How to apply wholesale discounts to a Shopify draft order
You can give a wholesale customer (B2B customer) their Process Wholesale pricing on an order you create yourself in Shopify admin. Create the draft order, add the wholesale customer to it, then select Add discount and choose to apply eligible automatic discounts. Process Wholesale's discounts are Shopify automatic discounts, so they apply to the draft order the same way they apply at checkout: only when the order's customer has the B2B tag and the discount tag. This works on every plan, within each discount type's own plan requirements.
At a glance
- Plan: All plans (each discount type keeps its own plan requirement)
- Where: Shopify admin, while you create an order (a draft order)
- Needs: a customer on the draft order who has
B2Band the discount tag - How: Add discount > apply eligible automatic discounts
Before you start#
- The customer must be an approved wholesale customer tagged
B2Band must carry the discount tag. Check the Tags box on the customer in Shopify admin. See how to assign discounts to wholesale customers. - Use the customer's existing Shopify account. A draft order without a customer gets no wholesale discount.
Steps#
- In Shopify admin, start creating an order.
- Add the products.
- Add the wholesale customer to the order.
- Select Add discount and choose to apply eligible automatic discounts.
- Check the Process Wholesale discount on the order before you finish it.
Video walkthrough: Watch Tutorial (from the Process Wholesale Support page FAQ "Can I apply wholesale discounts to manually created orders?") shows these steps in Shopify admin.
What your customers see#
The draft order gets the same Process Wholesale discounts the customer would get at checkout. Flat, tier, cart value and loyalty discounts are applied together as one order discount.
How it works#
Process Wholesale applies wholesale pricing through its automatic discounts in Shopify (for example B2B Order/Loyalty Discount). These read the customer attached to the order:
- The customer must have
B2B(any capitalization) and the discount tag. - The same priority and stacking rules apply as at checkout. See which wholesale discount applies.
Example. A customer tagged
B2Bandwholesale10(10% off all products) phones in an order for 20 units at $15.00 ($300.00). You create a draft order, add the customer, and apply eligible automatic discounts. The draft shows a $30.00 discount, for a total of $270.00 before shipping and tax.
Limits and things to know#
- Custom items get no flat or quantity tier discount. A custom item (a line you type in rather than a product from your store) is skipped by flat and tier discounts. The rest of the order is still discounted, and the custom item's price still counts toward a cart value tier.
- The customer must be on the draft order. Without a customer, Process Wholesale cannot see any tags, so no wholesale discount applies.
- Quick Buy net terms orders are different. When a customer checks out from Quick Buy with a payment term, Process Wholesale creates the draft order for you. See net payment terms.
Troubleshooting#
| Symptom | Likely cause | Fix |
|---|---|---|
| No wholesale discount on the draft order | Automatic discounts were not applied, or no customer is on the order | Add the customer, then Add discount and apply eligible automatic discounts |
| Discount still missing with the customer added | The customer lacks B2B or the discount tag |
Add the tags in Shopify admin or in Process Wholesale Customers |
| One line is not discounted | It is a custom item, or the product is outside the discount's Applies to selection | Add the product from your catalog, or widen the discount's selection |
Frequently asked questions#
Can I apply wholesale discounts to manually created orders?#
Yes. On a Shopify draft order with the wholesale customer added, select Add discount and choose to apply eligible automatic discounts.
Why does a draft order not show the wholesale discount?#
Most often no customer is on the draft order, automatic discounts were not applied, or the customer is missing B2B or the discount tag.
Do custom items on a draft order get the wholesale discount?#
No. Custom items get no flat or quantity tier discount, but they count toward the cart value for a cart value tier.