Wholesaleline documentation1.x
Getting started

Installation

Install Wholesaleline from your purchase, activate the license and set up your first customer group in a few minutes.

Wholesaleline comes as a zip file with your purchase from extendiment.com.

Install the plugin

  1. Make sure WooCommerce is installed and active. Wholesaleline won't activate without it.
  2. Download wholesaleline.zip from your purchase email or your account on extendiment.com.
  3. Go to Plugins → Add New Plugin → Upload Plugin, choose the zip, then Install Now and Activate.
  4. Enter your license key under Wholesaleline on the Plugins screen, so updates arrive (see Licenses and updates).

Activating changes nothing in your store yet: until you add a customer group, every customer keeps paying your regular prices and checkout works as before. Wholesaleline adds:

  • WooCommerce → Wholesale, with the Groups, Applications and Settings tabs.
  • A Wholesale tab on the product screen, and a Wholesale section on each customer's profile.
  • A Pay on account payment method under WooCommerce → Settings → Payments, offered only to customers with payment terms.
  • A Wholesale account page under My Account, where customers apply and later see their payment terms.
  • Three emails under WooCommerce → Settings → Emails: New wholesale application, Wholesale application approved and Wholesale application declined.

Your first group

  1. Go to WooCommerce → Wholesale and click Add group.
  2. Name it, for example "Trade".
  3. Under Prices, set Every product to % off the regular price and enter 20.
  4. Click Save group.
  5. Go to Users, tick a customer, choose Add to group: Trade in Bulk actions and click Apply.

Log in as that customer (or ask them to): every product now costs 20% less, everywhere in the store.

Customers in a group see their own price, with the retail price struck through if you like, and order in the pack sizes you set.

What's next