How to set up quantity breaks (volume pricing) for wholesale customers
A quantity tier in Process Wholesale gives a wholesale customer (B2B customer) a bigger discount on a product the more units of that product they buy, for example 10% off for 1 to 9 units and 20% off for 10 or more. Create it in the Process Wholesale app under Discounts > Tier Discounts > Create new discount, and choose Individual Product Quantity as the Method. It applies at Shopify checkout to logged-in customers tagged B2B who carry the discount tag, on every plan. Quantity tiers are also called quantity breaks, volume pricing, bulk pricing or price breaks.
At a glance
- Plan: All plans. Select individual variants needs Enterprise or Professional. Discount count: Starter 1, Enterprise and Professional 100 (flat and tier discounts counted together).
- Where: Process Wholesale > Discounts > Tier Discounts, Method = Individual Product Quantity
- Applies to: Logged-in customers tagged
B2Bwho also carry the discount tag - Counts: Units of the same product in the cart, all eligible variants together
- Discount per tier: Fixed Price, Percentage Off or Price Off, per unit
- Applied by: the Shopify automatic discount B2B Order/Loyalty Discount
Steps to create a quantity 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
case12. The field starts with a suggested name such asnewtierdiscount731. Use lower-case letters and numbers only, and do not includeb2b. - In Method, choose Individual Product Quantity. The form starts on Total Cart Value, so change it. Changing the method resets Applies to to All products.
- In Applies to, choose which products the tiers cover:
- All products
- Select individual products, then Select product
- Select collections, then Select collection
- Select individual variants, then Select variant (Enterprise or Professional; on other plans the option cannot be selected)
- Select Add new tier. A card Tier 1 appears with these fields:
- Discount type: Fixed Price (the customer pays this price per unit), Percentage Off or Price Off (an amount off each unit). A new tier starts on Price Off with a discount of 40.
- Min. quantity: the number of units where this tier starts. The first tier starts at 0. Whole numbers only.
- Max Quantity: 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 again for each further tier. Each new tier starts at the previous tier's minimum plus 1; change Min. quantity to the quantity you want. To remove a tier, select the delete icon on its card.
- Check the Summary card, which lists each tier with its discount, for example "10+: 20% off" for the last tier. Then select Save in the save bar. Process Wholesale sets each tier's maximum, shows "Tier created" and returns to the list.
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.
Example setup. Tier 1: Percentage Off, Min. quantity 1, Discount 10. Tier 2: Percentage Off, Min. quantity 10, Discount 20. Process Wholesale saves the ranges 1 to 9 and 10 or more.
Validation messages on the tier form#
| Message | Cause |
|---|---|
| Please enter a discount tag name. | Discount tag name is empty |
| 'B2B' and its variations are not allowed | The name contains b2b |
| A tier discount with the tag name "x" already exists. Please use a different tag name. | Another tier discount already uses the name |
| Please add at least one tier range. | No tier was added |
| Tier 2 minimum value (5) must be greater than Tier 1 minimum value (10). | A tier starts at or below the tier before it |
| Selected items are missing. Please select at least one product. | Select individual products with nothing selected (or "collection." / "variant." for the other options) |
The error banner ends with "If you need help, contact our support at support@casualecommerce.com."
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 table with the columns Minimum Cart Quantity, Discount and Wholesale Price, one row per tier. For a 20.00 product with the example setup, the rows read "1 - 9 | 10% | $18.00" and "10+ | 20% | $16.00". A Fixed Price tier shows the fixed price in both columns. The theme's own price stays the regular price. - In Quick Buy: on Enterprise or Professional, customers tagged
B2Bsee the price for the quantity they enter in the Quick Buy form, and the discount column lists every tier, for example "1-9 10% off" and "10+ 20% off". Quick Buy counts all rows of the same product together: 12 units of a 10.00 product show 8.00 each, 96.00 for the row. - At checkout: the discount is applied to the order, labeled
PW:followed by the discount tag names.
How quantity tiers are calculated at checkout#
Process Wholesale applies a quantity 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.
- Quantity is counted per product. Process Wholesale adds up the units of each product in the cart, across all its variants that the tier covers. 6 Small and 6 Large of the same T-shirt count as 12. Variants outside a Select individual variants selection are not counted, unless one of the customer's flat discounts covers them.
- The tier is the one whose range contains that quantity. Above the last tier's minimum, the last tier applies.
- The discount is per unit:
- Percentage Off: unit price × percentage ÷ 100
- Price Off: the amount, converted to the customer's currency
- Fixed Price: unit price minus the fixed price, so each unit costs the fixed price
- Line discount = per-unit discount × quantity. All flat and tier discounts on the order are added together and applied as one discount.
Example. A 20.00 product with the example setup. The customer buys 12 units: Tier 2 applies, 20% off is 4.00 per unit, 48.00 off in total, and the customer pays 192.00. With 5 units, Tier 1 applies: 2.00 off each, 10.00 in total.
Fixed Price example. A tier "10 or more, Fixed Price 15" on a 20.00 product: 5.00 off each unit, so each unit costs 15.00.
Example with a cart value tier. Tier "0 to 5 units, 40% off" on product B only. The cart has 2 of product A at 949.95 and 3 of product B at 885.95. Product A gets nothing. Product B gets 40% off: 354.38 per unit, 1,063.14 in total. The customer's cart value tier (13.00 off below 101, 24.00 off from 101) then adds 24.00, for a total discount of 1,087.14. See cart value tiers.
Flat discount or quantity tier. When a product is covered by both a flat discount and a quantity tier, only one applies. Settings > Discount settings > Tag priority decides: Prefer flat tag (the default) or Prefer tier tag. Checkout follows Tag priority only after the Settings page has been saved once; until then it behaves as Prefer tier tag. See priority and stacking rules. With a flat 10% on all products and a tier "10 or more = 20%", buying 12 units gives 10% with Prefer flat tag and 20% with Prefer tier tag.
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#
- Plan limits. Starter allows 1 discount, Enterprise and Professional 100, counting flat and tier discounts together. At the limit the button reads Upgrade to create more, or Discount limit reached on Enterprise and Professional.
- Below the first tier, no quantity discount. A product bought in a quantity under the first tier's minimum gets no tier discount. Start the first tier at 0 or 1 to cover every quantity.
- Percentages are not capped. The tier form accepts any percentage. Enter 100 or less.
- One quantity tier per product. When a customer carries several quantity tiers that cover the same product, only one applies. Give each customer one quantity tier per product.
- 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 |
|---|---|---|
| No discount at a low quantity | The quantity is under the first tier's Min. quantity | Add a first tier that starts at 0 or 1. |
| The flat discount stopped applying to a product | Tag priority is Prefer tier tag and the product is covered by a quantity tier | Start the first tier at 0 or 1, or switch to Prefer flat tag. |
| Variants are not counted together | Applies to is Select individual variants and only some variants are selected | Select every variant that should count, or use Select individual products. |
| "Tier 2 minimum value … must be greater than …" | Two tiers have the same or a reversed Min. quantity | Give each tier a higher minimum than the tier before it. |
Frequently asked questions#
Do different variants of a product count toward the same quantity tier?#
Yes. Process Wholesale adds up all units of the same product that the tier covers, across variants. With Select individual variants, only the selected variants are counted, plus any variants of the product that one of the customer's flat discounts covers.
Do different products count toward the same quantity tier?#
No. Each product is counted on its own. To count units across different products, use a cart quantity tier.
Can a quantity tier set a fixed price per unit?#
Yes. Choose Fixed Price as the tier's Discount type and enter the price. Each unit then costs that price, for example 15.00 instead of 20.00.
Do I set the maximum quantity of each tier?#
No. When you save, Process Wholesale sets Max Quantity to one less than the next tier's minimum, and the last tier has no maximum.