How to set a minimum order amount for wholesale customers
Process Wholesale can stop a wholesale customer (B2B customer) from completing checkout until the order total reaches an amount you choose, such as $200. Turn it on in the Process Wholesale app under Settings > Checkout rules > Minimum order amount. The rule applies only to logged-in customers tagged B2B, it is checked against the cart total after discounts, and it needs the Enterprise or Professional plan. A minimum order amount is also called a minimum order value (MOV) or a minimum spend.
At a glance
- Plan: Enterprise or Professional
- Where: Process Wholesale > Settings > Checkout rules > Minimum order amount
- Applies to: Logged-in customers with the
B2Bcustomer tag. Retail customers, guests and pending customers are never blocked. - Checked: In Shopify checkout, against the cart total after discounts
- Default: Off
Steps to set a minimum order amount#
- In Shopify admin, open the Process Wholesale app.
- Select Settings, then select Checkout rules in the list on the left.
- In the Minimum order amount card, check Set a minimum order amount for B2B customers.
- In Min. amount, enter the minimum in your store currency. The field label shows the currency, for example Min. amount (USD). The field starts at 100. Enter a number greater than 0.
- Select Save.
The minimum order amount is enforced as soon as it is saved. To turn it off, clear the checkbox and select Save.
Video walkthrough: How to set up a MOQ, minimum order amount, and hide payment methods (4 minutes) shows these steps in the app.
What wholesale customers see#
A wholesale customer whose order is under the minimum can still browse and add products to the cart. The message appears in Shopify checkout, not on the cart page. In checkout, the customer sees this error and cannot complete the order until the total reaches the minimum:
Minimum order amount for wholesale customers is: 200.00 USD
The message shows the minimum with two decimals, followed by the code of the currency the customer is paying in.
Process Wholesale shows the message in the language of the checkout when that language is German, Spanish, French, Italian, Norwegian, Portuguese (Brazil or Portugal) or Swedish. Every other language gets the English message.
How the minimum order amount is checked#
Process Wholesale enforces the minimum order amount only when all of these are true:
- The customer is logged in and has the customer tag
B2B. - The store is on the Enterprise or Professional plan.
- Set a minimum order amount for B2B customers is checked and the amount is greater than 0.
- The customer is in checkout.
The rule compares the minimum with the cart total after discounts. An order that is exactly equal to the minimum passes.
Example. The minimum order amount is $500. A wholesale customer adds $600 of products and receives a 20% wholesale discount, so the total is $480. Checkout is blocked, because $480 is under $500. The customer has to add more products until the discounted total is at least $500.
Other currencies. You enter the minimum in your store currency. When a customer pays in another currency, Process Wholesale converts the minimum at the exchange rate Shopify uses for that checkout. With a minimum of 200 and an exchange rate of 1.5, the customer has to reach 300.00 in their currency, and the message shows 300.00.
Limits and things to know#
- One amount for all wholesale customers. Process Wholesale does not support a different minimum order amount for each customer, discount tag, product or market.
- No warning before checkout. The cart page and cart drawer do not show the minimum. The customer finds out in checkout.
- Only customers tagged
B2Bare checked. Pending customers taggedB2B_Registeration, customers without the tag and customers who check out without logging in are never blocked. - The amount must be greater than 0. With the box checked and an empty or 0 amount, no minimum is enforced.
- The rule needs the Enterprise or Professional plan. On Starter the controls are disabled, and a minimum saved earlier is not enforced after a downgrade. The saved amount is kept.
- A quantity minimum is a separate rule. To require a number of units instead of an amount, use a minimum order quantity. Both rules can be on together, and a customer who misses both sees both messages.
Troubleshooting#
| Symptom | Likely cause | Fix |
|---|---|---|
| A customer under the minimum can check out | The customer is not logged in, or does not have the B2B tag |
In Shopify admin, open the customer and confirm the tag B2B. Approve the customer in Process Wholesale under Customers if they are still pending. |
| No customer is blocked | The store is not on Enterprise or Professional, the amount is empty or 0, or the change was not saved | Check the plan under Plan, enter an amount greater than 0 and select Save. |
| The customer sees no message in the cart | The minimum order message appears only in checkout | No fix needed. Tell wholesale customers about the minimum on your wholesale page or in your approval email. |
| The message shows a different number than the one entered | The customer is paying in another currency, and the minimum was converted | No fix needed. The converted amount is the same minimum in the customer's currency. |
Frequently asked questions#
Is the minimum order amount checked before or after discounts?#
After discounts. Process Wholesale compares the minimum with the cart total that remains once wholesale discounts and any other discounts are applied. A $600 cart with a 20% discount counts as $480.
Does the minimum order amount apply to retail customers?#
No. The minimum order amount applies only to logged-in customers who have the B2B customer tag. Retail customers and guests check out with no minimum.
Can I set a different minimum order amount for each customer or product?#
No. Process Wholesale has one minimum order amount for all wholesale customers. For a per-product requirement, a minimum order quantity can apply to specific products.
Where does the customer see the minimum order message?#
In Shopify checkout. The cart page does not show the message, so the customer sees it after starting checkout.
Can I change the wording of the minimum order message?#
No. The wording of the minimum order message is fixed. Process Wholesale shows it in German, Spanish, French, Italian, Norwegian, Portuguese or Swedish when the checkout is in one of those languages, and in English otherwise.