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How To Offer WooCommerce Conditional Shipping And Payments

How To Offer WooCommerce Conditional Shipping And Payments

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Do you want to learn how to offer WooCommerce Conditional Shipping and Payments to your customers?

If you have wholesale customers who are buying things at bulk and they’re paying a lot of money, like they’re spending over thousands of dollars you must cater to their shipping and payment needs and listen to the options you can provide for them. That’s where WooCommerce conditional shipping and payments come into the picture. This is where you are able to offer a custom option for their need.

That’s what we’re about to talk about in this blog post.

Your regular WooCommerce plugin can’t do most of what we just described above.

You need to install Wholesale Suite Plugin, this will make all those features you never find under default WooCommerce store appear, you’ll be able to now configure WooCommerce Conditional Shipping and Payments for your customers. You’ll be able to set that up in the backend and you’ll handle those orders seperately.

So you’ll learn how this is super important to your clients and how you can help your clients.

What Is Conditional Shipping and Payments?

Did you know that a lot of stores out there offer different payment and shipping options.

It all depends on what you buy from their store. If you purchase an expensive item, they’ll probably offer free shipping. Sometimes if the price of the product you purchase is lower than a certain amount, you will have to pay for shipping, or sometimes if its a super expensive product, you can even pay extra for fast shipping and delivery.

Have you seen that same concept on Amazon? That’s what these stores are doing

So this concept applies to wholesale customers. Most wholesale customers want a custom shipping and payment option for them because they don’t buy always, they buy in bulk.

If you use regular payment option like PayPal, Stripe, etc. that won’t be a good strategy, you’ve got to think of a custom payment solution as they’re buying things in bulk and spending a lot on your store.

So the payment and shipping issue can be sorted out with the below plugin. Click it and grab it.

Good thing is that WooCommerce will allow you to configure various multiple shipping options in the backend. It also offers multiple payment options too.

Now if you go to the shipping zones, you can see in the image below that you have various shipping methods that you can set up for various regions from around the world.

When you click the Add Shipping Method, you’ll see all the options appear.

How To Offer WooCommerce Conditional Shipping And Payments

WooCommerce in general won’t allow you to connect or link the payment or shipping method to specific accounts (a.k.a user roles that we can set it up in the backend).

What does that mean? Every single customer who orders from your store will be shown the same shipping and payment methods. That’s not going to be the right approach when customers order products in large quantities, etc.

So since that option is not there, you need to create something called user or customer role in the backend, which is where you can set up a custom shipping and payment option for them. This way they’ll be able to order and get their products shipped with ease.

That feature you’ll not see inside the regular WooCommerce plugin, you’ll need to get the Wholesale Suite Plugin for that.

How To Configure WooCommerce Conditional Shipping and Payments Options In The Backend Of Your WordPress Website?

In order to configure that you have to install the WooCommerce Wholesale Prices Premium plugin.

That is one of the plugins that comes with the Wholesale suite plugin collection. That plugin alone will be responsible to set the prices and user roles. 

Does it make sense? If you said yes, go ahead and install Wholesale Prices Premium Plugin now.

How To Configure Wholesale Shipping Methods.

After you’ve installed that plugin, you need to configure the shiping methods first.

So head over to WooCommerce >> Settings >> Wholesale Prices >> Shipping.

So if you take a look at this process, you’ll be able to set up the shipping options for your Wholesale Customers.

For example, you want to offer free shipping to a customer who ordered lot of stuff in bulk, you can do that here.

Can you see the options to checkbox below?

How To Offer WooCommerce Conditional Shipping And Payments

If you click on Force Free Shipping checkbox, you’ll be losing a lot of money. Don’t do that!

You should only give out free shipping to people who’ve ordered a lot, like in bulk when it exceeds a certain amount. You’ll have to take care of not only shipping methods buy also payment methods for that customer inside the customer role or user role in the backend.

So in the backend, this is what it looks like.

How To Offer WooCommerce Conditional Shipping And Payments

Mappings are set of paths for each user role.

You can set the mappings based on what roles you can see above.

You can also set up as many mappings as you want. Mappings covers shipping, so if you give them many shipping options, they will be more likely to place the order because of the many options they are presented with.

If you want to hide these shipping methods to the non-wholesale customers, you can do do below.

Just checkbox on that option: Wholesale Only Shipping Methods.

Does this make sense? Let’s continue.

How To Offer WooCommerce Conditional Shipping And Payments

By default, WooCommerce gives you a lot of shipping options, but now you want more, go ahead and use extensions. There are thousands of WooCommerce shipping extensions in the marketplace to use.

How To Configure Wholesale Payment Methods.

Now that you have the WooCommerce Wholesale Prices Premium plugin installed, you can offer payment options to your customers.

So to set or configure the Wholesale Payment options, head over to WooCommerce >> Settings >> Wholesale Prices >> Payment Gateway.

Now if you follow the above path, you’ll land on the Payment Gateway Options section.

Now is where you need to set up the customer or user roles and assign the specific payment gateway so that your shipping can be done with ease.

Configure this and you’re done for good.

How To Offer WooCommerce Conditional Shipping And Payments

In the above example, the role selected is the Wholesale Customer.

Payment Gateway selected or added is Direct Bank Transfer.

You are free to add as many as possible payment methods or options for your wholesale customers. This will be helpful because now your customer can choose which option they’re good to go with and use that.

Note: Another feature you should know about this plugin is that Wholesale Prices Premium will allow you to add payment surcharges if they select specific payment gateways.

What does that mean? Well sometimes when the payment gateway will take a big of a cut when you carryout a transaction. This way you can set up this option to add that up to the large order total and you can recoup the amount.

Below is just an example of it. Because of payment charges you can handle this also.

How To Offer WooCommerce Conditional Shipping And Payments

This plugin is so cool that you can collect the transaction charges from your customers.

But you should always make sure your customers are aware of the extra fees they’re being charged for because of this issue and this plugin solves it for them.

Please note that once you set a payment method to a wholesale customer or user role in the backend, they’ll be able to see that in the front end while checking out. Do more and you’ll be able to see what’s the best option for them.

Do the best to make sure your customers are happy.

Conclusion.

Like we said you earlier, you only can see the default options on your WooCommerce plugin on the backend.

If your customer purchases products in bulk and want a custom shipping or payment option you will not be able to follow the regular shipping or payment option.

Regular payment option won’t work on larger transaction sizes, that’s why you need to install or create custom shipping and payment options on the backend and set that up for wholesale customers.

So to sort out this issue, you need to install Wholesale Suite plugin and set up these Wholesale customer or user roles. Then you can set up their shipping and payment options on the backend.

WooCommerce Wholesale Prices Premium is the plugin that will help you sort out all the issues that comes to conditional shipping and payment options. Just install that and you’re good to go from there.

I hope you’ve learned How To Offer WooCommerce Conditional Shipping And Payments to your customers.

If you have any questions or challenges that you need help with, please let us know in the comments below.

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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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