Using multiple bulk forms for different customer groups
Written By Floris de Vries
Last updated 16 days ago
Overview
Using multiple bulk order forms allows you to:
Offer different pricing per customer group
Control product access per group
Scale your B2B setup without manual work
Each customer can see only one bulk order form, so correct setup is essential.
When should you use multiple bulk forms?
Use multiple bulk forms if:
You have different wholesale tiers
You sell to resellers and distributors
You offer region-specific pricing
You want different product selections per group
If all customers share the same rules, a single form is usually enough.
Recommended setup approach
Step 1: Define your customer groups
Before creating forms, clearly define groups.
Examples
Wholesale Tier 1
Wholesale Tier 2
Distributors
International partners
Each group should have distinct rules.
Step 2: Create one bulk form per group
Create a separate bulk order form for each group.
Best practice
Name forms clearly
(for example:Wholesale – Tier 1)Avoid generic names
This makes management easier later.
Step 3: Use tag-based visibility
The most scalable method is customer tags.
Example
Form A → tag:
Wholesale_T1Form B → tag:
Wholesale_T2
This allows:
Automatic access
Easy onboarding of new customers
Minimal maintenance
Step 4: Avoid overlapping rules
Overlapping visibility causes confusion.
Avoid
Reusing the same tag in multiple forms
Assigning the same customer to multiple forms
Combining “All customers” with restricted forms
Step 5: Set pricing per group
Each bulk form can have its own pricing.
Examples
Tier 1 → 10% discount
Tier 2 → fixed prices
Distributor → individual prices
Keep pricing logic simple per form.
Step 6: Test each group separately
Testing is critical.
For each customer group:
Log in as a test customer
Verify correct form appears
Verify pricing and products
Use private/incognito windows.
Common mistakes
Using one form with complex pricing logic
Overlapping customer tags
Forgetting to test each group
Renaming tags without updating forms
Example setup (simple)
Customer group | Visibility | Pricing |
Wholesale T1 | Tag: Wholesale_T1 | 10% discount |
Wholesale T2 | Tag: Wholesale_T2 | Fixed prices |
Distributor | Specific customers | Individual prices |
Summary
Multiple bulk forms work best when:
Each form has one clear purpose
Visibility rules never overlap
Pricing is simple per form
Testing is done per customer group