Wholesale Settings

Easily manage wholesale customers, approval workflows, and pricing tiers

The Wholesale Settings feature in Appliance.io lets you take full control of your wholesale operations — from managing customer requests to setting up pricing tiers and approval rules. It’s designed to simplify wholesale management, keep your customer data organized, and ensure your pricing and discount structures run smoothly.

---

⭐ Benefits of Activating Wholesale Settings

Enabling the Wholesale feature unlocks a powerful set of tools designed to help you sell to B2B and trade customers efficiently while protecting your margins.

When Wholesale is activated, you gain the ability to:

• Control wholesale access by reviewing, approving, rejecting, or revoking customer requests based on verified business documents.

• Organize wholesale customers with clear statuses (Pending, Active, Rejected) and full visibility into approval history and internal notes.

• Create flexible pricing tiers with custom discount rules by brand, order quantity, or order value.

• Automate wholesale discounts, ensuring pricing is applied correctly once customers meet tier requirements—no manual adjustments needed.

• Increase order value by showing customers how close they are to unlocking wholesale savings directly in the cart.

• Deliver a professional buying experience with visible Wholesale Savings badges on eligible products and clear pricing at checkout.

• Reduce manual communication through automated email notifications for approvals, rejections, and access changes.

• Maintain full control and flexibility by enabling or disabling wholesale functionality site-wide at any time.

With Wholesale Settings enabled, you can confidently scale your wholesale operations, streamline pricing management, and provide a seamless experience for both your internal team and your wholesale customers.

---

📍 Accessing Wholesale Settings

From the sidebar, click Settings and select Wholesale. Inside, you’ll find three main tabs that make up the backbone of wholesale management: Manage Users, Pricing Tier, and Settings.

---

👥 Manage Users

This section helps you handle wholesale customer requests and manage their membership status. It’s divided into three sub-tabs: Pending Requests, Active Members, and Rejected.

⏳ Pending Requests

Here you’ll find incoming applications from wholesale customers. Two filters — Search and Date Range — make it easy to sort through requests. The table displays key details like Name, Company Name, Email, Address, Document, Trade, Request Date, and Action.

To review an application, click View under the Document column. You’ll see the applicant’s Business License, Tax Certificate, and Business Card. ​

Once reviewed, you can either Approve or Reject the request:

• Approve: You’ll be shown a Summary Submission with all applicant details. Assign a Pricing Tier, add an Internal Note if needed, and confirm by clicking Yes, Approve. A success message will appear once the user is officially approved.

• Reject: A warning pop-up appears asking for a rejection reason. Enter your explanation and confirm to finalize the rejection.

✅ Active Members

The Active Members tab lists all approved wholesale customers. You can filter by Assigned Pricing Tier or Reviewed status. The table includes familiar details plus new columns for Pricing Tier, Approval Date, and Reviewed By.

From the Action column, you can Edit a member’s information or Revoke Access if needed. Revoking access also requires you to provide a reason before confirming.

🚫 Rejected Requests

This tab stores all previously rejected applications. You’ll find similar filters as the Pending Requests tab — but without Assigned Tier. Instead, new columns show Reason for Rejection and Rejection Date, giving a clear record of declined requests.

---

💲 Pricing Tier

The Pricing Tier tab is where you define and manage your wholesale pricing structures.

It’s split into two sections:

• Active (for current tiers) and

• Archived (for tiers no longer in use).

The table includes Pricing Tier Name, Applied To, and Action. ​

Click the dropdown beside a tier to view details such as:

• Brand coverage

• Price and discount rules

• Additional rules

• Coupon or rebate stacking options

You can also Edit or Archive existing tiers.

To create a new pricing tier, click Add Pricing Tier and fill out the following:

1. Enter a Tier Name

2. Set Rule Settings (Brands and Price Rules)

3. Choose whether to enable Coupon or Rebate Stacking

4. Toggle Additional Rules for advanced conditions like:

• Minimum product quantity

• Minimum order value

• “And/Or” logic for combining conditions

5. Set your Discount (Dollar or Percentage)

6. Click Add Brand to create multiple brand groups under the same tier

Once done, click Save, and your new tier will appear in the Active section.

---

⚙️ Settings

The Settings tab allows you to control how wholesale functionality behaves on your website.

There are two toggles you can switch:

1. Wholesale Features – When enabled, all wholesale-related features become active for eligible customers. If disabled, all wholesale functionality is turned off site-wide.

2. Email Notification – When enabled, the system will automatically send customers an email whenever their request is Approved, Rejected, or Revoked. This ensures a smooth and professional communication process for every wholesale interaction.

---

🛍️ Customer View

Now, let’s see what this looks like from your customer’s perspective.

For any product included in a wholesale tier, a Wholesale Savings badge will appear on the product tile — making the offer easy to spot.

The same badge also appears on the product details page.

When the customer adds qualifying products to their cart, they’ll see a small promotional callout panel reminding them how close they are to unlocking wholesale savings — whether by product quantity or total order value.

Once the threshold is met, the wholesale discount is automatically applied, reflecting their assigned pricing tier.

To see how the customers apply for the Wholesale program, click here for more info

---

🎉 All Set!

That’s everything you need to know about Wholesale Settings in Appliance.io! With full visibility into customer requests, pricing tiers, and email notifications, managing your wholesale operations has never been easier.