Process Wholesale Help Center

How to remove a customer's wholesale access

To end a wholesale customer's (B2B customer's) access in Process Wholesale, open Customers, go to the Active tab and select Remove B2B access from the customer's pencil menu. The customer loses the B2B tag and pays retail prices from their next checkout. To send a customer back for review instead, select Return to pending. Neither action sends an email, and both work on every plan.

At a glance

  • Plan: All plans
  • Where: Process Wholesale > Customers > Active tab
  • Actions: Remove B2B access (bulk: Remove B2B) and Return to pending
  • Emails: None
  • Discount tags: Kept on the customer by both actions

Steps to remove wholesale access#

  1. In Shopify admin, open the Process Wholesale app and select Customers.
  2. Select the Active tab and find the customer with Search customers.
  3. Optional: to also take away the customer's discounts, select the pencil button, then Manage discount tags, select Clear all and save.
  4. Select the pencil button, then Remove B2B access. The toast reads "Access removed".

To remove several customers, select their checkboxes on the Active tab and choose Remove B2B in the bulk action bar. Selection covers the customers on the current page.

Steps to return a customer to pending#

  1. On the Active tab, select the customer's pencil button.
  2. Select Return to pending. The toast reads "Customer moved".

For several customers, select them and choose Return to pending in the bulk action bar. The toast reads "Customers moved". The customers now appear on the Pending tab.

What each action changes#

Remove B2B access Return to pending
B2B tag Removed Removed
B2B_Registeration tag Removed if present Added
Discount tags Kept Kept
B2Bnetterms tag Kept Kept
Tax exemption Set to the B2B customer tax exemption setting Set to the setting
Customer note "(Last modified: ...)" line updated, when the customer has a note Same
Email None None
Where the customer appears Neither tab Pending tab

Example. A customer has B2B, gold, B2Bnetterms. After Remove B2B access, the tags are gold, B2Bnetterms. The gold discount no longer applies at checkout, because wholesale discounts need the B2B tag. After Return to pending instead, the tags are gold, B2Bnetterms, B2B_Registeration.

What the customer sees afterwards#

  • At checkout: retail prices. Wholesale discounts, minimum order rules and Quick Buy need the exact B2B tag.
  • On the storefront: the Product Wholesale block, Hide price and the B2B Redirect Block for legacy customer accounts accept any tag that contains b2b. A removed customer who still has B2Bnetterms, and a customer returned to pending (B2B_Registeration), still count as wholesale for those blocks.
  • On the signup form: a removed customer sees the form again and can reapply. A customer returned to pending sees the pending message.
  • No message is sent. Tell the customer yourself if you want them to know.

How to restore wholesale access#

  • After Return to pending: find the customer on the Pending tab and select Accept B2B. They get B2B back, the auto-assigned discount tags are added and the "Application approved" email is sent if it is on.
  • After Remove B2B access: select Import customers, import the customer (they go to Pending), then select Accept B2B. Or add the B2B tag in Shopify admin, which restores access without an email or auto-assigned discounts. See adding existing customers.

Discount tags kept from before take effect again as soon as the customer has B2B.

Limits and things to know#

  • No email is sent by Remove B2B access or Return to pending. Only Reject B2B on the Pending tab sends the rejection email.
  • Discount tags stay. Clear them with Manage discount tags before removing access if you do not want them back on reapproval.
  • Tax exemption is rewritten. With B2B customer tax exemption on, a removed customer stays tax exempt. Change their tax setting in Shopify admin if needed. See tax-exempt wholesale customers.
  • Removing a customer does not cancel orders or delete the account.

Troubleshooting#

Symptom Likely cause Fix
A removed customer still sees wholesale prices on product pages A remaining tag contains b2b, such as B2Bnetterms Remove that tag in Shopify admin.
A removed customer is still tax exempt B2B customer tax exemption is on and was applied by the action Turn off the exemption on the customer in Shopify admin.
A removed customer is not on any tab Removed customers have no wholesale tags Use Import customers to find them.
The customer got no email Neither action sends email Contact the customer directly.

Frequently asked questions#

How do I remove a customer's wholesale access in Process Wholesale?#

On Customers > Active, select the customer's pencil button and Remove B2B access. The B2B tag is removed and the customer pays retail prices at checkout.

What is the difference between Remove B2B access and Return to pending?#

Remove B2B access takes the customer out of the wholesale program; they appear on neither tab. Return to pending puts them back on the Pending tab with B2B_Registeration, ready for you to accept or reject.

Does the customer get an email when I remove wholesale access?#

No. Neither Remove B2B access nor Return to pending sends an email.

Are the customer's discount tags removed too?#

No. Both actions keep discount tags. They have no effect at checkout without B2B, and you can clear them with Manage discount tags first.

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