Account approval and tax setup
Applicants upload a resale certificate, and approved accounts see trade pricing without any public exposure.
Independent jewelers and bridal boutiques order wedding bands in size runs, case packs and repeat reorders, so a wholesale wedding band ordering website has to follow that rhythm. SIZ Group designs the trade side of the store around how these buyers actually place orders.
A wholesale buyer does not shop the way a couple shops. A jeweler might order six widths of one court band in sizes 5 through 10, then return at the next restock for the same run in another metal. Retail pages built for single purchases make that job slow, with too many clicks between the size chart and the cart.
Generic wholesale features help, but they rarely fit this trade. Bands are sold by metal, width, finish and size, so a buyer needs a grid where a whole size run can be entered at once. Without that grid, the sales team receives phone and email orders that someone must re-key into the system.
Most trade buyers arrive with a list from a customer or a supplier catalog, not with a browsing mood. They search by style name or model number, check the metal and width, then look for the case quantity and the price for their account tier. A store that hides the trade price behind a generic contact form loses that buyer quickly.
Comparison happens across metals and widths, so a buyer may open three bands side by side to weigh price against weight in grams and finish. The plan therefore puts a matrix view and clear case pack notes on every product, so the buyer can see the total for a run before adding it to the order.
The sales manager needs to see a new account move from application to first order without help from the team. We would walk through an approval request from a boutique, the review step, the email with the trade price list and a first order that uses a case pack and a full size run, checking that the totals and the tax treatment are correct.
Reorders are the other proof point. A returning buyer should open a saved reorder list, change two sizes and submit without calling the office. If that process still needs a phone call, the store is not yet doing the job the manager hired it for.
Applicants upload a resale certificate, and approved accounts see trade pricing without any public exposure.
Buyers enter quantities across metals, widths and sizes in one table, with case pack rules applied automatically.
Saved orders reload, adjust and resend in a few clicks, so returning jewelers never rebuild a run from scratch.
Engraving requests and bulk orders enter a queue with the buyer's details, so the sales team can reply with a confirmed price.
Most wholesale teams already run an accounting package such as QuickBooks or NetSuite, and many track jeweler accounts in a CRM such as Salesforce or HubSpot. The store must send approved accounts, pricing tiers and invoices into those systems without anyone retyping them, which means the integration is designed before the storefront is styled.
On the platform side, Shopify and BigCommerce both offer business account features, and WooCommerce can carry similar logic through plugins. The right choice depends on order volume, the number of price tiers and how the sales team wants quote requests to arrive. We make that call during the scoping call, not from a template.
Wholesale checkouts often skip sales tax when the buyer provides a valid resale certificate. The store needs a secure place to collect that document, a clear rule for when the tax line is removed and a record of who approved it. Trade pricing must never appear to the public, so the price logic stays behind the account login.
Product copy still falls under the Federal Trade Commission's Jewelry Guides, which govern how metal, karat and stone claims are described. A wholesale sheet that says 14k gold must match the stamp on the piece. Card payments follow the payment card industry standard through the processor, but the team should confirm where any card data is stored.
Wedding band wholesale moves in waves. Retailers place their largest orders ahead of the engagement and wedding peak, then restock again before the winter holidays when gift buying picks up. Those windows bring a surge of reorders and quote requests, so the store should keep the reorder list fast and the stock figures accurate during those busy stretches.
Plan for the peak rather than the average. We would add a queue for quote requests, set a clear cut-off date for holiday shipping and show backorder status on each size so buyers can decide early. A store that stays calm during the busiest stretch earns repeat business from the buyers who depend on it most.
It can be, when a shop reorders the same runs every season. The store pays off through faster reorders, fewer re-keyed orders and clean account records. We discuss order volume on the scoping call and say plainly if email is still the better tool for your buyers.
The store can offer invoice-based terms for approved accounts, with credit limits set by your finance team. Card payment stays available for new accounts, and the terms appear on each order confirmation so buyers know what is due and when.
The grid only allows quantities that match the case pack rules you set. Anything else is routed to a quote, so your team can approve a mixed case before the packing team receives an order they cannot fill as written.
Yes, through a connector for your platform or a middleware tool, depending on the accounting package. Orders, invoices and customer accounts flow across without manual entry, and we test that flow with sample orders before launch.
Book a free scoping call and share your trade price list, case pack rules and reorder history, so we can quote the build in writing.