How to Migrate Existing Users to a Wholesale Pro User Role in WooCommerce

 

It is not uncommon for WooCommerce store owners to upgrade to the paid version of an extension if they find it worth their money, time, and effort. While other wholesale extensions ask that you create a new wholesale user role for every individual, Wholesale for WooCommerce gives you the liberty to easily migrate your existing users to a new wholesale role(s).

Why you should migrate your users from Wholesale for WooCommerce Lite to Pro

Wholesale for WooCommerce Lite is a free version available on WordPress that gives you the ability to display wholesale prices on your WooCommerce store products. 

While you get the basic functionality of creating a wholesale area on your WooCommerce website, what it doesn’t offer is creating and managing multiple user roles along with a lot of premium features that are only available with Wholesale for WooCommerce Pro. These features include:

  • Create and manage multiple wholesale user roles;
  • Manage wholesale prices for single or variable products;
  • Tax-exempt (Exempt wholesale user roles from paying taxes);
  • Set minimum order quantity limits as per your requirements;
  • Hide prices for retail users on the shop page;
  • Category based discount on all products;
  • Global discount on all products;
  • Enable or disable payment methods;
  • Enable or disable shipping methods;
  • Minimum quantity restrictions;
  • Custom fields in the registration form;
  • Restrict wholesale store access;
  • Create variable subscription products to sell products with variations.

These premium features, when combined with the individual functionality of the Wholesale for WooCommerce extension, can give you the ability to create a powerful B2B + B2C hybrid store. What’s better is that you can now give your users whatever role you please and configure the settings with each role accordingly.
You can even set category-based discounts for one role while creating WooCommerce subscriptions for another. There are numerous possibilities that you can set with multiple user roles.
You can see the complete list of features here.

How to migrate your existing wholesale users to new roles

There are two ways through which you can convert your existing wholesale users to one of the new roles created by Wholesale for WooCommerce Pro:

How to do it manually

  • Go to the “Users” page in the WordPress admin.
  • Select a wholesale user and go to their settings page.
  • From the ‘change role to’ dropdown menu, change the role to one of the new roles created by Wholesale for WooCommerce.
  • When they next log into their account, they will have access to the new wholesale area created by Wholesale for WooCommerce.

How to do it in bulk

  • Go to the “Users” page in the WordPress admin.
  • Use the checkboxes to multi-select all the users who you wish to move to a new wholesale role.
  • From the ‘change role to’ dropdown menu, change the role to one of the new roles created by Wholesale for WooCommerce.
  • When they next log into their account, they will have access to the new wholesale area created by Wholesale for WooCommerce.

For more information, questions, and queries about this article, please refer to the technical documentation or contact us through our support page.