This tutorial shows a complete walkthrough of the Shopify system.
Onboarding Wholesale Customers
1. (01:02) When contacted via email about a potential wholesale customer who has filled out a form on Shopify, you'll receive an email confirmation. In Shopify, go to the Customers tab to manually add the user with the info from their form, which is included in the email.
2. (01:30) Fill in all relevant information from the email. In the notes section, write "Wholesale Customer". Adding the tag 'Wholesale' to the customer information is very important, make sure the W is capitalized. Click Submit when finished.
3. (02:09) To search current wholesale customers, return to the Customers tab page. Type 'wholesale' in the page's Search bar.
- Click Quick Shop
- Press the Plus button for as many products desired
- Add to Cart