Welcome to ProgramMatek’s guide on using the WooCommerce Wholesale Order Form plugin for your wholesale transactions. We understand that satisfied wholesale customers are the key to a successful business, and this plugin aims to make their ordering process quick and efficient.
The WooCommerce Wholesale Order Form plugin is a stand-alone solution that provides a highly optimized ordering interface for WooCommerce. Designed to seamlessly integrate with our suite of tools, this plugin offers a wide range of features to enhance your wholesale ordering experience.
Upon installing and activating the plugin, you will be guided through a setup wizard. This wizard simplifies the process of creating your first order form, ensuring that you can start using the plugin quickly and easily.
Generate WooCommerce API Keys
Complete the Wizard
Multiple Order Forms
With the Wholesale Order Form plugin, you have the flexibility to create multiple order forms for different occasions. Each form can be customized to display a specific selection of products. You can easily add these forms anywhere on your website using shortcodes.
Drag and Drop Form Builder
Our intuitive drag and drop form builder allows you to create customized order forms without any coding knowledge. The form is divided into three sections: the header, the table, and the footer. You can add sections, determine the number of columns, and arrange elements to your liking.
Extra Product Columns
The product listing table contains columns that display essential information about each product. By clicking the gear icon next to each element, you can access options to style the element and make additional tweaks such as changing column titles or enabling sorting. Please note that the product SKU will only show if it has been filled in under the product’s inventory tab.
Add to Cart Options
The Wholesale Order Form plugin offers two ways to display the “Add To Cart” button on the order form, each with its own advantages. The first option places the button on the right-hand side of each row, allowing customers to add products to their cart quickly and efficiently. The second option displays checkboxes next to each product, and customers can add all selected products to their cart in one go.
Search, Filtering, and Sorting Options
To enhance the searchability and filterability of your order form, the plugin provides various options. Customers can search for products by SKU, and you can customize how the products are sorted. You also have the option to display out-of-stock products and create separate order forms for different product categories.
When your order form contains a large number of products that can’t fit on a single page, you can choose between pagination and lazy loading. Pagination displays a set number of products per page, giving customers an overview of your product catalog. Lazy loading, on the other hand, loads more products as the user scrolls through the form. The choice between these options depends on your preference and the browsing experience you want to offer.
User Role Permissions
If you want to restrict access to the order form, you can specify which user roles can view and use it. The plugin provides an option to manage user role permissions under the settings tab.
Form Permission Setting
Adjust the User Role Filter
To fully optimize your wholesale experience, ProgramMatek offers two additional powerful tools:
WooCommerce Wholesale Prices Premium
Our Wholesale Prices Premium add-on provides advanced features that allow you to set wholesale prices, customize visibility options, manage taxes, and more. With unlimited wholesale roles, flexible pricing options, and various customization capabilities, this add-on gives you maximum flexibility in managing your wholesale pricing.
WooCommerce Wholesale Lead Capture
Managing wholesale customers can be a tedious task. Our Wholesale Lead Capture plugin streamlines the registration process for wholesale customers. With a dedicated registration form, login page, automated approvals, and customizable email sequences, this plugin simplifies the process of recruiting and managing wholesale customers.
Help & Support
At ProgramMatek, we have a dedicated support team that is ready to assist you with any questions or concerns. If you are an existing customer, please reach out to our support team through the support ticket request form. For users of the free plugin, we actively monitor the WordPress.org support forums and are happy to help you there as well.
Thank you for choosing ProgramMatek! We hope this guide helps you make the most of the WooCommerce Wholesale Order Form plugin.