Setting up a wholesale store in WooCommerce becomes much easier with the WC Wholesale Manager plugin. It provides all the tools you need to create and manage a B2B shopping experience with custom roles, discounts, registration forms, and automated emails. This guide explains the complete setup process step by step.
Step 1: Configure General Settings
Start by navigating to WooCommerce → Wholesale Manager → General. These settings define how your wholesale system will function overall. You can control registration approval, tax, coupons, and store access.
A wholesale registration menu is added automatically, or you can place it manually using the shortcode [wholesale_registration] on any page, such as Shop or Checkout.
Step 2: Set Up Wholesale Roles
After the general setup, the next step is defining who your wholesale users are. Go to the Roles tab. The plugin includes a default “Wholesaler” role, but you can add as many custom roles as needed.
Each role can have its own name, discount type (percentage or fixed), and tax rules. You can also disable specific payment gateways or shipping methods for certain roles, depending on your business model. For example, you might want wholesalers to pay only by bank transfer and use a particular shipping method.
You can also apply product or category-based pricing rules for each role. This helps you offer special discounts on selected products or entire categories to specific wholesale groups.
Step 3: Configure Email Notifications
Once your roles are ready, the next step is to set up email communication. From the Emails tab, you will find a list of templates used for different notifications. Each email has columns for its name, content type, and recipients.
Click Manage next to any email to edit it. You can disable the email notification, or change the subject line, and message content with the available placeholders (e.g., {site_title}). There are five main templates, one for the admin and four for wholesale users. These include notifications for registration requests, approvals, and order confirmations.
Customizing these emails helps ensure that both you and your users receive the right information at the right time.
Step 4: Configure Registration Fields
The final step is to set up your registration form so that new wholesale users can apply easily. Go to Registration Fields from the Wholesale Manager menu.
You will see a list of available fields where you can add, edit, or remove input options. For example, you might request details such as company name, tax ID, or business address. You can also choose which fields are required and decide the display order.
This section allows you to customize the registration process to collect the information your business needs before approving a user as a wholesaler.
Wrapping Up
After completing these steps – configuring general settings, defining roles, setting up emails, and building registration fields – your wholesale store will be ready to operate.
Your customers can now register as wholesalers, receive relevant discounts, and interact with your store through personalized pricing, payment, and communication settings.
For more details on each part of the setup, see the individual articles for General Settings, Roles, Emails, and Registration Fields in the documentation.