What data Process Wholesale stores and uses
Process Wholesale keeps data about your store, your wholesale settings, the customers whose orders it records and their orders, so it can apply wholesale pricing, run the signup and approval flow, send wholesale emails and show analytics. It sends some of this data to outside services that deliver email, support chat, error reports and the Ada setup assistant. This is a help article that describes what the app does; it is not the Process Wholesale privacy policy.
At a glance
- Plan: All plans
- Store data: Store name, store email, owner name, settings, discount configuration, plan
- Customer data: Name, email and Shopify customer ID of customers whose orders the app records
- Order data: Order ID, order total, fulfillment status, whether the order is wholesale, and line items
- Outside services: Email delivery, support chat, error reporting, the Ada setup assistant, video and call booking embeds
- Questions: Contact support
Store and setup data Process Wholesale keeps#
| Data | Why Process Wholesale keeps it |
|---|---|
| Store domain, store name, store email and owner name | To identify your store, address emails to you and send you signup alerts and milestone emails |
| Your plan | To decide which features are available |
| Settings from the Settings page | To apply your checkout rules, net payment terms, redirects, hidden payment methods, tax exemption and email choices |
| Discount configuration | Flat discounts, tier discounts, loyalty discounts, price lists with their prices, cost plus markup discounts, and the products, collections and variants they apply to, so wholesale prices can be calculated |
| Signup form setup and email templates | Your custom signup form fields and settings, and your edited wholesale application emails |
| Lifetime wholesale revenue | To send revenue milestone emails |
| Price list import records, including the rows of each price list CSV you import | To run the import in the background and report which rows matched |
| Quick guide progress | To tick the completed steps of the Dashboard checklist |
| Satisfaction survey answers | Your rating and any feedback you type in the in-app survey |
| Sign-in sessions | Encrypted access details that let the app work with your store |
Customer and order data Process Wholesale keeps#
| Data | Why Process Wholesale keeps it |
|---|---|
| Customer name, email and Shopify customer ID | To link orders to customers for Analytics, at-risk customers and recovery emails |
| Order ID, order total, fulfillment status and whether the order is wholesale | To calculate wholesale revenue, Analytics and milestone emails |
| Order lines: product, variant, quantity and price | To show product analytics and Quick Buy reorder history |
| Saved Quick Buy carts: products, variants and quantities | So a wholesale customer's Quick Buy cart is kept between visits in the same browser |
| Recovery email status | Whether a recovery email to an at-risk customer was sent and opened |
Process Wholesale records orders that have a customer. It does not store order currency, taxes, shipping, refunds or payment details.
Applicants' signup answers, such as business name, business address, phone number, tax ID and website, are saved in Shopify on the customer record.
Outside services that receive data from Process Wholesale#
Process Wholesale works with these outside services. Some of them are used only when they are turned on for the app.
| Service | What it is used for | Data it receives |
|---|---|---|
| SendGrid | Delivering emails: signup alerts and draft order emails to you, wholesale application emails and recovery emails to customers, bulk assign results, milestone emails, and survey feedback to the Process Wholesale team | Recipient email addresses, customer names and emails, store name, order details and feedback text |
| Brevo | Keeping a contact list of stores that installed the app | The store email, added at install and removed at uninstall |
| Help Scout | The support chat in the app | Your store domain and anything you type in the chat |
| Sentry | Error reports from the app, used to find and fix errors | Error details, which can include request details such as the IP address |
| Ada setup assistant | Guided setup in the app | The app's identifier, your admin language, and the setup request you write or build in the Ada card, including the names and IDs of products and collections you pick. When the app is uninstalled, the store domain. |
| hCaptcha | Spam protection on the storefront signup form, when it is turned on | The captcha response from the applicant's browser |
| Vimeo and Calendly | Tutorial videos and the onboarding call booking page | Requests your browser makes when you play a video or open the booking page |
How long Process Wholesale keeps data#
Process Wholesale keeps its data while the app is installed. When you uninstall the app, it deletes most of your store's records immediately, including discount configuration, settings, signup form setup, email templates, the plan record and customer and order history. Two kinds of record are kept after an uninstall: the Quick guide progress and the price list import records. See Uninstalling Process Wholesale: what is removed and what stays for the full list.