Mastering Wholesale: 3 Easy Methods to Create a WordPress Order Form

Managing wholesale orders in WordPress can be straightforward with the right tools. Without them, it can become a challenge for both you and your customers.

When bulk buyers have to sift through multiple pages to find what they need, it creates delays. It’s akin to entering a disorganized warehouse—frustrating and ineffective.

WooCommerce does not provide a built-in option for wholesale customers to place bulk orders, but you can easily implement a wholesale order form to facilitate this.

In this guide, we will demonstrate how to create a simple and user-friendly wholesale order form in WordPress, enhancing your B2B sales process.

Benefits of Using a Wholesale Order Form

Numerous B2B and dropshipping businesses seek wholesale pricing to profit from reselling your products.

If you operate an online store capable of handling large orders, consider setting up a bulk order form with wholesale pricing to enable your customers to make bulk purchases.

Wholesale order forms streamline the ordering experience for your customers, allowing them to quickly choose the products they want, indicate quantities, and submit their orders.

WooCommerce is the leading open-source eCommerce platform for WordPress, utilized by countless small and large businesses. It provides an excellent way to create visually appealing online stores with detailed product pages and efficient order management.

If you’re looking for a more straightforward way to support resellers, adding a wholesale order form to your WordPress site is an excellent option.

In this guide, we will demonstrate how to create a wholesale order form using three distinct methods. To quickly navigate to your preferred method, simply click the link below:

• Method 1: Creating Wholesale Order Forms with Wholesale Suite
• Method 2: Creating Wholesale Order Forms with WPForms
• Method 3: Creating Wholesale Order Forms with WP Simple Pay
• Which Wholesale Method Suits Your Needs?
• Bonus Tip: Adding Wholesale Pricing in WooCommerce
• Common Questions About Creating a Wholesale Order Form

Are you ready? Let’s dive in!

Method 1: Creating Wholesale Order Forms with Wholesale Suite

Our top choice for creating wholesale order forms online is Wholesale Suite, a comprehensive set of plugins that enhance your WooCommerce store with robust wholesale capabilities.

It seamlessly integrates with WooCommerce, making it the perfect solution for current online store owners.

For more information about the software, please check out our in-depth review of Wholesale Suite.

Wholesale Suite Plugins

The suite consists of three essential plugins:

1. Wholesale Order Form:This plugin enables you to design customizable wholesale order forms tailored to your specific requirements.
2. Wholesale Prices Premium:This allows you to set unique pricing for your WooCommerce products, enabling you to provide various levels of wholesale discounts.
3. Wholesale Lead Capture:This plugin helps you create wholesale registration forms, logins, and thank you pages to enhance the customer experience.

Step 1: Install the Wholesale Suite Plugin

To begin, download the Wholesale Order Form plugin. If you need assistance, check out our guide on installing a WordPress plugin.

Step 2: Create Your Wholesale Order Form

Next, navigate to Wholesale Order » Formsin your WordPress admin dashboard. Click on ‘Add Form’ to start creating a new form.

This action will take you directly to the Form Editor page. Here, you can customize the ‘Order Form Table.’

This is where you can design how your products will be displayed to customers on the frontend.

The products should automatically populate in the ‘Order Form Table.’

If your WooCommerce store doesn’t have any products, you’ll need to add them first. For comprehensive instructions, we suggest reading our Ultimate Guide to WooCommerce.

Once you’ve added your products, simply drag and drop modules from the table elements in the ‘Edit Form’ tab on the right side of the editor into your form.

You can add a variety of elements, starting with ‘Header/Footer Elements.’ This includes features like the search bar, category filter, option to add selected products to the cart, cart subtotal, and more.

These features are particularly beneficial for lengthy product lists, helping users easily locate items or view the total cost at the top or bottom of the order form.

You can also personalize table elements, including product images, names, prices, stock quantities, and more.

Don’t forget to add an ‘Add to Cart’ button for each product, allowing customers to easily add items to their shopping carts.

To rearrange the order of the form columns, simply click the ‘Re-order Element’ icon located at the top of each column.

This feature enables you to drag the column left or right. The trash icon allows you to remove columns as needed.

To modify the text or styles of any input field, click the ‘Element Settings’ icon, and a sidebar will open.

For instance, you can select a different button color or change the ‘Button Text’ to ‘Buy Now.’

Step 3: Personalize the Settings

In the ‘Settings’ tab of the right-side panel, you can adjust how products are sorted in the form, set the number of products displayed per page, and choose whether to show all variations individually.

The ‘Lazy Loading’ feature allows additional products to load automatically as users scroll, eliminating the need to click through to the next page for more items.

Step 4: Publish Your Wholesale Order Form

After customizing your order form, remember to assign it a name.

You can click the ‘Publish’ button when you’re ready to make it available to your customers.

Step 5: Embed the Order Form

Next, it’s time to embed the order form into any post or page within your WooCommerce store. We suggest placing it on a landing page or user registration page.

First, copy the shortcode located at the top of the order form.

Then, navigate to the page where you want to add the form on your site.

Click the ‘+’ icon in the top left corner of the editor.

Next, add the ‘Shortcode’ widget.

You can then paste the shortcode for your wholesale order form.

Feel free to include any other relevant information on the page that could enhance conversions or provide additional details to buyers.

For instance, including shipping and delivery details or displaying security and trust badges can be beneficial.

Finally, click ‘Publish’ or ‘Update’ in the top right corner to make your changes live.

Ensure that everything functions properly and appears as intended.

This is the expected layout. Unlike other methods, this approach enhances user experience by allowing product searches and category filtering.

Method 2: Creating Wholesale Order Forms Using WPForms

WPForms is the leading drag-and-drop form plugin for WordPress, enabling you to effortlessly create various types of forms, including contact forms, payment forms, and wholesale order forms, all without needing any coding skills.

At CanadaCreate, we utilize WPForms to build our contact forms, conduct annual user satisfaction surveys, and handle migration requests.

You can check out our comprehensive WPForms review to understand why we rely on this plugin.

Step 1: Installing the WPForms Plugin

To begin, you’ll need to install the WPForms plugin.

For detailed guidance, consider following our step-by-step tutorial on how to install a WordPress plugin.

After activating the plugin, navigate to WPForms » Settings in the WordPress admin sidebar to input your license key.

Your license key can be found in your WPForms account.

Step 2: Creating a New Wholesale Order Form

Once you’ve completed that, go to the WPForms » Add New section in the WordPress dashboard.

This will direct you to the WPForms drag-and-drop builder.

You will then be on the ‘Setup’ panel, where you can name your form and select a template.

🤖 Quick note: WPForms features an AI-driven form builder that simplifies the process of creating a wholesale online order form. Just describe your requirements, and the AI will generate it for you in seconds.

Say goodbye to manually adding fields or adjusting settings!

However, for this tutorial, we will select a pre-designed template.

First, let’s name the form. For instance, we can use ‘Wholesale Order Form’ as the title.

Next, choose the ‘Wholesale Order Form’ template that suits your needs.

Hover over the form and click the ‘Use Template’ button to get started.

A template will be created for you, allowing you to customize the fields in the form builder.

Scroll down to the ‘Your Order’ section of your form. Click on one of the dropdown item fields to access its settings in the left-hand panel.

Here, you can change the ‘Label’ to reflect your product name and adjust the quantities and prices as needed.

To add more purchasing options, click the ‘+’ button to include another choice in your ‘Dropdown Items’ field.

To add additional products, simply drag and drop the ‘Dropdown Items’ field into the form preview.

You can then edit the name, quantities, and prices in the same manner.

Repeat these steps for each dropdown field for all the items you wish to offer at wholesale prices.

Next, you can modify your order form by dragging fields from the left panel to the right panel.

Additionally, you can modify the ‘Form Name’ and ‘Form Description’ to inform visitors about the purpose of this form and provide any essential details.

To implement these changes, navigate to the ‘General’ tab located within the ‘Settings’ panel.

Step 3: Setting Up Your Form Notifications

After customizing the wholesale order form, it’s important to set up notifications to alert you whenever someone submits the form. This allows you to promptly inform your suppliers or in-house inventory team and efficiently process orders.

Email notifications are a straightforward way to alert you whenever someone fills out the online wholesale form on your website.

In the left sidebar, click on ‘Notifications.’ Here, you will need to switch the ‘Enable Notifications’ toggle to the right.

Next, you can personalize the ‘Send to Email Address,’ ‘Email Subject Line,’ ‘From Name,’ ‘From Email,’ and ‘Email Message.’

You may notice that WPForm automatically uses your site’s admin email. However, you can add additional email addresses if necessary. For assistance, refer to our guide on creating a contact form with multiple recipients.

In the email message, you can inform them that you have received their order form and that someone will begin processing it shortly.

The ‘Email Message’ field by default uses the ‘{all_fields}’ Smart Tag, which displays all the fields and their labels that the user has filled out in the form.

After making your changes, scroll to the top of the WPForms editor. Click the main ‘Save’ button for the form to ensure all modifications to the default notification are saved.

You can click the ‘Add New Notification’ button to create an additional, distinct notification.

Step 4: Personalizing Your Form Confirmations

It’s beneficial to display form confirmations to visitors after they submit the wholesale order form on your website. These confirmations inform users that their request has been successfully submitted and provide details about the next steps.

This is similar to the form notification message, but it will be displayed on-screen for the user.

To configure confirmations, navigate to the ‘Confirmations’ section under ‘Settings.’

Here, you can select the ‘Confirmation Type.’ There are three options available:

1. Message:A pop-up confirmation message will inform them that their order has been processed.
2. Show Page:This confirmation type directs visitors to a specific page on your website to express gratitude for their order. For further information, please refer to our guide on creating a thank you page in WordPress.
3. Redirect to URL:This option allows you to redirect visitors to another website after they submit your form.

For this tutorial, we will choose the ‘Message’ option and modify the text in the ‘Confirmation Message’ field.

Any changes made to this default confirmation will be saved when you click the main ‘Save’ button located at the top of the builder.

You can then click the ‘Add New Confirmation’ button to create more confirmations or set up conditional confirmations.

Step 5: Configuring Payment Settings.

To streamline bulk order checkouts, you will need to enable a payment gateway on your website.

WPForms is compatible with Stripe, PayPal, Authorize.Net, and Square. For this tutorial, we will use Stripe.

Once you have set up the Stripe add-on, simply drag the ‘Stripe Credit Card’ field from the ‘Payment Fields’ section into the form editor.

To discover more about linking your payment method to WPForms, please follow our tutorial on creating a WordPress form with payment options.

Next, navigate to the ‘Payments’ section in the form builder found on the left panel.

In this step, you will need to choose your payment gateway, specifically Stripe for this example.

Enable the ‘One-time payments’ option to allow customers to make single payments through your form. Don’t forget to complete the ‘Payment Description’ so customers understand the reason for the charge on their card.

If you scroll down, you can also activate ‘Recurring subscription payments.’ You can customize the ‘Plan Name’ and set the ‘Recurring Period’ to your preferred timeframe.

If you offer various subscription options or tiered plans, simply click the ‘Add New Plan’ button to include more.

To safeguard your form against spam, check out our guide on blocking contact form spam in WordPress. This will help you avoid dealing with fraudulent submissions.

Step 6: Publishing Your Wholesale Order Form

Now it’s time to embed the form into your WordPress site.

WPForms allows you to easily insert your forms anywhere on your website, including pages, blog posts, and the sidebar menu.

Make sure to click the ‘Save’ button located at the top right corner to preserve any changes you’ve made. After saving, also click the ‘Embed’ button.

A pop-up will appear asking if you want to ‘Select Existing Page’ or ‘Create New Page.’ Either choice is acceptable, but for this tutorial, let’s select ‘Create a New Page.’

Next, you will need to provide a name for your new page.

Simply choose a name for your page and click the ‘Let’s Go!’ button.

The form should automatically be added to your page. Take a moment to review it and make any necessary adjustments.

By clicking on the form, you can edit the ‘Block’ in the right-side panel.

From this panel, you can toggle the options for ‘Show Title’ and ‘Show Description.’

This provides your visitors with information about your form, adding important context.

Once you’ve completed your edits, click the ‘Publish’ button to make your changes live.

Congratulations! You have successfully created a wholesale hat order form using WPForms!

Here’s an example of how it might appear.

Method 3: Creating Wholesale Order Forms Using WP Simple Pay

If you want to accept more than just Stripe or PayPal, a specialized payment plugin like WP Simple Pay is a fantastic option.

It is the top Stripe payment plugin for WordPress, enabling you to collect both one-time and recurring payments without needing a shopping cart.

WP Simple Pay lets you accept over 10 different payment methods, including credit cards, Google Pay, Apple Pay, ACH Direct Debit, and even ‘Buy Now Pay Later’ options like Klarna.

For more information about the tool, check out our comprehensive WP Simple Pay review.

Step 1: Install WP Simple Pay

Allowing resellers to make payments in installments will make your wholesale products more accessible to a wider range of businesses.

To begin, you’ll need to download the WP Simple Pay plugin. If you need assistance, please refer to our guide on how to install a WordPress plugin.

Step 2: Link Your Stripe Account to Your Website.

Once activated, you’ll be guided through the setup wizard to establish your Stripe account and connect it to your site.

Simply click the ‘Get Started’ button.

Next, click the ‘Connect with Stripe’ button.

This will enable you to accept online payments through your wholesale order form.

Then, enter the email address associated with your Stripe account and click ‘Continue.’

If you don’t have a Stripe account, you can easily create one.

After completing this process, you’ll see a success page confirming ‘Setup Complete.’

Next, you’ll need to create the order form. Click the ‘Create a Payment Form’ button to proceed.

Step 3: Personalizing Your Wholesale Order Form

Now that your website is connected to Stripe, you can begin crafting your order form.

For this tutorial, locate and select the ‘Variable Product Form’ template, which includes all the necessary elements for selling products.

After selecting the template, you’ll be directed to a payment form page where you can add a title and description.

Additionally, you can implement CAPTCHA and email verification to safeguard against fraudulent or fake orders.

After selecting the destination for your customers, click on the ‘Payment’ option located in the left panel.

Here, you can modify the currency and amount, and choose between one-time payments or subscription options.

Next, scroll down to ‘Payment Methods’ and select all the payment options you are willing to accept.

By offering a variety of payment methods, you can attract a broader audience.

The ‘Form Field’ tab enables you to add, remove, or customize any form fields as needed.

The selected ‘Variable Product Form’ template includes essential form fields necessary for an order form.

Please note that this template generates a standalone payment form. Any product options you set up here, such as size or color, are not linked to your WooCommerce variations or inventory.

You can include the following fields:

• Quantity
• Size
• Color
• Amount
• Full Name
• Email Address
• Phone Number
• Address
• Payment Methods
• Checkout Button

Feel free to customize each field by selecting options from the dropdown menu until you’re satisfied with the results.

In the ‘Quantity’ field, you can set the minimum and maximum quantities that customers are allowed to purchase.

In the ‘Size’ field, you can list all the different size options available for your product, separating each option with a comma.

The same applies to the ‘Color’ field, where you can specify various color choices.

Remember, you can rename any ‘Label’ to suit the specific options of the product you are offering.

Once you have finished customizing your form, make sure to click ‘Publish’ on the right side of the page to save your changes.

Step 4: Integrating the Payment Form into a Page

Now that your wholesale order form is complete, it’s time to add it to your website.

To add the form, navigate to the post or page where you wish to display it. Then click the ‘+’ icon located at the top left corner of the page editor.

From the options available, locate and select the ‘WP Simple Pay’ block to insert it into your page.

It should then appear in the editor like this:

In the dropdown menu, select the wholesale order form you just created, then click the ‘Publish’ or ‘Update’ button.

That’s all there is to it!

Which Wholesale Method Is Best for You?

Selecting the appropriate tool is crucial and should align with your business requirements. Here’s a brief comparison of the three methods we’ve discussed.

Bonus Tip: Adding Wholesale Pricing in WooCommerce

Now that you know how to effectively create a wholesale order form, consider allowing distributors to purchase in bulk without needing to fill out the form.

For instance, the order form can accommodate buyers who wish to add branding or specify their unique needs, while bulk orders can be placed directly through your WooCommerce store.

In this scenario, you will be utilizing the Wholesale Suite plugin.

Now, let’s navigate to WooCommerce » All Products. Here, you can modify any product you wish. In the ‘Product data’ section, simply enter the ‘Regular price.’

Next, scroll down to the ‘Wholesale Prices’ section and click on the ‘Discount Type’ dropdown.

Then, select the ‘Discount Type,’ choose ‘Discount (%)’ and specify the ‘Wholesale Price ($)’ you want to offer.

On the same page, you can also set the minimum quantity required to qualify for wholesale pricing.

For further information, check out our comprehensive guide on how to add wholesale pricing in WooCommerce.

Common Questions About Creating a Wholesale Order Form

Here are some frequently asked questions from our readers regarding the creation of a wholesale order form in WordPress:

How can I limit access to my wholesale form to registered wholesale users only?

This is a common request, and the best approach depends on the method you choose. If you’re using Wholesale Suite, it includes a built-in user role management system.

You can easily create a ‘Wholesale Customer’ role, allowing only users logged in with that role to access the form and special pricing.

To create standalone forms using WPForms or WP Simple Pay, the simplest approach is to embed the form on a password-protected page within your WordPress site.

You can then share the password with your approved wholesale customers.

Is it possible to set a minimum order quantity for wholesale purchases?

Absolutely! With Wholesale Suite, you can easily set minimum order quantities (MOQ) for specific products right in the product editor.

Additionally, you can establish a minimum order subtotal that customers must reach before they can proceed to checkout.

How should I manage shipping and taxes for wholesale orders?

When using Wholesale Suite, it will automatically apply your existing WooCommerce settings for shipping and taxes, making it easy to handle as it functions like a standard order.

For forms created with WPForms or WP Simple Pay, you will need to manage this aspect manually. You can include a ‘Shipping’ line item in your form, typically as a flat rate.

For taxes, you can either incorporate them into the product price or utilize a feature like Stripe Tax, which can seamlessly integrate with your payment processor.

We hope this article has helped you understand how to create a wholesale order form. You might also want to explore our guide on the best WooCommerce plugins for your store or check out the top WooCommerce dropshipping plugins.

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