Discounts and pricing
- Wholesale discount types compared: flat, tier, price list and cost plus markup
Process Wholesale offers flat discounts, four kinds of tier discount (product quantity, cart value, cart quantity, loyalty), price lists and cost plus markup. Each is tied to a customer tag and applied at Shopify checkout to wholesale customers.
- How to create a flat wholesale discount
In Process Wholesale, a flat discount gives wholesale customers with its tag the same percentage or amount off every eligible item. Create it under Discounts > Flat Discounts on any plan; it applies at Shopify checkout.
- How to set up quantity breaks (volume pricing) for wholesale customers
Process Wholesale quantity tiers lower the price of a product the more units of it a wholesale customer buys. Create one under Discounts > Tier Discounts with the method Individual Product Quantity, on any plan.
- How to give a wholesale discount based on cart total
Process Wholesale cart value tiers give wholesale customers a discount on the whole order once the cart total reaches an amount you set. Create one under Discounts > Tier Discounts with the method Total Cart Value, on any plan.
- How to give a wholesale discount based on total cart quantity
Process Wholesale cart quantity tiers discount a wholesale order by the total number of units in the cart, across any mix of products or only selected ones. Create one under Discounts > Tier Discounts with the method Total Cart Quantity, on any plan.
- How loyalty discounts work for repeat wholesale customers
Process Wholesale loyalty tiers give repeat wholesale customers an extra order discount once their spend or order count over a period you choose reaches a tier. Eligibility is re-checked every 2 hours. Enterprise or Professional plan.
- How to price wholesale products at cost plus a markup
Process Wholesale cost plus markup prices each item for tagged wholesale customers at its Shopify Cost per item plus a markup percentage, for example cost 10.00 plus 20% = 12.00. Create it under Discounts > Cost-Plus Discounts on the Professional plan.
- How to create a wholesale price list with fixed prices
A Process Wholesale price list sets a fixed price per product variant for customers tagged B2B and the list's tag. Create it under Discounts > Price Lists on the Professional plan; the price is applied at checkout.
- How to import, update and export a price list with CSV
Process Wholesale can create or replace a price list from a CSV file with a price column and a SKU or Handle column, and export a list to CSV. Use Import from CSV, Update from CSV and Export to CSV on the Professional plan.
- How to assign discounts to wholesale customers
In Process Wholesale a customer gets a discount by carrying the B2B tag plus the discount's tag. Add tags per customer with Manage discount tags, to all wholesale customers with Bulk assign discount, automatically on approval, or by hand in Shopify admin.
- Which wholesale discount applies: priority and stacking rules
Process Wholesale gives each cart line one flat or quantity tier discount (chosen by flat priority and the Tag priority setting), then adds cart value and loyalty discounts on top. Cart quantity, price list and cost plus markup are separate discounts.
- Using Shopify discount codes with wholesale discounts
Process Wholesale applies wholesale pricing through Shopify automatic discounts. The Discount combinations cards in Settings > Discount settings decide which product, order and shipping discounts, including discount codes, each one may combine with.
- Editing and deleting wholesale discounts
In Process Wholesale you edit a discount from Discounts > Edit and save; changes apply at checkout without reassigning customers. The discount tag cannot be renamed. Delete has no confirmation and removes the tag from every customer tagged B2B.
- How to apply wholesale discounts to a Shopify draft order
To give a wholesale customer Process Wholesale pricing on an order you create in Shopify admin, add the customer to the draft order, then select Add discount and choose to apply eligible automatic discounts. The customer needs the B2B tag and the discount tag.