Logo
  • Features
    • targetWholesale Pricing
      Create wholesale pricing rules based on user roles and increase order value with quantity and order value restrictions.
    • targetForm Builder
      A custom form builder enhances user experience, and automated/manual approval streamlines registration.
    • targetBulk Order Form
      Limitless bulk ordering with search options with categories & tags. Easy save and add to cart included.
    • 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.
    • targetPrivate Store
      Create a one-click private store with secure login, control product/category visibility.
    • targetWholesaleX Wallet
      WholesaleX wallet with no transaction fees & easy top-up option for seamless payment across the store.
    • targetDynamic Rules
      Customizable rules for personal pricing & discounts with segmentation, targeting and multi-tier discounts.
  • 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
    • targetContact & Support
    • target Compare
    • targetRoadmap & Feature Requests
    • target Blog
    • target Documentation
    • target Changelog
    • targetVideo Tutorial
    • targetCommunity Support
    • targetFacebook Community
  • Our Products
    • targetWowInvoice All-in-One PDF Invoice & Packing Slip Solution for WooCommerce
    • target
      Pay once and get lifetime access to 10 WordPress and WooCommerce plugins.
    • targetWowShipping Table Rate Shipping for WooCommerce
    • targetWowAddons Product Addons for WooCommerce
    • targetWowRevenue Rev up Your AOV
    • targetPostX Gutenberg Post Blocks
    • targetWowOptin Collect Leads and Boost Sales
    • targetWowStoreBlocks for WooCommerce
  • Services
  • My Account
  • My Account
  • Getting Started
    • System Requirements
    • Installing and Licensing
    • Plugin Update
    • WholesaleX Dashboard Overview
    • Migration to WholesaleX 3.0.0
  • Wholesale Price
    • Create a Wholesale Pricing Rule
    • Create a Product Discount Rule
    • Create a Cart Discount Rule
    • Create a Buy X Get One Discounted Rule
    • Create a Buy X Get Y (BXGY) Rule
  • User Roles
    • General Settings
    • General Restrictions
    • Restrict Product Visibility
    • Non-purchasable Products
    • Checkout Restrictions
    • Restrict Price Visibility
    • Tax Rules
  • Registration Form Builder
    • Login & Registration Form Settings
  • Registration Form Field Settings
    • Set Up Field Conditions
    • First and Last Name Fields
    • Username Field
    • Display Name and Nickname Fields
    • Email and Confirm Email Fields
    • Password and Confirm Password Fields
    • Select Role Field
    • User Bio Field
    • Text and Text Area Fields
    • Other Email Field
    • Radio Field
    • Checkbox Field
    • Dropdown Select Field
    • Website Field
    • File Upload Field
    • Number Field
    • Term and Condition Field
    • Date Field
  • Settings
    • General Settings
    • Price Display Settings
    • Email Templates
    • Private Store
    • System Settings
  • Addons
    • reCAPTCHA
    • Wallet
    • Partial Payment
    • Conversation
    • Request A Quote
    • Bulk Order Form
    • Subaccounts
    • White Label
  • Conversation & Quote
  • Users
  • Analytics
  • 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?
  • WholesaleX Migration Tool
    • Migrate from B2BKing
    • Migrate from Wholesale Suite
  • WholesaleX Free Features Guide
  • 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?
  • Custom Code Snippet for WholesaleX User
  • Video Tutorials
  • How to Set Discounts from Category Page
  • How to Set Discounts from Single Product Page
  • Import/Export
    • User Data Import/Export
    • Product Data Import/Export
    • Dynamic Rules Import/Export
    • User Roles Import/Export
  • B2B Wholesale Stock Management
  • Private Store
    • Product Visibility Control
  • Email Template
  1. Home
  2. Docs
  3. WholesaleX
  4. 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?

Doc navigation

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Updated on July 28, 2026
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