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How To Switch From Spreadsheets To Online Wholesale Order Form

How To Switch From Spreadsheets To Online Wholesale Order Form

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If you’re using the old school method of using spreadsheets, you need to switch to the modern Wholesale order form template. Most of the old school Wholesale stores use the excel order form template. With that template you’ll be able to track orders quickly within minutes.

The norm is that almost every single Wholesale store uses excel order form templates. The belief is that with the help of a template you’ll be able to  manage your store numbers easily and quickly but in hindsight as your business grows you’ll struggle because they are spreadsheets and it’s old school.

Excel spreadsheets require manual calculations and it can get complex after a while, while switching to the modern Wholesale order form template will save you time, energy and money.

Imagine if you have your wholesale store be able to do all of that on your own – a system to collect customer’s order and review them by inventory, get bulk orders, process orders and totals, etc. If you use the Wholesale Suite plugin, you’ll be able to set up the whole online ordering system and forget about the manual spreadsheet to process and fulfill your orders.

How To Switch From Spreadsheets To Online Wholesale Order Form
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Reasons To Use The Online Wholesale Order Form Templates.

Since excel order form templates have been the popular method of operation in the wholesale business, all the wholesale stores use it because it fits their business needs and requirements. 

If you want to approve a new customer, you’ll easily be able to share this template and they’ll be able to submit their orders which you can fulfil whenever you wish to.

Below is an example of this so you can get an idea of what we mean.

How To Switch From Spreadsheets To Online Wholesale Order Form

Even though spreadsheet order form template is used globally, you’ll see that it has a lot of practical complications. Those complications could include something like – customers having to order something from your wholesale store where they have to review the inventory list before placing an order.

This may not sound viable in the long run.

Customers will submit an order, then you’ll be going back to your inventory to see if you can fulfill it or not and then send them an invoice. This process is manual, it does look simple when your business is small, but when you add a lot of inventory, gain more customers, you need to simplify your business operations on your WooCommerce store using Wholesale Suite Plugin. It does all the hard work for you.

Step By Step Process To Add Wholesale Order Forms To Your WooCommerce Store.

Now that you understand that adding the Wholesale Suite Plugin can help simplify your business, you need to install it so that you can switch over from spreadsheets to online wholesale order form.

Click here to download Wholesale Order Form Plugin, install and activate it.

Step 1: Configure The Wholesale Suite Plugin.

After you’ve installed and activated the Wholesale Order Form Plugin, you should configure it so that the people who start ordering will be able to do so with ease.

Now let’s configure the plugin, so head over to WooCommerce >> Settings >> Wholesale Ordering.

This is what it looks like after you’ve landed on this settings page.

How To Switch From Spreadsheets To Online Wholesale Order Form

Now you’ll see that it has different order form styles for display. You’ve got to think about what kind of order form you want your customers to see and use. By default the first option would be selected – this will display all your inventory for your customers, row by row with a pagination in the end.

So if you select the Standard Option in the order form style, this adds the Add to cart button next to each product item.

If you select the Alternate Option in the order form style, it adds a single add to cart button on that page bottom so that you can click and add them to cart. Meaning it gives you a chance to select multiple products and then add them to your cart.

What people want and works is the Standard option as it is more customer friendly. People can click each product they like and add it to their cart.

Since, there’s going to be pagination at the bottom of each page. The plugin will ask you to enter how many products you want to display per page. The purpose of this pagination option is that you or your customers can navigate between pages easily.

There’s also this Lazy Loading feature that you can enable, where people can keep scrolling down and the products keep loading up on the page.

I think the pagination options are much more standardized format for most stores.

How To Switch From Spreadsheets To Online Wholesale Order Form

So now that you know that the standard pagination style works best, you can enter the number that suits best for your WooCommerce store.

You can also load variations, there’s that option to show variations beside each product item listing on that page. Choose or enable that option and you’re good to go.

If you’re business has a product with a lot of variations, only then enable it, if you enable that setting, you’ll be able to show Variations Individually. What this does is that it allows customers to add or choose those variations to their shopping cart without placing double orders on the same product.

Step 2: Test The New Wholesale Order Form On Your Store.

Now that you’ve configured the Wholesale Order Form settings in the previous step, you’ll have to test it live and see it for yourself.

This allows you to see how it looks like for your customers. So, here’s what’s happened so far, this plugin creates a new wholesale order form page and it’s completely different from your entire Wholesale shop or store look.

In order to finish this step, you’ll have to head over to Pages >> Wholesale Ordering and take a look at the page URL. Most time it is a page that’s an extension of your WooCommerce store.

Take a look at the image below.

How To Switch From Spreadsheets To Online Wholesale Order Form

Clicking on that order form page is different. The new order form page should look something like this. 

Refer to the image below.

How To Switch From Spreadsheets To Online Wholesale Order Form

Just like we discussed in the previous steps, this new wholesale order form is online now and it’s ready to work. It should have an Add to cart button on each row.

Now customers will be able to add the right quantities to their cart and do that instantly. Finally when they’re ready, they’ll proceed to the checkout page to complete the payment.

Conclusion

Online Wholesale Order Forms are a much better option than using an excel spreadsheet to calculate your orders and process them.

Just by using the exact and correct plugin, your WooCommerce store will begin to operate on another level. Customers will be able to order the right items and at the right quantities even if you have variations, they’ll be able to carefully review their orders based on your store inventory.

All of this huge mess of getting orders in bulk is taken care of with the help of this plugin. This plugin switches you from old school excel order form template to online wholesale order form template in a minutes with just a few custom tweaks. This allows you to fulfil orders faster.

All you have to do to be successful is use both Wholesale Suite plugin and Wholesale Order Form plugin together and you’re golden. You don’t have to worry about it.

I hope this tutorial was helpful and it saved your business time, energy and money in the long run.

If you’ve got any questions about this plugin, please let us know in the comments below.

Grab Wholesale Suite Plugin and Wholesale Order Form Plugin here.

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Jehoyakim Jena helps people make money, save money & design their lifestyle. The #1 problem for most people is making money and if they can learn how to do so, they can change their whole course of life. Here is a free resource that teaches you how to make money: https://www.mydigitalyard.com/ebook

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Jehoyakim Jena

Jehoyakim Jena

Jehoyakim Jena helps people make money, save money & design their lifestyle. The #1 problem for most people is making money and if they can learn how to do so, they can change their whole course of life. Here is a free resource that teaches you how to make money: https://www.mydigitalyard.com/ebook

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