Are you also considering becoming a wholesaler to boost your business? This article will assist you in getting started the perfect way.
Selling as a wholesaler is one of the smartest and common ways to increase your revenue. But it’s not as easy as it looks. Cause you need to find customers who purchase from you in bulk instead of selling single products all day. When you become a wholesaler, you concentrate on bulk orders, recurring clients, and extended collaborations that support your business’s stability.
Why Wholesaling Needs a Different Strategy
But here’s the truth: wholesaling isn’t the same as retail eCommerce. You need special features to give your store a wholesale/B2B shop feel. You must surprise your B2B clients by offering better bulk pricing, deeper discounts, bulk-ordering tools, and a friction-free shopping experience.
That’s why you need the best Wholesale plugin, “Wholesale for WooCommerce“, which makes life easier for wholesalers. It streamlines many of your burdens and ordering methods, effectively eliminating the “technical headache” so you can concentrate on growing your wholesale business brand.
Let’s discuss the complete list that will make you a successful wholesaler.
Your Checklist to Become a Thriving Wholesaler in WooCommerce
1. Define Your Wholesale Business Model & Ideal Buyer
At the beginning of your wholesale business, the first step is to clarify who you are actually selling to. Is your target audience store owners, distributors, or resellers (online or offline)? This will help you specify the right pricing, lowest order quantity, and other key shipping decisions.
Clarity in the beginning will save you and your wholesale business from confusion later. Knowing your wholesale customer type beforehand helps you set:
- Pricing
- Order minimums
- Shipping rules
- Discount levels
2. Set Up Wholesale User Roles
Wholesale customers shouldn’t see the same prices or options as retail shoppers. Assign separate roles like “Wholesale,” “Retailer,” or “Distributor.” Wholesale for WooCommerce makes this easy with Wholesale User Roles Management, so each group sees the right prices and rules.
3. Create Wholesale User Groups for Better Segmentation
Not all wholesalers are equal. Some buy a little; some buy a lot. Group your buyers into tiers and offer each group its own deals. With your plugin’s Wholesale User Groups, grouping and segmenting customers feels much more organized.
4. Add a Wholesale Registration & Approval Workflow
You don’t want just anyone to become a wholesaler. Use a custom wholesale registration form that collects:
- Company details
- Tax information
- Business verification
The Custom Wholesale Registration Form in Wholesale for WooCommerce handles applications and approvals without manual chaos.
5. Set Wholesale Pricing Rules
Before starting, determine how you will price your items/products.
- Cost-plus pricing → Add a fixed markup to your cost
- Value-based pricing → Charge based on product value
- Competitive pricing → Position according to competitors
This wholesale plugin’s flexible wholesale pricing options let you specify different pricing structures based on user groups or roles. We suggest you calculate the wholesale price before fixing. Recommended: Wholesale Price Calculator.
6. Offer Tiered Pricing
As a leading B2B e-Commerce development services provider, we’ve observed that wholesale buyers love volume discounts. Offer better pricing as buyers increase their order quantities. The Tiered Pricing for Bulk Orders feature automatically applies the correct discount based on quantity.
7. Set Minimum Order Quantity (MOQ) & Minimum Order Subtotal
You need to protect your profit margins. Setting MOQs and minimum order subtotals ensures every wholesale sale is worth your time. With MOQ, Minimum Order Subtotal, and Step Quantity settings, you can enforce this cleanly.
8. Restrict Product Visibility for Wholesale Buyers
Some items should be visible only to wholesale customers. Maybe you have bundles or bulk-only products. Using Restrict Product Visibility and Private Wholesale Store, you can hide items from retail shoppers and keep your B2B catalog protected.
9. Enable a Quick Bulk Ordering Experience
Wholesale buyers don’t want to click through dozens of product pages. Give them a fast, table-style ordering system. Give them tools like:
- Quick order tables
- Variation tables
- Smart search
- Saved requisition lists
These features help buyers make faster decisions, which ultimately leads to more sales for your new B2B business.
10. Provide B2B-Friendly Payment Gateways & Role-Based Rules
Some wholesalers prefer paying by bank transfer, invoice, or PayPal. With Payment Gateway Per Role, you can tailor which payment methods appear for each wholesale group. Wholesale clients prefer:
- Bank transfer
- Corporate PayPal
- Invoice payments
- Offline payments
11. Offer Customized Shipping Rules for Wholesale Orders
Wholesalers often require special shipping options such as freight, pallet delivery, or local transport pickup. Your shipping per role option lets you set shipping rules that make sense for each buyer type.
12. Automate Email Notifications & Wholesale Communication
Send helpful emails like “Your wholesale account is approved,” “Order received,” and “Time to reorder.” With Custom Notifications, one can communicate clearly and automate most of the routine messaging.
Wholesaler Startup Checklist Table
|
Step |
What You Need to Do |
Why It Matters |
| Define Your Model | Know your ideal wholesale buyer. | Sets pricing + order rules correctly. |
| Set Wholesale Roles | Separate wholesale vs. retail users. | Shows the right prices to the right people. |
| Create User Groups | Segment buyers (small vs. large). | Lets you offer fair, customized discounts. |
| Add Registration Form | Collect business + tax details. | Approves only legit wholesale clients. |
| Set Pricing Rules | Choose cost-plus, value-based, or competitive. | Keeps your margins healthy. |
| Add Tiered Pricing | Offer better rates for bigger orders. | Encourages bulk purchases. |
| Set MOQs & Minimums | Set minimum quantities or order totals. | Ensures every sale is profitable. |
| Control Product Visibility | Hide special bulk products from retail shoppers. | Keeps your B2B catalog private. |
| Enable Quick Ordering | Add bulk tables, quick search, and saved lists. | Speeds up ordering for busy buyers. |
| Role-Based Payments | Allow bank transfer, invoice, PayPal, etc. | Gives wholesalers flexible options. |
| Role-Based Shipping | Add freight, pallet, or local pickup options. | Fits real-world wholesale logistics. |
| Automate Emails | Approval, order updates, and reorder reminders. | Saves time + keeps buyers engaged. |
Final Verdict
Selling wholesale, or becoming a B2B wholesaler, is not complex if you’re following the right checklist to become a wholesaler. You must set up the correct pricing rules, user roles, onboarding forms, bulk ordering tools, and shipping approaches. These combined 12-step checklists will make running a wholesale channel straightforward and profitable for you.
To simplify your B2B workflow, as discussed in this article, Wholesale for WooCommerce by WPExperts is a must-have. It already has thousands of users, so it’s a trusted wholesale plugin for B2B sellers. It keeps your wholesale business organized and automated, ready to grow, no matter the order size.
