Wholesale Setup: Working with Wholesale Products

October 01, 2024October 01, 2024

How to Set Up Your Products for Wholesale Purchase

 

Who Should Use This Information

You should be reading this:

  • If you need to enter wholesale information for products on your website.
  • If you need to set up the shopping cart for volume discount selling for wholesale buyers.
  • If you need to set up a tax method for wholesale items.

The first part of the process for setting your website up for wholesale products is to enable it in your Settings.

Please Note: If you do not see the options listed below for Wholesale functionality, it has not been enabled for you yet.

 

Enable Wholesale Products

You can begin working with wholesale products by finding the Admin Button with your username in the upper right and going to Settings > Website Settings > Products.

There are a ton of settings for your products on this page, but for what you are wanting, you only need one. Find the Enable Selling of Wholesale Items setting and set it to ON. Once you've done so, scroll all the way to the bottom of the page and click Save.

 

Enter Product Wholesale Information

If you are setting up your website for wholesale members, most of your work on the site content for those members will be done directly in the Products module. This is work you can do at the same time you are setting your products up for retail sales. It is best to have this kind of data-entry work done before you set up your website for wholesale buyers to access your special pricing. In each of your products that you plan to sell wholesale, you need to look at the following two areas:

 

Wholesale Price

For each of your products you plan to sell wholesale, you can enter wholesale pricing at any time: it will never be publicly visible. The price should be per unit, and you'll enter it in the Pricing area of the Product Information tab. Here's an example:

  • Inventory & Costs - For the best results, you will want to put in your inventory (if that's something you need to track) and the cost you pay to create or produce each selling unit. You can do this on the Inventory tab in the normal way for your products (not pictured).
  • Wholesale Price - Enter your selling price for your Wholesale Members. Again, information you enter into this field is password protected and only Members who have signed in will be able to see it. As with your other price fields, if you have multiple Locations in the system, the Wholesale Price will default to saving the price for all of them unless you specify different pricing for the item at different locations.

Wholesale Description

You should enter all pertinent details about how your wholesale pricing, packaging, and shipping works in your Wholesale Description for each product you plan to sell wholesale. To access this area, go to the Website Settings tab. You will see the Wholesale Description near the bottom, as pictured here.

A good Wholesale Description will contain the following:

  1. A breakdown of pricing.
  2. Marketing language on the the product.
  3. Information about case packaging, if any.
  4. Information about special shipping considerations and pricing, if any, for higher volume purchases.

Remember that images and other rich content, such as embedded videos and links to PDF files make your products more appealing, so inserting an image, at the least, is a good idea. After you have composed your content, the last step is scrolling to the bottom of the product and clicking the Save button.

 

Special Considerations for Wholesale Product Setup

The system will take care of most of the work for you. For example, you can set all of this information up for each of your products and in the same product listing, you can have the retail version of the product as well as your Wholesale Options, if any. Retail buyers will only be able to see and purchase the retail version of the product, and Wholesale Members who are logged into the site will be able to see and purchase at your special wholesale rates, with no tax added for in-state purchases. They will also be able to see the retail versions, and retail pricing, so they will be able to see directly the savings they are getting at the wholesale level.

 

 

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Working with Wholesale Products (This Article)

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