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How to setup wholesale users in the cart

This section is used for Advanced Wholesales Support, and allows companies, who will wholesale, to apply Case Pack and Inter Pack fields to the Add a Product page. You can also add wholesale prices at product level globally. This information will also appear on the front end of your website. To achieve this either follow the video or instructions below:




To go to the Wholesale Settings page, follow the steps:

 

1.     Open the Global Cart Settings page.

2.     Click Wholesale Settings.

 

The Wholesale Settings page will open.

 

3.     Wholesale Settings: Enter the following information:

a.     Activate wholesaler discounts at: Select from the drop down menu, I don’t have wholesalers if you don’t have wholesalers, Add discounts at product level to enter wholesale prices for each products or Calculate discounts globally to automatically adjust wholesale prices on the basis of percentage discounts you provide in Wholesale Global Discounts below.

 


 

4.     Wholesale Global Discounts: Enter the following information:

a.     How many wholesale levels do you have: You can select up to 3 levels of wholesalers from the drop down menu.

b.     Discounts Level: Enter the percentage discounts for wholesale levels.

 


 

5.     Case Pack / Inter Pack Settings: Enter the following information:

a.     Allow Wholesale Case Pack: Select Yes from the drop down menu to allow companies, who will wholesale, to apply Case Pack fields to the Add a Product Page, and select No if you don’t want to Wholesale Case Pack.

b.     Allow Wholesale Inter Pack: Select Yes from the drop down menu to allow companies, who will wholesale, to apply Inter Pack fields to the Add a Product Page, and select No if you don’t want to Wholesale Inter Pack.

 


 

6.     If you want to cancel or start again, click on Reset form button.

7.     Click Save changes button to save details about Wholesale Settings.



Once you have the above steps completed you than need to go thru the steps below to search for the user you want as a wholesaler and mark him as a wholesale user using the steps below.

 

To search users, follow the steps:

 

1.     Click Browse Users, as shown in the Figure 3-1-1 below.

 


 

The Users page will open, as shown in the image below.

 

Note: You can also directly open the Users page, by clicking on the Browse Users link in the Admin Area Home page.

 

2.     Under Search Users, enter at least one-search criteria from the following: Last Name, User Name, Company, Email Address or Phone Number. You can enter multiple fields to get a more precise result.

 

 

3.     After entering the criteria, click Search users button.

 

The User Details page opens with all the information about the selected user(s), as shown in the Figure 3-1-3 below.

 

 

4.      Here You can view or edit account/billing information , browse all orders and delete user from User Details page by clicking on the respective icons.

 

5.  Once you find the user you want, you need to click on the icon so you can bring up the users information as shown in the image below.


6.  Once there select the User Access : level you wish this user to have.






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