Using Shopify discount codes with wholesale discounts
Process Wholesale gives wholesale customers (B2B customers) their pricing through Shopify automatic discounts that the app creates in your store. Whether a Shopify discount code, or another automatic discount, can apply on the same order depends on which discount classes each of those automatic discounts is allowed to combine with. You choose that in Process Wholesale under Settings > Discount settings, in three Discount combinations cards: one for flat and tier discounts (all plans), one for price lists and one for cost plus markup (both Professional). Shopify's own discount combination rules then decide the result at checkout.
At a glance
- Plan: All plans for Discount combinations; Price List Discount combinations and Cost Plus Markup Discount combinations appear only on Professional
- Where: Process Wholesale > Settings > Discount settings
- Checkboxes on each card: Product Discounts, Order Discounts, Shipping Discounts
- Defaults: main card all checked; price list and cost plus markup cards all unchecked
- Saved with: the page's Save button; toast Settings updated
The automatic discounts Process Wholesale creates#
You can see these in Shopify admin under Discounts. Each has a Shopify discount class, which is what the combination checkboxes refer to.
| Automatic discount (Shopify admin) | What it applies | Discount class | Combination card |
|---|---|---|---|
| B2B Order/Loyalty Discount | Flat discounts, quantity tiers, cart value tiers, loyalty tiers | Order discount | Discount combinations |
| B2B Cart Quantity Discount | Cart quantity tiers | Order discount | Discount combinations |
| B2B Price List Discount | Price lists | Product discount | Price List Discount combinations |
| B2B Cost Plus Markup Discount | Cost plus markup | Product discount | Cost Plus Markup Discount combinations |
Flat discounts and quantity tiers are calculated per item, but Shopify receives them as part of one order discount. Price lists and cost plus markup are product discounts.
What each checkbox changes#
Each card sets the "combines with" options of its automatic discounts:
| Card | Applies to | Checkbox | Default | When checked, the app's discount is set to combine with |
|---|---|---|---|---|
| Discount combinations ("Choose which types of discounts can be combined with discounts created from app.") | B2B Order/Loyalty Discount and B2B Cart Quantity Discount | Product Discounts | Checked | Product discounts |
| Order Discounts | Checked | Order discounts | ||
| Shipping Discounts | Checked | Shipping discounts | ||
| Price List Discount combinations (Professional) | B2B Price List Discount | Product Discounts | Unchecked | Product discounts |
| Order Discounts | Unchecked | Order discounts | ||
| Shipping Discounts | Unchecked | Shipping discounts | ||
| Cost Plus Markup Discount combinations (Professional) | B2B Cost Plus Markup Discount | Product Discounts | Unchecked | Product discounts |
| Order Discounts | Unchecked | Order discounts | ||
| Shipping Discounts | Unchecked | Shipping discounts |
Process Wholesale only sets these options on its own automatic discounts. Shopify's discount combination rules apply at checkout.
Common goals and the settings they need#
Allow a discount code on top of wholesale pricing#
- Note the class of the discount code you created in Shopify admin: product, order or shipping.
- In Process Wholesale, open Settings > Discount settings.
- In Discount combinations, check the matching box (Order Discounts for an order code, Product Discounts for a product code, Shipping Discounts for a free shipping code). All three are checked by default.
- If the customer has a price list or cost plus markup discount, check the same box in Price List Discount combinations or Cost Plus Markup Discount combinations.
- Select Save.
- Test with a wholesale test customer. Shopify's combination rules apply.
Stop discount codes for wholesale customers#
Process Wholesale has no setting that blocks discount codes. You can clear Product Discounts, Order Discounts and Shipping Discounts on each card, so that the app's discounts are not set to combine with any other discount. Shopify's combination rules apply when a wholesale customer enters a code. Clearing Order Discounts in the main card also sets the two Process Wholesale order discounts (flat and tier, and cart quantity) not to combine with order discounts, which includes each other.
Let a price list and a flat or tier discount apply to the same order#
Check Product Discounts in Discount combinations, and check Order Discounts in Price List Discount combinations. The in-app note in Settings says the same: "If you want normal B2B discounts (flat/tier) to be applied to the same order as a price list discount, Product discounts must be checked for the main discount combinations, and Order discounts must be checked for price list discount combinations".
Let cost plus markup and a flat or tier discount apply to the same order#
Check Product Discounts in Discount combinations, and check Order Discounts in Cost Plus Markup Discount combinations.
Let a price list and cost plus markup both apply on one order#
Both are product discounts. Check Product Discounts in both Price List Discount combinations and Cost Plus Markup Discount combinations. Shopify's combination rules apply. To keep pricing predictable, give a customer either a price list or a cost plus markup discount for any one product.
How it works#
- Saving Settings updates the combination options of the four automatic discounts when you changed any checkbox.
- Process Wholesale checks its automatic discounts about every five minutes. If their combination options differ from your Process Wholesale settings, they are set back to your settings.
- The checkboxes control combinations only. Which wholesale discount a line gets is explained in which wholesale discount applies.
Example. A wholesale customer has wholesale10 (10% flat) and enters the order code SPRING5 (5% off the order). With Order Discounts checked in Discount combinations (the default), B2B Order/Loyalty Discount is set to combine with order discounts, and Shopify's combination rules decide whether SPRING5 applies with it. If you clear Order Discounts and save, the wholesale discount is no longer set to combine with order discounts.
What your customers see#
Wholesale discounts appear in checkout as Process Wholesale discounts. The flat, quantity tier, cart value and loyalty discount is one order discount labeled PW: and the discount tags used, for example PW: cartvalue500 & wholesale10. A cart quantity discount is labeled PW: and its tag. A price list or cost plus markup discount shows on each line as PW : (with a space before the colon) and the discount tag, for example PW : vip. A discount code the customer enters shows under its own name. Whether both appear depends on the settings above and Shopify's combination rules.
Limits and things to know#
- Change combinations in Process Wholesale, not in Shopify admin. Changes made directly on the app's automatic discounts in Shopify admin are replaced with the Process Wholesale settings within minutes.
- Leave the app's automatic discounts active in Shopify admin. They are what applies wholesale pricing at checkout; do not deactivate or delete them.
- Price list and cost plus markup cards are Professional only, like the discounts they control.
- Flat and tier discounts are order discounts. For a product discount code on the same order, Product Discounts must be checked in Discount combinations.
Troubleshooting#
| Symptom | Likely cause | Fix |
|---|---|---|
| A wholesale customer's code removes the wholesale discount | The app's discount is not set to combine with the code's class | Check the matching box in Discount combinations and test again; Shopify's combination rules apply |
| Price list prices apply but the flat or tier discount does not | Order Discounts is unchecked in Price List Discount combinations (the default) or Product Discounts is unchecked in the main card | Check both and select Save |
| A combination you set in Shopify admin reverted | Process Wholesale resets its automatic discounts to the app settings | Change the checkbox in Settings > Discount settings instead |
| No price list or cost plus markup cards in Settings | The store is not on Professional | Upgrade from Plan |
Frequently asked questions#
Are Process Wholesale discounts product discounts or order discounts?#
Both kinds exist. Flat, quantity tier, cart value, loyalty and cart quantity discounts are order discounts. Price lists and cost plus markup are product discounts.
Can wholesale customers use a Shopify discount code with Process Wholesale discounts?#
Yes, when the app's discount is set to combine with the code's class in Settings > Discount settings and Shopify's combination rules allow it. The main Discount combinations card allows product, order and shipping combinations by default.
Can I stop wholesale customers from using discount codes?#
Process Wholesale has no setting that blocks codes. Clearing the Discount combinations checkboxes stops the app's discounts from being set to combine; Shopify's rules then decide which discount applies.
How do I let a price list and a flat or tier discount apply to the same order?#
Check Product Discounts in Discount combinations and Order Discounts in Price List Discount combinations, then select Save.
Why did my combination change in Shopify admin go back?#
Process Wholesale keeps its automatic discounts in line with its own Settings and resets changes made in Shopify admin. Change the checkboxes in Settings > Discount settings.