Process Wholesale Help Center

How to redirect wholesale customers after login

Process Wholesale can send wholesale customers (B2B customers) to a page you choose, such as /collections/wholesale or your Quick Buy page, when they open their customer account after logging in. Enter the path under Settings > Customer settings > B2B customer redirect after login, then add the block that matches your customer account type: the B2B Redirect Block in your theme for legacy customer accounts, or the Redirect block in the customer account editor for new customer accounts. Each customer is redirected at most once every 12 hours. The redirect needs the Enterprise or Professional plan.

At a glance

  • Plan: Enterprise or Professional
  • Where: Process Wholesale > Settings > Customer settings > B2B customer redirect after login > Redirect URL
  • Legacy customer accounts: B2B Redirect Block on the theme's customer account page
  • New customer accounts: Redirect block on the Orders page of the customer account editor
  • How often: At most once every 12 hours per customer (per browser with legacy customer accounts)
  • Default: Off (no URL)

Before you start#

Check which customer account type your store uses. In Shopify admin, look under Settings for your customer accounts setting; Shopify labels the two types Customer accounts (new customer accounts) and Legacy (legacy customer accounts). The redirect URL is the same for both; the block you add is different.

Steps to set the redirect URL#

  1. In Shopify admin, open the Process Wholesale app and select Settings.
  2. Select Customer settings.
  3. In the B2B customer redirect after login card, enter a path in Redirect URL. The field shows your store's primary domain in front, so enter only the part after it, starting with /. Examples: /collections/wholesale, /pages/quick-buy.
  4. Select Save.

On Starter the field is disabled and the card shows Upgrade to Enterprise. Enterprise and Professional both qualify.

Steps for legacy customer accounts: add the B2B Redirect Block#

  1. In Shopify admin, go to Online Store > Themes and select Customize on your live theme.
  2. Open the template for the customer account page.
  3. Add a block, select Apps, and choose B2B Redirect Block.
  4. Select Save.

Shortcut: on the Process Wholesale Dashboard, under App Status, the B2B Redirect card's Enable link opens the theme editor on that template.

Steps for new customer accounts: add the Redirect block#

  1. On the Process Wholesale Dashboard, under App Status, select Enable on the B2B Redirect card. It opens the customer account editor on the Orders page.
  2. Add the Process Wholesale block named Redirect to the Orders page.
  3. Save in the editor.

When the block is active, the B2B Redirect card shows ON.

Who is redirected, and how often#

Legacy customer accounts (B2B Redirect Block) New customer accounts (Redirect block)
Who is redirected Logged-in customers with any tag that contains b2b, including pending customers tagged B2B_Registeration and customers tagged B2Bnetterms Logged-in customers with the exact tag B2B, in any capitalization. Pending customers are not redirected.
Where the redirect starts The customer account page The Orders page of the customer account
How often Once every 12 hours per customer in each browser At most once every 12 hours
Where the customer goes The path you entered, on your store Your primary domain followed by the path you entered

Example. The redirect URL is /collections/wholesale, on a store with legacy customer accounts. A wholesale customer opens their account page at 09:00 and is sent to the wholesale collection. They open their account page again at 15:00 and stay there. At 21:01 they open their account page and are sent to the wholesale collection again.

What your customers see#

When a wholesale customer opens the page that holds the redirect block (the account page with legacy customer accounts, the Orders page with new customer accounts), the browser moves to the page you chose. Customers who are not wholesale see that page as normal. Within 12 hours of a redirect, the customer can open that page without being sent away.

Testing the redirect#

  1. Create or pick a test customer and tag them B2B.
  2. Log in as that customer on your live storefront (not in the theme or account editor).
  3. Confirm you arrive on the redirect page.
  4. To test again within 12 hours with legacy customer accounts, use a private browser window. With new customer accounts, wait 12 hours or use a second test customer.

Limits and things to know#

  • Enter a path that starts with /. The path is added to your domain as written, so collections/wholesale without the slash does not lead to the right page.
  • The legacy block counts any tag with b2b. Pending customers tagged B2B_Registeration are redirected too. Point the redirect at a page that also makes sense for an applicant, or review applications promptly.
  • One URL for all wholesale customers. You cannot send different customers to different pages.
  • The redirect runs only where its block is placed: the customer account page (legacy) or the Orders page (new).
  • The setting and blocks need Enterprise or Professional.

Troubleshooting#

Symptom Likely cause Fix
Nobody is redirected No URL saved, the block is missing, or it is the wrong block for your account type Save a Redirect URL and check the B2B Redirect card on the Dashboard.
A customer was redirected once, then not again The 12-hour limit No fix needed.
Pending customers are redirected Legacy customer accounts redirect any tag containing b2b Review pending applications, or choose a page suitable for applicants.
The redirect lands on a page not found The path is wrong or has no leading / Enter the path exactly as it appears after your domain, starting with /.
The Redirect URL field is greyed out The store is not on Enterprise or Professional Upgrade under Plan.

Frequently asked questions#

What URL do I enter for the B2B redirect?#

A path on your store that starts with /, such as /collections/wholesale. The field already shows your primary domain in front of it.

How often are wholesale customers redirected?#

At most once every 12 hours. After that, opening the page with the redirect block again redirects them once more.

Which customers are redirected after login?#

With new customer accounts, customers with the exact tag B2B. With legacy customer accounts, customers with any tag that contains b2b, which includes pending customers.

Does the redirect work with new customer accounts?#

Yes. Add the Redirect block to the Orders page in the customer account editor. Legacy customer accounts use the B2B Redirect Block in the theme instead.

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