Changing or canceling your Process Wholesale plan
You change your Process Wholesale plan on Shopify's plan page, which opens when you select Plan in the Process Wholesale app. Process Wholesale has three plans: Starter, Enterprise and Professional. Choose a higher plan to upgrade or a lower plan to downgrade. When you downgrade, Process Wholesale keeps your discounts and settings saved, but any feature that needs a higher plan is no longer available until you upgrade again.
At a glance
- Plan: All plans
- Where: Process Wholesale > Plan, which opens Shopify's plan page
- Billing: Handled through Shopify on the plan page. Prices are shown there.
- On a downgrade: Nothing is deleted. Features above the new plan are not available.
- On an upgrade: The new plan's features unlock once Shopify confirms the plan.
Steps to change your Process Wholesale plan#
- In Shopify admin, open the Process Wholesale app.
- Select Plan in the app menu. After about a second, Shopify's plan page for Process Wholesale opens. You can also get there from any Upgrade or Unlock button in the app.
- On the plan page, select the plan you want: Starter, Enterprise or Professional. Current prices are shown on this page.
- Approve the plan in Shopify.
- Wait for Shopify to return you to Process Wholesale. The app records the new plan and opens the Dashboard.
Do not close the tab before you are back in the app: Process Wholesale records your choice when Shopify returns you to it.
How to stop using Process Wholesale#
Process Wholesale has no cancel control of its own. To stop using Process Wholesale, uninstall the app. Uninstalling deletes the app's discount configuration and customer and order history. Read Uninstalling Process Wholesale: what is removed and what stays first.
What changes when you upgrade#
When you move to a higher plan, the features of the new plan become available as soon as Shopify confirms the plan to Process Wholesale:
- Discount limit: You can create up to the new plan's number of discounts: 100 on Enterprise and Professional.
- Locked features unlock: Settings and pages that showed an upgrade message, such as Shipping, Checkout rules or price lists, become available. Settings you saved on a higher plan earlier are still there.
- Theme blocks: Blocks that need the new plan, such as Quick Buy or Lock Content Redirect on Enterprise, can be added in the theme editor.
See Process Wholesale plans and what each plan includes for what each plan adds.
What happens to your discounts and settings when you downgrade#
Nothing is deleted when you move to a lower Process Wholesale plan. Your flat and tier discounts, price lists, cost plus markup discounts, settings and customer tags stay saved. Features that need a higher plan than your new one are not available on the lower plan:
| Feature | Available after downgrading to |
|---|---|
| Price lists, cost plus markup, Hide price, full Analytics | Professional only |
| Quick Buy, loyalty tier discounts, variant selection, custom signup form, Lock Content Redirect, redirect after login, net payment terms, minimum order amount and quantity, hide payment methods, wholesale shipping | Enterprise or Professional |
For example, a store moving from Enterprise to Starter keeps its minimum order amount of 200 saved in Settings > Checkout rules, but the minimum order amount is not available on Starter. Moving back to Enterprise makes the saved amount available again.
Discount count after a downgrade. If you have more discounts than the new plan allows, your existing discounts stay saved and listed. You cannot create new discounts: the create button reads Upgrade to create more.
Price list tags on customers. Customer tags for price lists and cost plus markup stay on your customers in Shopify after a downgrade.
Limits and things to know#
- Plan changes happen on Shopify's plan page. Process Wholesale has no plan controls inside the app. The Plan menu item only opens Shopify's page.
- A plan is always required. If the store has no active plan, the Dashboard, Discounts and Settings pages send you to the plan page until you choose one.
- Downgrading does not remove customer tags. Customers keep their
B2Band discount tags.
Troubleshooting#
| Symptom | Likely cause | Fix |
|---|---|---|
| The app opens the plan page every time | The store has no active plan recorded | Choose a plan on the plan page and approve it, then wait until Shopify returns you to the app. |
| The app still shows the old plan after a change | The plan page was closed before Shopify returned you to the app | Select Plan again. Confirm the new plan is current on Shopify's page, then let it return you to Process Wholesale. |
| Features are still locked in the app after upgrading | The plan was not recorded, or Shopify has not confirmed it yet | Select Plan, confirm the plan, and reopen the app. If the feature is still locked, contact support with your store URL and the plan you chose. |
| A feature disappeared after a downgrade | The feature needs a higher plan | Check Feature availability by plan and upgrade to use it again. Its settings are still saved. |
Frequently asked questions#
Do I lose my discounts if I downgrade my Process Wholesale plan?#
No. Discounts, price lists, cost plus markup discounts and settings stay saved when you downgrade. Features that need a higher plan are not available until you upgrade again.
How do I stop using Process Wholesale?#
Process Wholesale has no cancel control of its own. To stop using it, uninstall the app. Uninstalling deletes the app's configuration; see Uninstalling Process Wholesale: what is removed and what stays.
When does an upgrade take effect?#
As soon as Shopify confirms the new plan to Process Wholesale after you approve it. The app records the plan when Shopify returns you to it.
Can I see prices before I change plans?#
Yes. Shopify's plan page, opened from Plan in the app, shows each plan's current price before you approve a change.
Will wholesale customers notice a downgrade?#
Yes, if they used a feature your new plan does not include. For example, after moving below Enterprise, minimum order rules, net payment terms and wholesale shipping are no longer available to them.