Process Wholesale Help Center

How to set a minimum order quantity for wholesale customers

Process Wholesale can stop a wholesale customer (B2B customer) from completing checkout until the order contains enough units. You choose one quantity and apply it to the whole cart, to each of a set of products you select, or to every product in the cart. Turn it on in the Process Wholesale app under Settings > Checkout rules > Minimum order quantity. The rule applies only to logged-in customers tagged B2B and needs the Enterprise or Professional plan. A minimum order quantity is also called an MOQ or a minimum number of units.

At a glance

  • Plan: Enterprise or Professional
  • Where: Process Wholesale > Settings > Checkout rules > Minimum order quantity
  • Applies to: Logged-in customers with the B2B customer tag. Retail customers, guests and pending customers are never blocked.
  • Apply to modes: Cart (total units), Specific products (each selected product), All products (each product in the cart)
  • Checked: In Shopify checkout, not on the cart page
  • Default: Off

Steps to set a minimum order quantity#

  1. In Shopify admin, open the Process Wholesale app.
  2. Select Settings, then select Checkout rules in the list on the left.
  3. In the Minimum order quantity card, check Set a minimum order quantity for B2B customers.
  4. In Min. order quantity, enter a whole number greater than 0, for example 5.
  5. In Apply to, select Cart, Specific products or All products. If Apply to already shows the option you want, select a different option first and then the one you want. Selecting the option that is already showing does not register, and on a store that has never saved an Apply to value the list shows Cart although no value is saved. A rule saved without an Apply to value is not enforced.
  6. If you selected Specific products, select Select products, choose the products in the Shopify product picker and confirm. The button then shows the count, for example 3 products selected.
  7. Select Save.

The rule is enforced as soon as it is saved. To turn it off, clear the checkbox and select Save.

If a value is missing, the page shows an Errors banner and does not save:

  • "• Minimum order quantity must be greater than 0"
  • "• Select at least one product when applying to specific products"

Video walkthrough: How to set up a MOQ, minimum order amount, and hide payment methods (4 minutes) shows these settings in the app.

What wholesale customers see#

A wholesale customer can add any quantity to the cart. The minimum order quantity message appears in Shopify checkout, not on the cart page, and the customer cannot complete the order until the rule is met. The message depends on the Apply to mode:

Apply to Message (English)
Cart Minimum order quantity for wholesale customers is: 5
Specific products Mug: Minimum order quantity for the selected products is: 4
All products Mug: Minimum order quantity for all products is: 2

The number at the end is the minimum you entered. In the two product modes, the message starts with the product's title, and the customer sees one message for each product that is under the minimum.

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. All translations are listed in the checkout messages reference.

How the minimum order quantity is counted#

Process Wholesale enforces the minimum order quantity 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 quantity for B2B customers is checked, the quantity is greater than 0 and an Apply to option is saved.
  • The customer is in checkout.

A quantity equal to the minimum passes. The three modes count differently.

Cart: total units in the cart#

Cart adds up the quantity of every line in the cart and compares the total with the minimum. Different products count together.

Example. The minimum is 5. The cart has 2 mugs and 2 caps, 4 units in total. Checkout is blocked with "Minimum order quantity for wholesale customers is: 5". Adding one more unit of anything passes.

Specific products: each selected product on its own#

Specific products checks each product you selected, separately. All variants of one product are added together, so 2 small mugs and 1 large mug count as 3 mugs. A selected product that is not in the cart is ignored, and products you did not select are never counted.

Example. The minimum is 4 and you selected Mug and Cap. The cart has the Mug in two lines (2 + 1 = 3 units) and no Cap. Checkout is blocked with "Mug: Minimum order quantity for the selected products is: 4". The Cap is not in the cart, so it gives no message.

All products: every product in the cart on its own#

All products checks every product in the cart, separately, with the same minimum. Variants of one product are added together.

Example. The minimum is 2. The cart has 1 Mug and 2 Caps. Checkout is blocked with "Mug: Minimum order quantity for all products is: 2". The Cap meets the minimum and gives no message.

Limits and things to know#

  • One quantity for all selected products. Every product the rule covers has the same minimum. Process Wholesale does not support a different minimum for each product, customer, discount tag or market.
  • Nothing per variant. The product picker selects whole products, and variants of a product are always counted together.
  • No increments, case packs or multiples. The rule checks a minimum only. It cannot require units in multiples of 6, for example.
  • No maximum. Process Wholesale does not limit how many units a customer can order.
  • No warning before checkout. The cart page and cart drawer do not show the minimum.
  • Only customers tagged B2B are checked. Pending customers tagged B2B_Registeration, customers without the tag and customers who check out without logging in are never blocked.
  • 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.
  • An amount minimum is a separate rule. To require a spend instead of a number of units, use a minimum order amount. Both rules can be on together, and a customer who misses both sees both messages.

Troubleshooting#

Symptom Likely cause Fix
No wholesale customer is ever blocked No Apply to option was saved Select a different Apply to option, then the one you want, and select Save.
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 pending customers in Process Wholesale under Customers.
A selected product is not checked The product is not in the cart, or Apply to is not Specific products No fix needed when the product is not in the cart. Otherwise confirm the mode and the selected products, then select Save.
Two variants were counted as one product Variants of the same product are added together No fix needed. Process Wholesale counts per product, not per variant.
The page does not save and shows Errors The quantity is empty or 0, or no products are selected for Specific products Enter a quantity greater than 0, or select at least one product.
The controls are greyed out The store is not on Enterprise or Professional Upgrade under Plan, or select Upgrade to Enterprise in the card.

Frequently asked questions#

Are variants of the same product counted together?#

Yes. In the Specific products and All products modes, Process Wholesale adds up the quantities of all variants of a product. 2 small and 1 large of the same mug count as 3 units of that mug.

What happens if a selected product is not in the cart?#

Nothing. With Specific products, Process Wholesale checks only the selected products that are in the cart. A customer who does not buy a selected product is not asked to buy the minimum of it.

Can I set a different minimum for each product or variant?#

No. Process Wholesale has one minimum order quantity, applied to the cart, to the selected products or to every product. It has no per-variant or per-product minimum.

Can I require case packs or multiples of a quantity?#

No. The minimum order quantity checks only that a quantity is reached. It does not check increments, multiples or case packs, and it does not set a maximum.

Where does the customer see the minimum order quantity message?#

In Shopify checkout. The cart page does not show the message, so tell wholesale customers about the minimum on your wholesale page or in your approval email.

Does the minimum order quantity apply to retail customers?#

No. The rule applies only to logged-in customers with the B2B customer tag. Retail customers, guests and pending customers check out with no minimum.

Plans: Enterprise, Professional · Last verified · View this page as Markdown