How to Enable Save Order List Using Whols

Benefits of Using Save Order List #

Save Order List provides a powerful way to streamline the ordering process and enhance customer experience. Here’s how it can benefit your business:

• Efficient Reordering: Customers can save frequently ordered products and reorder them with a single click—saving time and minimizing errors in the reordering process.
• Enhanced B2B Capabilities: Wholesale customers can create multiple lists for different purposes, making inventory management more effective.
• Improved Customer Experience: Customers can plan purchases in advance, create templates for seasonal orders, and maintain consistent ordering patterns.

Steps to Create Save Order Lists #

To create Save Order Lists, make sure that both WooCommerce and Whols Pro plugins are activated on your website.

Step 1: Navigate to Settings #

Go to WordPress Dashboard > Whols > Settings. From the list of Settings, click on the Save Order List menu. You’ll see the Save Order List interface where you can:

• Enable Save Order List: Toggle the switch to enable/disable the feature.
• Maximum Lists per User: Set the maximum number of lists a user can create (set to “No Limit” for unlimited lists).
• Save List Button Text: Customize the text that appears on the save list button.

After configuring the fields, click the Save Changes button to apply the settings for this feature.

Step 2: Create a Save Order List #

Once the feature is enabled, add products to your cart. Then go to the Cart page and click the Save as List button.

After clicking the button, a form will appear where you can:

• Enter a List Name
• Optionally, Add a Note

Then click the Save button to create your list.

Once saved, you can easily reorder all items from the list at any time without delay.

Step 3: Manage Your Saved Lists #

Navigate to My Account > Saved Lists. Here, you can view all your saved lists. Use the action buttons to:

• Add all items to the cart
• Delete lists as needed