Wholesale support for customer accounts - Revision history

Shawn: /* Setting Minimum Limits for Wholesale Customers (Advanced Tutorial) */

2021-11-15T21:19:12Z

Setting Minimum Limits for Wholesale Customers (Advanced Tutorial)

Shawn: /* Setting Minimum Limits for Wholesale Customers (Advanced Tutorial) */

2021-11-15T21:18:55Z

Setting Minimum Limits for Wholesale Customers (Advanced Tutorial)

Shawn: /* Setting Minimum Limits for Wholesale Customers (Advanced Tutorial) */

2021-11-15T21:17:56Z

Setting Minimum Limits for Wholesale Customers (Advanced Tutorial)

Shawn: /* Setting Minimum Limits for Wholesale Customers (Advanced Tutorial) */

2021-11-15T21:17:43Z

Setting Minimum Limits for Wholesale Customers (Advanced Tutorial)

Shawn at 21:16, 15 November 2021

2021-11-15T21:16:31Z

Shawn: /* STEP 3 - Enabling wholesale prices for customers */

2021-04-21T22:10:59Z

STEP 3 - Enabling wholesale prices for customers

Shawn: /* STEP 3 - Enabling wholesale prices for customers */

2021-04-21T22:10:40Z

STEP 3 - Enabling wholesale prices for customers

Shawn: /* STEP 3 - Enabling wholesale prices for customers */

2021-04-21T22:10:11Z

STEP 3 - Enabling wholesale prices for customers

Shawn: /* STEP 3 - Enabling wholesale prices for customers */

2021-04-21T21:56:20Z

STEP 3 - Enabling wholesale prices for customers

Shawn: /* Creating the Checkout Rule */

2020-03-09T02:05:42Z

Creating the Checkout Rule

@@ Line 70: / Line 70: @@
 =Setting Minimum Limits for Wholesale Customers (Advanced Tutorial)=
+<gallery heights="200px" widths="200px" class="right">
 You can create special rules that affect only your wholesale customers using [[Checkout Rules]].  A Checkout Rule is a means of controlling the final part of the checkout process and allows the store owner to all kinds of magic things!
 Checkout rules are available on our Pro plans or as an optional paid add-on, which can be enabled in the Accounts -> Add-ons section of your store's toolbox.
 A minimum quantity rule is straightforward to set up, and assumes you have tagged your customers with a "wholesale" tag as you can see in the image to the right.

@@ Line 74: / Line 74: @@
 Checkout rules are available on our Pro plans or as an optional paid add-on, which can be enabled in the Accounts -> Add-ons section of your store's toolbox.
 ===Creating the Checkout Rule===
 To create a checkout rule, go to the Preferences -> Checkout rules section of your store toolbox, and follow the instructions below:

@@ Line 76: / Line 76: @@
 A minimum quantity rule is straightforward to set up, and assumes you have tagged your customers with a "wholesale" tag as you can see in the image below.
-[[File:Wholesale-minimum-quantity.png.jpg]]
+[[File:Wholesale-minimum-quantity.png]]
 ===Creating the Checkout Rule===
 To create a checkout rule, go to the Preferences -> Checkout rules section of your store toolbox, and follow the instructions below:

@@ Line 76: / Line 76: @@
 A minimum quantity rule is straightforward to set up, and assumes you have tagged your customers with a "wholesale" tag as you can see in the image below.
+[[File:Wholesale-minimum-quantity.png.jpg]]
 ===Creating the Checkout Rule===
 To create a checkout rule, go to the Preferences -> Checkout rules section of your store toolbox, and follow the instructions below:

← Older revision		Revision as of 21:16, 15 November 2021
Line 66:		Line 66:

	Once you have done that, make sure you set up the shipping rate. There should now also be a field there to add a shipping tag to it.		Once you have done that, make sure you set up the shipping rate. There should now also be a field there to add a shipping tag to it.
		+
		+	<br>
		+
		+	=Setting Minimum Limits for Wholesale Customers (Advanced Tutorial)=
		+
		+	You can create special rules that affect only your wholesale customers using [[Checkout Rules]]. A Checkout Rule is a means of controlling the final part of the checkout process and allows the store owner to all kinds of magic things!
		+
		+	Checkout rules are available on our Pro plans or as an optional paid add-on, which can be enabled in the Accounts -> Add-ons section of your store's toolbox.
		+
		+	A minimum quantity rule is straightforward to set up, and assumes you have tagged your customers with a "wholesale" tag as you can see in the image below.
		+
		+	===Creating the Checkout Rule===
		+	To create a checkout rule, go to the Preferences -> Checkout rules section of your store toolbox, and follow the instructions below:
		+
		+	# Click the ''Add a Checkout Rule'' link
		+	# Type in a description of the rule. This description may be displayed in the checkout, so make sure it means something to your customer.
		+	# Set the rule action to ''Set Minimum Quantity''
		+	# Set the minimum quantity in the field that appears
		+	# Set the rule to apply to ''Only customers who have a specific customer tag''. (e.g. "wholesale")
		+	# Once all the options have been selected, click ''Create Rule'' to add the rule to the list of checkout rules for your store.
		+
		+	<br>

	=== Further Reference ===		=== Further Reference ===

@@ Line 28: / Line 28: @@
 # Go to the ''Customers'' section in your Toolbox
 # Find the customer you want to enable wholesale prices for, and click on their name to view the customer record.
-# Click the "Edit" icon in the top left to edit the customer record. <br><br>If you cannot see the "Customer uses wholesale prices" option, you will need to send an invitation to your customer to create a password.<br><br>You can enable wholesale prices on customer accounts that have an ''Active'' or ''Invited'' status.  Guest accounts can not be enabled, as there is no password assigned to them.
+# Click the "Edit" link in the top left to edit the customer record. <br><br>If you cannot see the "Customer uses wholesale prices" option, you will need to send an invitation to your customer to create a password.<br><br>You can enable wholesale prices on customer accounts that have an ''Active'' or ''Invited'' status.  Guest accounts can not be enabled, as there is no password assigned to them.
 # Tick the option "Customer uses wholesale prices", and click the Save button.
 # Repeat the process for other customers to whom you'd like to offer wholesale pricing.

@@ Line 23: / Line 23: @@
 ==STEP 3 - Enabling wholesale prices for customers ==
 <gallery heights="200px" widths="200px" class="right">
 Image:Kb-wholesale-customer.jpg|Enabling wholesale prices
 </gallery>
 # Go to the ''Customers'' section in your Toolbox

@@ Line 58: / Line 58: @@
 # Click the ''Add a Checkout Rule'' link
 # Type in a description of the rule. This description may be displayed in the checkout, so make sure it means something to your customer.
-# Set the rule action to Set a Shipping Tag
+# Set the rule action to ''Set a Shipping Tag''
-# A Shipping Tag is a single word, starting with a letter and containing only letters and digits. The tag is used to associate the rule with a specific shipping rate.
+# Create your shipping tag.  A Shipping Tag is a single word, starting with a letter and containing only letters and digits. The tag is used to associate the rule with a specific shipping rate.
-# St the rule to apply to Only customers who have a specific customer tag. (e.g. "wholesale)
+# Set the rule to apply to ''Only customers who have a specific customer tag''. (e.g. "wholesale)
 # Once all the options have been selected, click ''Create Rule'' to add the rule to the list of checkout rules for your store.