Frequently Asked Questions
Wholesale Store

Yes. To use WholeSell, you need to have one retail Shopify store and one wholesale Shopify store. Your wholesale store will be used by your wholesale customers to browse and place orders. WholeSell allows you to easily manage both of your stores, and makes sure your product data and inventory stays in sync.

Having a wholesale Shopify store is a great first step in allowing your wholesale customers to browse and purchase products. However, having two Shopify stores that are not connected means you will have to manually keep inventory in sync between the two stores, as well as duplicate the work needed to update product descriptions, images, and prices. With WholeSell, you can keep your stores in sync automatically. Plus WholeSell makes your wholesale Shopify store better, giving you features like deferred billing (e.g., charging customers and ship time or at terms), editable orders, invoicing, and 1-click customer emails.

Yes, WholeSell currently requires both a retail store and a wholesale store. A few of our customers are using WholeSell for only its wholesale-related features (deferred billing, invoicing, and order processing). In this case, we recommend creating a dummy retail store that can be linked to WholeSell.

You can select a theme for your wholesale store just like you have with your retail store. Visit the Shopify theme store or export your retail store's them and upload it as your wholesale store theme.

Yes, your wholesale Shopify store can be password-protected so that only qualified wholesale customers can browse and purchase your products at reduced prices. Visit the 'Online Store' section under 'Settings' in your Shopify admin panel to add a password to your store.

Yes. Shopify allows you to require customer accounts before customers can place orders. You can learn how to configure this setting from Shopify's documentation on customer accounts.

Yes. Once your wholesale store is created, you can optionally register a custom domain to host your store (e.g. http://wholesale.mystore.com or http://www.mystore-wholesale.com. Alternatively, you can also simply use the Shopify URL that Shopify sets for you at the time that your store is created.

Products

You can set wholesale prices for your products in the WholeSell interface. On the 'Products' page, find the product you want to update. View the variants you want to update, then simply change the wholesale price fields. When you save your updates, your wholesale store will immediately reflect these changes. For bulk edits, you can export a CSV of all your products and update your wholesale prices before importing back to WholeSell.

Currently, WholeSell supports one wholesale price (and one retail price) per product variant. WholeSell does not allow different wholesale customers to see different wholesale prices. However, WholeSell does allow you to apply discounts on a per order basis, allowing you to give preferred wholesale customers additional discounts.

WholeSell gives you control as to whether a product should be visible on your retail store, wholesale store, or both. Simply go to the product detail page and check or uncheck the visibility boxes to show or hide your product from your retail and wholesale stores.

We highly recommend updating your product descriptions, images, and inventory in WholeSell. WholeSell will then update the corresponding data in both your retail and wholesale Shopify stores. Updating data within one of your Shopify stores will NOT update WholeSell and the other Shopify store, so is not recommended.

When an order is placed on either your retail or wholesale stores, WholeSell updates the inventory on your other store instantly. You can also manually update inventory within WholeSell. For example, if you receive additional inventory from your manufacturer, you can make updates on the 'Products' page. These updates will be reflected in your Shopify stores instantly. Please note that WholeSell is unable to detect if an admin or third-party fulfillment center changes inventory numbers within one of your Shopify stores directly. We highly recommend that all manual inventory updates are entered directly into WholeSell as this ensures all your inventory numbers are the same across WholeSell and your two Shopify stores.

WholeSell supports 1-click product imports. You can go to the 'Shopify Import' section of your Account page. The recommended option is to import products from your retail store to WholeSell and your wholesale store.

WholeSell supports 1-click collection imports. You can go to the 'Shopify Import' section of your Account page. Then choose whether to import your collections from your retail store to your wholesale store or vice versa.

Orders

Your wholesale orders are visible on both the 'Orders' page of WholeSell and the 'Orders' section of your wholesale Shopify store. On WholeSell you can sort your Open orders by 'Recently Placed' or 'Shipping Soon' to quickly find orders that require your attention.

Yes, you will be able to add an arbitrary one or more shipping charges after the order has been placed.

Yes, you will be able to add a discount (either dollar-value or percentage-value) after the order has been placed.

WholeSell depends on Shopify to act as the front-end shopping experience for your wholesale customers. Currently, there is no way to require minimum order quantity on by product out of the box. However, there are several third-party applications that support this functionality.

Yes, it is possible to require minimum order values within Shopify. To do so, you will need to make a minor code change within your Shopify cart page. You can learn how to configure this setting from Shopify's documentation. Alternatively, you can install one of several third-party applications that support this functionality.

Wholesale orders can be processed in either WholeSell or Shopify. However, if you wish to take advantage of features like deferred billing, adding custom shipping rates at ship time, or granting discounts after an order has been placed, you will need to process your order in WholeSell.

You can fulfill your wholesale orders in Shopify or whichever app you've been using to fulfill your retail orders. The goal of WholeSell is to allow you to use whatever workflow you use for your retail orders for your wholesale orders as well. So for example, if you use a third-party Shopify plugin like ShipStation or ShippingEasy to ship and fulfill your retail orders, you can use those same tools to fulfill your wholesale orders by connecting those plugins to your wholesale store as well.

Shopify does not allow orders to be modified after they are placed. However, we recognize that many wholesale orders need to be edited for quantity of line items, custom shipping charges, and discounts. WholeSell enables order editing by creating a new order in Shopify and canceling the old order. Unfortunately, this changes the order number, but all other order data remains the same.

Shopify does not allow orders to be modified after they are placed. Unlike Shopify, WholeSell allows orders to be modified. However, this requires WholeSell to cancel an existing order and create a duplicate order with the additional modifications.

Charging Customers

You have several options when it comes to charging your customers. Our recommended option is to omit charging the customer at the time of checkout, and instead charging them when the order ships. To do this, set up a Manual payment method in the 'Payments' section of your Shopify admin panel. Then de-activate the default payment method (usually Shopify payments). You will also need to have a linked Stripe account. Finally, when you are ready to charge the customer, press 'Charge' on the order details page. If you don't want to take advantage of this feature, you can charge customers with one of Shopify's many payment gateways or process orders manually (e.g. check).

There are many ways to collect your customers' billing information, but we recommend having your customers enter this information in a webform, ensuring it is accurate and secure. You can enable a webform on your checkout confirmation page by pasting in an additional tag under the 'Checkout' section of your Shopify admin panel. Click on the 'Setup and Tour' section of your Account page to learn more. You can also send your customer a webform by email. From your order details page, you can send your customer a Payment reminder email in the 'Billing' section. Alternatively, if you do not wish to use the billing webforms, you can call or email your customer to manually collect their billing information.

WholeSell's interface does not directly allow you to charge customers partial amounts (orders can be charged for their full values). However, Stripe, the payment processor that WholeSell integrates with, does allow for partial payments. As an advanced feature, you are able to take partial payments in your Stripe dashboard. Simply log into Stripe and select the customer to charge and stripe will allow you to charge an arbitrary amount.

No, you can visit the 'Stripe Import' section of your Account page to import existing customer payment data. Customers with saved credit cards can now be charged without requiring additional steps.

No, WholeSell integrates with Stripe as a convenient way to charge customers directly within WholeSell. However, if you would like to take payment outside of WholeSell you are free to do so. There isn't a hard requirement to use Stripe.

Integrations

Absolutely. WholeSell is designed to give you all the features you need to run a wholesale store without giving up the flexibility of Shopify. You can install most Shopify applications, including shipping and fulfillment apps, coupon apps, and marketing apps. However, we don't recommend installing additional inventory management apps, as they may conflict with WholeSell.

Unfortunately, we do not recommend installing WholeSell if you are using another inventory management system. Having multiple inventory management systems will oftentimes result in your inventory data becoming incorrect as the systems will overwrite each other.

Currently, WholeSell does not support syncing inventory when third-party fulfillment software updates inventory numbers in Shopify. You can still use the other features of WholeSell (e.g. deferred billing) if you opt to turn off inventory syncing within WholeSell.

Account

WholeSell supports as many users as you need without an additional cost. Invite other members of your team to use WholeSell in the 'Users' section of your Account page.

No problem. You can cancel your subscription at any time, no questions asked. Go to the 'Billing' section of your Account page to cancel. Note that you will no longer be able to use any of WholeSell's features if you cancel.