> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://support.easystore.co/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Checklist - Enable Wholesale Portal


### Checklist
1. [Create the customer(s) that you wished to add into Wholesale price list](#1-1-create-the-customers-that-you-wished-to-add-into-wholesale-price-list)
2. [Assign them to a customer group if needed](#1-2-assign-them-to-a-customer-group-if-needed)
3. [Setup manual payment](#1-3-setup-manual-payment)
4. [Enable Wholesale portal](#1-4-enable-wholesale-portal)
5. [Add price list](#1-5-add-price-list)
6. [Set your discount rules](#1-6-set-your-discount-rules)
7. [Assign customer(s) / customer group to the price list](#1-7-assign-customers-customer-group-to-the-price-list)
8. [Send invitation email to customer](#1-8-send-invitation-email-to-customer)
9. [Customer activate account and login to Wholesale portal to start ordering!](#1-9-customer-activate-account-and-login-to-wholesale-portal-to-start-ordering)
---
# 1. Create the customer(s) that you wished to add into Wholesale price list

Login to [EasyStore's Admin Panel](https://admin.easystore.co/) > Customers > Add customer

You may continue to add new customer by repeating the same steps above or choose to [import customers](/en/article/import-customers-1841n4u/) if you have a large volume of customers that you wanted to add into Wholesale price list.

# 2. Assign them to a customer group if needed

You can create a customer group and assign the newly created customer to a specific customer group, for eg Wholesale VIP group A.

Just go to Customers > Tick the customer > Manage groups > Add new group > Insert the group name. To assign the customer into that group, just tick the group created > Assign (1) customer

You may refer to the video below for reference:

![](https://storage.crisp.chat/users/helpdesk/website/9803199197bb380/019e916f-0e3b-4364-8bd0-baa180_8ea3ve.gif)

# 3. Setup manual payment

As the Wholesale portal does not support online payment now, hence you will need to setup at least one manual payment in your store.

Go to Settings > Payments > Add payment method to setup one manual payment.

![](https://storage.crisp.chat/users/helpdesk/website/58d646e6b397a000/42d20b11-bc67-4f7f-9f26-275715_ijd3vr.png)

# 4. Enable Wholesale portal

To enable Wholesale portal, you can go to Channels > Search for 'Wholesale Portal' > Enable Wholesale portal

![](https://storage.crisp.chat/users/helpdesk/website/b00c0c6064ea5000/e1c83006-4e16-4c5f-a7f3-85487e_1gblt7b.png)

# 5. Add price list

Price lists > Add Price list > Insert your price list name (customers wont see this)

![](https://storage.crisp.chat/users/helpdesk/website/39526a5c825f0c00/50dd256f-4cbd-4710-91f2-5ecb3e_1vm1j1n.gif)

# 6. Set your discount rules

Add discount rule(s) to start > There are 3 discount rules: **Storewide, Collections and Products**

**Storewide** - Create percentage discount for all products in your store.

![](https://storage.crisp.chat/users/helpdesk/website/5d45552f479ebc00/0d0d1681-5f7d-4d7e-8d5e-b5e5cc_1k61ex8.gif)

**Collections** - Create percentage discount for selected collections. The discount will only apply on the selected collection itself, not including their sub-collection and mini-collection. You can create discount for sub-collection and mini-collection by adding another new discount rule.

![](https://storage.crisp.chat/users/helpdesk/website/d6fcb46b4ad10000/977d2c50-2a04-40e8-b900-2e860c_zifxhn.gif)

**Products** - Fix wholesale prices for products/variants. By using volume break, you can fix different prices for different order quantity. You can also determine the increment quantity to require your customers to order in bulk.

![](https://storage.crisp.chat/users/helpdesk/website/fbd2ff1253324000/061f600f-36c9-4cc6-8ddf-2803e0_amxby6.gif)

Each price list can contain multiple discount rules, for eg:

* Wholesale VIP group A: contain storewide and product rules

* Wholesale VIP group B: contain collections and products rules

![](https://storage.crisp.chat/users/helpdesk/website/b5335fdc8d7d9000/edc4918e-d5f8-45be-8683-9aac3c_cdc586.gif)

You can adjust your priority according to your need. System will apply discount based on priority of each rule.

**📌 Important Note :***

Collections : Depends on the priority number you set
Products : Depends on the priority number you set
Storewide: Must be last priority

# 7. Assign customer(s) / customer group to the price list

# 8. Send invitation email to customer

After done adding the discount rule, you may now assign the customer(s) / customer group to the price list and send an invitation email to them.

![](https://storage.crisp.chat/users/helpdesk/website/5ebdf65e2c14c800/5b2c7105-830c-4442-9eb4-859e4b_1s4ciqb.gif)

# 9. Customer activate account and login to Wholesale portal to start ordering!

The invited customers will receive an email to activate their account.

![](https://storage.crisp.chat/users/helpdesk/website/d83ed6ad2e5ac800/84e3365d-dba2-4179-8853-5cfc26_1k3g43d.png)

Once successfully activated and logged in, the customers will be able to place order with wholesale prices.

**How your customers place order in Wholesale portal:**

![](https://storage.crisp.chat/users/helpdesk/website/c24312770f593800/7053d82f-aea3-4b7e-9a00-9de026_1qtek8x.gif)