Difference between revisions of "X-Cart:Wholesale Trading"
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== What Wholesale Trading module does == | == What Wholesale Trading module does == | ||
− | + | 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 | + | * You can define wholesale prices for products<br /> |
− | ==Setting Wholesale Prices== | + | ==Setting Wholesale Prices for Products== |
− | + | '''To add a wholesale price''': | |
− | + | # Find the product for which you want to add a wholesale price. | |
− | To | + | # Open this product for modification in the '<u>Product Management</u>' section. |
− | + | # 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 | + | # 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>' | + | #* '''Quantity''': Enter the product quantity starting from which the wholesale price is to be applied. |
− | # Enter the quantity | + | #* '''Price''': Enter the wholesale per-item price. |
− | # Enter the wholesale price. | + | #* '''Membership''': Select the membership group that will be able to purchase the product at the specified wholesale price. |
− | # Select the membership group that | ||
# 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. | ||
− | + | '''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]] | ||
− | : | + | {{Note1|Note: Instead of adding wholesale prices one by one, you can import them from a CSV file. }} |
− | {{Note1| | + | {{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'''. | ||
− | + | '''To delete a wholesale price''', select the check box next to the price you want to delete and click the '''Delete selected''' button.<br /> | |
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− | To delete a price, select the check | ||
==Setting Wholesale Prices for Product Variants== | ==Setting Wholesale Prices for Product Variants== | ||
− | + | To modify wholesale prices for selected product variants: | |
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− | + | # 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. | ||
− | : [[ | + | 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 /> | ||
− | + | ==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 /> | ||
− | + | '''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. | ||
− | + | '''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
Contents
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:
- Find the product for which you want to add a wholesale price.
- Open this product for modification in the 'Product Management' section.
- Click the Wholesale prices link in the 'Product Management' section menu. The 'Wholesale prices' section opens.
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. - 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.
- 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:
After clicking the Add/Update button, we'll see the wholesale price we have added in our prices list:
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:
- Select the check boxes next to the variants for which you want to define or change wholesale prices.
- Click on the [+] Modify wholesale prices for selected variants link. This opens a section where you can define wholesale prices for the selected variants.
Use the [+] icon to add more lines, if needed. - Enter one or more wholesale prices.
- 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:
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:
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:
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:
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:
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:
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:
This works only for product variants; prices for regular products are not updated automatically.