Process Wholesale plans and what each plan includes
Process Wholesale has three plans: Starter, Enterprise and Professional. Each plan includes everything in the plan before it and adds more discounts or features: Enterprise adds the Quick Buy order form, checkout rules, wholesale shipping and the custom signup form, and Professional adds price lists, cost plus markup, Hide price and full analytics. You choose a plan on Shopify's own plan page, which opens when you select Plan in the Process Wholesale app, and current prices are shown on that page.
At a glance
- Plans: Starter, Enterprise, Professional
- Where to choose: Process Wholesale > Plan, which opens Shopify's plan page
- Prices: Shown on Shopify's plan page. Billing goes through Shopify.
- Plan required to use the app: Yes. Until you choose a plan, the app sends you to the plan page.
- Shopify Plus: Not required. No Process Wholesale feature is limited to Shopify Plus stores.
Process Wholesale plan comparison#
| Starter | Enterprise | Professional | |
|---|---|---|---|
| Discounts you can create (flat and tier together) | 1 | 100 | 100 |
| Product Wholesale block and signup form | Yes | Yes | Yes |
| Quick Buy order form | No | Yes | Yes |
| Loyalty tier discounts | No | Yes | Yes |
| Choose individual variants for a discount | No | Yes | Yes |
| Custom signup form | No | Yes | Yes |
| Lock Content Redirect | No | Yes | Yes |
| Redirect after login | No | Yes | Yes |
| Net payment terms | No | Yes | Yes |
| Minimum order amount and quantity | No | Yes | Yes |
| Hide payment methods | No | Yes | Yes |
| Wholesale shipping | No | Yes | Yes |
| Price lists | No | No | Yes |
| Cost plus markup | No | No | Yes |
| Hide price | No | No | Yes |
| Full Analytics (Customers and Products tabs, time ranges, export) | No | No | Yes |
The complete feature-by-plan table, including every smaller option, is in Feature availability by plan.
What the Starter plan includes#
The Process Wholesale Starter plan includes one discount in total (flat and tier together): a flat discount, or a tier discount of any type except Loyalty with as many tier rows as you need, so you can set real quantity breaks such as 10% off at 5 units and 20% off at 10 units. It also includes the wholesale signup form, customer approval, the Product Wholesale block, the wholesale application emails, tax exemption, auto assign discount tags, draft order discounts and the Analytics Overview tab for the last 30 days.
What the Enterprise plan adds#
The Process Wholesale Enterprise plan raises the discount limit to 100 discounts and adds:
- The Quick Buy wholesale order form, the theme block that lets wholesale customers order many products from one page
- Loyalty discounts for repeat wholesale customers
- Choosing individual variants, not only products or collections, for a flat, tier or cost plus markup discount
- The custom signup form
- The Lock Content Redirect block for wholesale-only pages, collections and products
- Redirect after login for wholesale customers
- Net payment terms in Quick Buy
- A minimum order amount and a minimum order quantity
- Hiding payment methods from wholesale customers
- Wholesale shipping on the Shipping page
- The B2B shipping, Net terms, Minimum order amount and MOQ tiles on the Dashboard
What the Professional plan adds#
The Process Wholesale Professional plan includes everything in Enterprise, with the same limit of 100 discounts, and adds:
- Price lists with fixed wholesale prices, including CSV import and export
- Cost plus markup pricing
- The discount combination settings for price lists and cost plus markup
- Hide price for customers who are not wholesale
- Full wholesale analytics: real data on the Customers and Products tabs, custom time ranges, Export, and the link to at-risk customers
How to choose a Process Wholesale plan#
In the Process Wholesale app, select Plan in the app menu. After about a second the app opens Shopify's own plan page for Process Wholesale, where each plan's current price is shown. Select a plan there and approve it in Shopify. When Shopify returns you to the app, Process Wholesale records the plan and opens the Dashboard.
Every Upgrade and Unlock button in the app opens the same plan page. To change a plan later, see Changing or canceling your Process Wholesale plan.
What happens when no plan is selected#
Process Wholesale needs a plan before you can set it up. When the store has no active plan, opening the Dashboard, Discounts or Settings page sends you to Shopify's plan page. This happens on a new install and after a reinstall. Choose any plan to open the app normally.
Limits and things to know#
- Prices are on Shopify's plan page only. Process Wholesale does not show prices inside the app. Billing for Process Wholesale plans is handled through Shopify.
- Discount limits count flat and tier discounts together. On Starter you can have one flat discount or one tier discount, not one of each. At the limit, the create button reads Upgrade to create more on Starter, and Discount limit reached on Enterprise and Professional.
- A feature needs its plan. Saved settings for a higher-plan feature are kept after a downgrade, but the feature is not available on the lower plan.
- No Shopify Plus requirement. No Process Wholesale feature checks whether the store is on Shopify Plus.
Frequently asked questions#
How much does Process Wholesale cost?#
Current prices are shown on Shopify's plan page for Process Wholesale, which opens when you select Plan in the app. Prices are not listed inside the app or in this help center.
Which Process Wholesale plan includes Quick Buy?#
Enterprise and Professional include the Quick Buy wholesale order form. Starter does not.
Why does Process Wholesale keep opening the plan page?#
The store has no active plan. Process Wholesale sends you to Shopify's plan page from the Dashboard, Discounts and Settings until you choose a plan. Select any plan and approve it.
Does Process Wholesale require Shopify Plus?#
No. No Process Wholesale feature is limited to Shopify Plus stores.
Which plan do I need for price lists?#
Professional. Price lists, cost plus markup, Hide price and full analytics are available only on the Professional plan.