Admin Tasks

This page covers the admin tasks that aren't covered in the Customer Groups and Pricing Rules guides: reviewing applications, setting product visibility, configuring MOQ, and managing the wholesale products list.

The Wholesale Admin Menu

After activating the plugin, you'll see a Wholesale section in the admin sidebar with these items:

Menu Item	What it does	Admin URL
Customer Groups	Create and manage groups with discounts	/admin/wholesale/customer-groups
Pricing Rules	Manage quantity-based pricing tiers	/admin/wholesale/pricing-rules
Wholesale Products	View products that have wholesale settings	/admin/wholesale/products
Applications	Review and approve/reject wholesale applications	/admin/wholesale/applications
Settings	Configure wholesale system settings	/admin/wholesale/settings

TIP

The Applications menu item only appears when Require Approval is enabled in Settings. It also shows a badge with the count of pending applications.

Reviewing Wholesale Applications

When customers submit applications at /wholesale/register on your site, they appear at Wholesale > Applications.

Viewing an application

Click the application to see the full details:

• Name and Email - The applicant's contact info
• Company Name - Their business name
• Tax ID - Business tax identification (if provided)
• Phone - Contact number (if provided)
• Business Type - e.g., "Retailer", "Distributor" (if provided)
• Expected Order Volume - What they estimate they'll order (if provided)
• Notes - Any additional info they provided
• Status - Pending, Approved, or Rejected

Approving an application

1. Go to Wholesale > Applications
2. Click on a pending application
3. In the Approve section, select a Customer Group from the dropdown
4. Click Approve

What happens:

• The application status changes to Approved
• The customer account is assigned to the selected group
• The customer can now log in and see wholesale prices

Rejecting an application

1. Go to Wholesale > Applications
2. Click on a pending application
3. In the Reject section, enter a Rejection Reason
4. Click Reject

What happens:

• The application status changes to Rejected
• The customer sees the rejection reason on their dashboard
• The customer can reapply later (via /customer/wholesale/reapply)

Filtering applications

Use the status filter at the top of the applications list to show only Pending, Approved, or Rejected applications.

Product Visibility and MOQ

You control wholesale-specific product settings from each product's edit page.

Setting up product visibility

1. Go to Ecommerce > Products, edit a product
2. Scroll to the Wholesale section
3. Find the Visibility Type dropdown:

Option	Who can see the product
Public (Everyone)	All customers, wholesale and retail
Wholesale Only	Only customers assigned to a wholesale group
Specific Groups	Only customers in the groups you select

4. If you chose Specific Groups, an Allowed Customer Groups multi-select appears. Select which groups can see this product.
5. Click Save

Use cases:

• Wholesale Only - For bulk-only products not sold to retail customers
• Specific Groups - For exclusive products available only to your top-tier customers

Setting minimum order quantity (MOQ)

MOQ forces wholesale customers to order at least a certain quantity of a product.

1. Go to Ecommerce > Products, edit a product
2. Scroll to the Wholesale section
3. Configure:

Field	What it does	Example
Minimum Quantity	Smallest quantity a customer can order	12 - customer must order at least 12
Quantity Increment	Orders must be multiples of this number	6 - valid: 12, 18, 24. Invalid: 13, 15, 20

4. Click Save

Example: Minimum Quantity = 12, Increment = 6

Valid orders: 12, 18, 24, 30, 36...

Invalid: 5, 10, 13, 15, 20 (system auto-adjusts to the nearest valid quantity)

Wholesale Products List

Go to Wholesale > Wholesale Products to see all products that have wholesale settings (pricing rules, MOQ, or visibility restrictions).

This is a read-only overview. To edit a product's wholesale settings, click through to the product edit page.

If you have the Marketplace plugin active, you can filter by tabs: All, In-house, or Seller products.

Assigning Wholesale Groups to Customers

Besides approving applications, you can manually assign any customer to a wholesale group:

1. Go to Ecommerce > Customers
2. Edit the customer
3. Find the Wholesale Groups field
4. Select one or more groups
5. Click Save

The customer sees wholesale prices immediately on their next visit.

To remove wholesale access, clear the group selection and save.

Daily Admin Workflow

Here's a typical daily workflow for managing wholesale:

1. Check for new applications at Wholesale > Applications (look for the badge count on the menu)
2. Review and approve/reject pending applications
3. Monitor orders - wholesale orders appear in the regular Ecommerce > Orders list
4. Handle support requests - check if customers are in the right group, verify pricing is correct

Troubleshooting

Can't access the Wholesale menu

1. Check your admin role has wholesale permissions: Admin > Users > Roles
2. Check the plugin is activated: Admin > Plugins
3. Clear cache: Admin > Platform Administration > Cache management

Applications menu not showing

The Applications menu only appears when Require Approval is enabled in Wholesale > Settings. If you don't need approval, applications are auto-approved and this menu isn't needed.

Changes to a product's wholesale settings aren't working

1. Make sure you clicked Save on the product after making changes
2. Clear cache: Admin > Platform Administration > Cache management
3. Test in an incognito browser window to rule out browser cache