How to Create a Simple Wholesale Order Form on WordPress

Are you looking for a way to offer discounts on your products if customers want to buy a large quantity of what you’re selling?

During times when people are scrambling to get their businesses online, most business owners don’t have time to set up entire eCommerce stores on platforms like WooCommerce.

So this post will show you exactly how to create a simple wholesale order form on WordPress, without using WooCommerce.

Click Here to Make Your Wholesale Order Form

Why Use a Wholesale Order Form?

If you’ve got an online store and you’re able to fulfill orders of large quantities, you might want to set up a wholesale order form with wholesale pricing for customers to buy in bulk.

Also, wholesale prices are always good to offer to dropshipping businesses and b2b businesses.

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But you can’t actually do it in WooCommerce by default, and not all business owners have the time to set up an entire WooCommerce eCommerce store right now.

Why Can’t I Use WooCommerce for Wholesale Pricing?

There are 2 big reasons why you’ll want to skip enabling wholesale pricing on WooCommerce.

  1. You may not want to spend all that time setting up an entire eCommerce website when you just want to sell wholesale orders, especially during an economic crisis.
  2. You can’t have wholesale pricing on WooCommerce by default and you’d need additional tools.

WooCommerce is a great platform for setting up robust stores online with tons of products and product pages. However, if you’re looking for a simpler solution to getting wholesale pricing up on your WordPress website once it’s installed, we’ve got you covered.

Let’s take a look at how to build a wholesale order form on WordPress so you can sell your customers bulk orders quickly.

How to Create a Wholesale Order Form on WordPress

If you don’t have the time to set up an entire WooCommerce online store and want to create a simple wholesale order form on WordPress easily, here are the steps:

Step 1: Generate a Simple Order Form

The first thing you’ll need to do is install and activate the WPForms plugin. For more details, see this step-by-step guide on how to install a plugin in WordPress.

Next, go to WPForms » Add New to create a new form.

On the setup screen of the order form creator, name your form and select the Wholesale Order Form template.

Wholesale Order Form template

Next, the order form template will generate for you. Pretty awesome, right?

Let’s go ahead and customize this form.

First, scroll down on your form to the Your Order section and look for the Dropdown Items fields. Click on one to open its settings in the left-hand panel.

Opening the field options for a Dropdown Items field

Here you can rename the Label to whatever your product is and change the quantities and prices.

The field options for the Dropdown Items field

If you want to add more purchasing options, just click on the blue plus (+) button to add another choice to your Dropdown Items field.

Adding an item to a Dropdown Items field

Repeat these steps for each of the Dropdown Items fields in the template. If you want to add more products, drag and drop another Dropdown Items field into the form preview and edit its options the same way.

Adding a Dropdown Items field

You can also make forms look great by following the steps in our post on how to create a multi-step form in WordPress. But for the sake of this tutorial, we’ll stick with a single page.

Lastly, you can add any additional fields to your order form by dragging them from the left-hand side to the right-hand side. For example, if you don’t need the customer’s full address, it’s easy to add a dropdown list of countries instead.

When you’re done customizing your wholesale order form, click Save in the top right corner of the form builder.

Step 2: Configure Your Form Settings

Next, you’ll need to configure your form’s settings. To start, go to Settings » General.

Accessing a form's general settings

Here you can configure the following:

  • Form Name — Change the name of your form here if you’d like.
  • Form Description — Give your form a description.
  • Submit Button Text — Customize the copy on the submit button.
  • Submit Button Processing Text — Customize the text that’s shown while your form is submitting.
  • Enable anti-spam protection — Stop contact form spam with the anti-spam feature, hCaptcha, or Google reCAPTCHA. The anti-spam toggle is automatically turned on for all new forms.

There are also advanced settings you can customize, such as:

  • CSS Classes — Add custom CSS classes to your form or submit button.
  • Enable Prefill by URL — Automatically fill in some fields based on the URL of your form’s page.
  • Enable AJAX form submission — Allow users to submit your form without reloading the page. This setting is turned on by default for all new forms.
  • Disable storing entry information in WordPress — You can disable the storing of entry information and user details, such as IP addresses and user agents, to comply with GDPR requirements. Check out our step-by-step instructions on adding a GDPR agreement field to your simple contact form.

When you’re done, click Save.

Step 3: Configure Your Form Notifications

When you receive a bulk order from your website, it’s important to notify your team right away.

Notifications are a great way to send an email whenever an online wholesale order form is submitted on your website.

Accessing a form's notifications settings

If you use Smart Tags, you can also send a notification to the user when they fill out your form to let them know you received their order and that someone will begin working on it shortly. This assures people their request has gone through.

For help with this step, check out our documentation on how to set up form notifications in WordPress.

And if you want to keep branding across your emails consistent, you can check out this guide on adding a custom header to your email template.

This is a great way to send bulk orders to your staff to make sure they jump on things quickly!

Step 4: Customize Your Form Confirmations

Form confirmations are messages displayed to site visitors once they submit a wholesale order on your website. They let people know that their request has gone through, and offer you the chance to let them know the next steps.

WPForms has 3 confirmation types to choose from:

  1. Message — This is the default confirmation type in WPForms. When a site visitor submits a request, a simple message confirmation will appear letting them know their order was processed. Check out some great success messages to help boost user happiness.
  2. Show Page — This confirmation type will take site visitors to a specific web page on your site, thanking them for ordering. For help doing this, check out our tutorial on redirecting customers to a thank you page. In addition, be sure to read our article on creating effective Thank You pages.
  3. Go to URL (Redirect) — This option is for when you want to send site visitors to a different website after they submit your form.

Let’s see how to set up a simple form confirmation in WPForms so you can customize the message site visitors will see when they fill out your form.

To start, click on Settings » Confirmations in the form builder.

Next, select the type of confirmation you’d like to create. For this example, we’ll select Message.

A wholesale order form confirmation message

Then, customize the confirmation message to your liking and click Save.

For help with other confirmation types, see our documentation on setting up form confirmations.

Step 5: Configure the Payment Settings

In order for customers to pay for their bulk order online, you’ll need to have at least one payment platform on your website.

WPForms works with Stripe, PayPal, Square, and Authorize.Net. You might want to consider the pros and cons of Stripe vs PayPal, or offer multiple payment methods.

For this example, we’ll use Stripe. Once you’ve set up the Stripe addon, simply drag the Stripe Credit Card field from Payment Fields onto the form.

Then go to the Payments section of the form builder. Click on Stripe, then fill out the settings on the right.

Opening the form builder Stripe settings

This process is pretty much the same for each of the payment addons. You can check out the tutorials for using Square, PayPal, and Authorize.Net for more details on how to use them in your WordPress wholesale order form.

Click on Save when your payments settings look how you want them.

Step 6: Add Wholesale Order Form to Your Site

After you’ve created your form, you need to add it to your WordPress website. WPForms allows you to add your forms to many locations on your website, including your blog posts, pages, and even sidebar widgets.

Let’s take a look at the most common placement option: page/post embedding.

To begin, create a new page or post in WordPress, or edit an existing one.

After that, click inside the first block (the blank area below your page title) and click on the plus (+) button. From the different blocks, find and Select WPForms.

Adding a WPForms block to a page

Now, the handy WPForms widget will appear inside of your block. Click on the WPForms dropdown and pick which one of the forms you’ve already created that you want to insert into your page.

Publishing your wholesale order form

Select your Wholesale Order Form from the dropdown. Then, publish or update your post or page so your wholesale order form will appear on your website.

To view form entries after they’ve been submitted, check out this complete guide to form entries. For example, you can view, search for, filter, print, and delete any form entries, making the wholesale order process that much easier.

Click Here to Make Your Wholesale Order Form

Next, Auto-Fill Forms for Your Users

And there you have it! You now know exactly how to create a wholesale order form on WordPress instead of building an entire WooCommerce store. Hopefully, this guide helped you get your bulk items online in no time.

If you have a list of products set up in WordPress already, try auto-populating fields in your form to save your visitor time.

Also, be sure to check out our post on how to create a restaurant order form in WordPress.

So what are you waiting for? Get started with the most powerful WordPress forms plugin today. WPForms Pro includes a free wholesale order form template and offers a 14-day money-back guarantee.

And if you enjoyed this post, make sure to follow us on Facebook and Twitter for more free WordPress tutorials.

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