Recommended setup for wholesale stores

Written By Floris de Vries

Last updated 16 days ago

Overview

This article describes a recommended setup for wholesale (B2B) stores using the bulk order form.

The goal is:

  • Fast ordering for B2B customers

  • Clear separation between B2B and B2C

  • Minimal support questions

Recommended structure (high level)

A typical wholesale setup consists of:

  • One or more bulk order forms

  • Clear visibility rules

  • A dedicated bulk order page

  • Optional product page access

Step 1: Use a dedicated bulk order page

For wholesale customers, a bulk order page should be the primary ordering method.

Why

  • Faster ordering

  • Multiple products in one overview

  • Less navigation between product pages

Recommendation

  • Create one bulk order page

  • Add the Bulk Order Page extension

  • Link it clearly in the navigation (for example: “Wholesale Order”)

Step 2: Restrict access using visibility rules

Wholesale stores should never show bulk pricing to regular customers.

Recommended visibility option

  • Customers with specific tags
    (for example: B2B or Wholesale)

This allows you to:

  • Automatically grant access

  • Scale to many customers

  • Avoid manual assignments

Step 3: Select products using collections

Use collections for product selection whenever possible.

Why

  • Products stay in sync automatically

  • New products are added without manual updates

  • Less maintenance

Example

  • Create a “Wholesale” collection

  • Use that collection in the bulk order form

Step 4: Choose a clear pricing strategy

Avoid mixing pricing methods.

Recommended options

  • Percentage discount → flexible pricing across catalog

  • Individual prices → full control for specific products

Avoid

  • Combining multiple pricing rules in one form

  • Overlapping pricing logic across forms

Step 5: Decide on product page usage

Product pages are optional for wholesale.

Common approaches

  • Bulk order page only → fastest for B2B

  • Both pages → browsing on product pages, ordering on bulk page

If you use both:

  • Keep pricing and visibility identical

  • Clearly guide customers to the bulk order page

Step 6: Use one form per customer group

If you have different wholesale tiers:

  • Create separate bulk order forms

  • Use different tags per group

Example

  • Wholesale_Level_1

  • Wholesale_Level_2

Each group gets:

  • Its own pricing

  • Its own visibility rules

Step 7: Test before going live

Before inviting customers:

  • Test visibility with a tagged customer

  • Test pricing rules

  • Place a test order

Never assume setup is correct without testing.

Common wholesale mistakes

  • Using “All customers” visibility

  • Forgetting to add the bulk order page to navigation

  • Mixing pricing rules

  • Not testing as a real customer

  • Using product pages only for large catalogs

Summary

A strong wholesale setup usually looks like this:

  • ✅ Dedicated bulk order page

  • ✅ Tag-based visibility

  • ✅ Collection-based product selection

  • ✅ One clear pricing strategy

  • ✅ Thorough testing

Related articles