Review of Wholesale Suite – A Great Option for B2B Sales

Wholesale Suite

For a wholesale business, it is a little more complicated to set up an online store compared to retail stores. You will need to set up registration options, bulk purchase terms, dynamic pricing options, and more. Out of the box, WooCommerce does not offer support for wholesale stores, and hence you have to rely on plugins. In this review, we will discuss more about Wholesale Suite – a combination of three plugins that will help wholesale businesses streamline their online presence.

Wholesale Suite Overview

Wholesale Suite is a comprehensive extensions bundle that will help you execute your online wholesale strategy seamlessly. It gives you access to 3 different plugins that will help you achieve all the different requirements of a typical online wholesale store. The most obvious advantages that a wholesale store owner will gain by using the Wholesale Suite plugin bundle are as follows:

  • You will be able to set tiered wholesale prices based on user roles at the product, category and global levels.
  • Can create a product table interface that will provide a fast and seamless order experience for customers.
  • Easily onboard new customers with custom registration forms and automated approvals.

Wholesale Prices Premium Plugin

This plugin makes it easy to handle all the pricing aspects of a wholesale store. The plugin offers the following benefits for an online wholesale store owner.

  • Create a wholesale pricing strategy based on multiple user roles.
  • Set up pricing globally, or at product or category levels.
  • Ensures compliance with your country’s tax system.
  • Capability to choose shipping and payment methods.
  • Manage wholesale and retail products effortlessly.
  • Configure minimum purchase required at product or order subtotal levels.

Wholesale Order Form Plugin

The purchase process in a wholesale store is starkly different from a retail store. So, it is important to provide a seamless interface that is convenient for bulk purchases. The wholesale order form plugin has a list of features that could be interesting for wholesale merchants looking to provide a better purchase experience to their customers.

  • Display the entire product catalog on a single page.
  • Control the amount of information displayed on the product table.
  • Ajax enabled for faster interactions.
  • Responsive layout for mobile customers.
  • Advanced search and filter options to help customers find the right products faster.

Wholesale Lead Capture Plugin

New customer registration process could be another struggle for wholesale merchants. If you are looking for a tool to automate the online filtering and approving process of new customers, here are some of the areas that this plugin can help.

  • Customize the registration form including all the information required for your store.
  • Automatically fills the checkout fields with registration details.
  • Solid protection from spam.
  • Email notifications to customers and store owners with custom templates.
  • Choice between automatic and manual user approval.
  • Automatically create registration, login and thank you pages.

How to set up Wholesale Suite?

First, you need to install the free Wholesale Suite – WooCommerce Wholesale Prices & B2B Plugin from the WordPress plugin repository.

With this plugin, you will be able to set up a wholesale customer role and product-level wholesale pricing.

Once you activate the free plugin, the new wholesale user role will be automatically created. While creating a new user, you can select this user role. You can click the Edit link and change the name and description for this user role as well. To add new user roles, you will need the premium plugin, which we will discuss later in the article.

Now, you can go to an individual product page, and set a unique price for the ‘Wholesale Customer’ user role.

When a customer with the ‘Wholesale Customer’ user role logs into the store, they will see the price that you have configured for the role.

From the plugin settings, you will be able to change the price text that will be displayed, and also hide the regular and sale price instead of showing them as stricken through like in the above example. You can also choose a custom price display option for variable products, and hide the price and Add to Cart button altogether if needed. There is also an option to display the wholesale price even to customers who are not assigned with the ‘Wholesale Customer’ role.

Setting up WooCommerce Wholesale Prices Premium

Now we will check the additional settings you will get access to when you install the WooCommerce Wholesale Prices Premium plugin.

Add new user roles

You will be able to add new user roles in your WooCommerce store with the premium plugin.

More pricing options

For each of the new user roles you create, you will be able to add a specific price along with other restrictions in the individual product settings. You can specify a fixed price for the user role, and also manage the following additional settings here:

  • Wholesale Minimum Order Quantity
  • Wholesale Order Quantity Step
  • Product Quantity Based Wholesale Pricing

Restrict product visibility

You also have the option to restrict the visibility of a product only to specified wholesale user roles. These settings are available in the Publish section on the top right side of the product edit page.

Customization options in the plugin settings page

You can access the plugin settings at WooCommerce > Settings > Wholesale Prices. We will note down some of the additional settings that you can manage with the Wholesale Price premium plugin.

  • Set up different minimum order requirements according to store strategy.
  • Control the visibility of products you intend to sell only to wholesale customers.
  • Offer additional privileges to wholesale customers.
  • Customize the thank you message.
  • Customize tax display and mapping.
  • Restrict shipping options to wholesale roles.
  • Control the availability of payment methods for wholesale roles.
  • Add extra charges for wholesale customers to use certain payment methods.

Setting up Wholesale Order Form

The second plugin in the bundle is the Wholesale order form plugin. This one helps you create and display a product table in your store for wholesale customers. This will be a more convenient option for wholesale customers as it lets them order multiple products in multiple quantities in one go. When you install the plugin, a new page ‘Wholesale Ordering’ will be automatically created in your store. You can keep this as a separate page, or replace the default WooCommerce Shop page with the new order form.

With the default settings, the order form or product table looks convenient for bulk ordering.

Now, we will look at the order form customization options

Display and Style

  • You can change the appearance of the order form with only a single Add to Cart button at the top.
  • Instead of organizing products into multiple pages, can enable Lazy Loading.
  • Control the number of pages displayed per page or per scroll.
  • Display variations in individual rows.
  • Display a popup with product details rather than navigating to the product page when the user clicks a product.
  • Include additional product information such as SKU, thumbnail, stock quantity, etc.
  • Control whether to display pricing tables and minimum order requirements.
With the alternate display options, the order form looks like this screenshot.

Search and Filtering

You can control the filtering options and searchability of products here.

  • Choose to display products with no inventory.
  • Allow customers to search for products with SKU.
  • Choose an option for product sorting and define the order.

Include or exclude products in the order form

You can selectively include or exclude products to be visible on the order form by specifying categories or product names.

Restrict order form access based on user roles

You can also specify user roles that will be allowed to view the form. Here you can customize the message to be displayed when users are denied access to the order form.

Setting up Wholesale Lead Capture

This plugin offers a hand to help you deal with all the different hassles associated with new customer registration, onboarding, notifications, etc. When you install and activate the plugin, it will create three additional pages – A page with the registration form, a login page, and a registration thank you page. You can access the plugin settings from WooCommerce > Settings > Wholesale Lead.

Let us take a look at the customization options of this plugin as well.

Configure pages and lead actions

On the General settings tab, you can assign different pages relevant to your wholesale strategies. Apart from the login, registration and thank you pages, you can also assign ‘terms and conditions’ and login and logout redirect pages. Here you can assign a default wholesale user role for new registrations, and also control whether approvals should be manual or automatic.

Customize registration form

You can further customize the default registration form by adding, removing, or rearranging fields. The plugin offers a few built-in options for registration form fields, and an option to create custom fields according to your requirements.

The built-in fields are some of the common fields that most wholesale businesses would require.

Customize email notification templates

You can enable email notifications for the acceptance and rejection of registrations. The plugin offers options to customize these email templates as well. You can also specify the admin email to receive notifications.

Wholesale Suite pricing

The Wholesale Suite bundle is available in two pricing plans. With the Growth bundle, you will get a single site license that includes all the three plugins that we discussed above. You will get standard email support and automatic updates with this plan. The Growth Bundle’s normal price is $297 per year. For unlimited site licenses, you can check out the Business Bundle that has a price of $597 generally. This plan has priority email support and automatic updates. Check the website for discounts on both bundle plans. All the plugins part of the bundle can be purchased and used as standalone tools if it makes sense for your business strategy.

What do we think about Wholesale Suite?

For wholesale business owners, the Wholesale Suite plugin bundle could be extremely helpful as each of these plugins provides effective assistance in store management. The plugins are easy to set up and offer a user-friendly interface. In addition, the knowledge base is reliable, and will help you if you face any difficulties during configuration. We tested all 4 plugins, and found them to be smooth and seamless. If you are looking to supercharge your wholesale strategy, these plugins could be really helpful.

We hope this article has helped you get a good overview of Wholesale Suite plugin bundle, and has given you a perspective on its usefulness for wholesale businesses and B2B companies. Leave us a comment below if you have any queries.

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