---
title: "How to assign discounts to wholesale customers"
description: "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."
type: how-to
plans: [All plans]
keywords:
  [
    assign discount tag,
    customer tag,
    give customer wholesale pricing,
    bulk assign,
    tag customers,
    discount group,
    customer group pricing,
    Shopify customer tags,
  ]
questions:
  - "How do I assign a wholesale discount to a customer in Process Wholesale?"
  - "Which tags does a customer need to get a wholesale discount?"
  - "How do I give a discount to all of my wholesale customers at once?"
  - "Does Bulk assign discount remove tags or include pending customers?"
  - "Can I add the discount tag by hand in Shopify admin?"
  - "How do I check which tags a customer has?"
last_verified: 2026-11-11
order: 10
---

# How to assign discounts to wholesale customers

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](flat-discounts.md) or a [quantity tier discount](quantity-tier-discounts.md)). 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](../customers/approve-or-reject-applications.md).

## Assign discount tags to one customer with Manage discount tags

1. In Process Wholesale, open **Customers** and select the **Active** tab.
2. Find the customer. Use **Search customers** if the list is long (it shows 10 customers per page).
3. Select the pencil button on the customer's row, then **Manage discount tags**.
4. 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.
5. 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.

> **Note:** Saving in **Manage discount tags** also re-applies your **B2B customer tax exemption** setting to that customer and, when the customer has a note, updates the timestamp in it, as **Accept B2B**, **Reject B2B**, **Return to pending** and **Remove B2B access** do. **Import customers** and **Bulk assign discount** do not change tax exemption. See [how to make wholesale customers tax exempt](../customers/tax-exempt-wholesale-customers.md).

## 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.

1. In Process Wholesale, open **Customers**.
2. Select **Bulk assign discount** at the top of the page.
3. In **Discounts**, choose one or more discounts (**Search discounts** filters the list).
4. 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](../customers/auto-assign-discount-tags.md).

## Add a discount tag by hand in Shopify admin

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

1. In Shopify admin, open **Customers** and select the customer.
2. In the **Tags** box, add the discount tag exactly as it appears in Process Wholesale.
3. 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](loyalty-discounts.md) 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](../storefront/product-page-wholesale-prices.md) and in [Quick Buy](../storefront/quick-buy-setup.md). 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](discount-priority-and-stacking.md).

**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](edit-or-delete-a-discount.md).
- **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](../account/plans-and-pricing.md).
- **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](../troubleshooting/discount-not-applying.md). |
| 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](discount-priority-and-stacking.md).

## Related articles

- [Which wholesale discount applies: priority and stacking rules](discount-priority-and-stacking.md)
- [How to assign discounts automatically when a customer is approved](../customers/auto-assign-discount-tags.md)
- [Wholesale customers and customer tags explained](../customers/wholesale-customers-and-tags.md)
- [Editing and deleting wholesale discounts](edit-or-delete-a-discount.md)
- [Wholesale discount not applying at checkout](../troubleshooting/discount-not-applying.md)