How to give a wholesale discount based on cart total
A cart value tier in Process Wholesale gives a wholesale customer (B2B customer) a discount on the whole order once their cart total reaches an amount you set, for example 5% off from 500 and 10% off from 1,000. Create it in the Process Wholesale app under Discounts > Tier Discounts > Create new discount, with Total Cart Value 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 spend more, save more discount or an order value 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 Value (the tier list calls it "Total Cart total")
- Applies to: Logged-in customers tagged
B2Bwho also carry the discount tag - Measured on: The whole cart, after flat and quantity tier discounts, rounded down to a whole number
- Discount per tier: Percentage Off or Price Off, on the whole order
- Applied by: the Shopify automatic discount B2B Order/Loyalty Discount
Steps to create a cart value 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
spend500. The field starts with a suggested name such asnewtierdiscount731. Use lower-case letters and numbers only, and do not includeb2b. - In Method, keep Total Cart Value, the option the form starts on. A cart value tier has no Applies to setting: the whole cart counts.
- Select Add new tier. A card Tier 1 appears with these fields:
- Discount type: Percentage Off or Price Off (an amount off the order). A new tier starts on Price Off with a discount of 40.
- Min Amount: the cart total where this tier starts, in your store currency. Whole numbers only. The first tier starts at 0.
- Max Amount: 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 Amount.
- Check the Summary card, which lists each tier with its discount, for example "$1000+: 10% off" for the last tier, 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 discount table with the columns Minimum Cart Amount and Cart Discount on every product page. Tiers of 100 to 249 at 5% and 250 or more at 10% read "$100.00 - $249.00 | 5%" and "$250.00+ | 10%". - In Quick Buy: on Enterprise or Professional, customers tagged
B2Bsee a Cart Discount Tiers box in the Quick Buy form, for example "$500.00-$999.99 5% off" and "$1,000.00+", and a Cart discount: line in the order summary. With a discounted subtotal of 600 and a tier "500 to 999, 5%", the line shows 30.00. - At checkout: the discount is applied to the order, labeled
PW:followed by the cart value tag and the customer's other discount tags, for examplePW: spend500 & wholesale20.
How cart value tiers are calculated at checkout#
Process Wholesale applies a cart value 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.
- Cart value. Process Wholesale adds up every line in the cart, subtracts the customer's flat discount and quantity tier discounts, and rounds the result down to a whole number. Every line counts, including products with no other discount.
- Tier. The cart value is compared with each tier's range. Above the last tier's minimum, the last tier applies. When the customer pays in another currency, the tier amounts are converted at the checkout's exchange rate.
- Discount:
- Percentage Off: the percentage of the cart total after the flat and quantity tier discounts
- Price Off: the amount, once per order, converted to the customer's currency
- A loyalty discount, if the customer has one, is applied after the cart value tier.
Example. The cart totals 1,000.00. The customer has a 10% flat discount, which takes 100.00 off. The cart value is 900, which reaches the tier "500 or more, 5% off", so the cart value tier takes 5% of 900.00, which is 45.00. The total wholesale discount is 145.00 and the customer pays 855.00.
Rounding example. Tiers start at 500. After line discounts the cart is 499.99. Process Wholesale counts it as 499, so no tier applies until the cart reaches 500.00.
Example with a high last tier. Tiers "0 to 100: 13.00 off" and "101 or more: 24.00 off". A cart worth 3,494.61 after its quantity discount counts as 3,494, which is above the last tier's minimum, so 24.00 comes off.
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 value tier per customer. When a customer carries more than one cart value tier discount, only one applies. Give each customer one cart value tier.
- No product selection. A cart value tier always measures and discounts the whole order. To count only some products, use a cart quantity tier with Select individual products or Select collections.
- Whole-number amounts. Min Amount takes whole numbers, and the cart value is rounded down before it is compared.
- 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. At checkout both can apply. 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: with a flat discount of the same name only one of the two applies, and with a price list or cost plus markup discount of the same name a customer who carries the tag gets both.
- 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 |
|---|---|---|
| The cart total looks high enough but no cart discount applies | The cart value is measured after flat and quantity tier discounts, and rounded down | Compare the tier minimum with the cart total after those discounts. |
| A different cart value tier applies than expected | The customer carries more than one cart value tier discount | Remove the extra discount tag from the customer. |
| The cart discount table is missing on product pages | The Product Wholesale block is not in the theme, or the customer is not logged in with the tags | See Wholesale prices not showing on the storefront. |
| The amount in Quick Buy differs from checkout | Quick Buy shows one cart discount as an estimate | No fix needed. Checkout applies the final discount. |
Frequently asked questions#
Is the cart value tier checked before or after other wholesale discounts?#
After the flat and quantity tier discounts. A 1,000.00 cart with a 10% flat discount counts as 900 for the cart value tier. The loyalty discount is applied after the cart value tier.
Does a cart value tier discount the whole order or each product?#
The whole order. Price Off takes the amount off once per order, and Percentage Off takes the percentage of the order after flat and quantity tier discounts.
How is the cart total rounded for cart value tiers?#
Down to a whole number. A cart of 499.99 counts as 499 and does not reach a tier that starts at 500.
Can I give a cart value tier and a flat discount to the same customer?#
Yes. The flat discount applies per product, and the cart value tier is added on top for the order. See priority and stacking rules.
Related articles#
- Wholesale discount types compared: flat, tier, price list and cost plus markup
- How to give a wholesale discount based on total cart quantity
- How loyalty discounts work for repeat wholesale customers
- Which wholesale discount applies: priority and stacking rules
- How to assign discounts to wholesale customers