Approve trade customers

1. 1

   Customers apply

   Signed-in customers go to My account → Trade account, fill in their Company name and Phone (VAT number, Website and a note are optional) and click Apply for a trade account. To give the form its own page, add the shortcode [joinery_trade_application] to any page; visitors are asked to sign in first.

   Enlarge

2. 2

   You get an email

   Each application emails you (change who gets it under WooCommerce → Settings → Emails → Trade account application). The menu item WooCommerce → Trade accounts shows how many are waiting.

3. 3

   Approve or decline

   Go to WooCommerce → Trade accounts → Applications. To approve, choose the tier and click Approve. To decline, click Decline, add a reason if you like (the customer sees it) and click Decline and email.

   Enlarge

4. 4

   The customer is told

   An approved customer gets an email and sees their tier, prices and terms under My account → Trade account. A declined customer can apply again later.

   Enlarge

Change or remove a tier later

• Trade customers lists everyone in a tier. Choose another tier and click Change, or click Remove from trade to go back to normal prices.
• You can also open the customer under Users and choose a Tier in their Trade account section. This approves them straight away, without an email: handy for customers you already know.
• Settings → Default tier is the tier picked for you when you approve.

Enlarge

Tip: New customers need an account to apply. To let them create one, go to WooCommerce → Settings → Accounts & Privacy and tick “On ‘My account’ page” under Account creation.