How to assign discounts automatically when a customer is approved
Process Wholesale can add one or more discounts to every customer you approve, so a new wholesale customer (B2B customer) has prices from their first order. Choose the discounts in Settings > Customer settings > Auto assign discount tags and select Save. Their discount tags are added when you select Accept B2B on a pending customer, and each time you save the Settings page they are also added to up to 100 existing wholesale customers. The setting is available on every plan.
At a glance
- Plan: All plans. Which discounts you can choose depends on the discounts your plan lets you create.
- Where: Process Wholesale > Settings > Customer settings > Auto assign discount tags
- Applies to: Customers approved with Accept B2B from the Pending tab
- Also: Every Settings save adds the selected tags to up to 100 existing customers tagged
B2B - Default: No discounts selected
Before you start#
Create the discounts first. The list offers every flat discount, tier discount, price list and cost plus markup you have made. You can create 1 flat or tier discount in total on Starter and 100 on Enterprise and Professional. Price lists and cost plus markup need the Professional plan.
Steps to auto-assign discounts#
- In Shopify admin, open the Process Wholesale app and select Settings.
- Select Customer settings in the list on the left.
- In the Auto assign discount tags card, click Search and select discount tags and select one or more discounts. Each one shows as a selected tag. To start over, select Clear all.
- Select Save in the save bar. The toast reads "Settings updated".
To stop auto-assigning a discount, remove it from the field and select Save. Removing it from the field does not take the tag off customers who already have it.
When the discount tags are added#
| Event | Auto-assigned tags added? |
|---|---|
| Accept B2B on a customer from the Pending tab (one or in bulk) | Yes |
| You save the Settings page, in any section, while you have at least one discount | Yes, to up to 100 existing customers tagged B2B |
| A shopper submits the signup form | No (the customer is pending) |
| Import customers | No (the customer is pending) |
You add B2B to a customer in Shopify admin |
No |
| Return to pending, then Accept B2B again | Yes |
On approval, a tag the customer already has is not added twice, whatever its capitalization.
Example. gold (a flat discount) is selected under Auto assign discount tags. A pending customer has the tags B2B_Registeration, vip. After Accept B2B, the tags are vip, B2B, gold, and the gold discount applies from their next checkout.
Giving the discount to all existing customers#
The Settings save reaches at most 100 existing customers. To add a discount to every wholesale customer, use Bulk assign discount on the Customers page, which tags all customers tagged B2B and emails you the result. See assigning discounts.
What your customers see#
Nothing at approval time beyond the approval email. From their next checkout, the customer gets the auto-assigned discounts, and the storefront blocks show the matching wholesale prices. In new customer accounts, the Wholesaler Information block on the profile page lists the customer's discounts.
Limits and things to know#
- Approval through Process Wholesale only. Tags are added on Accept B2B for customers who had
B2B_Registeration. Customers you tagB2Bby hand do not get them on approval. - Up to 100 existing customers per save. Larger stores should use Bulk assign discount for existing customers.
- Additive only. Auto-assign never removes a discount tag.
- More than one discount. If you select several discounts, the customer gets all of them, and the priority and stacking rules decide which applies at checkout.
- Deleting a discount removes its tag from wholesale customers and from this setting's list.
Troubleshooting#
| Symptom | Likely cause | Fix |
|---|---|---|
| A newly approved customer has no discount | The customer was tagged B2B by hand, or was not pending when accepted |
Add the discount with Manage discount tags. |
| Existing customers got a discount after a Settings save | Every Settings save adds the selected tags to up to 100 existing wholesale customers | Remove it with Manage discount tags, or deselect it under Auto assign discount tags. |
| Some existing customers did not get the discount | The Settings save reaches at most 100 customers | Use Bulk assign discount. |
| A price list is missing from the list | Price lists need the Professional plan | Check Plan. |
Frequently asked questions#
How do I give every newly approved wholesale customer a discount automatically?#
Select the discount under Settings > Customer settings > Auto assign discount tags and select Save. Each customer you accept from the Pending tab gets that discount tag.
Do existing wholesale customers get the auto-assigned discount?#
Up to 100 of them do. Each Settings save adds the selected tags to up to 100 existing customers tagged B2B. Use Bulk assign discount to reach all of them.
Does auto-assign work for imported customers?#
Yes, when you accept them. Import puts customers on the Pending tab, and Accept B2B adds the auto-assigned tags.
Can I auto-assign a different discount to different customers?#
No. Every customer you accept gets the same selected discounts. Give individual customers other discounts with Manage discount tags.