Suppose you are running your woocommerce store not only for retail buyers but also for wholesalers to order bulk in quantity. In that case, you need to make some absolute changes in your store that help wholesalers to make a hassle-free purchase.
Wholesale customers often give you bulk orders. So, as a wholesale woocommerce store owner, you need to treat the bulk quantity buyers as special as possible to make them stay with your business for the long term.
Do you Know? We used to publish back to back blog posts about the best woocommerce plugins exclusively for store owners selling products in bulk quantity. In the line-up, we found another ideal plugin called Woocommerce Wholesale Lead Capture. The name itself suggests the plugin plays a perfect role to capture more leads to your wholesale store.
If you are not yet reading our two previous posts about the two different best woocommerce plugins you can’t skip installing it on your store, do check it out.
- Advanced Coupons for Woocommerce – An Extension to Market Your Store
- Woocommerce Order Form – 10x your Wholesale Business with this Must-Have Plugin
With the help of the plugin Woocommerce Wholesale Lead Capture, you can easily create (no coding knowledge required) a custom registration page exclusively for your wholesale customers.
You can seamlessly create the Wholesale Sign Up Form for your store using the plugin Wholesale Lead Capture following just three quick and straightforward steps.
3 Simple and Quick Steps to Create a Woocommerce Signup Page for Wholesale Customers using Wholesale Lead Capture Plugin
Step 1 – You Should Install the Plugin to your Woocommerce Store WordPress Dashboard
Undoubtedly, the Wholesale Suite bundle of plugins is a complete wholesale solution for your woocommerce store. You can purchase the bundle to get all the plugins, or even if you want only the purpose of creating a wholesale sign up form, go for wholesale lead capture plugin. The developers offer both single-site licenses as well as unlimited site licenses.
The installation process is the same and simple as any plugin installation process. It’s you to take the whole lot control over the plugin. So, while creating the registration page on your store using the plugin, you can decide what access to offer in the wholesalers sing up page to your wholesale customers.
Step 2 – You Should Customize the Woocommerce Wholesale Signup Form
Right after you completed the easy installation process of the plugin Wholesale Lead Capture, three new pages will be created automatically under the pages section of your WordPress dashboard. The pages are the login page, registration page, and thank you page as well. Remember, this is the automatic process, as you do not need to create any pages of your own. Refer to the image below as the three pages listed automatically.
Like any other default woocommerce pages, these three pages also have automatically created along with unique shortcodes. Here is the reference image of the Wholesale Registration Page with a shortcode.
If you want to place any of the three pages anywhere on your website, you can easily do so, copy the unique shortcode and paste it on the place wherever you want.
There is a section ‘Wholesale Lead’ created after you installed the plugin under the Woocommerce settings; if you want to customize the content, you can get into the ‘Wholesale Lead’ section and then to ‘Built-in Fields.’ This is how it looks like.
‘Built-in Fileds’ is a section where you can enable more input options in the wholesale registration page apart from the four basic default options such as First Name, Last Name, Phone and Email, as shown in the image below.
Here are the few other options you can enable on your wholesale registration page with the help of Wholesale Lead Capture Plugin. The possibilities are your wholesale customer address, company name etc. While customizing these extra options, you can decide whether the fields should be required or optional by ticking or un-ticking the required button accordingly.
Similar to ‘Built-in Fields’, another section called ‘Custom Fields’ in which you can create any custom field can be in both text and number forms that you can enable on your wholesale registration page if you want to collect the specific information from your wholesale customers.
That’s is the end of step 2 and heading forward to one last step that is nothing but a simple configuration process.
Step 3 – Configuration Process Whether to Approve Customers Manual or Automatic
The final step is the wholesale approval process, as you have to declare your newly registered wholesale user’s role. To configure the process, head over to woocommerce settings and click on the section’ Wholesale Lead’. On this, click ‘General,’ and you will see a settings term ‘Lead Actions’ to configure the wholesale approval process.
As shown in the above image, you can easily assign a role as ‘customer’ to your newly registered wholesale buyers. Next to that, there is an option called ‘Auto Approve New Leads.’ Have a look at the image for the easy reference.
With this option, you can configure whether your wholesale registrants should get automatic approval or not to see wholesale catalogs and their prices. It is advisable, according to the plugin developers, to choose manual approval in this case. As a store owner, you have to manually verify your customers’ wholesale registration form entries and then approve it to avoid fake sign-ups.
Whenever new sign up has been done through your wholesale registration page, you will be notified via your email. So, you can manually check out the forms and approve the way and assing your new registrant a customer role after you feel the document is genuine.
These are the three simple and quick steps that you should do to handle the configuration process soon after installing the plugin Wholesale Lead Capture. The whole process takes no more than ten minutes, and as I said earlier, no coding knowledge is required to add all these configuration processes.
Wholesale customers are not exactly like retail buyers as wholesalers used to buy bulk from your store, and they used to make orders regularly. So, as a woocommerce store owner, it is your entire responsibility to set up your store that offers your wholesale customers as easy and comfortable as possible.
The wholesale lead capture plugin is a must-have on your store, and it fulfills your wholesale customer’s needs in terms of a smooth registration process.
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