Usage Guide

Wholesale Groups - assigning customers

Once you've created groups (WooCommerce → Wholesale Groups), assign customers to them:

1. Go to Users → All Users and open the customer's profile.
2. Select a group from the Wholesale Group dropdown.
3. Save. The customer now receives that group's discount and minimum cart total.

Customers in a group still need the wholesale customer checkbox enabled on their profile (set by the free plugin). The group then overrides the global discount with the group's own rate.

Tiered / quantity-break pricing

Set volume discount tiers directly on each product:

1. Open a product and go to Product data → General (simple) or Pricing tab.
2. Find the Wholesale tier pricing repeater and add rows. Each row requires: Min Qty, Max Qty (0 = no upper limit), and Price.
3. Save the product.

The tier table is shown on the product page for logged-in wholesale customers. Tiers take full precedence over per-product and global wholesale prices on that product.

Wholesale registration form

Use the Create registration page button in settings to generate the page automatically, or add the shortcode to any existing page:

[wcsp_registration_form]

New applicants appear in WooCommerce → Registrations with a Pending status. Approve or reject in bulk or individually - the customer receives an email on either outcome. On approval, wholesale status is enabled automatically.

Wholesale Order Form

Place a fast bulk ordering table on any page:

[wcsp_order_form]

Available attributes:

• columns - Comma-separated list (default: image,name,sku,price,stock,qty).
• per_page - Products per page (default: 20).
• category - Filter to a specific category slug.
• show_search - yes / no (default: yes).
• show_filters - yes / no (default: yes).

Variable products show inline variation selects. The Add all to cart button submits all rows with a quantity greater than 0 in a single AJAX request.

Quote Requests

Customer flow: Wholesale customers see a Request a Quote button on product pages. They set a quantity and an optional note, then submit. Their quote history is available under My Account → Quotes.

Admin flow: Open the quote from WooCommerce → Quotes. Review line items, adjust quoted prices inline if needed, then:

• Approve - Customer receives an approval email. Convert the quote to a real WooCommerce order at the quoted prices with one click.
• Reject - Customer receives a rejection email with your optional note.

Net Terms / Pay by Invoice

The gateway is only visible at checkout to wholesale customers within their credit limit. Orders placed with Net Terms are set to On Hold. The due date is shown on the admin order screen - orders past their due date show an OVERDUE flag. The outstanding balance (sum of On Hold + Processing Net Terms orders) is checked live at checkout against the customer's credit limit.

Per-user net terms override: set a specific net-days value on the user profile to override the gateway default for that customer.

Store Credit

Issue credit from the customer's user profile (amount + internal note). At checkout, customers with a positive balance see an Apply store credit checkbox. Credit is deducted from the balance when the order reaches Processing or Completed status. Refunds automatically restore the credit balance.

Customers can view their balance and transaction history under My Account → Store Credit.

Wholesale Reports

Go to WooCommerce → Wholesale Reports. Select a period (Last 7 / 30 / 90 days, or This year). The dashboard shows:

• Revenue, Orders, Average Order Value, Unique Customers.
• Pending Applications count.
• Daily revenue bar chart.
• Top 10 customers by revenue.
• Revenue breakdown by wholesale group.

Product visibility & quantity rules

• Product visibility - On each product's General tab, set visibility to Always visible, Wholesale customers only, or Use global setting. Global toggle in Wholesale Settings.
• Quantity rules - Set wholesale min/max quantities per product. Validated at Add to Cart and checkout.
• Quantity steps - Set an order step (e.g. multiples of 6) per product. The quantity input updates automatically on the product page.