LiteCommerce:WholesaleTrading

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Revision as of 10:13, 25 September 2010 by Ivka (talk | contribs) (Working With Individual Products)
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Introduction

Installing the Module

Configuring the Module

Operating the Store with Wholesale Capabilities

Registering Wholesaler Customers

Setting up Global Discounts

Working With Individual Products

Working With Individual Products

Defining wholesale prices on products

Wholesale Trading module implements a flexible discount program for volume purchase orders. You can set special prices for certain purchase amounts and certain customer memberships. You can specify as many special prices and conditions as you need.

Follow the instructions provided below to define a wholesale price on a product:

  • Choose the 'Products' section from the 'Catalog' menu in the Administrator Zone.
  • Find the product and click on its title to enter the 'Product Info' page.
  • Click on the 'Wholesale pricing' tab to switch to the wholesale settings page of a product.
  Adding a wholesale price

Adding a wholesale price

  • Enter the discounted product price, product amount to which the decreased price should apply, and the membership condition.
  • Click on the Add button.

The new wholesale price will now appear in the 'Wholesale price list'. You can define multiple wholesale prices for different conditions. To modify conditions and price of an existing wholesale discount, edit the corresponding fields and click on the Update button next to the record. To delete a wholesale discount, click on the Delete button next to it.

  Defining wholesale prices

Defining wholesale prices

Setting up product access restrictions

Default LiteCommerce configuration makes the whole online store catalog available to all Internet users. Wholesale Trading module allows the store administrator to define product access restrictions for any product in the store. For each product in the catalog the administrator can specify members of which membership group(s) can see product information and price, and order the product. Follow the instructions below to define product access restrictions:

  • Choose the 'Products' section from the 'Catalog' menu in the Administrator Zone.
  • Find the product and click on its title to enter the 'Product Info' page.
  • Click on the 'Product access' tab to switch to the product access settings page.
  Defining product access restrictions

Defining product access restrictions

Three sets of permissions are defined here:
  • 'The product will be shown to' set contains the list of membership groups, whose members can see this product in the catalog in the Customer zone.
  • 'The product price will be shown to' set contains the list of groups, whose members can see the price(s) of this product.
  • 'The product will be available for sale to' set contains the list of groups, whose members can buy the product.
Select membership groups that should be given the corresponding privileges. Use <CTRL>-click to specify more than one group. Choose 'All' to make a certain privilege unrestricted.
  • Click on the Update button to save restrictions.

Customers that do not have enough privileges cannot see restricted information or perform restricted actions.

If the 'Enable direct addition to the cart for products with disabled catalog visibility' parameter of the Wholesale Trading module is set to 'Yes' (a check mark is placed in the corresponding field in the module's settings page), products which are not visible through the catalog can still be purchased by direct placement of a product to the cart. To arrange this, the store administrator must e-mail to a customer the HTML code of a link or button provided in the 'HTML links' tab of the 'Product Info' page. To place a product to the cart, the customer must access the URL supplied by the store administrator.

Defining product purchase limits

You can limit the purchase amounts of select products so that a customer could not purchase an amount which is lower than the minimal or higher than the maximal amount allowed.

Follow the instructions provided below to define product purchase limits:

  • Choose the 'Products' section from the 'Catalog' menu in the Administrator Zone.
  • Find the product and click on its title to enter the 'Product Info' page.
  • Click on the 'Purchase limit' tab to switch to the product purchase limit settings page.
  Setting product purchase limits

Setting product purchase limits

  • Enter the minimal and maximal purchase amounts allowed.
  • Click on the Update button.

To cancel purchase amount restrictions, unset the purchase limit values and click on the Update button to save changes.

sun If ProductOptions module is installed, product purchase limit applies to the total quantity of all product variants being purchased.

Granting membership through product purchase

As a part of your store promotion program, you can choose to grant wholesaler or other group membership automatically to any customer who buys specific products. When a customer orders such a product and his order is processed and marked as' Processed', he automatically receives a membership associated with the purchase of the product for a specified period of time.

To define a membership to be granted through product purchase, take the following steps:

  • Choose the 'Products' section from the 'Catalog' menu in the Administrator Zone.
  • Find the product and click on its title to enter the 'Product Info' page.
  • At the bottom of the 'Product Info' page find the 'Select membership to sell through this product' field and choose a membership for a drop-down menu.
  Defining membership to be granted through product purchase

Defining membership to be granted through product purchase

  • In the 'Membership validity period' field, specify the time period when this membership is to be valid. Once the membership expires, the customer's membership level is set to the one he had previously. Setting this field to '0' (zero) means unlimited time membership.
  • Click on the Update button to save these settings.

Importing/Exporting Wholesale Data

Importing purchase limit

Exporting purchase limit

Importing wholesale prices

Exporting wholesale prices

Importing product access information

Exporting product access information

Creating a Price List

Customer Zone

Submitting Wholesaler Registration Request

Reviewing Membership

Bulk Shopping

Buying Products at Wholesale Prices

Restricted Product Access

Terms and Definitions

Bulk shopping: purchasing products in bulk quantities.

Global discount: discount that applies to all products available at the store in case the customer's shopping cart exceeds a certain amount defined by the store Administrator.

Price message: text message displayed to a user if his membership level does not give him access to price information of a product.

Product access: product information (price, product details, etc.) access settings; can be configured individually for different membership levels.

Wholesale price: discounted product price applicable to purchases of multiple quantities of a product.