{"id":12709,"date":"2018-01-19T20:36:50","date_gmt":"2018-01-19T20:36:50","guid":{"rendered":"https:\/\/www.process.st\/templates\/wholesale-planning-worksheet\/"},"modified":"2024-02-28T20:43:21","modified_gmt":"2024-02-28T20:43:21","slug":"wholesale-planning-worksheet","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/wholesale-planning-worksheet\/","title":{"rendered":"Wholesale Planning Worksheet"},"content":{"rendered":"<section id=\"what-is-this-worksheet-about\">\n<h2> What is this worksheet about? <\/h2>\n<div class=\"text-content\">\n<p>When it comes to B2B sales, there are a lot of variables to consider. So we like to start with a list of questions to ask yourself to help get your mind moving towards setting up your wholesale shop. Each question has a bit of explanation below it to provide some context. It\u2019s a bit long, but working through this can definitely save you heaps of time (and trouble) as you move towards wholesale development.<\/p>\n<p>Below we explore: pricing, access, payments, shipping, taxes, currency, data import, content and ordering.<\/p>\n<p><a href=\"http:\/\/www.fuelmade.com\" rel=\"nofollow noopener\" target=\"_blank\">www.fuelmade.com<\/a><\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"pricing\">\n<h2> Pricing: <\/h2>\n<div class=\"text-content\">\n<p>We\u2019ll start here, because pricing is the most obvious. Wholesale selling has a different pricing model, but you\u2019ll want to think about this carefully: tiered pricing, standard discounts and dynamic pricing, among other options.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"is-there-a-standard-discount-percentage-for-all-customers\">\n<h2> Is there a standard discount percentage for all customers? <\/h2>\n<div class=\"text-content\">\n<p>This one is pretty straightforward. With many wholesale stores, a standard discount applies across the shop. For example, a 50% off manufacturer\u2019s suggested retail price (MSRP) for all customers is fairly standard.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"do-you-assign-pricing-tiers-to-your-customers\">\n<h2> Do you assign pricing \u201ctiers\u201d to your customers? <\/h2>\n<div class=\"text-content\">\n<p>Tiered pricing is also common among wholesale stores. Customers can be placed in groups for a standard discount. For example, a gold tier may get 60% off, a silver tier may get 50% off, a bronze tier may get 40% off.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"does-the-merchant-need-the-ability-to-set-a-custom-discount-percentage-for-each-customer\">\n<h2> Does the merchant need the ability to set a custom discount percentage for each customer? <\/h2>\n<div class=\"text-content\">\n<p>Some customers receive a bigger discount than others. It is good to know upfront if you need the ability to change discounts for each individual buyer.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"do-certain-customers-have-negotiated-prices-at-the-sku-level\">\n<h2> Do certain customers have negotiated prices at the SKU level? <\/h2>\n<div class=\"text-content\">\n<ul>\n<li><em>Is that a flat dollar amount?<\/em><\/li>\n<li><em>Is this a per cent discount different than the standard per cent discount?<\/em><\/li>\n<\/ul>\n<p>If so, you\u2019ll want to ensure that all impacted SKU prices match a customer\u2019s negotiated price. For example, you might be running a shop where the customer receives a flat 50% discount off of everything. In addition, for one or more particular SKUs, that same customer might receive a 55% discount.<\/p>\n<p>Furthermore, that same customer might also get a different discount for another SKU, using a dollar amount. For example, they have a set price of $2.00 (this typically might start off as a percentage discount, but it turns into something whacky, such as 53.275%. So it's easier to negotiate a flat dollar price instead).<\/p>\n<p>On top of that, you don\u2019t want to create a situation where the customer feels they have not received the right price. It not only impedes their experience, but it can also put a strain on your customer service (and your relationship!).<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"if-you-use-an-order-management-system-do-you-need-the-rounding-of-prices-that-go-to-more-than-2-decimals-once-the-discount-is-applied-to-match-the-order-management-system\">\n<h2> If you use an order management system, do you need the rounding of prices that go to more than 2 decimals (once the discount is applied) to match the order management system? <\/h2>\n<div class=\"text-content\">\n<p>This is a hidden landmine we\u2019ve discovered the hard way. In terms of wholesale, customers often get a certain percentage off the MSRP. &nbsp;But these percentages can often cause final prices to be more than two decimals, which doesn\u2019t make sense in terms of actual money. If you\u2019re using Shopify, it has a way of rounding the decimals to two places. Your order management system may have another way. So this final rounded number may not match the warehouse management software, which can create some problems.<\/p>\n<p>When you consider wholesale customers often spend thousands of dollars, this small discrepancy number can add up quickly. This can also have a cascading effect, as customers may receive an order confirmation email saying one price and a fulfillment receipt or invoice in a physical form saying another (making accounting for both the wholesaler and customer next to impossible).<\/p>\n<p>It can also trickle down to shipping, as customers might qualify for free shipping according to Shopify, but don\u2019t qualify according to the warehouse management software (thus, customers may receive a surprise shipping fee on their bill).<\/p>\n<p>(Can you hear the pain in my voice?)<\/p>\n<p>A developer can create a workaround to solve this situation so that Shopify matches the warehouse software, but it\u2019s much easier to know this upfront. &nbsp;Meaning, any client who uses warehouse management software to calculate wholesale pricing should provide their developer with example invoices so they can match the rounding calculation.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"access\">\n<h2> Access: <\/h2>\n<div class=\"text-content\">\n<p>An essential component of a wholesale store is requiring each customer to login. But you\u2019ll also want to think about the <em>type <\/em>of access each customer receives.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"do-customers-need-to-be-approved-before-gaining-access-can-customers-register-themselves\">\n<h2> Do customers need to be approved before gaining access? Can customers register themselves? <\/h2>\n<div class=\"text-content\">\n<p>As a wholesaler, you\u2019ll (most likely) want full control over who can access your store. You can decide to send customers an email with an account invite (sent manually through the Shopify admin panel) so they can access the shop. Or you can choose for customers to register themselves on the site for approval.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"do-all-customers-have-access-to-the-same-parts-of-the-website-are-certain-products--collections--pages-restricted-based-on-the-customer\">\n<h2> Do all customers have access to the same parts of the website? Are certain products \/ collections \/ pages restricted based on the customer? <\/h2>\n<div class=\"text-content\">\n<p>At times, you may not want a customer to purchase a certain product at wholesale pricing. Or, you may only want to show certain products to certain customers.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"how-are-you-going-to-handle-folks-who-make-it-to-a-restricted-page-where-they-dont-have-permission\">\n<h2> How are you going to handle folks who make it to a restricted page where they don\u2019t have permission? <\/h2>\n<div class=\"text-content\">\n<p>This is rare, but there are a couple scenarios when this can happen.<\/p>\n<p>A user is familiar with the URL structure of Shopify (or whatever platform you are using), and they try to force their way into a page by typing in the URL.<\/p>\n<p>Or, you accidentally provide a link which directs readers to a product that may be restricted based on access level.<\/p>\n<p>You\u2019ll want a plan in place for where to send these folks, including the appropriate messaging.<\/p>\n<p>Note: redirecting to the homepage is typical, but there could be circumstances where a different link is useful.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"payments\">\n<h2> Payments: <\/h2>\n<div class=\"text-content\">\n<p>Payments can be a bit more tricky with wholesale orders. Oftentimes, wholesalers have a pretty solid relationship with their customers and they trust them more than random customers who stumble across their retail site. As a result, this opens up different payment options.<\/p>\n<p>You may want to offer different payment options to different customers, or you may want to keep it simple and have a single set of payment options for all customers. Here are some of the options to consider:<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"should-customer-be-able-to-checkout-with-a-credit-card\">\n<h2> Should customer be able to checkout with a credit card? <\/h2>\n<div class=\"text-content\">\n<p>There are reasons this may may sense. You may <em>only<\/em> want to allow folks to checkout with a credit card. Although typically with wholesale there are a few other options you may want to offer.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"do-you-have-payment-terms-available-for-all-of-your-customers-ie-net-15-net-30-etc\">\n<h2> Do you have payment terms available for all of your customers (i.e. NET 15, NET 30, etc.)? <\/h2>\n<div class=\"text-content\">\n<p>Many wholesalers offer NET 15 \/ NET 30 \/ NET 60 payment terms, which means the customer can pay for all of their orders every 15 or 30 or even 60 days instead of at the point of sale.<\/p>\n<p>A lot of the time, this happens offline through direct deposit, wire transfer or even by cheque. Therefore, you\u2019ll have to manually capture the payment and mark the order as paid.<\/p>\n<p>If needed, a developer can configure this on a \u201cper customer\u201d basis. &nbsp;This means that some customers can be required to pay for each order at the time of checkout, while other customers can place an order without paying at the time of checkout - their bill is simply due at the negotiated timeframe.<\/p>\n<p><em>Note: you decide when the order ships. So, you can decide to wait for payment before shipping.&nbsp;<\/em><\/p>\n<p>Check out this example below to see what a customer would see in this scenario:<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/tuglx5jLP225Jhv0topDmA.png\" alt=\"https:\/\/www.velourlashes.com\/\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/tuglx5jLP225Jhv0topDmA.png\" \/> <\/a><figcaption>\n     https:\/\/www.velourlashes.com\/<br \/>\n   <\/figcaption><\/figure>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/orYrp8crpf0xrQnnxMBPLQ.png\" alt=\"https:\/\/www.velourlashes.com\/\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/orYrp8crpf0xrQnnxMBPLQ.png\" \/> <\/a><figcaption>\n     https:\/\/www.velourlashes.com\/<br \/>\n   <\/figcaption><\/figure>\n<\/p><\/div>\n<\/section>\n<section id=\"do-customers-checkout-through-a-purchase-order-system-connected-to-your-erp\">\n<h2> Do customers checkout through a purchase order system connected to your ERP? <\/h2>\n<div class=\"text-content\">\n<p>With more advanced setups, we\u2019ve seen scenarios where customers have their own in-house software which may be able to connect directly to the wholesaler's inventory management software. This <em>might<\/em> have a built-in way to bill the client.<\/p>\n<p>(Most of the time this software isn\u2019t ideal. Basically, customers input SKUs and quantities they\u2019d like to buy. The Shopify wholesale website then acts like a digital catalog, with the cart acting like a purchase order worksheet. So customers would construct their purchase order by looking at images, selecting variants, etc. on Shopify and then go over to their own software and create a purchase order by entering SKUs and quantities.)<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"can-customers-receive-a-credit-to-apply-to-their-orders\">\n<h2> Can customers receive a credit to apply to their orders? <\/h2>\n<div class=\"text-content\">\n<p>Similar to the above example, some customers may have existing credit in their accounts that could be applied to an order at checkout. You\u2019ll want to wire these mechanics into the checkout process for them to make it easy on both of you.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"shipping\">\n<h2> Shipping: <\/h2>\n<div class=\"text-content\">\n<p>Shipping is often a primary pain point when it comes to checkout conversion. As <a href=\"https:\/\/blog.kissmetrics.com\/5-ecommerce-stats\/\" rel=\"nofollow\">research shows<\/a>, 28% of customers abandon their shopping cart if presented with unexpected shipping costs. Yes, this can even impact B2B sales! To alleviate this, it\u2019s beneficial to think about wholesale shipping in general.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"do-you-offer-shipping-discounts-to-some-or-all-customers\">\n<h2> Do you offer shipping discounts to some or all customers? <\/h2>\n<div class=\"text-content\">\n<ul>\n<li><em>If so, under what circumstances? Existing relationship? Order quantity? Order total? Product type?<\/em><\/li>\n<\/ul>\n<p>Many wholesalers offer their customers a shipping discount, and many choose to provide this discount to all customers for all products. But there may be times where this doesn\u2019t make sense. Best to think out those rules up front.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"do-you-have-a-pickup-mechanism-if-the-customer-is-close-enough-to-one-of-your-warehouses\">\n<h2> Do you have a pickup mechanism if the customer is close enough to one of your warehouses? <\/h2>\n<div class=\"text-content\">\n<p>Sometimes, your wholesale customers are in close proximity to your business and they can send their own truck to the warehouse to pick up the order. If this is the case, you can provide them with that option at the checkout. This can be an offer you provide for everyone, or just select customers who you know are close enough.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"should-a-customer-be-able-to-add-a-new-address-to-ship-to\">\n<h2> Should a customer be able to add a new address to ship to? <\/h2>\n<div class=\"text-content\">\n<p>Most wholesale customers have multiple addresses. Often, this is a customer that has shops or offices in multiple locations. This could impact shipping costs, so you\u2019ll want to decide whether the customer can add this address on their own, or if they need to contact you to add the address for them so you can monitor shipping costs.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"taxes\">\n<h2> Taxes: <\/h2>\n<div class=\"text-content\">\n<p>Taxes are another aspect of your website you'll want to consider.&nbsp;<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"are-certain-customers-tax-exempt\">\n<h2> Are certain customers tax exempt? <\/h2>\n<div class=\"text-content\">\n<p>Pretty self-explanatory here, but you probably want the option of exempting certain (or all) customers from tax. You may need a process for asking them for documentation to support their ability to be tax exempt.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"currency\">\n<h2> Currency: <\/h2>\n<div class=\"text-content\">\n<p>If you\u2019re on Shopify, you\u2019re most likely aware of the limitations the platform has in terms of displaying multiple currencies. It takes a good Shopify theme (or competent developer) to toggle the currencies on the front-end. It\u2019s not the ideal solution, as the checkout will always display your shop\u2019s default currency.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"should-a-customer-see-their-local-currency-based-on-their-default-address\">\n<h2> Should a customer see their local currency based on their default address? <\/h2>\n<div class=\"text-content\">\n<p>You can choose to display the customer\u2019s local currency while they shop. However, as mentioned above, on Shopify (at least today) the checkout will show as the shop\u2019s default currency regardless of location.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"data-import\">\n<h2> Data Import: <\/h2>\n<div class=\"text-content\">\n<p>Oftentimes, ecommerce wholesale sites are an extension of their retail store. These stores might already be taking wholesale orders with another system, or even the old-fashioned way (by hand!). New folks to wholesale might have a list of contacts who have expressed interest in wholesale orders. If this is the case, it\u2019s best to know ahead of time if that data needs to be imported into the new website.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"do-you-need-a-list-of-customers-imported-from-a-spreadsheet\">\n<h2> Do you need a list of customers imported from a spreadsheet? <\/h2>\n<div class=\"text-content\">\n<p>This can include discounts, contract prices, shipping addresses, etc.<\/p>\n<p>To save you a lot of time, data can typically be imported to the wholesale shop during development.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"content\">\n<h2> Content: <\/h2>\n<div class=\"text-content\">\n<p>Although wholesale sites are often clones of their retail store, certain changes are needed to reflect your new audience. Below, we\u2019ll touch upon a few that are nice additions for a wholesale store.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"do-you-want-to-make-available-promotional-content-for-retailers-for-example-branding-artwork\">\n<h2> Do you want to make available promotional content for retailers? For example, branding artwork. <\/h2>\n<div class=\"text-content\">\n<p>When the customer owns a retail store, promotional content from you can be helpful to them. Items such as print material or photos can be added for your customers to download. &nbsp;<\/p>\n<p>For example:<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/kXmooUTRf7UDtKOEwJhPFg.png\" alt=\"https:\/\/www.velourlashes.com\/\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/kXmooUTRf7UDtKOEwJhPFg.png\" \/> <\/a><figcaption>\n     https:\/\/www.velourlashes.com\/<br \/>\n   <\/figcaption><\/figure>\n<\/p><\/div>\n<\/section>\n<section id=\"do-you-want-to-create-an-area-to-communicate-newsupdatesmessaging-for-retailers\">\n<h2> Do you want to create an area to communicate news\/updates\/messaging for retailers? <\/h2>\n<div class=\"text-content\">\n<p>Many times, you might want your customers to know about existing promotions or any new products that become available. A page dedicated to this cause can come in handy.<\/p>\n<p>For example:<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/mCJdM03fKeazDs7wQ_pLxA.png\" alt=\"https:\/\/www.velourlashes.com\/\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/mCJdM03fKeazDs7wQ_pLxA.png\" \/> <\/a><figcaption>\n     https:\/\/www.velourlashes.com\/<br \/>\n   <\/figcaption><\/figure>\n<\/p><\/div>\n<\/section>\n<section id=\"ordering\">\n<h2> Ordering: <\/h2>\n<div class=\"text-content\">\n<p>Many wholesale customers make repeat purchases. Acknowledging this early can really streamline the order process on both ends.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"do-you-need-a-streamlined-order-process-for-your-wholesale-customers\">\n<h2> Do you need a streamlined order process for your wholesale customers? <\/h2>\n<div class=\"text-content\">\n<p>Many wholesale customers know exactly what they want to order from your store. Therefore, there can be a ton of value in creating a different order process for your wholesale customers.<\/p>\n<p>Rather than a customer flowing through the traditional order process of a consumer (home -&gt; category -&gt; filter -&gt; product -&gt; add to cart -&gt; cart), you can create a single page of products that acts as an order form.<\/p>\n<p>For example:<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/nr6RbjF-qYt83P9BJqtOPw.png\" alt=\"https:\/\/www.velourlashes.com\/\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/nr6RbjF-qYt83P9BJqtOPw.png\" \/> <\/a><figcaption>\n     https:\/\/www.velourlashes.com\/<br \/>\n   <\/figcaption><\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>As you can see, all of your products are listed, so customers can simply add items (and quantities) to their cart without leaving the page. There is no need for them to go in and out of product pages to place their order, saving the customer a ton of time and effort.<\/p>\n<p>If you\u2019ve got a ton of products on your site, you can add some filtering on this page. You can also add product images to this page if you like.<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/g-6Ijoxb3ckIdWYG_Z1FDA.png\" alt=\"https:\/\/www.velourlashes.com\/\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/g-6Ijoxb3ckIdWYG_Z1FDA.png\" \/> <\/a><figcaption>\n     https:\/\/www.velourlashes.com\/<br \/>\n   <\/figcaption><\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Either way, customers will be able to see their order details the entire time they are shopping.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"do-you-need-customers-to-have-the-ability-to-easily-reorder-their-previous-order\">\n<h2> Do you need customers to have the ability to easily reorder their previous order? <\/h2>\n<div class=\"text-content\">\n<p>Providing an easy route for customers to reorder their last purchase can save a lot of time and energy (translating nicely into repeat-buyers).<\/p>\n<p>For example:<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/ooFBupXsAHLIPtUARipLzw.png\" alt=\"https:\/\/www.velourlashes.com\/\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/ooFBupXsAHLIPtUARipLzw.png\" \/> <\/a><figcaption>\n     https:\/\/www.velourlashes.com\/<br \/>\n   <\/figcaption><\/figure>\n<\/p><\/div>\n<\/section>\n<section id=\"do-you-have-minimum-order-quantities\">\n<h2> Do you have minimum order quantities? <\/h2>\n<div class=\"text-content\">\n<ul>\n<li><em>Does it differ per customer?<\/em><\/li>\n<\/ul>\n<p>You\u2019ll want to decide if customers are allowed to purchase any quantity of items they want or if a minimum quantity is needed to place the order. This might differ by product.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"do-you-need-to-approve-orders\">\n<h2> Do you need to approve orders? <\/h2>\n<div class=\"text-content\">\n<p>As a wholesaler, you may want to approve all orders before they ship, and you will want to inform the customer that the order won't be shipped until it's approved.<\/p>\n<p>In this case, the customer will submit an order, but won\u2019t actually check out. They'll receive a message indicating their order is subject to review. If it\u2019s approved, you will then send an invoice so the customer can check out.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"other\">\n<h2> Other: <\/h2>\n<\/section>\n<section id=\"do-you-want-to-offer-purchasing-incentives\">\n<h2> Do you want to offer purchasing incentives? <\/h2>\n<div class=\"text-content\">\n<p>For example, a customer receives an incentive (such as a free product) if they purchase more than 100 items.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"is-there-any-additional-logic-needed-for-different-customer-types\">\n<h2> Is there any additional logic needed for different customer types? <\/h2>\n<div class=\"text-content\">\n<p>For example: you may want to specify whether a customer is a brick and mortar store or online store to decide whether or not to give them access to a retail display. By indicating which type of store they own, customers can have different products offered to them.<\/p>\n<p>For example, a brick and mortar store can purchase a retail display, whereas an online retailer has no use for one:<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/nCdEo-q4dYMBssaPFvJOWA.png\" alt=\"https:\/\/www.velourlashes.com\/\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/nCdEo-q4dYMBssaPFvJOWA.png\" \/> <\/a><figcaption>\n     https:\/\/www.velourlashes.com\/<br \/>\n   <\/figcaption><\/figure>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/hbJUiZXlJMzY1ZpQ889CUg.png\" alt=\"https:\/\/www.velourlashes.com\/\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/hbJUiZXlJMzY1ZpQ889CUg.png\" \/> <\/a><figcaption>\n     https:\/\/www.velourlashes.com\/<br \/>\n   <\/figcaption><\/figure>\n<\/p><\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>What is this worksheet about? When it comes to B2B sales, there are a lot of variables to consider. So we like to start with a list of questions to ask yourself to help get your mind moving towards setting up your wholesale shop. Each question has a bit of explanation below it to provide [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":12710,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"ep_exclude_from_search":false,"cover_icon_emoji":"","cover_icon_url":"","tasks_count":"37","template_description":"","template_id":"oK5bPdmub93c8oLUumhHfA","task_0":"What is this worksheet about?","task_slug_0":"what-is-this-worksheet-about","task_1":"Pricing:","task_slug_1":"pricing","task_2":"Is there a standard discount percentage for all customers?","task_slug_2":"is-there-a-standard-discount-percentage-for-all-customers","task_3":"Do you assign pricing \u201ctiers\u201d to your customers?","task_slug_3":"do-you-assign-pricing-tiers-to-your-customers","task_4":"Does the merchant need the ability to set a custom discount percentage for each customer?","task_slug_4":"does-the-merchant-need-the-ability-to-set-a-custom-discount-percentage-for-each-customer","task_5":"Do certain customers have negotiated prices at the SKU level?","task_slug_5":"do-certain-customers-have-negotiated-prices-at-the-sku-level","task_6":"If you use an order management system, do you need the rounding of prices that go to more than 2 decimals (once the discount is applied) to match the order management system?","task_slug_6":"if-you-use-an-order-management-system-do-you-need-the-rounding-of-prices-that-go-to-more-than-2-decimals-once-the-discount-is-applied-to-match-the-order-management-system","task_7":"Access:","task_slug_7":"access","task_8":"Do customers need to be approved before gaining access? Can customers register themselves?","task_slug_8":"do-customers-need-to-be-approved-before-gaining-access-can-customers-register-themselves","task_9":"Do all customers have access to the same parts of the website?  Are certain products \/ collections \/ pages restricted based on the customer?","task_slug_9":"do-all-customers-have-access-to-the-same-parts-of-the-website-are-certain-products--collections--pages-restricted-based-on-the-customer","task_10":"How are you going to handle folks who make it to a restricted page where they don\u2019t have permission?","task_slug_10":"how-are-you-going-to-handle-folks-who-make-it-to-a-restricted-page-where-they-dont-have-permission","task_11":"Payments:","task_slug_11":"payments","task_12":"Should customer be able to checkout with a credit card?","task_slug_12":"should-customer-be-able-to-checkout-with-a-credit-card","task_13":"Do you have payment terms available for all of your customers (i.e. NET 15, NET 30, etc.)?","task_slug_13":"do-you-have-payment-terms-available-for-all-of-your-customers-ie-net-15-net-30-etc","task_14":"Do customers checkout through a purchase order system connected to your ERP?","task_slug_14":"do-customers-checkout-through-a-purchase-order-system-connected-to-your-erp","task_15":"Can customers receive a credit to apply to their orders?","task_slug_15":"can-customers-receive-a-credit-to-apply-to-their-orders","task_16":"Shipping:","task_slug_16":"shipping","task_17":"Do you offer shipping discounts to some or all customers?","task_slug_17":"do-you-offer-shipping-discounts-to-some-or-all-customers","task_18":"Do you have a pickup mechanism if the customer is close enough to one of your warehouses?","task_slug_18":"do-you-have-a-pickup-mechanism-if-the-customer-is-close-enough-to-one-of-your-warehouses","task_19":"Should a customer be able to add a new address to ship to?","task_slug_19":"should-a-customer-be-able-to-add-a-new-address-to-ship-to","task_20":"Taxes:","task_slug_20":"taxes","task_21":"Are certain customers tax exempt?","task_slug_21":"are-certain-customers-tax-exempt","task_22":"Currency:","task_slug_22":"currency","task_23":"Should a customer see their local currency based on their default address?","task_slug_23":"should-a-customer-see-their-local-currency-based-on-their-default-address","task_24":"Data Import:","task_slug_24":"data-import","task_25":"Do you need a list of customers imported from a spreadsheet?","task_slug_25":"do-you-need-a-list-of-customers-imported-from-a-spreadsheet","task_26":"Content:","task_slug_26":"content","task_27":"Do you want to make available promotional content for retailers? For example, branding artwork.","task_slug_27":"do-you-want-to-make-available-promotional-content-for-retailers-for-example-branding-artwork","task_28":"Do you want to create an area to communicate news\/updates\/messaging for retailers?","task_slug_28":"do-you-want-to-create-an-area-to-communicate-newsupdatesmessaging-for-retailers","task_29":"Ordering:","task_slug_29":"ordering","task_30":"Do you need a streamlined order process for your wholesale customers?","task_slug_30":"do-you-need-a-streamlined-order-process-for-your-wholesale-customers","task_31":"Do you need customers to have the ability to easily reorder their previous order?","task_slug_31":"do-you-need-customers-to-have-the-ability-to-easily-reorder-their-previous-order","task_32":"Do you have minimum order quantities?","task_slug_32":"do-you-have-minimum-order-quantities","task_33":"Do you need to approve orders?","task_slug_33":"do-you-need-to-approve-orders","task_34":"Other:","task_slug_34":"other","task_35":"Do you want to offer purchasing incentives?","task_slug_35":"do-you-want-to-offer-purchasing-incentives","task_36":"Is there any additional logic needed for different customer types?","task_slug_36":"is-there-any-additional-logic-needed-for-different-customer-types","task_37":"","task_slug_37":"","task_38":"","task_slug_38":"","task_39":"","task_slug_39":"","task_40":"","task_slug_40":"","task_41":"","task_slug_41":"","task_42":"","task_slug_42":"","task_43":"","task_slug_43":"","task_44":"","task_slug_44":"","task_45":"","task_slug_45":"","task_46":"","task_slug_46":"","task_47":"","task_slug_47":"","task_48":"","task_slug_48":"","task_49":"","task_slug_49":"","task_50":"","task_slug_50":"","task_51":"","task_slug_51":"","task_52":"","task_slug_52":"","task_53":"","task_slug_53":"","task_54":"","task_slug_54":"","task_55":"","task_slug_55":"","task_56":"","task_slug_56":"","task_57":"","task_slug_57":"","task_58":"","task_slug_58":"","task_59":"","task_slug_59":"","task_60":"","task_slug_60":"","task_61":"","task_slug_61":"","task_62":"","task_slug_62":"","task_63":"","task_slug_63":"","task_64":"","task_slug_64":"","task_65":"","task_slug_65":"","task_66":"","task_slug_66":"","task_67":"","task_slug_67":"","task_68":"","task_slug_68":"","task_69":"","task_slug_69":"","task_70":"","task_slug_70":"","task_71":"","task_slug_71":"","task_72":"","task_slug_72":"","task_73":"","task_slug_73":"","task_74":"","task_slug_74":"","task_75":"","task_slug_75":"","task_76":"","task_slug_76":"","task_77":"","task_slug_77":"","task_78":"","task_slug_78":"","task_79":"","task_slug_79":"","task_80":"","task_slug_80":"","task_81":"","task_slug_81":"","task_82":"","task_slug_82":"","task_83":"","task_slug_83":"","task_84":"","task_slug_84":"","task_85":"","task_slug_85":"","task_86":"","task_slug_86":"","task_87":"","task_slug_87":"","task_88":"","task_slug_88":"","task_89":"","task_slug_89":"","task_90":"","task_slug_90":"","task_91":"","task_slug_91":"","task_92":"","task_slug_92":"","task_93":"","task_slug_93":"","task_94":"","task_slug_94":"","task_95":"","task_slug_95":"","task_96":"","task_slug_96":"","task_97":"","task_slug_97":"","task_98":"","task_slug_98":"","task_99":"","task_slug_99":"","footnotes":""},"categories":[7,1],"tags":[],"class_list":["post-12709","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-miscellaneous","category-uncategorized"],"acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/posts\/12709","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/comments?post=12709"}],"version-history":[{"count":0,"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/posts\/12709\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/media\/12710"}],"wp:attachment":[{"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/media?parent=12709"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/categories?post=12709"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/tags?post=12709"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}