Process Wholesale help center

Process Wholesale is a Shopify app that runs a wholesale (B2B) program inside your existing Shopify store. Approved wholesale customers (B2B customers) log in to the same storefront as your retail customers and get their own prices at checkout, applied by Shopify automatic discounts that Process Wholesale creates and keeps up to date. This help center covers everything a merchant does with Process Wholesale: choosing a plan, creating discounts and price lists, approving wholesale customers, adding signup forms and theme blocks, setting checkout rules such as minimums and net payment terms, reading wholesale analytics, and fixing common problems. Short answers to the most common questions are in Process Wholesale frequently asked questions.

Start here#

Read these four articles in order if you are new to Process Wholesale.

What is Process Wholesale? After reading it, you can explain what the app does for a store that sells to both retail and business customers, and what it does not do. Listed under "Getting started".
How Process Wholesale works: customer tags, discounts and checkout. After reading it, you can tell which customer tags make someone a wholesale customer and how their discounts reach checkout. Listed under "Getting started".
Quick start: set up wholesale pricing on your Shopify store. After reading it, you can take a store from install to a first tested wholesale order in seven steps. Listed under "Getting started".
Process Wholesale plans and what each plan includes. After reading it, you can choose the plan that includes the features you need. Listed under "Plans, account and data".

Find an answer by task#

I want to	Article	Plan
Give wholesale customers a percentage off	How to create a flat wholesale discount	All plans
Set up quantity breaks (volume pricing)	Quantity breaks for wholesale customers	All plans
Give a discount when the order reaches an amount	Discount based on cart total	All plans
Reward repeat wholesale customers	Loyalty discounts	Enterprise or Professional
Set a fixed wholesale price for each product	Wholesale price lists	Professional
Import prices from a spreadsheet	Price list CSV import	Professional
Price products at cost plus a markup	Cost plus markup	Professional
Give a discount to a customer or to all wholesale customers	Assign discounts to wholesale customers	All plans
Apply wholesale prices to an order I create in Shopify admin	Wholesale discounts on a draft order	All plans
Approve a wholesale application	Approve or reject wholesale applications	All plans
Make an existing Shopify customer a wholesale customer	Add existing customers	All plans
Make wholesale customers tax exempt	Tax-exempt wholesale customers	All plans
Add a wholesale signup form	Which signup form to use	All plans (custom form: Enterprise or Professional)
Show wholesale prices on product pages	Product page wholesale prices	All plans
Add a bulk order form	Set up Quick Buy	Enterprise or Professional
Hide prices from the public	Hide prices	Professional
Make a page, collection or product wholesale-only	Lock Content Redirect	Enterprise or Professional
Send wholesale customers to a page after login	Redirect after login	Enterprise or Professional
Set a minimum order	Minimum order amount	Enterprise or Professional
Set a minimum order quantity (MOQ)	Minimum order quantity	Enterprise or Professional
Offer Net 30	Net payment terms	Enterprise or Professional
Hide a payment method from wholesale customers	Hide payment methods	Enterprise or Professional
Offer shipping rates only to wholesale customers	Wholesale shipping	Enterprise or Professional
See wholesale revenue, top customers and products	Wholesale analytics	All plans (full analytics: Professional)
Change or cancel my plan	Change or cancel your plan	All plans

Getting started#

What is Process Wholesale?: What the Process Wholesale app does, who it is for and what each plan adds.
How Process Wholesale works: customer tags, discounts and checkout: The B2B tag marks a wholesale customer, a discount tag picks their discounts, and Shopify automatic discounts kept by Process Wholesale apply the prices at checkout.
Quick start: set up wholesale pricing on your Shopify store: The seven steps from choosing a plan to testing a first wholesale checkout.
The Process Wholesale dashboard and App Status explained: What the Dashboard shows, and why App Status can read OFF for a block that is on your theme.
Process Wholesale requirements and compatibility: Process Wholesale needs an Online Store 2.0 theme, works with new and legacy customer accounts and is not limited to Shopify Plus.
Permissions Process Wholesale requests and why: The 25 Shopify access scopes requested at install, and the 3 optional theme and page scopes asked only for an Ada setup.

Discounts and pricing#

Wholesale discount types compared: flat, tier, price list and cost plus markup: The four Process Wholesale discount families, how each one prices an order and which plan each needs.
How to create a flat wholesale discount: Give wholesale customers the same percentage or amount off every eligible item, on any plan.
How to set up quantity breaks (volume pricing) for wholesale customers: Lower a product's price the more units of it a wholesale customer buys.
How to give a wholesale discount based on cart total: Discount the whole order once the cart total reaches an amount you set.
How to give a wholesale discount based on total cart quantity: Discount an order by the total number of units across any mix of products.
How loyalty discounts work for repeat wholesale customers: Add an extra order discount once a customer's spend or order count over a period reaches a tier, re-checked every 2 hours, on Enterprise or Professional.
How to price wholesale products at cost plus a markup: Price each item at its Shopify Cost per item plus a markup percentage, on Professional.
How to create a wholesale price list with fixed prices: Set an exact price per product variant for customers with the list's tag, on Professional.
How to import, update and export a price list with CSV: Create or replace a price list from a CSV file of up to 50,000 rows, and export a list to CSV.
How to assign discounts to wholesale customers: Give a discount by adding its discount tag to customers tagged B2B, one at a time, in bulk, on approval or in Shopify admin.
Which wholesale discount applies: priority and stacking rules: How Process Wholesale picks one flat or quantity tier discount per line and adds cart value and loyalty discounts on top.
Using Shopify discount codes with wholesale discounts: How the Discount combinations settings decide whether discount codes and other discounts apply alongside wholesale discounts.
Editing and deleting wholesale discounts: Edits reach every customer with the tag, the discount tag cannot be renamed, and deleting removes the tag from wholesale customers.
How to apply wholesale discounts to a Shopify draft order: Give a wholesale customer their Process Wholesale pricing on an order you create in Shopify admin.

Wholesale customers#

Wholesale customers and customer tags explained: How the tags B2B_Registeration, B2B, B2Bnetterms and discount tags mark pending and approved wholesale customers.
How to approve or reject wholesale applications: Review applications on Customers > Pending and select Accept B2B or Reject B2B.
How to make an existing Shopify customer a wholesale customer: Import existing Shopify customers into Pending, then accept them.
How to remove a customer's wholesale access: End a customer's wholesale pricing with Remove B2B access, or send them back for review with Return to pending.
How to assign discounts automatically when a customer is approved: Choose discounts whose tags Process Wholesale adds to every customer you accept.
Wholesale application emails and how to edit them: The received, approved and rejected emails to applicants, the new application alert to you, and how to edit them.
How to make wholesale customers tax exempt: Set every wholesale customer to "don't collect tax" in Shopify with one setting.
How to redirect wholesale customers after login: Send wholesale customers to a page you choose after they log in, on Enterprise or Professional.
At-risk customers and recovery emails: Find wholesale customers whose last wholesale order is more than 45 days old and send them a recovery email, on Professional.

Wholesale signup forms: which form to use: The four Process Wholesale signup forms and how to pick the one that matches your Shopify customer account type.
How to add the wholesale signup form to your theme (legacy customer accounts): Add the Wholesale Signup Form app block to a page so visitors can apply for a wholesale account.
How to add the wholesale signup form to new customer accounts: Add the wholesale signup page and the Wholesaler Information block to Shopify's new customer accounts.
How to build a custom wholesale signup form: Build a signup form with your own fields, file uploads and a consent checkbox, on Enterprise or Professional.
How file uploads work on the wholesale signup form: Let applicants upload a document such as a resale certificate, stored in your Shopify Files.
How the wholesale signup form blocks spam: The built-in captcha on the theme signup forms, which needs no setup.

Storefront and theme#

Process Wholesale theme blocks and app embeds: The six app blocks and one app embed Process Wholesale adds to your theme, where each goes and which plan it needs.
How to show wholesale prices on product pages: Add the Product Wholesale block to show wholesale price tables under the retail price on product pages.
How to set up the Quick Buy wholesale order form: Add the Quick Buy bulk order form to a page template, on Enterprise or Professional.
How wholesale customers order with Quick Buy: How wholesale customers search, add quantities and check out with Quick Buy, through the Shopify cart or a net terms draft order.
How Quick Buy calculates the prices it shows: The order in which Quick Buy chooses a wholesale price, and why checkout sets the final price.
How reordering works in Quick Buy (Buy again): Let wholesale customers reorder their last order or past items, checked against today's stock and prices.
How to hide prices from customers who are not wholesale: Hide prices and buy buttons from guests and retail customers and show a message such as "Log in to see price", on Professional.
How to make pages, collections or products wholesale-only: Redirect visitors without access away from a template with the Lock Content Redirect block, on Enterprise or Professional.

Checkout rules, payment and shipping#

How to set a minimum order amount for wholesale customers: Block checkout for wholesale customers whose order total after discounts is under an amount you choose.
How to set a minimum order quantity for wholesale customers: Block checkout until the cart, each selected product or each product reaches a number of units.
How to offer net payment terms to wholesale customers: Let wholesale customers pick a term such as Net 30 on the Quick Buy order details page.
How to hide payment methods from wholesale customers: Hide payment methods you name, such as Cash on Delivery, from wholesale customers at checkout.
How to show shipping methods only to wholesale customers: Show the shipping rates, pickup locations and local delivery you select only to wholesale customers.
What wholesale customers see in the cart and at checkout: The PW discount labels, minimum messages and other checkout changes a logged-in customer tagged B2B sees.

Orders and analytics#

Wholesale analytics: metrics, definitions and export: What each metric on the Analytics page means, and which parts need the Professional plan.
Which orders count as wholesale orders: Only orders that received a Process Wholesale discount count as wholesale orders, and they get the processwholesale order tag.

Plans, account and data#

Process Wholesale plans and what each plan includes: The three plans, Starter, Enterprise and Professional, and what each one adds.
Changing or canceling your Process Wholesale plan: Upgrade or downgrade from Plan in the app; a downgrade keeps your setup saved.
Uninstalling Process Wholesale: what is removed and what stays: Uninstalling deletes the app's configuration and history at once, and leaves customer and order tags in Shopify.
What data Process Wholesale stores and uses: The store, customer and order data Process Wholesale keeps, and the outside services it uses.
Ada, the setup assistant in Process Wholesale: Describe your wholesale program on the Ada card on the Dashboard to get setup help.
Languages supported by Process Wholesale: The admin languages, the storefront and checkout languages, and what stays as you typed it.
How to get help with Process Wholesale: Message support, book an onboarding call or open the help center from the Support page.

Troubleshooting#

Wholesale discount not applying at checkout: Why a wholesale customer pays retail price, starting with login, the B2B tag and the discount tag.
Wholesale prices not showing on the storefront: Why the product page shows the retail price, and when the wholesale table does not appear.
Wholesale signup form not working: Fixes for a signup form that does not show or submit, starting with the customer account type.
Wholesale emails not being received: Where each wholesale email goes, which action sends it, and how to keep it out of spam.
Process Wholesale blocks missing from the theme editor: Why a block is missing: the theme, the template, the plan, or an app embed looked for among blocks.
Checkout problems for wholesale customers: Fixes for minimums, shipping options, payment methods, net terms and tax at checkout.
Price list CSV import problems: Fixes for rejected files, unmatched rows, wrong prices and products missing from a price list.
Quick Buy problems and fixes: Fixes for a Quick Buy form that is missing, missing products, showing different prices or not offering net terms.
Why wholesale analytics differ from Shopify reports: Why Process Wholesale revenue and order counts differ from Shopify's own reports.

Reference#

Settings reference: every Process Wholesale setting: Every setting on the Process Wholesale Settings and Shipping pages, with its default and plan.
Theme block settings reference: Every setting of each Process Wholesale theme block, app embed and customer account extension.
Feature availability by plan: A table of every Process Wholesale feature and limit on each of the three plans.
Limits and quotas reference: Every Process Wholesale limit, cap, default and timing, from discounts per plan to CSV rows.
Customer tags and order tags used by Process Wholesale: Every customer tag and order tag Process Wholesale reads or writes, and which features read each one.
Checkout and storefront messages reference: The exact wording of every message Process Wholesale shows wholesale customers at checkout and in Quick Buy.
Price list CSV format reference: Accepted column headers, price formats, matching rules and messages for price list CSV files.
Process Wholesale video tutorials: The 14 Process Wholesale tutorial videos, their lengths and the matching written articles.
Glossary of Process Wholesale terms: Definitions of the terms used in Process Wholesale and in this help center.

Key facts#

Who counts as wholesale: a customer with the Shopify customer tag B2B, which Process Wholesale adds when you approve them. Pending applicants are tagged B2B_Registeration (spelled this way) and pay retail prices at checkout.
Three plans: Starter, Enterprise and Professional. Current prices are shown on the Shopify plan page that opens from Plan in the app.
Customers must be logged in: wholesale discounts and checkout rules apply only to logged-in customers tagged B2B. A guest checkout always gets retail prices.
Approval is manual: Process Wholesale never approves a wholesale application automatically. You select Accept B2B on the Customers page.
Discounts are applied at checkout: Shopify automatic discounts that Process Wholesale creates and maintains apply the wholesale price. A customer gets a discount only with both the B2B tag and that discount's tag. Your theme keeps showing the retail price.
No Shopify Plus needed: no Process Wholesale feature is limited to Shopify Plus stores.

Plans: All plans · Last verified November 11, 2026 · View this page as Markdown