Use this article to open a public wholesale application form in Shop+ Settings and choose the customer tag that unlocks wholesale pricing. Shop+ lets other businesses apply for wholesale pricing through a public form. When you approve an application, the customer is tagged, and that tag is what unlocks the tag-based prices you set on your products. This article covers the setup; approving applications is covered in Reviewing wholesale applications: approve, reject and delete.
What do I need before I start?
Before you start, note that wholesale pricing is set per product with Tag-based Pricing (see Product pricing options). Decide which customer tag you will use – Wholesale in this example – and give your products a price for that tag.
How do I open the wholesale settings?
To open the wholesale settings, go to Shop+, click Settings in the top row, then expand Catalog & Delivery in the settings sidebar and click Wholesale.
How do I fill in the wholesale settings?
On the Wholesale settings page:
Wholesale – the settings page.
Accept wholesale applications – tick this to open the public form. Untick it later to close the form to new applicants (the setting notes that customers already approved keep their wholesale pricing).
Approve automatically – optional. When ticked, every applicant is approved (and tagged) the moment they submit, with no review.
Wholesale customer tag – required. Pick the same tag you used in your products' tag-based pricing.
Form intro text – a sentence shown at the top of the public form.
Save wholesale settings – click it to save.
Where do I find the link to the form?
To find the link to the form, open Shop+ → Products → Wholesale. Once applications are switched on, the Wholesale tab shows the Public application form link. Put this link on your website or send it to businesses that ask about wholesale.
What does the applicant see?
The wholesale application form opens as a stand-alone page with your intro text at the top.
The Wholesale application heading.
Your intro text.
Business name – required.
Email – required unless a phone is given.
Phone – required unless an email is given (at least one of the two is required). The other fields (business type, contact name, website, tax ID, monthly volume, address and a message) are optional.
Submit application – stays greyed out until the required fields are filled.
After submitting, the applicant sees a confirmation that the application was received.
Note: If the same business applies twice, the second submission is refused with a message that an application is already under review.