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Beans Online Store Help

Initial setup

  • Updating logo
  • Updating Terms and Conditions
  • Adding products
  • Enabling payment methods
  • Setting up general shipping policies
  • Setting up shipping zones
  • Setting up shipping method
  • Making a test order

Wholesale roles

  • Wholesale roles
  • Setting up wholesale roles
  • Restricting a product category to a wholesale role
  • Restricting a product to a wholesale role
  • Restricting variations to specific wholesale roles

Wholesale prices

  • Wholesale prices
  • Global discounts
  • Product Category Discounts
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Products

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  • Missing products after CSV import
  • Edit product variation
  • Improve product overview page load time

Shipping

  • Setting up general shipping policies
  • Setting up shipping zones
  • Setting up shipping method

Payments

  • Enabling payment methods
  • Setting up payment method
  • Restrict payment methods

Customers

  • Add new Customer
  • Place an order for a customer
  • Reorder a previous order
  • Registration form
  • Customize registration form
  • Customize email templates
  • Customer registration to wholesale storefront
  • Approving customer registration
  • Customer login
  • Accessing “My account” page
  • Checkout

Taxes

  • Enabling Taxes
  • Configuring Tax Options
  • Setting up tax rates
  • Tax Exempt a Wholesale Role
  • Apply different Tax Rates to Wholesale Customers

Integrations

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  • Setting up wholesale roles

Setting up wholesale roles

< 1 min read

  1. From your Dashboard, go to WooCommerce > Wholesale roles.


  2. Type in the Role name, then add a Role key and description (optional), then press Add new wholesale role when you are ready to create the group.


  3. The group is now displayed on the right-hand side of the page.
  4. To assign a wholesale role to an existing customer, go to Users.
  5. Find the user in question, and click the Edit button.
  6. Scroll down to the Role drop-down menu, then select the wholesale role you want to assign to the user (i.e. Gold members, Silver members).
  7. Scroll down and click the Update user button when you are ready.
Customer, Settings, User, Wholesale Role
Wholesale rolesRestricting a product category to a wholesale role
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