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Configure Wholesale Customers

Overview

A wholesale customer is a customer who buys items in large quantities often at discounted prices. It’s common for these types of customers to repeat their bulk purchases. In Sellercloud, you can use the default settings on individual customers to avoid any manual adjustments when these orders come in.

Configure Wholesale Customers

  1. Go to Customers > Manage Customers > Click the plus button to create a new customer.
  2. In the Create New Customer window, select Wholesale and fill in the customer information. 
  3. Click Save. Create wholesale customer

More information about wholesale customer settings can be found in this article. 

Wholesale Customers Pricing

Wholesale pricing can be set either uniquely for each wholesale customer based on the product, or globally based on a percentage of the product’s average cost.

Assign Unique Wholesale Price to SKU

  1. Select the Enable per customer wholesale pricing client setting.
  2. Go to Customers > Manage Customers > Select a wholesale customer.
  3. In Toolbox, select Wholesale Prices > Edit.
  4. Click the plus button to add a new wholesale price.Add new wholesale price
  5. A new window will open. Enter the SKU name and the Wholesale Price  > Click Add New Wholesale Price.Create new wholesale price
  6. You can also upload wholesale prices in bulk. Click the Upload New Wholesale Prices Template button.Upload wholesale price template
  7. Select the tab-delimited Download Template.Wholesale price template 
  8. In the template, enter the Product ID and Wholesale Price > Save and upload the file.

Autosave Wholesale Prices from Orders

The price assigned to the product when creating a wholesale order will be saved to the Wholesale Prices tab on the customer’s profile. Wholesale prices tab

To autosave the product price, select the following client settings:

  1. Enable per customer wholesale pricing
  2. Auto Save WholeSale Prices when order is created

Per-Customer Global Percent Discount

The product discount can be based on:

  • Wholesale Price – This will discount all products for the customer. The discount will be applied to the regular wholesale price set on the product home page.
  • Product’s Site Price – This will discount all products for the customer. The discount will be applied to the site price set on the product home page. The Enable Order Item Level Discounts client setting must be selected for this option.
  • Product’s Cost – Customer A will always be charged 15% more than the site cost, while Customer B will always be charged 13% more than the site cost.

To set a discounted price: 

  1. Go to Customers > Manage Customers > select a wholesale customer > click Edit.
  2. In the Order Options panel, expand the Discounted Price Options field. 
  3. Choose your discount type and enter the discount value. 
    Note: For the cost-based pricing, select the Cost Type – Site Cost, Last Cost, or Average Cost.Per-customer discount

 

Understanding wholesale customers

A wholesale customer is a customer buying items in large quantities often at discounted prices. It is not uncommon for these types of customers to repeat their bulk purchases. In Sellercloud, you can use default settings on individual customers that ensure when these orders come in it won’t require any manual adjustments. This means your wholesale customers get what they need when they need it without any heavy lifting on your end.

Wholesale customers can be managed under Customers > Manage Customers. Locate the customer and configure the following settings:

  • Mark customer as Wholesale Customer— This setting will automatically mark orders made my wholesale customers as wholesale orders.
  • Allow Shipping unpaid orders— This will allow orders to be shipped without payment, as wholesale customers pay periodically.
  • Tax exempt— This will mark wholesale customers as tax exempt to prevent applying tax from local order.
  • Configure wholesale pricing options— These settings can be adjusted per product, pricing calculations, discounts, or shipping totals.
  • Configure credit terms and limits— Setting up payment terms for wholesale customers controls the amount of time a wholesaler has to pay, as they pay periodically.
  • Configure default shipping options— Adjusting default shipping options makes it easy to provide the same shipping service consistently to wholesale customers.
  • Track Orders— Wholesale orders can be filtered on the Manage Orders grid. Orders are also saved on the customer level.
  • Per Customer Invoice Selection— Invoices can be created for specific customers through an invoice plugin.
  • Validate Selling Price is greater than ________ of Site Cost – Client setting. Sends warning if Selling Price is set below the given percentage in the setting, compared to Site Cost.

Wholesale Pricing for Specific Customers

Wholesale pricing can be set uniquely for each wholesale customer based either on the product or globally, based on a percent of products’ average cost.

Option 1: Assign a unique wholesale sale price to a SKU for a specific wholesale customer

  1. Select the Client Setting Enable per customer wholesale pricing.
  2. Open the Customer tab and locate the customer.
  3. Check the Wholesale Customer box.
  4. Refresh the screen.
  5. Click the Wholesale Price tab on the side menu.
  6. Download the tab-delimited template and enter the Product ID and Wholesale Price.
  7. Save the file.
  8. Select the file and click Upload File.

Wholesale pricing

Option 2: Auto-save wholesale prices from orders

This means that a price assigned to a product when creating a wholesale order will be saved to the wholesale customer on the order. The product and pricing information will be saved to the wholesale prices tab on the customer profile.
  1. Select these two Client Settings:
    • Enable per customer wholesale pricing
    • Auto Save WholeSale Prices when order is created

Option 3: Per-customer global percent margin based on the product’s cost

This means that Customer A will always be charged 15 percent more than the site cost, while Customer B will always be charged 13 percent more than the site cost.
  1. Select these two Client Settings:
    1. Enable per customer wholesale pricing.
    2. Enable Cost Plus based wholesale prices.
  2. Two fields will appear on the Customers General information page:
    • Enable Cost Plus based wholesale prices.
    • Cost Plus Based WholeSale Price.
    • Cost Plus Based WholeSale Price using _________.
  3. Enable the option and enter a percent value. Select from the dropdown which item cost will be used in the percent calculation – Site Cost, Last Cost, or Average Cost.

Option 4: Per-customer global percent discount based on the product’s wholesale price

This will discount all products for this customer. The discount will be applied to the regular wholesale price set on the product home page.
  1. Select the Client Setting Enable Order Item Level Discounts.
  2. Locate the Wholesale Price Based Discount field on the customer.
  3. Enter a percent.

Option 5: Per-customer global percent discount based on the product’s site price

This will discount all products for this customer. The discount will be applied to the site price set on the product home page.
  1. Select the Client Setting Enable SitePrice based wholesale discount. A field will display SitePrice based Discount.
  2. Enter a percentage and enable the discount.
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