--- title: "How to assign discounts automatically when a customer is approved" description: "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." type: how-to plans: [All plans] keywords: [ auto assign discount, automatic discount on approval, default wholesale discount, auto tag customers, assign discount tag automatically, default price list, ] questions: - "How do I give every newly approved wholesale customer a discount automatically?" - "When are auto-assigned discount tags added?" - "Do existing wholesale customers get the auto-assigned discount?" - "Which discounts can be auto-assigned?" - "Does auto-assign work for imported customers?" - "Can I auto-assign a different discount to different customers?" last_verified: 2026-11-11 order: 5 --- # 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](../discounts/flat-discounts.md), tier discount, [price list](../discounts/price-lists.md) and [cost plus markup](../discounts/cost-plus-markup.md) 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 1. In Shopify admin, open the **Process Wholesale** app and select **Settings**. 2. Select **Customer settings** in the list on the left. 3. 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**. 4. 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. > **Important:** The card says "Existing customers aren't affected", but saving the Settings page adds the selected discount tags to up to 100 of your existing wholesale customers, and it does so on every save, including saves in other sections such as **Checkout rules**. Before you select a discount here, decide whether existing wholesale customers should have it. If they should not, remove the tag from them afterwards with **Manage discount tags** on the **Customers > Active** tab. ## 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](../discounts/assign-discounts-to-customers.md). ## 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 tag `B2B` by 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](../discounts/discount-priority-and-stacking.md) 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**. ## Related articles - [How to assign discounts to wholesale customers](../discounts/assign-discounts-to-customers.md) - [How to approve or reject wholesale applications](approve-or-reject-applications.md) - [Wholesale customers and customer tags explained](wholesale-customers-and-tags.md) - [Settings reference: every Process Wholesale setting](../reference/settings-reference.md)