The Bulk Order Form addon lets your B2B store’s registered users select products in bulk and make the order instantly. Saving the order list as Purchase List is also available for users to order at a later time.

How to Enable Bulk Order Form

First, let’s see how you can make this available on the registered user’s My Account page so they can start using it quickly.

To turn it on, you need to enable the Bulk Order From WholesaleX Addon. Once you enable this addon, the bulk order feature is turned on. It is available for the customers on their My Account page.

Now, let’s move forward with how customers can use it.

How the Registered Users can Use the Bulk Order Form

When registered users visit their My Account page, they will see two options. One is the Bulk Order Form, and another is the Purchase List option.

From the Bulk Order section, the users can find their desired products effortlessly using the category and tag filters.

The search filtering option is an amazing option of WholesaleX that lets you search for desired products in no time. Here’s a view of the search filtering option of WholesaleX:

After adding desired products, the users can also select their desired quantity of products.

This setting is very helpful for bulk users because a B2B store sells products in bulk. Searching & adding a product with quantity options makes it easier for users to order in bulk from a single page. 

Once the buyers select the products, they can add them directly to the cart or save it as a Purchase List.

Saving it on a purchase list and, as previously mentioned, editing and reordering the list relieves shoppers of not going through the entire process again and again.

How the Registered Customers can Use the Purchase List

Let’s see how the registered users can use the purchase list. When they visit the Purchase List section, they will see the available order list. From here, they can download the purchase list or view the list.

Once customers click the download button, the list will be downloaded to their device in a CSV file format.

And when they click on the view button, they will direct to the bulk order list.

WholesaleX also lets the customers include more products in the list if required and then add them to the cart.

How to Create a Separate Bulk Order Page

You can create a separate bulk order page via shortcode to ensure a better user experience. A separate bulk order page can benefit owners and customers as it increases order efficiency and accuracy, leading to increased sales. 

Let’s see how:

First you have to go to the settings section of Bulk Order. Here you can find the shortcode option for Bulk Order Form. Copy it.

To create a separate page for bulk orders, paste the shortcode into a new page.

Let’s create a new page by clicking the “Add New” button from the page section.  Then paste the shortcode on the page and publish.

Let’s see how it looks on the user’s end.