How to assign discounts to wholesale customers

Q: Which tags does a customer need to get a wholesale discount?

Two: B2B and the discount tag. The customer also has to be logged in at checkout. A pending customer tagged B2B_Registeration gets no discount.

Q: Does Bulk assign discount remove tags or include pending customers?

No. Bulk assign discount only adds the selected discount tags, keeps every existing tag, and includes only customers tagged B2B .

Q: Can I add the discount tag by hand in Shopify admin?

Yes. Add the discount tag in the customer's Tags box in Shopify admin, spelled exactly as in Process Wholesale, and make sure the customer also has B2B .

In Process Wholesale, creating a discount does not give it to anyone. A customer receives a discount only when their Shopify customer account carries two tags: B2B, which marks an approved wholesale customer (B2B customer), and the discount tag, which is the name you gave the discount. You can add discount tags one customer at a time with Manage discount tags, to every wholesale customer at once with Bulk assign discount, automatically when a customer is approved, or by hand in Shopify admin. Assigning flat and tier discounts works on every plan; price list and cost plus markup discounts apply only on the Professional plan.

At a glance

Plan: All plans. Price list and cost plus markup tags take effect only on Professional.
Where: Process Wholesale > Customers (Active tab and Bulk assign discount), Process Wholesale > Settings > Customer settings (auto assign), or Shopify admin > Customers
Rule: The customer needs the B2B tag and the discount tag, and must be logged in at checkout
Creating a discount adds no tags. Every customer has to be given the tag by one of the methods below.

Before you start#

Create the discount first under Discounts (for example a flat discount or a quantity tier discount). Its Discount tag name is the tag you assign.
The customer must be an approved wholesale customer tagged B2B. Pending customers tagged B2B_Registeration (the tag is spelled this way) get no wholesale discount until approved. See how to approve or reject wholesale applications.

Assign discount tags to one customer with Manage discount tags#

In Process Wholesale, open Customers and select the Active tab.
Find the customer. Use Search customers if the list is long (it shows 10 customers per page).
Select the pencil button on the customer's row, then Manage discount tags.
In the Manage Discount Tags window, under Update tags:, choose discounts in the Search and select discount tags box. Remove a discount by deselecting it, or select Clear all to remove every discount tag.
Select Save. The toast Tags updated confirms the change.

The Discount tags column on the Active tab then shows the customer's discount tags. That column lists only tags that match one of your Process Wholesale discounts, not every tag on the customer.

What Manage discount tags changes. Saving adds the discounts you selected and removes the discounts you deselected. Every other tag on the customer, such as B2B or your own tags like VIP, is kept. For example, a customer tagged VIP, B2B, gold and pricelista: if the window offered gold and you selected gold and silver, the customer ends up with VIP, B2B, pricelista, gold and silver.

Which discounts are offered. Flat and tier discounts are offered on every plan. Price list and cost plus markup tags are Professional features.

Assign a discount to all wholesale customers with Bulk assign discount#

Bulk assign discount adds one or more discount tags to every customer tagged B2B in your store, in the background.

In Process Wholesale, open Customers.
Select Bulk assign discount at the top of the page.
In Discounts, choose one or more discounts (Search discounts filters the list).
Select Assign to all B2B customers. The toast Assigning discounts confirms that it started.

While the job runs, the button reads Bulk assign in progress… and is disabled. Only one bulk assignment can run at a time in a store. When it finishes, Process Wholesale emails the store's contact address with the result:

Email subject	Meaning
Bulk discount assignment complete	Every wholesale customer was tagged
Bulk discount assignment finished with some errors	Some customers could not be tagged
Bulk discount assignment failed	No customer could be tagged

The email lists Discounts assigned, B2B customers processed, Succeeded and Failed.

What Bulk assign discount does and does not do:

It adds tags. Existing tags stay, so running it twice is harmless.
It does not remove any tag, and it does not create discounts.
It includes only customers tagged B2B. Pending customers are not tagged.
It does not change tax exemption.
Flat and tier discounts are offered on every plan. Price list and cost plus markup discounts are offered only on Professional.

Assign discounts automatically when a customer is approved#

Under Settings > Customer settings > Auto assign discount tags, choose discount tags in Discount tags. When you approve a pending customer with Accept B2B, Process Wholesale adds those tags along with B2B. Customers imported with Import customers get them when you accept them. Every save of the Settings page also adds the selected tags to up to 100 existing customers tagged B2B. Full steps are in how to assign discounts automatically when a customer is approved.

Add a discount tag by hand in Shopify admin#

You can also type the tag on the customer in Shopify admin:

In Shopify admin, open Customers and select the customer.
In the Tags box, add the discount tag exactly as it appears in Process Wholesale.
Make sure the customer also has the tag B2B, then save.

Tags created in the Process Wholesale discount forms, including price lists created from a CSV file, are lower case letters and numbers only, for example wholesale15. Type them the same way.

How to check a customer's tags#

In Process Wholesale: the Active tab on Customers shows each customer's discount tags in the Discount tags column. View details in the row menu shows all tags.
In Shopify admin: open Customers, select the customer, and read the Tags box. A customer who should get wholesale pricing shows B2B and at least one discount tag.

Customers who have a loyalty discount also get tags that start with pw_loyalty_. Process Wholesale adds and removes those automatically; do not edit them.

What your customers see#

A customer with B2B and a discount tag gets the discount at checkout when logged in. Depending on your theme setup, they also see wholesale prices in the Product Wholesale block and in Quick Buy. A customer without the discount tag, or who is not logged in, sees and pays retail prices.

How it works#

Discounts are applied at checkout by Process Wholesale's automatic discounts in Shopify. They check the customer's tags on every checkout, so a tag change takes effect on the customer's next checkout.
The customer needs the exact tag B2B, in any capitalization of those three letters (B2B, b2b). A tag that only contains them, such as B2B_Registeration, does not count.
A customer can hold several discount tags. Which ones apply, and which add together, is explained in which wholesale discount applies.

Example. You create a flat discount wholesale15 (15% off all products). Nobody gets it yet. You open Bulk assign discount, choose wholesale15 and select Assign to all B2B customers. Your 40 wholesale customers are tagged and you receive "Bulk discount assignment complete" with Succeeded 40. A customer who is still pending is not tagged; once you approve them, they get wholesale15 only if it is in Auto assign discount tags or you add it.

Limits and things to know#

Rejecting or removing wholesale access does not remove discount tags. Reject B2B, Remove B2B access and Return to pending change only the B2B and B2B_Registeration tags. Without B2B the customer gets no discount, but the discount tag stays and applies again if B2B is added back. Remove it with Manage discount tags or in Shopify admin if needed.
Deleting a discount removes its tag from every customer tagged B2B. Pending customers and customers without B2B keep the tag. See editing and deleting wholesale discounts.
Bulk assign does not remove tags. To take a discount away from many customers, delete the discount or remove the tag customer by customer.
Plan limits on discounts: you can create 1 discount on Starter and 100 on Enterprise and Professional (flat and tier together). See Process Wholesale plans.
Price list and cost plus markup tags work only on Professional.

Troubleshooting#

Symptom	Likely cause	Fix
Customer has the discount tag but pays retail	Missing `B2B` tag, or the customer is not logged in	Approve the customer or add `B2B`. See discount not applying.
A tag added by hand does nothing	The tag is spelled differently from the discount name	Copy the name from Discounts exactly, including case
Bulk assign discount is greyed out	A bulk assignment is still running	Wait for the result email, then try again
Pending customers did not get the bulk-assigned discount	Bulk assign includes only customers tagged `B2B`	Approve them, then assign the tag or use auto assign
Price list tags are not in the Bulk assign discount list	The store is not on Professional	Price list and cost plus markup discounts need Professional

Frequently asked questions#

Which tags does a customer need to get a wholesale discount?#

Two: B2B and the discount tag. The customer also has to be logged in at checkout. A pending customer tagged B2B_Registeration gets no discount.

Does Bulk assign discount remove tags or include pending customers?#

No. Bulk assign discount only adds the selected discount tags, keeps every existing tag, and includes only customers tagged B2B.

Can I add the discount tag by hand in Shopify admin?#

Yes. Add the discount tag in the customer's Tags box in Shopify admin, spelled exactly as in Process Wholesale, and make sure the customer also has B2B.

Do I have to assign the discount again after I edit it?#

No. Editing a discount does not change customers' tags, so everyone who had the tag gets the updated discount.

Can one customer have more than one discount?#

Yes. A customer can carry several discount tags. Some add together and some compete; see which wholesale discount applies.

Plans: All plans · Last verified November 11, 2026 · View this page as Markdown