Casewell setup guide

About fifteen minutes, start to finish.

Casewell adds a wholesale ordering channel to the Shopify store you already run. The shops you sell to order at your wholesale prices, by the pack, and every order lands in your admin as a draft order you can invoice. This guide walks you through setting it up and taking your first order.

Open Casewell in your Shopify admin and go to Pricing. Three settings control the whole channel:

• Default wholesale price. A percentage off your retail prices, applied to every product. Set 50, for example, to sell at half of retail. Wholesale prices are always calculated from your Shopify retail prices, so if you change a price in Shopify, the wholesale price follows automatically.
• Minimum order. The smallest order total a buyer can submit. Buyers see how close they are to it as they build an order, and they cannot check out below it.
• New wholesale applications. Choose Review each applicant to approve buyers yourself, or Approve automatically to let anyone who applies start ordering right away. Most brands review each one.

Set your numbers and click Save changes.

Go to Products. Every active product in your store is listed here, with its wholesale price already calculated.

• Offered. Leave this on for products you sell wholesale. Turn it off for anything you only sell at retail, and it disappears from the buyer's ordering page.
• Pack size. How many units are in one pack. Buyers order in whole packs, so a pack size of 6 means they order candles by the six. Leave it at 1 to sell a product by the single unit.

Adjust the ones you need and click Save changes.

Only approved wholesale customers can see wholesale prices and order. There are two ways to get them in, both on the Customers page.

Add a shop you already sell to

1. Enter the shop's email under Add a wholesale customer.
2. Click Add customer.

The shop needs a customer account in your store first. Adding them here marks them as wholesale so they can order.

Approve a shop that applies

When a new shop opens your wholesale link, they fill out a short application. It appears under Applications with their business name, contact, website, and a note about what they sell. Review it, then click Approve to give them access or Decline to pass. You decide who gets in.

Go to Overview. Near the top is your wholesale ordering link, with a Copy link button. This one link is the whole buyer experience.

Share it with the shops you sell to, on your line sheet, in your email signature, or wherever you talk to stockists. New shops use it to apply, and approved buyers use it to log in and place orders.

What your buyers see

When a shop opens your link:

• They log into their customer account on your store, the same way any customer would.
• If they are not approved yet, they see the application form. Once you approve them, they get access.
• Approved buyers see your catalog at wholesale prices. They choose quantities by the pack, watch the running total and the order minimum, and submit the order when they are ready.

It is a clean ordering page on your own store. No spreadsheets, no back-and-forth email to place an order.

Manage your orders

Every wholesale order arrives on the Orders page as a draft order, and you get an email the moment it comes in.

1. Open Orders and find the new order, marked New.
2. Click Send invoice. Shopify emails the buyer a secure checkout link, and the order is marked Invoice sent.
3. When the buyer pays, the order is marked Paid automatically. From there you fulfill it in Shopify exactly like any other order.

Need a hand?

Email us at [email protected] and we will help you get set up.