Skip to navigation Skip to content
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
  • Product Discounts
  • User Discounts

Products

  • Product types
  • Simple vs variable products
  • Add new product
  • Categorizing products
  • Product attributes and variations
  • Product attributes
  • Product bulk update
  • 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

  • List of integrations
  • Connect to Cropster
  • Synchronizing an order in Cropster
  • Assign Xero codes to different product categories
View Categories
  • Home
  • Documentation
  • Wholesale roles
  • Wholesale roles

Wholesale roles

< 1 min read

Note: By default one wholesale group, called Wholesale customer, is set up on the initial onboarding of your account; this wholesale role cannot be deleted.

The Wholesale customers role is used automatically for any new customer registration entered via your wholesale registration form. If you want to assign a customer a different wholesale role, you can do this after the approval of your new customer’s registration.

A wholesale role can be used to specify prices, discounts, payment methods or shipping methods for a specific group of customers (i.e. Wholesale customers, Silver members, etc.).

You can create different groups in order to classify different users differently. Please refer to the instructions below to create a group and learn how to assign a user to a particular group.

Customer, Discount, Registration, Settings, User, Wholesale Role
Setting up wholesale roles
© Beans Online Store Help 2025 | Powered by Beans, the coffee wholesale platform