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Create a Wholesale Registration Form

Add a wholesale registration form so new buyers can easily apply for wholesale access on your store.

Updated yesterday

1) Navigate to the 'Menus' section to manage navigation menus.

Click on 'Content' in the left sidebar and select 'Menus' from the dropdown. Click on 'Main menu' to edit the main navigation menu items.

2) Click 'Add menu item' in the 'Main menu'.

Add a new item to the 'Main menu' by clicking the 'Add menu item' button.


3) Choose 'Wholesale Registration' from the pages list.

Select 'Wholesale Registration' from the list of pages to link it to the menu item then click 'Save'.

4) Add 'Wholesale Registration' to Footer

Repeat steps 1-3 to add the 'Wholesale Registration' form to the footer. Instead of choosing 'Main Menu' in step 1, choose 'Footer'.

5) Test 'Wholesale Registration'

Navigate to your 'Online Store' to create to test the 'Wholesale Registration' form.


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6) Navigate to the 'Wholesale Registration' form

Select 'Wholesale Registration' from the top navigation bar to open the registration form page and submit a "test" wholesale registration.

7) Submit "test" wholesale registration

After filling in all the fields, locate and click the 'Submit Registration' button to proceed with the registration process.

8) Review pending "test" registration

Navigate to the PortalSphere app by clicking 'PortalSphere' in the left sidebar menu and click on 'Access Requests' to view pending wholesale access requests. Click 'View' next to the 'Pending' account.


9) Approve the pending request

Review the details of the wholesale access request in the modal window. Choose a 'buyer group' for the customer and click 'Approve'.

Next task: Add Upsells to your store

Highlight your best-selling products with upsells that encourage buyers to add more to their order.

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