Logo
  • Features
    • targetDynamic Rules
      Customizable rules for personal pricing & discounts with segmentation, targeting and multi-tier discounts.
    • targetForm Builder
      A custom form builder enhances user experience, and automated/manual approval streamlines registration.
    • targetPrivate Store
      Create a one-click private store with secure login, control product/category visibility.
    • targetUser Roles
      Customizable user roles & access levels, with custom discounts to create better customer experiences.
    • targetRequest a Quote
      Negotiate prices or save, edit, and manage quotes easily with the ‘Request A Quote’ feature.
    • targetConversation
      The in-built conversation feature lets customers message store owners and inquire about products.
    • targetBulk Order Form
      Limitless bulk ordering with search options with categories & tags. Easy save and add to cart included.
    • targetWholesaleX Wallet
      WholesaleX wallet with no transaction fees & easy top-up option for seamless payment across the store.
    • targetView All Features
  • Pricing
  • Essential Plugins
    • target WholesaleX for Dokan Allow Wholesaling to your Dokan Marketplace Vendors
    • target WholesaleX for WCFM Allow Wholesaling to your WCFM Marketplace Vendors
    • target WholesaleX Migration Tool Migrate from Wholesale Suite or B2BKing to WholesaleX
  • Resources
    • target Compare
    • targetRoadmap & Feature Requests
    • target Blog
    • target Documentation
    • target Changelog
    • targetVideo Tutorial
    • targetContact, Pre-Sale & Pro-Support
    • targetCommunity Support
    • targetFacebook Community
  • Our Products
    • targetWowAddons New Product Addons for WooCommerce
    • targetWowRevenue Hot Rev up Your AOV
    • targetPostX Gutenberg Post Blocks
    • targetWowOptin Collect Leads and Boost Sales
    • targetWowStoreWooCommerce Blocks
  • My Account
  • My Account
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  • Getting Started
    • System Requirements
    • Installation Process
    • Pro Version Activation
    • Development Site License Deactivation
    • Setup Guide for Non-English Sites
    • How to Upgrade WholesaleX License
  • Registration Form Builder
    • Create Custom Registration & Login Form
    • Create a Separate Registration & Login Page
    • Customization Options
    • Add Custom Fields to WooCommerce
  • Email Template
  • Dynamic Rules
    • Display Discount Offers on Product Page
    • Product Discount
    • Quantity Based Discount (Tiered Pricing)
    • Cart Discount
    • Payment Method Discount
    • Tax Rule
    • Shipping Rule
    • Required Quantity for Payment Method
    • Minimum Order Quantity
    • Maximum Order Quantity
    • BOGO Discounts (Buy X Get One Free)
    • Buy X Get Y Free
    • Extra Charge
    • Restrict Product Visibility
    • Hidden Price
    • Non Purchasable
    • Checkout Restriction
  • How to Set Discounts from Single Product Page
  • How to Set Discounts from Category Page
  • Addons
    • reCAPTCHA
    • Wallet
    • Partial Payment
    • Conversation
    • Request A Quote
    • Bulk Order Form
    • Subaccounts
    • White Label
  • Settings
    • Prioritize Pricing and Discounts
    • Separate My Account Page
    • WholesaleX Shortcodes for Registration Forms and Bulk Order
    • Disable Coupons
    • Tax Management
    • How to Change Price Suffix
    • Control Page Visibility
  • Private Store
    • Product Visibility Control
  • User Roles
    • How to Request for a User Role Switch?
    • User Profile
  • WholesaleX Free Features Guide
  • WholesaleX: “How To” Guide
    • How to Approve New Registrations from WholesaleX Dashboard?
    • How to Override Tax Exemptions for A Specific User?
    • How to Add Funds in WholesaleX Wallet for a Specific User?
    • How to Override Shipping Method for a Specific User?
    • How to Set a Discount for a Specific User?
    • How To Change the Role of a Specific User?
    • How To Set Specific Payment Methods for User Roles?
    • How to Hide Product Stock Status and Count from B2C Customers?
    • How To Change Store Mode (B2B, B2C, B2B+B2C)?
    • Change the Redirection Page After Registration
    • How To Change the Redirection Page After Login?
    • How to Modify Registration Success Message?
    • Change Price Text on the Product Page and Product Listing Page
    • How To Show Login to View the Price on the Single Product Page and Product Listing Page?
    • How To Add Custom Fields in a Billing Form?
  • Video Tutorials
  • Import/Export
    • User Data Import/Export
    • Product Data Import/Export
    • Dynamic Rules Import/Export
    • User Roles Import/Export
  • WholesaleX for Dokan (Integration)
    • How can Vendors Add the Role Based Pricing?
    • How can Vendors Use Dynamic Rules?
    • How can Vendors and Customers Communicate with Each Other?
  • WholesaleX YayMail Integration
  • WCFM Marketplace Integration
    • How can WCFM Vendors Add Role Based Pricing?
    • How can the WCFM Vendors Use Dynamic Rules?
    • How can the WCFM Vendors and Customers Communicate with Each Other?
  • WholesaleX Migration Tool
    • Migrate from B2BKing
    • Migrate from Wholesale Suite
  • B2B Wholesale Stock Management
  • Custom Code Snippet for WholesaleX User
  1. Home
  2. WholesaleX
  3. WholesaleX: “How To” Guide

WholesaleX: “How To” Guide

This How To guide will help you learn the minute details of WholesaleX.

  1. Familiarize yourself with the WholesaleX features and how to use them.
  2. Make sure you know all the smaller details to make your store perfect.
  3. Learn how to use the product according to the instructions provided.

For more detailed help, consult the detailed documentation or contact customer support for assistance.

Articles

  • How to Approve New Registrations from WholesaleX Dashboard?
  • How to Override Tax Exemptions for A Specific User?
  • How to Add Funds in WholesaleX Wallet for a Specific User?
  • How to Override Shipping Method for a Specific User?
  • How to Set a Discount for a Specific User?
  • How To Change the Role of a Specific User?
  • How To Set Specific Payment Methods for User Roles?
  • How to Hide Product Stock Status and Count from B2C Customers?
  • How To Change Store Mode (B2B, B2C, B2B+B2C)?
  • Change the Redirection Page After Registration
  • How To Change the Redirection Page After Login?
  • How to Modify Registration Success Message?
  • Change Price Text on the Product Page and Product Listing Page
  • How To Show Login to View the Price on the Single Product Page and Product Listing Page?
  • How To Add Custom Fields in a Billing Form?
Still stuck? How can we help?
Updated on May 6, 2025

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