Configuring Wholesale
This guide will walk you through the process of configuring the Wholesale plugin for your Botble E-commerce store.
Accessing Wholesale Settings
- Log in to your admin panel
- Navigate to Settings > Ecommerce > Wholesale
- You will see the Wholesale configuration page
General Settings
Enable Wholesale System
Toggle to enable or disable the entire wholesale system without deactivating the plugin.
Default: Enabled
Usage Scenario
Disable temporarily during maintenance or when transitioning between retail and wholesale operations.
Require Approval for Wholesale Registration
Control whether wholesale applications require admin approval.
Options:
- Enabled - Applications go to pending status, admin must approve
- Disabled - Applications are auto-approved, customers get immediate access
Default: Enabled
Show Prices to Guest Users
Control whether non-logged-in users can see wholesale prices.
Options:
- Enabled - Guest users see pricing tables on product pages
- Disabled - Only logged-in wholesale customers see special prices
Default: Disabled
Security Consideration
Disabling this is recommended to keep wholesale pricing confidential.
Allow Multiple Customer Groups
Control whether a customer can be assigned to multiple groups simultaneously.
Options:
- Enabled - Customer can belong to multiple groups (uses priority for conflict resolution)
- Disabled - Customer can only belong to one group at a time
Default: Enabled
Discount Resolution Strategy
When a customer belongs to multiple groups, choose how to resolve conflicting discounts:
| Strategy | Description |
|---|---|
| Highest | Apply the group with highest discount value |
| Lowest | Apply the group with lowest discount value |
| Priority | Use the group with highest priority number |
Default: Highest
Registration Settings
Registration Form Fields
Configure which fields are required in the wholesale application form:
| Field | Required | Description |
|---|---|---|
| Company Name | Yes | Business name |
| Tax ID | Optional | Business tax identification |
| Business Address | Yes | Physical business location |
| Phone Number | Yes | Contact number |
| Business Type | Optional | Industry category |
| Website | Optional | Company website URL |
Application Email Notifications
Configure email notifications for wholesale applications:
- Customer Confirmation - Sent when application is submitted
- Admin Notification - Alert admin of new applications
- Approval Email - Sent when application is approved
- Rejection Email - Sent when application is rejected
Display Settings
Visual Style
Choose how pricing tables are displayed on product pages:
| Style | Description |
|---|---|
| Modern | Contemporary design with gradient effects |
| Minimal | Clean, simple table layout |
| Classic | Traditional table styling |
| Elegant | Refined presentation with subtle borders |
Display Mode
Choose how much information to display in pricing tables:
| Mode | Description |
|---|---|
| Full | Shows all pricing tiers with savings calculations |
| Compact | Condensed view with essential information only |
Show Savings Amount
Toggle to display the amount saved for each pricing tier.
Example with savings shown:
100+ units: $45.00 Save $5.00 (10%)
Example without savings:
100+ units: $45.00
Section Title
Set a custom title for the wholesale pricing section. If left empty, the default translation will be used.
Default: "Wholesale Pricing"
Examples:
- "Volume Discounts"
- "Bulk Pricing"
- "B2B Pricing Tiers"
Customer Groups Configuration
Creating Customer Groups
When creating a customer group, configure:
| Field | Description |
|---|---|
| Name | Group identifier (e.g., "Gold Resellers", "Silver Partners") |
| Description | Internal notes about the group |
| Status | Published (active) or Draft (inactive) |
| Priority | Numeric priority for conflict resolution (higher = higher priority) |
| Discount Type | Percentage or Fixed Amount |
| Discount Value | Amount or percentage discount |
| Min Order Quantity | Minimum items per order |
| Min Order Value | Minimum order subtotal |
Group Priority System
Priority determines which group's settings apply when a customer belongs to multiple groups:
Example Priority Structure:
| Group | Priority | Discount |
|---|---|---|
| Platinum | 100 | 25% |
| Gold | 75 | 20% |
| Silver | 50 | 15% |
| Bronze | 25 | 10% |
If a customer is in both Gold and Silver groups:
- With "Priority" strategy → Gold applies (higher priority number)
- With "Highest" strategy → Gold applies (higher discount)
Product Configuration
Setting Product MOQ
For individual products, you can set:
| Setting | Description |
|---|---|
| Minimum Quantity | Smallest order quantity allowed |
| Quantity Increment | Must order in multiples of this number |
| Customer Group | Apply to specific group or all wholesale customers |
Example:
- Min Quantity: 12
- Increment: 6
- Valid orders: 12, 18, 24, 30...
- Invalid orders: 13, 15, 20...
Product Visibility
Control product visibility in the admin product edit page:
| Visibility | Description |
|---|---|
| Public | Visible to all customers |
| Wholesale Only | Only visible to approved wholesale customers |
| Hidden | Not visible in catalog (direct link only) |
Product Group Access
Restrict products to specific customer groups:
- Edit a product in admin
- Go to "Wholesale Settings" section
- Select customer groups that can access this product
- Empty selection = all wholesale customers can access
Important
- Product must have "Wholesale Only" visibility for group restrictions to apply
- Public products ignore group access restrictions
Pricing Rules Configuration
Creating Tiered Pricing
For advanced quantity-based pricing, create pricing rules:
| Field | Description |
|---|---|
| Product | Which product this rule applies to |
| Customer Group | Which group gets this pricing |
| Min Quantity | Starting quantity for this tier |
| Max Quantity | Ending quantity (optional, leave empty for unlimited) |
| Discount Type | Percentage, Fixed Amount, or Fixed Price |
| Discount Value | Discount amount or final price |
| Status | Published or Draft |
Discount Types Explained
1. Percentage Discount
- Reduces price by a percentage
- Example: 10% off $50 = $45
2. Fixed Amount Discount
- Reduces price by fixed dollar amount
- Example: $5 off $50 = $45
3. Fixed Price
- Sets absolute price regardless of original
- Example: Fixed at $40 (even if original was $50 or $60)
Example Pricing Structure
Product: Widget (Original Price: $50)
| Quantity | Discount Type | Discount Value | Final Price |
|---|---|---|---|
| 1-49 | None | - | $50.00 |
| 50-99 | Percentage | 10% | $45.00 |
| 100-499 | Percentage | 15% | $42.50 |
| 500+ | Fixed Price | $38 | $38.00 |
Testing Your Configuration
After configuring the plugin, test the following:
1. Customer Group Test
- Create a test customer group with 10% discount
- Create a test customer account
- Assign customer to the group in admin
- Log in as that customer
- Verify discounted prices appear on products
2. Pricing Rules Test
- Create a product with tiered pricing
- Add pricing rules for different quantities
- View product page as wholesale customer
- Verify pricing table displays correctly
- Add different quantities to cart and verify prices
3. MOQ Test
- Set MOQ on a product (e.g., min 10, increment 5)
- Try adding invalid quantities (e.g., 7, 12)
- System should adjust to valid quantity (10, 15)
- Verify validation messages appear
4. Visibility Test
- Set product to "Wholesale Only" visibility
- Log out (or use incognito)
- Verify product doesn't appear in catalog
- Log in as wholesale customer
- Verify product now appears
Permissions
Wholesale includes these permissions that can be assigned to user roles:
| Permission | Description |
|---|---|
wholesale.customer-groups.index | Access to Customer Groups menu |
wholesale.customer-groups.create | Create new customer groups |
wholesale.customer-groups.edit | Edit existing customer groups |
wholesale.customer-groups.destroy | Delete customer groups |
wholesale.pricing-rules.index | Access to Pricing Rules menu |
wholesale.pricing-rules.create | Create new pricing rules |
wholesale.pricing-rules.edit | Edit existing pricing rules |
wholesale.pricing-rules.destroy | Delete pricing rules |
wholesale.applications.index | View wholesale applications |
wholesale.applications.approve | Approve/reject applications |
wholesale.settings | Access to settings page |
Managing Permissions
- Go to Users > Roles
- Edit a role (e.g., "Staff", "Manager")
- Find the "Wholesale" section in permissions
- Check/uncheck permissions based on role requirements
- Save changes
Troubleshooting Configuration Issues
Settings Not Saving
- Verify file permissions on
storage/directory - Clear cache:
php artisan cache:clear - Check database connection
- Review error logs
Prices Not Updating
- Clear all caches (admin + browser)
- Verify customer group status is "Published"
- Check pricing rule status is "Published"
- Ensure customer is assigned to group
MOQ Not Enforcing
- Verify MOQ is set on the product
- Check customer group assignment
- Clear cart and try again
- Check for JavaScript errors in console
Visibility Not Working
- Verify product visibility setting
- Check customer wholesale status
- Clear browser cache
- Test in incognito mode
Configuration Best Practices
1. Start Simple
- Begin with one or two customer groups
- Add basic percentage discounts
- Test thoroughly before adding complexity
- Gradually add tiered pricing and MOQ
2. Clear Group Names
- Use descriptive names: "Gold Resellers - 20% Off"
- Document each group's purpose
- Make priority numbers logical (10, 20, 30...)
3. Reasonable MOQs
- Set MOQs based on your packaging
- Use increments that make business sense
- Don't set MOQs too high initially
- Monitor customer feedback
4. Test Thoroughly
- Test all discount combinations
- Verify email notifications work
- Check mobile responsiveness
- Test with real customer accounts
5. Monitor Performance
- Track wholesale vs retail conversion
- Monitor average order values by group
- Review pricing rule effectiveness
- Adjust based on data
Configuration Checklist
Use this checklist when setting up the plugin:
- [ ] Enable wholesale system
- [ ] Configure approval requirements
- [ ] Set price visibility rules
- [ ] Configure multiple groups setting
- [ ] Set discount resolution strategy
- [ ] Create customer groups
- [ ] Set group priorities
- [ ] Configure MOQ settings
- [ ] Set product visibility rules
- [ ] Create pricing rules
- [ ] Configure email notifications
- [ ] Set display style
- [ ] Configure admin permissions
- [ ] Test customer registration
- [ ] Test pricing calculations
- [ ] Test MOQ enforcement
- [ ] Verify email notifications
If you continue to encounter configuration issues, please refer to the Troubleshooting section or contact our support team.