Appearance

Admin Dashboard ​

This guide covers the administrative interface for managing wholesale operations in your Botble e-commerce store.

Accessing the Wholesale Admin ​

Navigate to Ecommerce > Wholesale in the admin sidebar to access wholesale management.

Wholesale Menu

Menu ItemDescription
Customer GroupsManage wholesale customer groups and discounts
Pricing RulesCreate quantity-based tiered pricing
ApplicationsReview and approve wholesale account requests
MOQ SettingsConfigure minimum order quantities per product
SettingsConfigure system-wide wholesale settings

Customer Groups Management ​

Customer Groups List ​

View and manage all customer groups:

Customer Groups List

List Features:

  • Search - Find groups by name
  • Filter - By status (Published/Draft)
  • Sort - By name, priority, or date
  • Bulk Actions - Delete or change status of multiple groups

Group Information Displayed:

  • Group name
  • Discount type and value
  • Priority level
  • Status badge
  • Number of assigned customers
  • Action buttons (Edit, Delete)

Creating Customer Groups ​

Click Create to add a new group:

Required Information:

  • Group name (e.g., "Gold Resellers")
  • Discount type (Percentage or Fixed)
  • Discount value
  • Status (Published or Draft)

Optional Settings:

  • Description (internal notes)
  • Priority (for conflict resolution)
  • Minimum order quantity
  • Minimum order value

See Customer Groups Guide for detailed instructions.

Editing Customer Groups ​

  1. Click Edit button on any group
  2. Make changes to settings
  3. Click Save

WARNING

Changes to discount values take effect immediately for all customers in that group.

Pricing Rules Management ​

Pricing Rules List ​

View and manage all pricing rules:

Pricing Rules List

List Features:

  • Search - Find rules by product name
  • Filter - By customer group, status
  • Sort - By product, group, or date
  • Bulk Actions - Delete multiple rules

Rule Information Displayed:

  • Product name with image
  • Customer group
  • Quantity range (e.g., "50-99", "100+")
  • Discount type and value
  • Final price preview
  • Status badge
  • Action buttons

Creating Pricing Rules ​

Click Create to add a new rule:

Required Information:

  1. Select product
  2. Select customer group
  3. Define quantity tier (min and max)
  4. Choose discount type
  5. Enter discount value
  6. Set status

See Pricing Rules Guide for detailed instructions.

Managing Multiple Rules ​

For Single Product:

  • Create multiple rules for different quantity ranges
  • Create separate rules for different customer groups
  • Each group can have different tier structures

Viewing Product Rules:

  • Filter by product name
  • See all tiers at once
  • Verify no gaps in quantity ranges

Applications Management ​

Applications List ​

Review wholesale account applications:

Applications List

List Features:

  • Filter - By status (Pending, Approved, Rejected)
  • Search - By company name or customer name
  • Sort - By date submitted
  • Quick Actions - Approve or reject

Application Information:

  • Company name
  • Applicant name and email
  • Application date
  • Status badge
  • Business details summary
  • Action buttons

Reviewing Applications ​

Viewing Application Details ​

Click on an application to see full details:

Customer Information:

  • Full name
  • Email address
  • Phone number
  • Existing account status

Business Information:

  • Company name
  • Tax ID/Business number
  • Business address
  • Business type
  • Website URL
  • Additional notes

Approving Applications ​

  1. Click Approve button
  2. Select customer group to assign
  3. Optionally set expiration date
  4. Add approval notes (optional)
  5. Click Confirm

What Happens:

  • Customer account assigned to selected group
  • Customer receives approval email
  • Can immediately log in and see wholesale prices
  • Application status changes to "Approved"

Rejecting Applications ​

  1. Click Reject button
  2. Optionally add rejection reason
  3. Click Confirm

What Happens:

  • Customer receives rejection email
  • Application status changes to "Rejected"
  • Customer can reapply after addressing issues

Pending Applications ​

Applications remain pending until admin reviews them. Configure automatic approval in settings if you want to skip manual review.

Customer Management ​

Viewing Customer's Wholesale Status ​

From Customers list:

  1. Edit any customer
  2. Scroll to "Wholesale Information" section

Wholesale Information Shows:

  • Assigned customer groups
  • Assignment dates
  • Expiration dates
  • Wholesale status (Active/Expired)

Manual Customer Assignment ​

To manually assign a customer to a group:

  1. Edit customer account
  2. Find "Customer Groups" field
  3. Select one or more groups
  4. Optionally set expiration date
  5. Save customer

Use Cases:

  • VIP customers
  • Special agreements
  • Migrating existing customers
  • Temporary access

Removing Wholesale Access ​

To remove wholesale access:

  1. Edit customer account
  2. Remove all group assignments
  3. Save customer

Customer reverts to retail pricing immediately.

Product Management ​

Setting Product MOQ ​

In product edit page:

  1. Open any product for editing
  2. Go to "Wholesale Settings" tab
  3. Configure MOQ settings:

MOQ Fields:

  • Customer group (or All Wholesale)
  • Minimum quantity
  • Quantity increment
  • Status (Active/Inactive)

Example:

  • Min Quantity: 24
  • Increment: 12
  • Valid orders: 24, 36, 48, 60...

Setting Product Visibility ​

In product edit page, "Wholesale Settings" tab:

Visibility Options:

  • Public - Everyone can see
  • Wholesale Only - Only wholesale customers
  • Hidden - Direct link only

Product Group Access:

  • Leave empty = all wholesale customers
  • Select groups = only those groups can see
  • Only applies if visibility is "Wholesale Only"

Bulk Product Updates ​

For updating many products at once:

  1. Export products
  2. Update wholesale settings in spreadsheet
  3. Import products back
  4. Or use database queries

Reports & Analytics ​

Wholesale Sales Overview ​

View wholesale performance:

Available Metrics:

  • Total wholesale orders
  • Wholesale revenue
  • Average order value by group
  • Top wholesale customers
  • Most purchased products
  • Discount amounts given

Customer Group Performance ​

Analyze which groups are most profitable:

Metrics per Group:

  • Number of customers
  • Total orders
  • Average order value
  • Total revenue
  • Average discount given
  • Customer lifetime value

Pricing Rule Effectiveness ​

Track which pricing tiers are used most:

Metrics per Rule:

  • Number of times used
  • Quantities purchased at each tier
  • Revenue generated
  • Average discount at each tier

Settings Management ​

Access via Settings > Ecommerce > Wholesale:

General Settings ​

SettingDescription
Enable WholesaleTurn system on/off
Require ApprovalManual or automatic approval
Show Prices to GuestsPrice visibility for non-logged-in users
Allow Multiple GroupsCan customer be in multiple groups
Discount ResolutionHow to handle multiple group conflicts

Display Settings ​

SettingDescription
Visual StyleModern, Minimal, Classic, Elegant
Display ModeFull or Compact
Show SavingsDisplay savings amounts
Section TitleCustom title for pricing tables

Email Notifications ​

Configure email templates:

  • Application received confirmation
  • Admin new application notification
  • Application approved
  • Application rejected
  • Group assignment notification
  • Expiration warning

Permissions Management ​

Available Permissions ​

Assign to user roles in Users > Roles:

Customer Groups:

  • wholesale.customer-groups.index - View groups
  • wholesale.customer-groups.create - Create groups
  • wholesale.customer-groups.edit - Edit groups
  • wholesale.customer-groups.destroy - Delete groups

Pricing Rules:

  • wholesale.pricing-rules.index - View rules
  • wholesale.pricing-rules.create - Create rules
  • wholesale.pricing-rules.edit - Edit rules
  • wholesale.pricing-rules.destroy - Delete rules

Applications:

  • wholesale.applications.index - View applications
  • wholesale.applications.approve - Approve/reject
  • wholesale.applications.view - View details

Settings:

  • wholesale.settings - Access settings page

Store Manager (Full Access):

  • All wholesale permissions

Sales Manager (Limited):

  • View groups and rules
  • View and approve applications
  • Cannot modify settings

Customer Service (View Only):

  • View groups
  • View customer assignments
  • Cannot approve applications

Workflow Best Practices ​

Daily Tasks ​

  1. Review New Applications

    • Check for new submissions
    • Verify business information
    • Approve or request more info
    • Respond within 24-48 hours

  2. Monitor Orders

    • Review wholesale orders
    • Check for MOQ issues
    • Verify pricing applied correctly
    • Address customer questions

Weekly Tasks ​

  1. Performance Review

    • Check sales by group
    • Review top customers
    • Analyze pricing tier usage
    • Identify trends

  2. Customer Management

    • Check for expired assignments
    • Review inactive customers
    • Send re-engagement emails
    • Update group assignments

Monthly Tasks ​

  1. Strategy Review

    • Analyze group performance
    • Adjust discount levels if needed
    • Review pricing rule effectiveness
    • Update MOQ settings

  2. Cleanup

    • Archive old applications
    • Remove inactive rules
    • Update customer groups
    • Optimize settings

Quarterly Tasks ​

  1. Deep Analysis

    • Compare to retail performance
    • Calculate profitability by group
    • Review customer lifecycle
    • Plan strategic changes

  2. System Maintenance

    • Update documentation
    • Train new staff
    • Review permissions
    • Test all features

Troubleshooting Admin Issues ​

Can't access wholesale menu ​

  1. Check user role permissions
  2. Verify plugin is activated
  3. Clear cache
  4. Check admin prefix in URL

Changes not saving ​

  1. Check file permissions
  2. Verify database connection
  3. Clear config cache
  4. Check error logs

Applications not appearing ​

  1. Check email configuration
  2. Verify application form works
  3. Check database for records
  4. Review permissions

Bulk actions not working ​

  1. Check selected items
  2. Verify permissions
  3. Clear cache
  4. Check for JavaScript errors

Built with Laravel and developed by Botble Technologies © 2026.