Getting started with your wholesale store
This tutorial guides you through setting up a wholesale store, including how to create price lists and wholesale store customer accounts, sign into the store as a customer, and process an order.
Lesson 1: Create your wholesale store and sign in
Add the wholesale channel to your Shopify admin. Your wholesale store is automatically created when the channel is added. You can't sign into this store until you create a wholesale store account for yourself and assign it a price list.
Your wholesale store is password-protected, so no one (including the Shopify account owner) can access it without a wholesale store account. A wholesale store account is not the same as an online store account. A customer can't log into your wholesale store using their online store user name and password.
Create a customer account and make sure that you do the following steps:
- Add a valid email address for the customer. You will send a wholesale store account invite to this email address. Later, when you process orders for this customer, you can use this email address to send them invoices.
- Create a tag and add it to your customer: In a later step, you will add this same tag to a price list.
Create a price list:
- In the Wholesale channel, click Price list, and then click Create price list.
- Enter a title for the price list.
- Click Add tags and add the tag that you created earlier to the price list. This tag will connect any customer to the price list:
- Click Discount all products and enter a percentage amount by which to discount all products.
- Click Save. Your customer is now assigned to the price list.
Invite your customer to create a wholesale store account. A wholesale store account is different from an online store account. Your customer's online store account credentials will not work in your wholesale store.
- From your Wholesale channel, click Accounts.
- In the table, select your customer account.
- Click Bulk actions, and then select Send invite from the dropdown list.
You will receive an email invitation to the wholesale store.
From your email account, open the email from the wholesale store. Follow the instructions to create an account and sign in.
When you sign into your wholesale store, you will have access to all your products. Each product in your wholesale store is offered to you at the percentage discount that you specified.
Lesson 2: As a customer, create and submit a test order
While signed into your wholesale store, create test orders and submit them. Wholesale customers create and submit draft orders for you to review, so they do not pay for their purchases at checkout.
Lesson 3: Review a wholesale draft orderFrom your Shopify admin, click Orders. 2. Click Drafts. 4. Review the draft order. 5. Click Reserve Inventory to temporarily place a hold on the items listed in the draft order. It is common for a draft order to require a back and forth communication between you and the customer. Reserve the inventory to make sure that the products are available when your customer is ready to make the actual purchase: 6. Click Add Shipping and enter the wholesale shipping cost. If you don't specify a value for the shipping, then by default the shipping options from your online store will be offered to your wholesale customers when they review your invoice. 7. Click Save.
Lesson 4: Send an invoice to a customer
After you and your customer have agreed on the purchase, you need to send them an invoice.
To send a customer a wholesale invoice:
- Click Email invoices.
- Click Review Email.
- Click Send Notification.
By default, your customer will receive an invoice that instructs them to pay using the payment provider that is set up in your Shopify admin. Since wholesale customers can prefer other payment options, you can customize the email template to offer them alternative payment options.
Lesson 5: Simulate payment of the order
A draft order converts to an order when your customer pays. For this tutorial pretend that your test customer has paid for the order outside of Shopify. For example, they paid the full amount with a corporate account or wire transfer.
To record the payment:
- Open the draft order.
- Click Mark paid.
The draft order converts to an order that you can fulfill.
Lesson 6: Fulfill the order
Now that have an order, you can fulfill it as you would any other order.
To fulfill an order:
From your Shopify admin, click Orders. 1. Open the order that corresponds to the draft order. 2. Click Continue and fulfill the order as you would normally. 3. After you've fulfilled the order, click Fulfilled.
Lesson 7: Tutorial clean up
Because in this tutorial you created a test order and pretended that you received payment for it, you might not want this order to appear in your reports. To delete the test order, see Delete an order.