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WholesaleX for Dokan (Integration)

If you are using Dokan, you already know about multi vendor marketplace. But, if you want to make it a B2B multi vendor marketplace, you’re in luck. 

WholesaleX now integrates with Dokan to turn your regular multi vendor marketplace into a wholesaling multi vendor marketplace.


You’ll need the following plugins to make a B2B multi vendor marketplace:

Additional: WholesaleX Pro (for advanced features)

So, be sure to install and activate them.

How to Let Vendors Use the Features of WholesaleX for Dokan

If you already have a marketplace and want to turn on wholesaling or create a new one, you need to follow a process.

Video Tutorial

Here’s a video guide for you to help you understand the process:

Turn on Addon

First, you need to turn on the “WholesaleX for Dokan Integration” addon. You will find it by going to WholesaleX > Addons section. Then click install and activate WholesaleX for Dokan Integration Addon.

Install and Activate WholesaleX for Dokan Integration Addon

Enable Desired Features for Vendors

Now, you need to enable the WholesaleX features for your vendors. To enable them, go to WholesaleX > Settings > Dokan Integration.

Enable WholesaleX Settings for Vendors

Here you will find the following options to enable for your vendors:

  • Dynamic Rules
  • Role-Based Pricing
  • WholesaleX Options (on the product editing page)
  • Conversation

User Roles with WholesaleX

For a wholesaling business, user roles are very important. Why? Because if you want to separate regular users from B2B users, create user role-specific prices and discounts, hide specific products from a certain bunch of users, etc., you’ll need a user role.

WholesaleX User Roles Section

And with WholesaleX, you can create user roles easily. Check out our documentation on how to create user roles with WholesaleX for a step-by-step process.

Now, let’s move to major options like registrations.

Registration Form by WholesaleX

The first major thing for a marketplace is customer registration, which you can create easily with WholesaleX Registration Form Builder.

But why do you need that? Because the customers need a role like B2B, Wholesale, etc., to get wholesale discounts or see wholesale prices when they shop. So, creating a customized form is a must.

WholesaleX Registration Form Section

Here’s step-by-step documentation to create forms using the WholesaleX Registration Form Builder.

How Vendors Can Add the Role Based Pricing

With the integration of WholesaleX for Dokan, vendors can set user role-based pricing. And it is very simple and easy to do.

Let’s show you how it’s done.

Step 1: Select the Product and Add Wholesale Price

To add user role-based pricing on a product, vendors need to go to Vendor Dashboard > Products. Now, they will see the products they have added. Click “Edit” on the product they want to add role-based pricing.

Edit Products from Vendor Dashboard

Now, scroll down to the “B2B WholesaleX Special” section. Vendors will see all the available roles to add desired prices.

WholesaleX B2B Special in Vendor Product Page

Let’s give you an example with the role: “B2B Users.” Click the “B2B Users” dropdown to see the “Base Price” and “Sale Price” fields. Add the desired price in the field. 

Step 2: Create Tiered Pricing

Vendors can create tiered pricing for the product and the user role. Click the “Add Price Tiers” to get options to select “Discount Type,” “B2B Users Price“, and “Min Quantity.” Fill it up, and vendors can add more tiers by clicking the “Add Price Tiers” button.

Tiered Pricing from Vendor Product Page

Step 3: Save the Product

Now, to activate the wholesale discount or tiered pricing, scroll down to the bottom of the page, and click “Save Product” to activate the role-based pricing/ tiered pricing for this product.

Save Product from Vendor Product Page

How Marketplace Admin Can Override Wholesale Prices

The marketplace admin can easily override wholesale prices set by the vendor.

Admin needs to go to the Product page from WooCommerce. They can see which products have discounts in the “WholesaleX Rule On” section. They just need to “Edit” the product and change the discounts as per admin wants.

Admin Overriding Vendor Product Discount

How the Vendors Can Use the Dynamic Rules

If adding wholesale prices to products one at a time seems time-consuming, WholesaleX has the Dynamic Rule feature. Vendors can create, edit and modify all the wholesale discounts from one place with the WholesaleX Dynamic Rules.

[Note: Dynamic rules set by vendors only work on their own products and do not affect products storewide. But site admins will have full control over overriding any rules the vendor sets.]

Let’s see how to do that.

Step 1: Create a New Dynamic Rule

To create dynamic rules, go to Dokan Dashboard > Dynamic Rules. Here vendors can add their own dynamic rules.

Click the “Create Dynamic Rule” button to add a new “Untitled Role.” Click on the newly created role to open the dropdown to set rules.

Dynamic Rules Creation by Vendor

Step 2: Fill Up the Fields

Name the rule; if vendors have multiple rules, it can be a great way to track their dynamic rules.

Then they need to select the rule type they want to provide. Currently, they will have the following rules with the WholesaleX Dokan integration:

  • Product Discount
  • Quantity Based Discount
  • Minimum Order Quantity
  • Maximum Order Quantity
  • BOGO Discounts (Buy X Get One Free)
  • Buy X Get Y
  • Shipping Rule
  • Tax Rule
Dynamic Rules Setup by Vendor

Now, they need to select “users/roles.” They can select all or specific users/roles, and it will work accordingly.

Also, they can filter out the products by “products in list,” “products not in list,” “attributes in list,” and “attributes not in list.” They’ll have the option to select the products/attributes in the following field when they select any options.

Now in the “Manage Discount” section, vendors can select the “Discount Type,” “Amount,” and “Discount Name (optional).”

WholesaleX also gives vendors additional options in rules to apply. They can choose the discount when users fulfill the conditions based on “User Order Count” and “Total Purchase Amount.”

Vendors can also set a date & limit rule for the products. A customer can get the discount in a specific amount of time, and the discount will have a “Start Date” and “End Date.”

Step 3: Save and Enable the Rule

Now to activate the rule, vendors need to save and enable it.

Saving and Enabling Rule by Vendor

Save the rule by clicking the “Save” button and enable the rule by toggling the “Rule status” button.

Here’s a full step-by-step documentation of creating dynamic rules with WholesaleX.

How Marketplace Admin Can Override Dynamic Rules

The marketplace admin can override dynamic rules set by the vendor easily.

Admin needs to go to WholesaleX > Dynamic Rules. They can see a list of which vendors have dynamic rules. They can modify/delete the rule by clicking on it.

Admin Overriding Dynamic Rules by Vendor

How the Customers Can Communicate with The Vendors (And vice-versa)

Customers can contact their vendors using the WholesaleX Conversation feature.

First, let’s see how a customer can use the Conversation feature.

Step 1: Log in to the Account

Customers need to log in and go to the “My Account” page. Then go to My Account > Conversations.

Step 2: Start a Conversation

Customers need to click the “New Conversation” button to get a dropdown.

Customer Initiate Conversation with Vendor

Select the desired “vendor” from the vendor dropdown. 

Conversation Fields for Customers

Now, select the conversation mode you want to start, like “Inquiry,” “Message,” and “Quote.” 

Add a “Title,” which can be a short line that displays the motive.

And in the “Message” field, add/explain your queries.

Now, click the “Start Conversation” to start a conversation with the selected vendor.

Now, let’s see how vendors can use the conversation feature.

Step 1: Go to Conversation

Vendors can see the conversation from Vendor Dashboard > Conversation.

Conversation Feature for Vendor

Here, vendors will see the conversation with their customers. 

Step 2: Reply to Conversation

Click on any conversation to see it and reply. Type your message in the text field and click “Reply” to send a reply to the customer.

Vendor Replying to Customer with Conversation

Here’s a documentation of how the WholesaleX Conversation works!

And, that’s how to use WholesaleX for Dokan. Hope you’ll enjoy making your regular multi vendor marketplace into a wholesaling B2B multi vendor marketplace. Best Wishes!

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