How to give a wholesale discount based on total cart quantity
A cart quantity tier in Process Wholesale gives a wholesale customer (B2B customer) a discount based on the total number of units in their cart, across any mix of products, for example 5% off for 1 to 9 units and 10% off for 10 or more. You can count all products or only selected products or collections. Create it in the Process Wholesale app under Discounts > Tier Discounts > Create new discount, with Total Cart Quantity as the Method. It applies at Shopify checkout to logged-in customers tagged B2B who carry the discount tag, on every plan. This is also called a mix and match discount.
At a glance
- Plan: All plans. Discount count: Starter 1, Enterprise and Professional 100 (flat and tier discounts counted together).
- Where: Process Wholesale > Discounts > Tier Discounts, Method = Total Cart Quantity
- Applies to: Logged-in customers tagged
B2Bwho also carry the discount tag - Counts: All units in the cart, or only units of the selected products or collections
- Discount per tier: Percentage Off or Price Off, on the counted items as a group
- Applied by: its own Shopify automatic discount, B2B Cart Quantity Discount
Steps to create a cart quantity tier discount#
- In Shopify admin, open the Process Wholesale app, select Discounts, then the Tier Discounts tab.
- Select Create new discount. The page Create tier opens.
- In Discount tag name, enter the name of the discount, which is also the customer tag that grants it, for example
mix24. The field starts with a suggested name such asnewtierdiscount731. Use lower-case letters and numbers only, and do not includeb2b. - In Method, choose Total Cart Quantity. The form starts on Total Cart Value, so change it. Changing the method resets Applies to to All products.
- In Applies to, choose which products are counted and discounted:
- All products: every unit in the cart counts
- Select individual products, then Select product
- Select collections, then Select collection Cart quantity tiers cannot be limited to individual variants.
- Select Add new tier. A card Tier 1 appears with these fields:
- Discount type: Percentage Off or Price Off (an amount off). A new tier starts on Price Off with a discount of 40.
- Min. quantity: the number of units where this tier starts. Whole numbers only. The first tier starts at 0.
- Max Quantity: not editable. When you save, Process Wholesale sets it to one less than the next tier's minimum. The last tier has no maximum.
- Discount: the percentage (
%) or amount ($, in your store currency).
- Select Add new tier for each further tier, and set its Min. quantity.
- Check the Summary card, then select Save in the save bar. Process Wholesale sets each tier's maximum and shows "Tier created".
Give the discount tag to customers from the Customers page, by auto-assign on approval, or with Bulk assign discount. See How to assign discounts to wholesale customers.
The tier form's validation messages are the same for every method; see the list of tier form messages.
What your customers see#
- On product pages: with the Product Wholesale block, a logged-in customer with a tag that contains
b2band the discount tag sees a cart quantity table with the columns Minimum Cart Quantity and Cart Discount, for example "1 - 9 | 5%" and "10+ | 10%". When the tier counts selected products or collections, the table appears only on those products' pages. - In Quick Buy: on Enterprise or Professional, customers tagged
B2Bsee the tiers in the Cart Discount Tiers box of the Quick Buy form when they have no cart value tier, and the discount in the Cart discount: line of the order summary. A tier limited to products or collections counts only those products. - At checkout: the discount appears as its own discount, labeled
PW:followed by the discount tag, for examplePW: mix24.
How cart quantity tiers are calculated at checkout#
Process Wholesale applies a cart quantity tier only when the customer is logged in (or the order is a draft order with a customer), has the tag B2B in any capitalization, and has the discount tag.
- Eligible items. With All products, every line in the cart. With Select individual products or Select collections, only the lines of those products.
- Quantity. The total number of units on the eligible lines, across all products.
- Tier. The tier whose range contains that quantity. Above the last tier's minimum, the last tier applies. Below the first tier's minimum, there is no discount.
- Discount:
- Percentage Off: the percentage of the eligible items' total
- Price Off: the amount, once, converted to the customer's currency
- The discount is applied to the eligible items only. Other items in the cart are not discounted by it.
Example. Tiers "1 to 9 units: 5% off" and "10 or more: 10% off", All products. The cart has 2 units at 50.00 and 8 units at 10.00: 10 units worth 180.00. The 10-or-more tier applies, so the discount is 10% of 180.00, which is 18.00.
Example with selected products. The same tiers, limited to product 1. The cart has 2 units of product 1 at 50.00 and 8 units of product 2 at 10.00. Only the 2 units of product 1 count, so the 1 to 9 tier applies: 5% of 100.00, which is 5.00. Product 2 is not discounted.
Example in another currency. A Price Off tier of 3, and the customer pays in a currency whose exchange rate is 2: 6.00 off.
With other wholesale discounts. The cart quantity tier is a separate automatic discount from the one that applies flat, quantity, cart value and loyalty discounts. Whether both apply on the same order follows Settings > Discount settings > Discount combinations, where Order Discounts is checked by default. See priority and stacking rules.
When changes apply. A change to an existing tier applies at checkout shortly after you save. Process Wholesale re-checks its checkout discounts every 5 minutes, so a new discount tag applies within about 5 minutes.
Limits and things to know#
- One cart quantity tier per customer. When a customer carries more than one cart quantity tier discount, only one applies. Give each customer one cart quantity tier.
- No variant selection. Applies to offers products and collections, not individual variants. All variants of a selected product count.
- Whole-number quantities. Min. quantity takes whole numbers.
- Plan limits. Starter allows 1 discount, Enterprise and Professional 100, counting flat and tier discounts together.
- Quick Buy shows an estimate. When a customer has both a cart value tier and a cart quantity tier, the Quick Buy Cart discount: line shows the larger of the two. Checkout shows the final amount.
- Percentages are not capped. The tier form accepts any percentage. Enter 100 or less.
- Tag names cannot be changed after saving, and a tag name should not be reused by a discount of another type: a customer who carries the tag gets both discounts.
- Deleting is immediate. Delete has no confirmation step and removes the tag from every customer tagged
B2B. See Editing and deleting wholesale discounts.
Troubleshooting#
| Symptom | Likely cause | Fix |
|---|---|---|
| No cart quantity discount | The counted units are under the first tier's Min. quantity, or the cart has none of the selected products | Check Applies to and the first tier's minimum. |
| The cart quantity discount applies but the flat discount does not, or the other way round | The two automatic discounts are not allowed to combine | Check Order Discounts under Settings > Discount settings > Discount combinations. See priority and stacking rules. |
| The cart quantity table shows on some product pages only | The tier counts selected products or collections | No fix needed. The table appears on the products the tier covers. |
| Some items in the cart are not discounted | Those products are outside Applies to | Add the products or their collection to the tier. |
Frequently asked questions#
How is a cart quantity tier different from a quantity tier?#
A quantity tier counts units of each product on its own and discounts each unit of that product. A cart quantity tier counts units across all eligible products together and discounts them as a group.
Can a cart quantity discount count only some products or collections?#
Yes. Choose Select individual products or Select collections in Applies to. Only those products are counted, and only they get the discount.
Does a cart quantity tier discount the whole order?#
It discounts the eligible items. With All products that is every item in the cart; with selected products or collections, only those items.
Can a cart quantity tier combine with other wholesale discounts?#
Yes, when Order Discounts is checked under Settings > Discount settings > Discount combinations, which is the default. See Which wholesale discount applies: priority and stacking rules.
Related articles#
- Wholesale discount types compared: flat, tier, price list and cost plus markup
- How to set up quantity breaks (volume pricing) for wholesale customers
- How to give a wholesale discount based on cart total
- Which wholesale discount applies: priority and stacking rules
- How to assign discounts to wholesale customers