How to Setup Wholesale Account

Step 1:

Setup a pricing Level for Wholesale clients.

Cart > Configuration > Prices Level

Add new price level, call it Wholesale

  • Set the Default Price Level - You have 3 ways of doing this
    • Manual Price list
      • This is set up product variant
    • Cost Price (Best model to use)
      • Marked up from Cost Pricing
    • Public Price
      • Marked down from public pricing

As per the example below

Step 2:

    Save and Exit

    Step 3:

    Create a new account type for Wholesalers

    Cart > Configuration > Accounts > List Account Groups

    Edit the Public Trading group. If there isn't a Wholesale group already there, then add new group.

    Group Details:

    • Group name = Wholesale Users
    • Region = Australia
    • Price Level = Wholesale
    • Payment Methods = leave blank
    • Shipping Methods = leave blank (If you have free shipping set, there is another step to take, so the wholesale client isn't included in the free shipping)
    • Min Order Value = Normally, this is set to $200 or higher.