Which orders count as wholesale orders
Process Wholesale counts an order as a wholesale order only when a Process Wholesale discount was applied to it. Being placed by a wholesale customer (B2B customer) is not enough: an order from a customer tagged B2B that received no Process Wholesale discount is not a wholesale order. This definition applies on every plan and drives every wholesale number in the app: the Analytics page, the at-risk customers list and the Revenue (last 30 days) tile on the home page. Wholesale orders also receive the order tag processwholesale in Shopify admin.
At a glance
- Plan: All plans
- Counts as wholesale: An order with a customer, recorded after Process Wholesale was installed, where the name of a discount on the order contains one of your discount tags
- Not counted: Orders without a Process Wholesale discount, orders without a customer, orders placed before install or before January 7, 2026
- Order tag:
processwholesale(lower case, one word), added to new wholesale orders - Amount recorded: The order total; refunds and cancellations are not subtracted
- History: Starts when Process Wholesale is installed; no import of older orders
How Process Wholesale recognizes a wholesale order#
Process Wholesale recognizes a wholesale order by the names of the discounts on it. When an order is recorded, Process Wholesale compares the name of every discount on the order with the names of all your discount tags: flat discounts, tier discounts, price lists and cost plus markup.
An order is a wholesale order when at least one discount name contains at least one discount tag name, with these rules:
- Contains, not equals. The tag name only has to appear somewhere inside the discount name.
- Capitalization matters. Discount tags are always lower case. The tag
goldmatches a discount named "gold customer thanks" but does not match "Gold customer thanks". - Customer tags are not checked. The customer's
B2Btag plays no part. A customer without theB2Btag whose order carries a matching discount name is counted. - No discount, no wholesale order. An order with no discounts at all is never a wholesale order.
Worked example. Your store has a flat discount with the discount tag gold and a price list with the discount tag distributor.
| Order | Wholesale order? | Why |
|---|---|---|
Received the distributor price list discount at checkout |
Yes | The Process Wholesale discount on the order carries the tag name distributor |
| Has a manual discount you named "gold customer thanks" | Yes | The discount name contains gold |
| Has a manual discount you named "Gold customer thanks" | No | The capital G means the name does not contain gold |
Placed by a customer tagged B2B for products no Process Wholesale discount covers |
No | No discount on the order carries a discount tag name |
Orders from wholesale customers that are not counted#
Process Wholesale does not count these orders, even when a wholesale customer placed them:
- Orders with no Process Wholesale discount. For example, a wholesale customer buys a product that none of their discounts covers. The order is not counted even if the customer used net payment terms, wholesale shipping or Quick Buy for it.
- Orders paid only with a Shopify discount code whose name does not contain one of your discount tags.
- Orders without a customer. An order that is not linked to a customer record in Shopify is never recorded.
- Orders placed before Process Wholesale was installed, and anything before January 7, 2026.
- Orders placed while Process Wholesale was uninstalled.
Draft orders, manual orders, POS orders and Quick Buy orders follow the same rule. They count only when a discount on the order contains a discount tag name, and only when the order has a customer.
How to name discount tags so orders are recognized#
Because recognition depends on discount names, the name you give a discount tag affects which orders count.
- Use a distinctive discount tag name. A short tag such as
vipalso matches any other discount whose name contains those letters, such as a manual discount called "vip thank you". Those orders are then counted as wholesale orders. A name likewholesalegoldis unlikely to appear by accident. - Do not reuse a discount tag name inside your own discount codes or manual discounts unless you want those orders counted as wholesale orders.
- Mind the capitalization. Discount tags are lower case, and recognition is case-sensitive, so a manual discount named "Gold" does not match the tag
gold. - To count a draft order or manual order as wholesale, apply the wholesale discount to it. See how to apply wholesale discounts to a Shopify draft order.
The processwholesale order tag#
Process Wholesale adds the order tag processwholesale (lower case, one word) to each new order it records as a wholesale order. Existing tags on the order are kept. Process Wholesale does not add notes, attributes or other changes to the order.
To see these orders in Shopify admin, open Orders and filter the list by the tag processwholesale.
The tagged orders and the numbers in Process Wholesale analytics can differ:
- The tag is added only when the order is first recorded. An order that becomes a wholesale order later through an edit is counted in analytics but not tagged.
- The tag is not removed. If an edit removes the wholesale discount, analytics stops counting the order, but the tag stays.
- Tags you add or remove by hand change the Shopify filter but not analytics. Analytics never reads the tag.
- Quick Buy net-terms draft orders are tagged at creation. When a wholesale customer checks out from Quick Buy with a payment term, Process Wholesale creates a draft order tagged
processwholesale, whether or not a discount was applied. A draft order is not counted in analytics. If it is completed as an order, that order counts only if a Process Wholesale discount was applied to it. See net payment terms. - Refunds and cancellations do not remove the tag, and they do not remove the order from analytics either.
What Process Wholesale records about an order#
For each order with a customer, Process Wholesale records:
- The customer's name and email address
- The order total
- Each line item: product, variant, quantity and price
- Whether the order is a wholesale order
- The fulfillment status
- The date and time Process Wholesale recorded the order
Process Wholesale does not record the order number, currency, taxes, shipping, discounts, refunds, payment status, cancellation or sales channel.
When a new order appears#
A new order appears in Process Wholesale as soon as it has been recorded. There is no daily or hourly refresh: reload the Analytics page to see the latest orders.
Analytics dates an order by the moment Process Wholesale recorded it, not by the order date shown in Shopify. If an order is recorded later than it was placed, it is counted on the day it was recorded.
Order history starts at install#
Process Wholesale does not import past orders. Order history starts when Process Wholesale is installed in your store, and no store has data from before January 7, 2026, the date Process Wholesale started recording orders.
Uninstalling Process Wholesale deletes the recorded orders, analytics and recovery email history. A reinstall starts again from zero. See uninstalling Process Wholesale.
Refunds, edits and cancellations#
- Refunds are not subtracted. Process Wholesale keeps the order total it recorded. A $400 wholesale order that is fully refunded still adds $400 to wholesale revenue.
- Cancelled orders keep counting. Cancelling an order in Shopify does not remove it from analytics or from the at-risk calculation.
- Edits update the order. When an order is edited, Process Wholesale updates its line items and checks again whether it is a wholesale order. Line items removed in the edit disappear from the Products tab.
- Orders not recorded at first stay out. Editing an order that Process Wholesale never recorded, such as an order from before install, does not add it.
Currency#
Process Wholesale records order amounts without a currency and shows them in your store currency. The Customers and Products tabs and the home page tile use your store currency code. The Overview tab shows a $ sign on every amount, whatever your store currency is.
Because the currency is not stored, changing your store currency later changes how older amounts are labeled but does not convert them.
Troubleshooting#
| Symptom | Likely cause | Fix |
|---|---|---|
| A wholesale customer's order is not counted | No Process Wholesale discount was applied to the order | Check the discounts on the order in Shopify admin. Make sure the customer has a discount tag that covers the products they buy. |
| An order is missing everywhere in Process Wholesale | The order has no customer, or it was placed before install or before January 7, 2026 | No fix in the app. Process Wholesale does not import older orders or orders without a customer. |
| A retail order is counted as wholesale | A discount on the order has a name that contains one of your discount tag names | Give the discount tag a more distinctive name, or rename the other discount. |
| A refunded or cancelled order is still counted | Refunds and cancellations are not subtracted | No fix in the app. Account for refunds separately when you compare with Shopify reports. |
The processwholesale filter in Shopify shows a different number of orders |
The tag is added only at first recording, is never removed, and is also on Quick Buy net-terms draft orders | Use Process Wholesale analytics for wholesale totals and the tag as a quick filter. |
Frequently asked questions#
Does an order from a wholesale customer always count as a wholesale order?#
No. An order counts as a wholesale order only when a Process Wholesale discount was applied to it. A wholesale customer's order with no Process Wholesale discount is not counted.
Does Process Wholesale import orders placed before I installed the app?#
No. Process Wholesale has no import of older orders. History starts at install, and nothing before January 7, 2026 is available for any store.
Are refunded or cancelled orders removed from wholesale revenue?#
No. Process Wholesale keeps the order total it recorded. Refunds are not subtracted and cancelled orders stay counted.
Why does a non-wholesale order show as a wholesale order?#
The order has a discount whose name contains one of your discount tag names. For example, the discount tag vip matches a manual discount called "vip thank you". Rename the discount tag to something more distinctive to avoid this for future orders.
Can I mark an order as wholesale by adding the processwholesale tag?#
No. Analytics does not read the order tag. Adding or removing processwholesale by hand changes only the Shopify order filter.
Do loyalty discounts use the same orders?#
No. Loyalty discounts measure a customer's spend from their Shopify orders directly, not from Process Wholesale analytics, so loyalty spend can include orders that analytics does not count.