How loyalty discounts work for repeat wholesale customers

A loyalty tier in Process Wholesale gives a wholesale customer (B2B customer) an extra discount on the whole order once their spend, or their number of orders, over a period you choose reaches a tier, for example 5% off for customers who spent 5,000 or more in the last 365 days. Create it in the Process Wholesale app under Discounts > Tier Discounts > Create new discount, with Loyalty as the Method. Process Wholesale re-checks each customer's eligibility every 2 hours from their Shopify orders, and the discount stacks on top of the customer's other wholesale discounts at checkout. Loyalty tiers need the Enterprise or Professional plan.

Before you start#

• The store is on Enterprise or Professional. On other plans the Loyalty option does not appear in Method.
• Decide which customers can earn the discount. Process Wholesale checks only customers who carry the loyalty discount's own tag, so you add that tag to them after creating the discount.

Steps to create a loyalty discount#

1. In Shopify admin, open the Process Wholesale app, select Discounts, then the Tier Discounts tab.
2. Select Create new discount. The page Create tier opens.
3. In Discount tag name, enter the name of the discount, which is also the customer tag that makes a customer eligible, for example loyal365. The field starts with a suggested name such as newtierdiscount731. Use lower-case letters and numbers only, and do not include b2b.
4. In Method, choose Loyalty. A link How do loyalty discounts work? opens a short explanation in the app.
5. In the selector under it, choose what is measured:
   • Purchase Amount (the default): the total the customer spent
   • Total number of orders: how many orders the customer placed
6. In Purchase Period: Last … Days, enter the number of days to look back, for example 365 for the last year. The field starts at 0, which counts only orders from the current day.
7. 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 spend, or the number of orders, where this tier starts. The label reads Min Amount for both. Whole numbers only.
   • 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).
8. Select Add new tier for each further tier, then select Save in the save bar. Process Wholesale shows "Tier created".
9. Add the loyalty discount's tag (here loyal365) to the wholesale customers who can earn it, from the Customers page, by auto-assign on approval, or to all wholesale customers 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.

How loyalty eligibility is measured#

Every 2 hours Process Wholesale recalculates eligibility for each loyalty discount. It looks at customers who have the tag B2B, have the loyalty discount's tag, and do not have the pending tag B2B_Registeration.

Which orders count. All of the customer's Shopify orders, from any sales channel, whether or not they are wholesale orders, that:

• were created on or after the start of the day N days ago, where N is the Purchase Period,
• are confirmed, and
• do not have the payment status voided or expired.

What is measured.

• Purchase Amount: the sum of each counted order's current total in Shopify, in your store currency.
• Total number of orders: the number of counted orders.

Which tier is earned. The tier whose range contains the customer's spend or order count. Above the last tier's minimum, the last tier is earned. A customer with no counted orders earns no tier.

Example of spend. Purchase Period 90 days, recalculated on November 11, 2026: orders from August 13, 2026 onward count. The customer has two confirmed orders in that period with current totals of 250.00 and 500.00, and one from August 1. The spend is 250.00 + 500.00 = 750.00; the August 1 order does not count.

Example of order count. Total number of orders, Purchase Period 30 days, Tier 1 Min Amount 3. A customer who placed 3 or more qualifying orders in the last 30 days earns the tier at the next recalculation, and gets the discount at checkout while they remain eligible.

The loyalty tags Process Wholesale adds to customers#

Process Wholesale records the tier a customer has earned as an extra customer tag, which you can see on the customer in Shopify admin. The tag starts with pw_loyalty_, followed by the loyalty discount's tag name, two underscores and a number that identifies the tier, for example pw_loyalty_loyal365__5511.

• When a customer earns a tier, Process Wholesale adds that tier's tag and removes the customer's other loyalty tags for the same discount.
• When a customer no longer qualifies for a tier, Process Wholesale removes its tag at the next recalculation.
• Do not add or edit these tags by hand. Process Wholesale manages them every 2 hours.

What your customers see#

• On product pages: the Product Wholesale block does not show loyalty tiers.
• In Quick Buy: customers tagged B2B who have earned a tier see "Eligible Loyalty discount :" with their tier in the Cart Discount Tiers box of the Quick Buy form when they have no cart value or cart quantity tiers, and an estimate of the loyalty discount in the order summary.
• At checkout: the loyalty discount is part of the wholesale discount on the order. The label starts with PW: and includes the loyalty discount's tag name.

How the loyalty discount is calculated at checkout#

Process Wholesale applies a loyalty discount when the customer is logged in (or the order is a draft order with a customer), has the tag B2B in any capitalization, has the loyalty discount's tag, and has the pw_loyalty_ tag of an earned tier. The discount applies to the whole order and is calculated last:

• Percentage Off: the percentage of the cart total after flat, quantity tier and cart value tier discounts
• Price Off: the amount, once per order, converted to the customer's currency

Example with a percentage. The cart totals 1,000.00. A 10% flat discount takes 100.00, and a cart value tier of 5% takes 45.00, so 145.00 is off. A 10% loyalty tier takes 10% of the remaining 855.00, which is 85.50. The total wholesale discount is 230.50 and the customer pays 769.50.

Example with an amount. A customer buys 1,000.00 of products with a 30% wholesale discount, so the order costs 700.00. They have earned a 100.00 loyalty tier, which stacks on top: the order costs 600.00.

Timing. A new qualifying order counts at the next recalculation, up to 2 hours later. A customer who stops qualifying keeps the discount until the next recalculation.

Limits and things to know#

• Enterprise or Professional only. The Loyalty method is offered only on these plans.
• The customer must carry the loyalty discount's tag. Process Wholesale does not look at customers without it, however much they spend.
• Pending customers are not checked. Customers tagged B2B_Registeration earn no tier until they are approved.
• Spend between tiers. Tier boundaries are whole numbers, and spend is not. With Tier 1 at 500 and Tier 2 at 1000, Tier 1 ends at 999, so a spend of 999.50 earns no tier. A customer whose spend falls in that gap earns no loyalty discount until their spend reaches the next tier's minimum.
• Cancelled orders are not excluded. A cancelled order still counts as an order for Total number of orders, and counts with its current total in Shopify for Purchase Amount, unless its payment status is voided or expired.
• One loyalty discount per customer. When a customer carries more than one loyalty discount tag, only one loyalty discount applies.
• Loyalty discounts apply to the whole order. They cannot be limited to products or collections.
• Quick Buy shows an estimate. The loyalty amount in the Quick Buy summary is an estimate. Checkout applies the tier the customer has earned.
• Deleting a loyalty discount leaves its tags. Delete removes the loyalty discount's own tag from customers tagged B2B, without a confirmation step, but the pw_loyalty_ tags stay on customers. Remove them in Shopify admin if you want a clean tag list. See Editing and deleting wholesale discounts.
• Percentages are not capped. The tier form accepts any percentage. Enter 100 or less.

Troubleshooting#

Frequently asked questions#

Which orders count toward a wholesale loyalty tier?#

All of the customer's confirmed Shopify orders created within the Purchase Period, from any sales channel, except orders whose payment status is voided or expired. Each order counts with its current total in Shopify.

How often is loyalty eligibility recalculated?#

Every 2 hours. A new order can take up to 2 hours to count, and a customer who no longer qualifies keeps the discount until the next recalculation.

In which currency is loyalty spend measured?#

In your store currency. Process Wholesale uses each order's total in the store currency, whatever currency the customer paid in.

What are the pw_loyalty tags on my customers?#

They record the loyalty tier each customer has earned. Process Wholesale adds and removes them every 2 hours, and checkout reads them to apply the loyalty discount. Do not edit them by hand.

Does a loyalty discount stack with other wholesale discounts?#

Yes. The loyalty discount is added on top of flat, quantity tier and cart value tier discounts, and a percentage is calculated on what remains after them. 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 cart total
• How to assign discounts to wholesale customers
• Which wholesale discount applies: priority and stacking rules
• Wholesale customers and customer tags explained

Plans: Enterprise, Professional · Last verified November 11, 2026 · View this page as Markdown