B2B & Wholesale Solution: Using the Wholesale Feature – SHOPLINE Help Center

B2B & Wholesale Solution is a B2B foreign trade solution integrating inquiry service, volume pricing, and minimum order quantity. This app can empower business scenarios below:

Enable inquiry (Enquiries) services for your online store and products, accepting and managing customer inquiries.
Activate wholesale features, including:
- Set tiered pricing for products, offering different prices based on purchase quantities.
- Enable the volume purchase feature and set a minimum order quantity for products to limit the lowest quantity that customers can purchase for each variant.
Additional features:
- Attach product accessories (such as instruction manuals and product price lists) to products for users to download from the product detail page.

Note: If you’re using a SHOPLINE OS 3.0 theme, you must manually add the following app blocks to the product details page in the theme editor to ensure that the related settings display correctly on your storefront:

Sample info
Download file
MOQ
Logistics info
Inquiry button

For details on app block functions, setup steps, and which app features require app block support, refer to the Help Center article "Integrating Apps into OS 3.0 Themes."

Product Level Wholesale Configuration

The new version B2B V2.0 allows you to configure the following wholesale-related business features by commodity dimension:

Tiered pricing
Sell products by batch
Minimum order quantity
Specify the way of sale: single wholesale—the purchase quantity of a single variant must meet the minimum purchase quantity, and mixed wholesale—the purchase quantity of multiple variants must meet the minimum purchase quantity.
Batch Purchase Mode Switch
Setting Logistics Information

Note: The product management list page also offers a bulk edit feature. You can select multiple products on the list page and bulk configure features such as transaction information, inquiry switch, and attachment import.

The product level wholesale configuration provided by B2B V2.0 is more friendly to stores with a large number of products. You can manage the price information and wholesale-related information of each product more conveniently.

Specifically, you can configure the following product-related features at the product level:

Enabling Inquiry Feature for Products
Enabling Tiered Pricing Feature for Products
Enabling Batch Purchase Feature for Products
Setting Minimum Purchase Quantity for Products
Setting Logistics Information

Enabling Inquiry Feature for Products

In the B2B app, you can go to the product details area on the Product page to enable Use inquiry for products.

The inquiry service mainly serves large-scale wholesale scenes. The inquirer first conveys the intention of large-scale purchase online, and then executes the trade offline. To use the inquiry service, you need to configure the following features as needed:

Form Design
Adding Inquiry Product
Inquiry Form on Homepage
Inquiry Floating

Form Design

Before enabling the inquiry service, confirm the necessary information when the inquirer requests a quote, such as a contact, title, and whether to upload attachments, and then design the inquiry form according to the requirements, which is finally applied to the inquiry scene on your webpage.

SHOPLINE has provided you with preset inquiry forms by referring to common inquiry scenes in advance. You can also customize them to fit your own business scenes.

You can configure the content of the inquiry form in the following steps:

In B2B & Wholesale Solution, go to Settings > Customer visits > Registration settings section > enable Custom registration page > click Set up registration form button, and design the content of the inquiry form on the corresponding page.
Enter the form title, which is applied to the form title on the product detail page and the inquiry floating.
Configure the content of the inquiry form. Currently, you can configure the following custom fields for the inquiry form in B2B & Wholesale Solution:

Component Name	Display Form on Frontend	Feature (Application Scenario)
Name	Single-line input box	Customers input their first and last names on the inquiry page.
Email	Single-line input box	Customers provide their email for contact purposes. Note: The email component has a specific format validation mechanism. Once added, the system automatically validates the format when customers fill in the email in this field. If the validation fails, they can't submit the form. For specific requirements for email formats from your customers, contact the SHOPLINE customer success department for follow-up.
Location	Fixed dropdown list + Single-line input box	Customers input shipping address information in the inquiry form.
Phone number	Single-line input box	Customers provide their phone numbers for contact purposes. Configuration item: Whether the field is required Note: The phone number component has a specific format validation mechanism. Once added, the system automatically validates the format when customers enter their phone number in this field. If the format is not valid, customers can't submit the form. If your customers have specific requirements for phone number formats, please contact the SHOPLINE customer success department for further assistance.
Single-line of text	Single-line input box	Customers input information such as contact details, name, WhatsApp account, and Line account. Configuration item Title: The title is displayed at the upper left corner of the input box in the customer inquiry form, making it easier for customers to understand the information needed for that field. Whether the field is required: Customers can customize whether this field is required. If you set this field as required, the system validates this field when customers submit the inquiry form. If they leave this field blank, they can't submit the form. Placeholder copy: The prompt in the field on the inquiry page. If these three configuration items appear again, details are not shown for brevity.
Multiline text	Large text input box	Customers leave messages and describe needs, etc. Configuration item Title Whether the field is required Placeholder copy
Subtitle	Fixed display text	Provides a brief description of the inquiry form for customers. Configuration item Text content
Paragraph	Fixed display text	Provides a detailed description of the inquiry form for customers. Configuration item Text content
Attachment	File upload box	Users can upload files on the product inquiry page to provide you with more information and requirements from customers. Configuration item Title Whether the field is required Supported attachment formats: Currently, you can upload files in 12 formats. They are PDF, JPEG, JPG, PNG, GIF, DWG, STL, STP, STEP, IGS, RAR, and ZIP. You can customize the file types for customers. Note: The supported file formats are continuously updated. If you have any questions, please contact the SHOPLINE customer success department for follow-up.

Enter the copy for the form submission button, which is applied to the submission button on the product detail page and the inquiry floating.
Once submitted and saved the inquiry form, you can use it in multiple scenes.

Note: To ensure that the B2B & Wholesale Solution plugin runs the inquiry service normally, retain at least one contact component, including email and phone number. Otherwise, you can't save your designed form.

Adding Inquiry Product

After designing the form for the inquiry, you can manage the products that need to enable the inquiry service. Only products that have enabled the inquiry service can be inquired on the product detail page. Customers can request a quote through the Request a quote button that appears on the product detail page.

You can set the product as an inquiry product in the following methods:

In B2B & Wholesale Solution, click Product.
You can customize the way of adding products:

Add one by one: Click the product to enter the details page and enable Open to enquiry.
Bulk add: Select multiple products and click Open inquiry.

Inquiry Form on Homepage

After installing the B2B & Wholesale Solution app, you can add an Inquiry form component to your store's homepage, allowing customers to submit inquiries directly from the homepage.

Notes:

Inquiry forms submitted through the homepage aren't associated with product information.
The field in the inquiry form matches that in the "Registration form".

You can configure the inquiry form module on the homepage in the following methods:

Install B2B & Wholesale Solution app.
From your SHOPLINE admin panel, go to Channels > Online store > Design > Design.
On the design page, click Add component > go to Apps tab > Inquiry form.
Click the inquiry form component to enter the content editing state of the component.
After you click Save in the upper right corner, the designed inquiry form takes effect on the homepage.

Inquiry Floating Button

The inquiry floating is a unique feature provided by the B2B & Wholesale Solution app. It allows customers to display an Inquiry floating button on selected pages. When customers click the inquiry floating button, they can open a sidebar of inquiry floating and quickly fill in inquiry information.

You can follow the steps below to enable the inquiry floating on selected pages:

In the B2B & Wholesale Solution app, go to Settings > Shop display > Inquiry floating/page header button, and enable Floating button of inquiry.

Configure the page that appears: In the Page with inquiry button, click Page selection. If a page is deselected, the inquiry floating button doesn't appear on the selected page.

3-floating inquire button.png

Enabling Tiered Pricing Feature for Products

For the selling way of offering discounts for bulk purchases, B2B provides you with the tiered pricing feature. After you configure a tiered pricing plan, when the customers purchase products reaching the specified tier threshold, the price of the product changes to the price you set.

When configuring tiered pricing, you need to set the minimum purchase quantity for the current tier and the specified price for the product in the current purchase quantity range. To complete the action, click on the target product > switch the Transaction settings toggle on, and start the setting. Please note the following items:

You can configure up to five quantity tiers.
The product quantity of the next tier must be greater than the previous tier.
The product quantity configured for the first tier is the minimum quantity that consumers can purchase for that product. For example, in the figure above, consumers need to purchase at least 100 products, otherwise, the transaction can't be completed.
If you want to allow customers to purchase a minimum of one product, please set the tiered price starting from a minimum purchase quantity of one.

You can also create volume pricing plans in bulk: In the B2B app, go to Product > bulk select products > Transaction Information Settings.

4- batch select product.png 5-one on one configuration.png

Enabling Bulk Purchase Feature

The B2B plugin allows you to set a volume purchase feature for products that sell in bundles, pairs, or batches. You can set whether customers must purchase products in batches, and the quantity of products corresponding to a batch. This mainly caters to small wholesale scenarios, where you can set a minimum order quantity for a single product to avoid situations where the profit margin on a single order is too small to cover costs.

If you configure 5 products for a single batch for the In bulk field, customers can only purchase 5, 10, 15, and other multiples of 5 products.

Setting Price Per Variant

When setting a tiered pricing plan, the minimum purchase quantity corresponding to the first tier of the volume price is the minimum quantity that customers can purchase during the transaction. You can also configure the minimum order quantity for the product separately without configuring the tiered pricing. In the Price settings section, select Set price per variant, if applicable Style setting.

The B2B app provides the following two feature configurations related to the minimum order quantity:

Minimum purchase quantity: Controls the minimum purchase quantity of the current product. Please note that the minimum quantity is 1.
Minimum purchase amount applied to: Controls the verification rules of the Minimum purchase quantity.
- Single variant: At checkout, the purchase quantity of each product style must be greater than or equal to the minimum purchase quantity.
- Single product: At checkout, the total purchase quantity of all styles for a single product must be greater than or equal to the minimum purchase quantity.

If you select Single product in the Minimum purchase amount applied to the configuration item, you can also Turn on bulk buying mode at the same time.

Setting Logistics Information

You can set the estimated shipping time for customers by configuring the logistics timeframe for the current product. You can choose to enable or disable this feature. Once enabled, see the configuration method for the tiered pricing plan.