Editing and deleting wholesale discounts

Q: Can I rename a discount tag?

No. The Discount tag name is locked once the discount is created. Create a new discount with the new name, assign it, then delete the old one.

Q: Is there a confirmation before a discount is deleted?

No. Delete removes the discount immediately and cannot be undone.

In Process Wholesale you edit a flat, tier, price list or cost plus markup discount from Discounts: open the discount's tab, select Edit on its row, change it and save. The change reaches checkout for every customer who already has the discount tag, with no need to reassign it. The discount tag (its name) cannot be changed after creation. Delete on the edit page removes the discount immediately, with no confirmation, and removes its tag from every customer tagged B2B. Editing works on every plan for flat and tier discounts; price lists and cost plus markup need the Professional plan.

At a glance

Plan: All plans (price lists and cost plus markup: Professional)
Where: Process Wholesale > Discounts > Flat Discounts, Tier Discounts, Price Lists or Cost-Plus Discounts > Edit
Cannot change: the Discount tag name
Delete: no confirmation step, cannot be undone, removes the tag from wholesale customers

Edit a discount#

In Process Wholesale, open Discounts.
Select the tab: Flat Discounts, Tier Discounts, Price Lists or Cost-Plus Discounts.
Select Edit on the discount's row. The page title reads "Managing" or "Edit" followed by the tag.
Change the fields you need.
Select Save in the save bar at the top of the page.

The toast Discount updated (flat and cost plus markup), Tier updated (tier) or Price list updated (price list) confirms the save.

What you can and cannot change#

Discount type	You can change	You cannot change
Flat discount	Discount type, Value or Amount, Applies to and the selected products, collections or variants	Discount tag name. Priority is changed with the arrows on the Flat Discounts tab, not on the edit page.
Tier discount	Method, the tiers (add, remove or change Min. values and discounts), Applies to and the selection, and for loyalty the basis and Purchase Period	Discount tag name
Price list	The products on the list and their prices	The price list Name
Cost plus markup	Markup Percentage, Applies to and the selection	Discount tag name

Notes for specific fields:

On a tier discount, changing Method resets Applies to to All products. Re-select products or collections afterwards.
On a flat discount, Fixed Price appears as a Discount type only for discounts that already use it.
On a cost plus markup discount, saving checks that the selected products have a unit cost. See cost plus markup.
Plan rules still apply when editing: variant selection and loyalty need Enterprise or Professional.

What editing does and when it takes effect#

Editing does not change any customer's tags. Everyone who has the discount tag gets the updated discount, and nobody else.
The updated discount applies at checkout shortly after you save. Process Wholesale also re-checks its checkout setup about every five minutes.
Saving the Tag priority or Discount combinations settings takes effect the same way. See which wholesale discount applies.

Example. A flat discount wholesale15 gives 15% off all products to 40 customers. You edit it to 20% and select Save. All 40 customers get 20% at their next checkout. You do not run Bulk assign discount again.

Delete a discount#

Open the discount with Edit as described in the steps to edit a discount.
Select Delete at the top of the page.

There is no "Are you sure?" step: the discount is deleted as soon as you select Delete. The toast Discount deleted (or Tier deleted for a tier discount) confirms it, and the list page opens. Delete failed followed by a message means the delete did not complete; check the list and try again.

Deleting a discount:

Removes its tag from every customer who has both B2B and the tag. Pending customers tagged B2B_Registeration, and customers without B2B, keep the tag in Shopify.
Deletes the discount, so it no longer applies at checkout.
For flat discounts, price lists and cost plus markup discounts, moves every lower-priority discount of the same type up one place.

Deleting a loyalty discount removes the discount's own tag but leaves the customers' level tags that start with pw_loyalty_. They no longer give any discount. You can remove them in Shopify admin if you want a clean tag list.

Rename a discount safely#

The Discount tag name field is locked after creation. To give a discount a new name without leaving customers without a discount:

Create a new discount with the new name and the same settings.
Assign the new tag to the same customers, for example with Bulk assign discount on the Customers page, and wait for the result email.
Delete the old discount. Its tag is removed from wholesale customers.

Between steps 2 and 3, a customer has both discounts. If both are flat discounts covering the same products, the one with the lower Priority number applies, so the price does not double. If both are tier discounts of the same method, only one of them is used. For a loyalty discount, customers receive the new discount's level tags at the next loyalty update, which runs every 2 hours, so wait for it before you delete the old discount. See which wholesale discount applies.

Price list cautions#

Lists with more than 200 products: change prices with Update from CSV. The editor loads the first 200 products only, and saving from the editor removes the products it did not load. See importing and updating a price list with CSV.
Do not reuse the name of a deleted price list. Deleting a price list does not clear the prices it stored on each variant. If you later create a price list with the same name, the old prices come back at checkout for variants that are not on the new list, and the editor pre-fills them. Give a replacement list a new name.
Price list priority arrows do not decide which list applies at checkout when a customer has two lists. Give each customer one price list tag.

What your customers see#

After an edit, customers with the tag see the new prices in the Product Wholesale block, in Quick Buy and at checkout. After a delete, customers who had the tag see and pay retail prices, unless another discount they hold applies.

Limits and things to know#

The discount tag cannot be renamed. Use the rename steps: create, reassign, delete.
Rejecting or removing a customer does not remove discount tags, but deleting a discount does (for customers tagged B2B).
Editing a tier discount's tiers: each tier's Min. must be greater than the previous tier's, or the save shows "Tier 2 minimum value (5) must be greater than Tier 1 minimum value (10)." with your numbers.

Troubleshooting#

Symptom	Likely cause	Fix
The Discount tag name field is greyed out	Tags cannot be renamed after creation	Follow the steps to rename a discount safely
A discount was deleted by mistake	Delete has no confirmation	Create it again with the same name and reassign it
Old prices reappeared on a new price list	The new list reuses a deleted list's name	Delete the new list and create it with a different name
Products disappeared from a large price list after saving	The editor loads only 200 products	Restore with Update from CSV from an exported or original file
Pending customers still have a deleted discount's tag	Delete removes tags only from customers tagged `B2B`	Remove the tag in Shopify admin, or leave it: a deleted discount gives no discount

Frequently asked questions#

Can I rename a discount tag?#

No. The Discount tag name is locked once the discount is created. Create a new discount with the new name, assign it, then delete the old one.

What happens to customers when I delete a discount?#

Process Wholesale removes the discount's tag from every customer tagged B2B and the discount stops applying. Pending customers keep the tag, but it gives no discount.

Do customers need the tag again after I edit a discount?#

No. Editing changes the discount, not the customers' tags, so every customer who has the tag gets the updated discount.

Is there a confirmation before a discount is deleted?#

No. Delete removes the discount immediately and cannot be undone.

Can I reuse the name of a deleted price list?#

Avoid it. A new price list with a deleted list's name brings back the old list's prices for variants that are not on the new list. Use a new name.

Plans: All plans · Last verified November 11, 2026 · View this page as Markdown