the look or the pricing rules, this is the time to do so and make the necessary corrections.

Once you’re done, preview it again and if you’re satisfied then go ahead and make your page Live.

And, with that, you’re now fully equipped to create Wholesale Pricing in your WooStore 🙂

Parting Thoughts,

I hope this article was able to provide valuable insights into the process of setting up Wholesale Pricing in your WooCommerce store 🙂

And, I’m sure with a Special Wholesale Pricing system in your artillery, you will immensely improve your bulk purchases and the profitability of your business.

In case, you have any doubts or concerns, feel free to comment below 🙂

 

Love Shah

Love Shah

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