Difference between revisions of "X-Cart:Wholesale Trading"

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(What Wholesale Trading module does)
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== What Wholesale Trading module does ==
 
== What Wholesale Trading module does ==
  
You can define wholesale prices for products. These prices are generally lower and depend on the quantity of the product items being ordered and/or on the [[X-Cart:User Memberships|membership level]] of the customer who orders them.
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The module <u>Wholesale Trading</u> allows you to define wholesale prices for products. These prices are generally lower and depend on the quantity of the product items being ordered and/or on the [[X-Cart:User Memberships|membership level]] of the customer who orders them. <u>Wholesale Trading</u> can be enabled in the <u>Modules</u> section of X-Cart Admin area.<br />
  
 
== Roles in Wholesale Trading module management ==
 
== Roles in Wholesale Trading module management ==
  
If you are an X-Cart GOLD administrator/provider or an X-Cart PRO administrator:
+
If you are an X-Cart GOLD or GOLD PLUS administrator/provider or an X-Cart PLATINUM or PRO administrator:
  
 
* You can enable/disable <u>Wholesale Trading</u> module.
 
* You can enable/disable <u>Wholesale Trading</u> module.
 
* You can define wholesale prices for products
 
* You can define wholesale prices for products
  
If you are an X-Cart PRO provider:
+
If you are an X-Cart PLATINUM or PRO provider:
  
* You can define wholesale prices for product
+
* You can define wholesale prices for products<br />
  
==Setting Wholesale Prices==
+
==Setting Wholesale Prices for Products==
  
You can define wholesale pricing for the product. The product will be sold at the wholesale price if a customer from a specified membership group buys a quantity of product items that is greater or equal to the quantity specified in the 'Quantity' field. If the product has product variants, any wholesale prices defined here will be ignored.
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'''To add a wholesale price''':
 
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# Find the product for which you want to add a wholesale price.
To set a wholesale price:
+
# Open this product for modification in the '<u>Product Management</u>' section.
 
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# Click the <u>Wholesale prices</u> link in the '<u>Product Management</u>' section menu. The '<u>Wholesale prices</u>' section opens.<br>[[File:Wh_trading.png|border]]<br>The price of one item without the wholesale discounts for all membership groups is displayed for your convenience on the first line of the prices list.
# Find the product for which you want to set a wholesale price. Open this product for modification in the '<u>Product Management</u>' section.
+
# Use the 'Add new price' subsection to configure a new wholesale price:
# Click the <u>Wholesale prices</u> link in the '<u>Product Management</u>' section menu. The '<u>Wholesale prices</u>' dialog box will be opened.<br><br>[[Image:wholesale.gif|541px]]<br><br>The price of one item without the wholesale discounts for all membership groups is displayed for your convenience in the first line of the prices list.<br><br>
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#* '''Quantity''': Enter the product quantity starting from which the wholesale price is to be applied.
# Enter the quantity of the product beginning from which your new wholesale price should be applied.
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#* '''Price''': Enter the wholesale per-item price.
# Enter the wholesale price.
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#* '''Membership''': Select the membership group that will be able to purchase the product at the specified wholesale price.
# Select the membership group that you want to be able to purchase the product at this price.
 
 
# Click the '''Add/Update''' button. The new wholesale price will be added to the prices list.
 
# Click the '''Add/Update''' button. The new wholesale price will be added to the prices list.
  
For example, the line <u>'10 - 49.99 - Wholesale'</u> in the screenshot below sets a wholesale price on the product in such a way that a member of the Wholesale membership level will be able to order the product at $49.99 per item if the order contains 10 or more items of the product:
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'''Example''': In our demo store, we created a membership level titled ''Wholesale''. We want users with this membership level to be able to purchase the product 'Albert Einstein Action Figure' (reg. price $8.99) at the price of $7.99 per item if they order 10 or more items of this product. We need to set this wholesale price as follows:
 +
:: [[File:Wh_trading1.png|border]]
 +
After clicking the '''Add/Update''' button, we'll see the wholesale price we have added in our prices list:
 +
:: [[File:Wh_trading2.png|border]]
  
: [[Image:wholesale1.gif|543px]]
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{{Note1|Note: Instead of adding wholesale prices one by one, you can import them from a CSV file. }}
  
{{Note1|Note: Instead of adding wholesale prices one by one, you can import them from a CSV file. }}
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{{Note1|Warning: Known issue with import of product variants. If importing product variants, be sure to keep the WHOLESALE_PRICES column in the import CSV file even if you are not intending to import wholesale prices; otherwise, existing wholesale prices information in your store may be removed.}}
  
 
'''To change a previously defined wholesale price''', edit the corresponding price value and/or membership and click on '''Add/Update'''.
 
'''To change a previously defined wholesale price''', edit the corresponding price value and/or membership and click on '''Add/Update'''.
  
When defining wholesale prices, please be aware that the list of prices that is displayed to a customer in the Customer area is sorted and filtered in a special way so that a customer can see only the prices actually available to him:
+
'''To delete a wholesale price''', select the check box next to the price you want to delete and click the '''Delete selected''' button.<br />
 
 
* Individual prices are arranged in the order of increasing the quantity of items for which the price is defined and decreasing the price amount (For example, 10+ items - $5 per item, 20+ items - $4 per item, 30+ items - $3 per item).
 
* The prices are filtered by customer membership: customers without a membership see only the prices available to "All"; customers with a specific membership see both the prices available to "All" and to their membership.
 
* The final filtering that defines which prices need to be displayed to a specific customer is performed according to the principle of the lowest price: at each level of wholesale pricing, customers are shown only the lowest price available to them.
 
 
 
'''For example,''' if in the store's Admin area the prices are defined like this:
 
 
 
<pre>
 
Base price - $6 per item - Membership: All,
 
 
 
10+ items - $5 per item - Membership: All,
 
 
 
20+ items - $3 per item - Membership: Premium,
 
 
 
30+ items - $4 per item - Membership: All,
 
 
 
40+ items - $2.5 per item - Membership: Premium,
 
 
 
100+ items - $2 per item - Membership: Wholesale
 
</pre>
 
 
 
in the Customer area, a customer with Premium membership will be shown just the following prices:
 
 
 
<pre>
 
Base price - $6 per item - Membership: All,
 
 
 
10+ items - $5 per item - Membership: All,
 
 
 
20+ items - $3 per item - Membership: Premium,
 
 
 
40+ items - $2.5 per item - Membership: Premium
 
</pre>
 
 
 
The price "100+ items - $2 per item - Membership: Wholesale" will be excluded from the list as unavailable to the Premium membership.
 
 
 
The price "30+ items - $4 per item - Membership: All" will be excluded as fully replaceable by the price "20+ items - $3 per item - Membership: Premium" being the lowest price available to Premium members buying any number of items from the quantity range of 20-40 items.
 
 
 
To delete a price, select the check boxes next to the necessary prices and click the '''Delete'''''' selected''' button.
 
  
 
==Setting Wholesale Prices for Product Variants==
 
==Setting Wholesale Prices for Product Variants==
  
Perform the following steps to modify wholesale prices for selected product variants:
+
To modify wholesale prices for selected product variants:
 
 
1. Select the check boxes next to the variants you want to define wholesale prices for.
 
 
 
2. Click on the <u>[+] Modify wholesale prices for selected variants</u> link.
 
 
 
3. Enter the quantity of the product beginning from which your new wholesale price should be applied.
 
 
 
4. Enter the wholesale price.
 
 
 
5. Select the membership group that you want to be able to purchase the product at this price.
 
  
For example, the line '10 - 13.99 - Premium' in the screenshot below sets a wholesale price on the product in such a way that a member of the Premium membership level will be able to order the product at $13.99 per item if the order contains 10 or more items of the product:
+
# Select the check boxes next to the variants for which you want to define or change wholesale prices.
 +
# Click on the <u>[+] Modify wholesale prices for selected variants</u> link. This opens a section where you can define wholesale prices for the selected variants.<br />[[File:Wh_trading_var.png|border]]<br />Use the [+] icon to add more lines, if needed.
 +
# Enter one or more wholesale prices.<br />[[File:Wh_trading_var1.png|border]]
 +
# Click the '''Update wholesale prices''' button to save the changes.
  
: [[Image:productvariants_wholesale.gif|center]]
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After modifying any wholesale prices, you will be able to view them by clicking the [+] icon next to the price of the respective product variant:
 +
::[[File:Wh_trading_var2.png|border]]<br />
  
6. To add another wholesale price using other item quantity or membership level for the same selected product variant, click on the plus sign to the right of an existing wholesale price.
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==What your customers see==
 +
After you define some wholesale prices, the prices displayed to customers in the Customer area will be sorted and filtered in a special way:
 +
* Prices will be ordered from highest to lowest.
 +
* Customers will be able to see only the prices that are actually available to them based on their membership level: customers without a membership will see only the prices available to "All"; customers with a specific membership with see both the prices available to "All" and to their membership level.
 +
* At each level of wholesale pricing, customers will be able to see only the lowest price available to them.<br />
  
7. Click the '''Update wholesale prices''' button. The new wholesale price will be added to the prices list.
+
'''Example 1'''. We took a product with a regular price of $6 and defined some wholesale prices for it as follows:
 +
::[[File:Wh_trading3.png|border]]
 +
Now if we log in as a customer with Premium membership and look at the page of this product in the Customer front end, we'll see that only the following prices are displayed:
 +
::[[File:Wh_trading5.png|border]]
 +
Let us compare the wholesale price settings for this product in the store's back end and the prices we see in the front end:
 +
::[[File:Wh_trading4.png|border]]
 +
Note the following:
 +
* The price "100+ items - $2 per item - Membership: Wholesale" is not shown in the Customer area as unavailable to members of the Premium membership level.
 +
* Of the two prices - "30+ items - $4 per item - Membership: All" and "20+ items - $3 per item - Membership: Premium" - only the latter is displayed being the lowest price available to Premium members on the quantity range of 20-40 items.
  
{{Note1|When both wholesale prices and product options are defined for a product, the price is dynamically changed on the product details page when a customer selects another product option or changes the desired quantity. If product options are not defined, the wholesale prices are not automatically calculated. }}
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'''Example 2'''. We took a product with variants and defined some wholesale prices for the variant "Color: Storm Blue + Size: XL" as follows:
 +
::[[File:Wh_trading_var2.png|border]]
 +
Now if we log in as a customer with Premium membership, find this product in the Customer front end and select a combination of product options corresponding to this variant, we'll see the following:
 +
::[[File:Wh_trading_var3.png|border]]
 +
The wholesale price we see here ("10+ items - $14.99) is the only wholesale price available to users of the Premium membership level.<br />Note that when we select "10" or a greater number from the '''Qty''' box, the price displayed on the line that says ''Our price'' is updated to reflect the currently applicable wholesale price:
 +
::[[File:Wh_trading_var4.png|border]]
 +
This works only for product variants; prices for regular products are not updated automatically.
  
 
[[Category:X-Cart user manual]]
 
[[Category:X-Cart user manual]]
 
[[Category:X-Cart modules]]
 
[[Category:X-Cart modules]]

Latest revision as of 14:48, 3 February 2022

What Wholesale Trading module does

The module Wholesale Trading allows you to define wholesale prices for products. These prices are generally lower and depend on the quantity of the product items being ordered and/or on the membership level of the customer who orders them. Wholesale Trading can be enabled in the Modules section of X-Cart Admin area.

Roles in Wholesale Trading module management

If you are an X-Cart GOLD or GOLD PLUS administrator/provider or an X-Cart PLATINUM or PRO administrator:

  • You can enable/disable Wholesale Trading module.
  • You can define wholesale prices for products

If you are an X-Cart PLATINUM or PRO provider:

  • You can define wholesale prices for products

Setting Wholesale Prices for Products

To add a wholesale price:

  1. Find the product for which you want to add a wholesale price.
  2. Open this product for modification in the 'Product Management' section.
  3. Click the Wholesale prices link in the 'Product Management' section menu. The 'Wholesale prices' section opens.
    Wh trading.png
    The price of one item without the wholesale discounts for all membership groups is displayed for your convenience on the first line of the prices list.
  4. Use the 'Add new price' subsection to configure a new wholesale price:
    • Quantity: Enter the product quantity starting from which the wholesale price is to be applied.
    • Price: Enter the wholesale per-item price.
    • Membership: Select the membership group that will be able to purchase the product at the specified wholesale price.
  5. Click the Add/Update button. The new wholesale price will be added to the prices list.

Example: In our demo store, we created a membership level titled Wholesale. We want users with this membership level to be able to purchase the product 'Albert Einstein Action Figure' (reg. price $8.99) at the price of $7.99 per item if they order 10 or more items of this product. We need to set this wholesale price as follows:

Wh trading1.png

After clicking the Add/Update button, we'll see the wholesale price we have added in our prices list:

Wh trading2.png
Note: Instead of adding wholesale prices one by one, you can import them from a CSV file.
Warning: Known issue with import of product variants. If importing product variants, be sure to keep the WHOLESALE_PRICES column in the import CSV file even if you are not intending to import wholesale prices; otherwise, existing wholesale prices information in your store may be removed.

To change a previously defined wholesale price, edit the corresponding price value and/or membership and click on Add/Update.

To delete a wholesale price, select the check box next to the price you want to delete and click the Delete selected button.

Setting Wholesale Prices for Product Variants

To modify wholesale prices for selected product variants:

  1. Select the check boxes next to the variants for which you want to define or change wholesale prices.
  2. Click on the [+] Modify wholesale prices for selected variants link. This opens a section where you can define wholesale prices for the selected variants.
    Wh trading var.png
    Use the [+] icon to add more lines, if needed.
  3. Enter one or more wholesale prices.
    Wh trading var1.png
  4. Click the Update wholesale prices button to save the changes.

After modifying any wholesale prices, you will be able to view them by clicking the [+] icon next to the price of the respective product variant:

Wh trading var2.png

What your customers see

After you define some wholesale prices, the prices displayed to customers in the Customer area will be sorted and filtered in a special way:

  • Prices will be ordered from highest to lowest.
  • Customers will be able to see only the prices that are actually available to them based on their membership level: customers without a membership will see only the prices available to "All"; customers with a specific membership with see both the prices available to "All" and to their membership level.
  • At each level of wholesale pricing, customers will be able to see only the lowest price available to them.

Example 1. We took a product with a regular price of $6 and defined some wholesale prices for it as follows:

Wh trading3.png

Now if we log in as a customer with Premium membership and look at the page of this product in the Customer front end, we'll see that only the following prices are displayed:

Wh trading5.png

Let us compare the wholesale price settings for this product in the store's back end and the prices we see in the front end:

Wh trading4.png

Note the following:

  • The price "100+ items - $2 per item - Membership: Wholesale" is not shown in the Customer area as unavailable to members of the Premium membership level.
  • Of the two prices - "30+ items - $4 per item - Membership: All" and "20+ items - $3 per item - Membership: Premium" - only the latter is displayed being the lowest price available to Premium members on the quantity range of 20-40 items.

Example 2. We took a product with variants and defined some wholesale prices for the variant "Color: Storm Blue + Size: XL" as follows:

Wh trading var2.png

Now if we log in as a customer with Premium membership, find this product in the Customer front end and select a combination of product options corresponding to this variant, we'll see the following:

Wh trading var3.png

The wholesale price we see here ("10+ items - $14.99) is the only wholesale price available to users of the Premium membership level.
Note that when we select "10" or a greater number from the Qty box, the price displayed on the line that says Our price is updated to reflect the currently applicable wholesale price:

Wh trading var4.png

This works only for product variants; prices for regular products are not updated automatically.