Wholesale customers

• Wholesale customers and customer tags explained

  Process Wholesale decides who is a wholesale customer with Shopify customer tags: B2B_Registeration for pending applicants, B2B for approved customers, B2Bnetterms for net terms, plus one tag per discount. Approval is always manual.

• How to approve or reject wholesale applications

  In Process Wholesale, open Customers > Pending and select Accept B2B or Reject B2B for each wholesale application. Accepting tags the customer B2B, adds auto-assigned discounts and sends the approval email.

• How to make an existing Shopify customer a wholesale customer

  Use Import customers on the Process Wholesale Customers page to move existing Shopify customers into Pending, then select Accept B2B. You can also add the B2B tag in Shopify admin, which skips emails and auto-assigned discounts.

• How to remove a customer's wholesale access

  In Process Wholesale, open Customers > Active and select Remove B2B access to end a customer's wholesale pricing, or Return to pending to send them back for review. Neither action sends an email.

• How to assign discounts automatically when a customer is approved

  In Process Wholesale, choose discounts under Settings > Customer settings > Auto assign discount tags. Their discount tags are added to each customer you accept, and each Settings save also adds them to up to 100 existing wholesale customers.

• Wholesale application emails and how to edit them

  Process Wholesale emails applicants when their wholesale application is received, approved or rejected, and alerts your Shopify store email about each new application. Turn the customer emails on or off and edit them in Settings > Customer settings.

• How to make wholesale customers tax exempt

  Process Wholesale can set your wholesale customers to tax exempt in Shopify. Check B2B customer tax exemption in Settings > Customer settings; saving updates existing wholesale customers, and each approval applies it to new ones.

• How to redirect wholesale customers after login

  Process Wholesale can send wholesale customers to a page you choose, such as a wholesale collection, after they log in. Enter the path in Settings > Customer settings on Enterprise or Professional, then add the B2B Redirect Block or the Redirect customer account block.

• At-risk customers and recovery emails

  Process Wholesale lists wholesale customers whose last wholesale order is more than 45 days old and lets you send them a recovery email in your store's name. Open it from Analytics > Customers > Take action on the Professional plan.