What wholesale customers see in the cart and at checkout
With Process Wholesale, a wholesale customer (B2B customer) shops in your normal Shopify store and checks out in normal Shopify checkout. What changes is applied at checkout to customers who are logged in and tagged B2B: wholesale discounts labeled with "PW", and the checkout rules you turned on, such as minimum orders, hidden payment methods, wholesale-only shipping options and tax exemption. Pending customers, guests and retail customers check out at regular prices, and none of those rules apply to them except that wholesale-only shipping options are hidden from them. Discounts work on every plan and tax exemption needs no particular plan; minimums, hidden payment methods and wholesale shipping need Enterprise or Professional.
At a glance
- Who counts as wholesale at checkout: A logged-in customer with the tag
B2B, in any capitalization (B2B,b2b,B2b,b2B) - Wholesale prices: Applied as Shopify automatic discounts named "PW: ..." or "PW : ..."
- Minimum order messages: In checkout only, never on the cart page
- Payment methods, shipping options: Filtered in checkout for wholesale customers
- Net terms: Only through the Quick Buy order form
- Plans: Discounts on all plans (price lists and cost plus markup on Professional); minimums, hidden payment methods, wholesale shipping and net terms on Enterprise or Professional
Who gets the wholesale checkout#
Every checkout feature of Process Wholesale checks one thing first: is the customer logged in, and do they have the customer tag B2B? A customer who checks out as a guest, even with a wholesale email address, gets the retail checkout. Ask wholesale customers to log in before they add products to the cart.
To receive a specific discount, the customer also needs that discount's tag. See how to assign discounts to wholesale customers.
Where wholesale prices appear#
- Product pages. The Product Wholesale block shows wholesale prices and tiers on the product page.
- Quick Buy. The Quick Buy order form shows wholesale prices in its table and order summary.
- Cart and checkout. Process Wholesale gives the price reduction as Shopify automatic discounts. Orders sent from Quick Buy to the cart are priced the same way.
Discount labels the customer sees#
Each wholesale discount carries a label that starts with "PW" followed by the discount tag name:
| Discount | Label | Applied to |
|---|---|---|
| Flat discounts, quantity tiers, cart value tiers, loyalty tiers | PW: <tags>, for example PW: cartvalue1324 & prodqtyall |
The order, as one discount combining every applied tag |
| Cart quantity tiers | PW: <tag> |
The order, for the eligible products |
| Price lists | PW : <tag>, for example PW : wholesale |
Each product line on the price list |
| Cost plus markup | PW : <tag> |
Each eligible product line |
For price lists, Process Wholesale's own help text says the name "will be visible as discount in the cart & checkout under the line item". In the combined label, a cart value tier's tag comes first and the tags are joined with " & ". When a loyalty discount applies without a cart value tier, its tag follows the other tag names with no separator, for example PW: wholesale10loyaltytag.
Example. A customer with a price list wholesale buys 3 units of a $20.00 product whose list price is $12.50. The line shows a PW : wholesale discount of $7.50 per unit, $22.50 in total, and the customer pays $12.50 per unit.
The discount types are explained in wholesale discount types compared, and which one applies in discount priority and stacking.
Minimum order messages#
A minimum order amount or minimum order quantity never stops a customer from adding products to the cart. The message appears in Shopify checkout, and the customer cannot complete the order until the minimum is met, for example "Minimum order amount for wholesale customers is: 200.00 USD". Every message is listed in the checkout messages reference.
Payment methods#
With hidden payment methods set up, a wholesale customer does not see the payment methods you listed. No message explains it; the methods are not in the list. Other customers see every method.
Shipping options#
With wholesale shipping turned on, a wholesale customer sees only the shipping rates, pickup locations and local delivery you selected, and everyone else sees all the other options. If no selected option exists for the address, the wholesale customer gets no shipping options.
Net payment terms#
Wholesale customers choose net payment terms such as Net 30 only on the Quick Buy order details page. Choosing a term sends them to a Shopify draft order invoice page instead of the cart. Process Wholesale does not offer payment terms in the cart or in ordinary checkout.
Tax exemption#
With tax exemption for wholesale customers turned on, Process Wholesale marks wholesale customers as tax exempt in Shopify, the setting the app describes as "dont collect tax". Accept B2B, Reject B2B, Return to pending, Remove B2B access and Manage discount tags on the Customers page set that customer's tax-exempt status to match the setting, and changing the setting updates your existing wholesale customers when you save.
Pending and approved customers compared#
A pending customer has applied for wholesale and has the tag B2B_Registeration (spelled this way). An approved customer has the tag B2B.
| Point in the journey | Pending customer (B2B_Registeration) |
Approved customer (B2B) |
|---|---|---|
| Product Wholesale block | Shown, because the block accepts any tag containing "b2b" | Shown |
| Quick Buy order form | Not available | Available on Enterprise and Professional |
| Wholesale discounts in cart and checkout | None, regular prices | Applied for the customer's discount tags |
| Minimum order amount and quantity | Not checked | Checked in checkout |
| Hidden payment methods | Sees every method | Listed methods hidden |
| Shipping options | Sees the retail options | Sees the wholesale options |
| Net payment terms | Not offered | Offered in Quick Buy when turned on |
| Tax exemption | Not changed by applying | Set to match the tax exemption setting on approval |
Because the Product Wholesale block accepts the pending tag, approve or reject applications promptly so pending customers are not surprised by regular prices at checkout. See how to approve or reject wholesale applications.
Frequently asked questions#
What does the PW label on a discount mean?#
"PW" marks a discount from Process Wholesale. The text after it is the discount tag, for example PW: wholesale15 for a flat discount or PW : wholesale for a price list.
Do pending wholesale customers get wholesale prices at checkout?#
No. Checkout discounts and checkout rules apply only to customers with the B2B tag. Pending customers tagged B2B_Registeration pay regular prices until you approve them.
Does the wholesale customer need to log in?#
Yes. Process Wholesale recognizes a wholesale customer by the tags on their customer account, so a guest checkout always gets retail prices and retail rules.
Where do minimum order messages appear?#
In Shopify checkout. The cart page does not show minimum order amount or minimum order quantity messages.
Can wholesale customers choose net terms at regular checkout?#
No. Net payment terms are offered only on the Quick Buy order details page.