Process Wholesale frequently asked questions
Process Wholesale is a Shopify app that gives approved wholesale customers (B2B customers) their own prices, signup and approval flow, bulk order form and checkout rules inside your existing Shopify store. This page answers the questions merchants ask most often about Process Wholesale, each in a few sentences, with a link to the article that explains the full details. Plan requirements are given for every feature that needs one.
About Process Wholesale#
What is Process Wholesale?#
Process Wholesale is a Shopify app that runs a wholesale (B2B) program inside your existing Shopify store, without a separate wholesale store. Approved wholesale customers log in to the same storefront as retail customers and get their own prices at checkout, applied by Shopify automatic discounts that Process Wholesale creates and keeps up to date. It also handles wholesale applications and approval, shows wholesale prices on product pages, offers the Quick Buy bulk order form and adds checkout rules such as minimum orders and net payment terms. See What is Process Wholesale?
How does Process Wholesale apply wholesale prices?#
Process Wholesale applies wholesale prices with Shopify automatic discounts that read customer tags at cart and checkout. The tag B2B marks an approved wholesale customer, and a discount tag (the name you give a discount) decides which discounts that customer gets. Your theme's prices are not changed. See How Process Wholesale works: customer tags, discounts and checkout.
Do I need Shopify Plus to use Process Wholesale?#
No. No Process Wholesale feature is limited to Shopify Plus stores. See Process Wholesale requirements and compatibility.
Plans and pricing#
How much does Process Wholesale cost?#
Current Process Wholesale prices are shown on Shopify's plan page, which opens when you select Plan in the app. Process Wholesale has three plans: Starter, Enterprise and Professional. Billing goes through Shopify. See Process Wholesale plans and what each plan includes.
How many discounts can I create on each Process Wholesale plan?#
Starter allows 1 discount, and Enterprise and Professional 100, counting flat and tier discounts together. Professional also allows up to 100 cost plus markup discounts. See Process Wholesale plans and what each plan includes.
Which Process Wholesale plan do I need for Quick Buy, net terms, minimum orders, shipping, price lists or hiding prices?#
Quick Buy needs Enterprise or Professional. Net payment terms, minimum order amount and quantity, hidden payment methods, wholesale shipping, loyalty discounts, the custom signup form, Lock Content Redirect and redirect after login need Enterprise or Professional. Price lists, cost plus markup, Hide price and full analytics need Professional. See Feature availability by plan.
How do I upgrade, downgrade or cancel my Process Wholesale plan?#
Select Plan in the Process Wholesale app, which opens Shopify's plan page, and choose a higher or a lower plan. To stop using Process Wholesale, uninstall the app. A downgrade keeps your discounts and settings saved, but features above the new plan are not available until you upgrade again. See Changing or canceling your Process Wholesale plan.
Setting up#
How do I set up wholesale pricing on Shopify with Process Wholesale?#
Process Wholesale setup takes seven steps: choose a plan, create a discount, add the signup form that matches your customer account type, add the Product Wholesale block, optionally add Quick Buy, approve a test customer and give them the discount tag, then log in as that customer and check out. See Quick start: set up wholesale pricing on your Shopify store.
Which Shopify themes work with Process Wholesale?#
Process Wholesale works with Online Store 2.0 themes, because its storefront features are app blocks and an app embed. On a vintage theme the blocks are not available. See Process Wholesale requirements and compatibility.
Why don't I see the Process Wholesale blocks in my theme editor?#
The most common causes are a theme that is not Online Store 2.0, or a template where that block cannot go: for example, Quick Buy goes only on page templates. Process Wholesale blocks also appear only in sections that accept app blocks and only on plans that include them, and Hide price is an app embed under Theme settings > App embeds, not under Add block. See Process Wholesale blocks missing from the theme editor.
Can the Process Wholesale team set the app up for me?#
Yes. Select Set it up for me on the Process Wholesale Dashboard welcome card, or Schedule call on the Support page to book an onboarding call. Where it is offered, the Ada setup assistant on the Dashboard can also help. See How to get help with Process Wholesale.
What permissions does Process Wholesale ask for?#
Process Wholesale requests 25 Shopify access scopes at install, covering customers, discounts, orders, products, checkout customizations and reading your theme. Three more scopes, for writing to themes, pages and navigation, are optional and requested only when you approve a setup plan from Ada. The scopes are the same on every plan. See Permissions Process Wholesale requests and why.
Wholesale customers and approval#
How do wholesale customer accounts work in Process Wholesale?#
Wholesale customers use ordinary Shopify customer accounts marked with customer tags; there is no separate wholesale login. An applicant is tagged B2B_Registeration and waits on the Pending tab of Customers, and approving them replaces that tag with B2B. Pending customers pay retail prices at checkout until you approve them. Discounts are granted by more tags, one per discount. See Wholesale customers and customer tags explained.
Are wholesale applications approved automatically in Process Wholesale?#
No. Process Wholesale never approves an application automatically. Every applicant waits on Customers > Pending until you select Accept B2B or Reject B2B. See How to approve or reject wholesale applications.
How do I approve or reject a wholesale application?#
Open Customers in Process Wholesale, find the applicant on the Pending tab, select the pencil button and choose Accept B2B or Reject B2B. Accepting replaces B2B_Registeration with B2B, adds your auto-assigned discount tags and sends the "Application approved" email if it is on. You can also accept or reject the customers on the current page in bulk. See How to approve or reject wholesale applications.
How do I make an existing Shopify customer a wholesale customer?#
In Process Wholesale, open Customers, select Import customers, choose the customers and select Import selected, then select Accept B2B on the Pending tab. Import sends no email; accepting adds the B2B tag and auto-assigned discounts and sends the approval email if it is on. See How to make an existing Shopify customer a wholesale customer.
Can I add the B2B tag by hand in Shopify admin?#
Yes. A customer you tag B2B in Shopify admin becomes a Process Wholesale wholesale customer at once, but no approval email is sent, no auto-assigned discount tags are added and the tax exemption setting is not applied. Approve customers with Accept B2B to get all three. See How to make an existing Shopify customer a wholesale customer.
Do wholesale customers have to log in to see wholesale prices?#
Yes. Process Wholesale recognizes a wholesale customer by the tags on their customer account, so wholesale discounts and checkout rules apply only to logged-in customers tagged B2B. A guest checkout always gets retail prices. See What wholesale customers see in the cart and at checkout.
What emails does Process Wholesale send, and can I edit them?#
Process Wholesale sends applicants "Application received", "Application approved" and "Application rejected" emails, and sends you a "New Wholesale Application" alert for each application. You can turn each customer email on or off and edit its subject and message in Settings > Customer settings > B2B customer emails with Customize template; the merchant alert cannot be turned off or edited. All three customer emails are on by default. See Wholesale application emails and how to edit them.
How do I send a customer an email when their wholesale account is approved?#
Process Wholesale sends the "Application approved" email when you select Accept B2B, as long as that email is checked in Settings > Customer settings > B2B customer emails (it is on by default). Adding the B2B tag in Shopify admin, importing a customer or using Return to pending sends no email. See Wholesale application emails and how to edit them.
How do I make wholesale customers tax exempt?#
Check B2B customer tax exemption under Settings > Customer settings in Process Wholesale and select Save. Process Wholesale sets your existing wholesale customers to "don't collect tax" during the save, and every customer you approve afterwards is set the same way. The setting is off by default and available on every plan. See How to make wholesale customers tax exempt.
How do I remove a customer's wholesale access?#
On Customers > Active in Process Wholesale, select the customer's pencil button and Remove B2B access. The B2B tag is removed and the customer pays retail prices from their next checkout; Return to pending sends them back for review instead. Neither action sends an email. See How to remove a customer's wholesale access.
How can I communicate directly with my wholesale customers?#
Select customers by the tag B2B in Shopify admin or in your email marketing tool, because Process Wholesale tags every customer you approve with B2B. Process Wholesale also emails applicants about their application and, on the Professional plan, lets you send recovery emails to at-risk customers. See Wholesale customers and customer tags explained.
How do I redirect wholesale customers to a page after they log in?#
Enter a path such as /collections/wholesale under Settings > Customer settings > B2B customer redirect after login in Process Wholesale, then add the B2B Redirect Block to your theme (legacy customer accounts) or the Redirect block in the customer account editor (new customer accounts). Each customer is redirected at most once every 12 hours. Redirect after login needs Enterprise or Professional. See How to redirect wholesale customers after login.
Signup forms#
Which Process Wholesale signup form should I use?#
Use the form that matches your Shopify customer account type, shown in Shopify admin under Settings > Customer accounts as Customer accounts (new) or Legacy. On legacy customer accounts, use the Wholesale Signup Form theme block; on new customer accounts, use the Wholesale signup Form customer account extension, the theme block with Use new customer flow set to Yes, or both. Process Wholesale works with both account types, and the custom versions of each form need Enterprise or Professional. See Wholesale signup forms: which form to use.
How do I add the wholesale signup form for new customer accounts?#
Add the Process Wholesale Wholesale signup Form extension (or Wholesale custom signup Form on Enterprise or Professional) in Shopify's checkout and accounts editor; the Wholesaler Information block on the profile page links to it. Only signed-in customers can see this form, so to take applications from guests too, add the theme block form with Use new customer flow set to Yes. See How to add the wholesale signup form to new customer accounts.
How do I add the wholesale signup form for legacy customer accounts?#
In the Shopify theme editor, add the Process Wholesale Wholesale Signup Form app block to a page, collection, product or home page template, and choose which business fields it asks for. A dedicated page is recommended, because the Dashboard's Signup form card detects the block only on page templates. The block works on every plan. See How to add the wholesale signup form to your theme (legacy customer accounts).
Will I get an alert when someone fills out the wholesale signup form?#
Yes. Process Wholesale sends a "New Wholesale Application" alert from alerts@processwholesale.com to your Shopify store email, set in Shopify admin under Settings > Store details, for every application. The alert is always on and cannot be edited. See Wholesale emails not being received.
Can existing customers apply through the wholesale signup form?#
Yes, when they are logged in. A logged-in customer who is not yet pending or wholesale sees the form with their name and email filled in, and submitting adds the B2B_Registeration tag to their existing account. See How to add the wholesale signup form to your theme (legacy customer accounts).
Can I add custom fields to the wholesale signup form?#
Yes, on Enterprise or Professional. The Process Wholesale Custom Signup Form page lets you add, order, require and remove fields (Text, Email, Number, Long text, Address and File Upload) and add a consent checkbox for your terms. See How to build a custom wholesale signup form.
Can wholesale applicants upload documents such as a resale certificate?#
Yes, on Enterprise or Professional, with a File Upload field on the Process Wholesale custom signup form. The file is stored in your Shopify Files, and you find its link under Customers > View details, in the customer note and in the B2B Signup Files block on the Shopify customer page. See How file uploads work on the wholesale signup form.
How do I stop spam signups on the wholesale signup form?#
Process Wholesale theme signup forms have a built-in captcha that is on for every store and needs no setup, and the customer account forms can be opened only by signed-in customers. Spam signups also cannot become wholesale customers on their own, because every application waits on Customers > Pending for your approval. See How the wholesale signup form blocks spam.
Why is the wholesale signup form not working?#
The most common cause is a Process Wholesale signup form that does not match your store's customer account type. For example, a theme block set up for legacy accounts on a store with new customer accounts makes Shopify show "Customer account creation has been disabled" to guests. Check Settings > Customer accounts in Shopify admin first, then check that the tester is not already pending or wholesale and that the captcha was completed. See Wholesale signup form not working.
Discounts and prices#
What is the difference between a flat discount, a tier discount, a price list and cost plus markup?#
A flat discount gives the same percentage or amount off; a tier discount grows with product quantity, cart value, cart quantity or customer loyalty; a price list sets a fixed price per variant; and cost plus markup prices each item at its cost plus a percentage. Flat and tier discounts work on every Process Wholesale plan, the loyalty tier type needs Enterprise or Professional, and price lists and cost plus markup need Professional. See Wholesale discount types compared: flat, tier, price list and cost plus markup.
How do I give wholesale customers a percentage off?#
Create a flat discount in Process Wholesale under Discounts > Flat Discounts > Create new tag, choose Percentage Off, and choose all products or selected products or collections. Then give the discount tag to your wholesale customers; it applies at checkout to logged-in customers tagged B2B who carry it, on every plan. See How to create a flat wholesale discount.
How do I offer wholesale pricing on only specific products?#
In the Process Wholesale discount's Applies to setting, choose Select individual products or Select collections, or Select individual variants on Enterprise or Professional. Products outside the selection get no discount from it. A price list, on Professional, prices only the variants on the list. See How to create a flat wholesale discount.
How do I assign a wholesale discount to customers?#
Creating a discount in Process Wholesale gives it to no one: a customer gets it only when they have both B2B and the discount tag. Add discount tags to one customer with Manage discount tags, to every wholesale customer with Bulk assign discount, automatically on approval by choosing them under Settings > Customer settings > Auto assign discount tags, or by hand in Shopify admin. See How to assign discounts to wholesale customers.
How do I give one customer or one group of customers their own prices?#
Create a Process Wholesale discount with its own discount tag, such as a flat discount or, on Professional, a price list, and add that tag only to those customers with Manage discount tags or in Shopify admin. Only logged-in customers tagged B2B who carry that tag get it. See How to assign discounts to wholesale customers.
How do quantity breaks work in Process Wholesale?#
A Process Wholesale quantity tier lowers the price of a product the more units of that product a wholesale customer buys, for example 10% off for 1 to 9 units and 20% off for 10 or more. Units are counted per product, with all eligible variants of the product added together; different products are not counted together. Create one under Discounts > Tier Discounts with the method Individual Product Quantity, on any plan. See How to set up quantity breaks (volume pricing) for wholesale customers.
Can I give a wholesale discount based on the order total?#
Yes. A Process Wholesale cart value tier discounts the whole order once the cart total reaches an amount you set, for example 5% off from 500 and 10% off from 1,000. The cart total is measured after flat and quantity tier discounts and rounded down to a whole number. Create it under Discounts > Tier Discounts with the method Total Cart Value, on any plan. See How to give a wholesale discount based on cart total.
Can I give a wholesale discount based on the total number of items in the cart?#
Yes. A Process Wholesale cart quantity tier discounts a wholesale order by the total number of units in the cart, across any mix of products or only selected products or collections. Create it under Discounts > Tier Discounts with the method Total Cart Quantity, on any plan. See How to give a wholesale discount based on total cart quantity.
How do loyalty discounts work, and when are they updated?#
A Process Wholesale loyalty tier gives a wholesale customer an extra discount on the whole order once their spend, or number of orders, over a period you choose reaches a tier. Process Wholesale re-checks eligibility every 2 hours from the customer's Shopify orders, so a new order can take up to 2 hours to count. Loyalty tiers need Enterprise or Professional. See How loyalty discounts work for repeat wholesale customers.
How does cost plus markup work when a product has no cost?#
A product with no Shopify Cost per item gets no Process Wholesale cost plus markup discount, and the customer pays the regular price unless another wholesale discount applies. Saving a cost plus markup discount stops with "Some of the selected products have no unit cost set" when a checked variant has no cost. Cost plus markup needs Professional. See How to price wholesale products at cost plus a markup.
Can a customer have more than one wholesale discount, and which one wins?#
Yes, a customer can carry several Process Wholesale discount tags. Each cart line gets at most one flat discount or one quantity tier, decided by flat discount priority and the Tag priority setting (default Prefer flat tag); a cart value tier and then a loyalty tier are added on top. Cart quantity tiers, price lists and cost plus markup are separate discounts whose combination depends on the Discount combinations settings. See Which wholesale discount applies: priority and stacking rules.
Can wholesale customers use discount codes with Process Wholesale?#
Yes, when the Process Wholesale discount is set to combine with the code's discount class under Settings > Discount settings and Shopify's combination rules allow it. The main Discount combinations card allows product, order and shipping combinations by default. Process Wholesale has no setting that blocks discount codes. See Using Shopify discount codes with wholesale discounts.
Can I apply wholesale discounts to manually created orders?#
Yes. On a Shopify draft order, add the wholesale customer, then select Add discount and choose to apply eligible automatic discounts. Process Wholesale discounts apply when that customer has the B2B tag and the discount tag. See How to apply wholesale discounts to a Shopify draft order.
I created a wholesale discount but don't see it in my store. Why?#
Creating a Process Wholesale discount assigns it to no one, and it does not change the prices your theme shows. The customer must be logged in and have both the B2B tag and the discount tag spelled exactly; the wholesale price then appears in the Product Wholesale block's table on product pages, if you added the block, and is charged at checkout. A new discount reaches checkout within about 5 minutes. See Wholesale discount not applying at checkout.
Can I rename or delete a wholesale discount?#
You cannot rename a Process Wholesale discount tag after creation; create a new discount with the new name, assign it, then delete the old one. Delete removes a discount immediately with no confirmation and removes its tag from every customer tagged B2B. Editing a discount needs no reassigning: everyone with the tag gets the change. See Editing and deleting wholesale discounts.
Price lists#
What is a Process Wholesale price list?#
A Process Wholesale price list sets the exact price a wholesale customer pays for each product variant, such as $12.50 for a product that sells for $20.00 at retail. The list's name is also a customer tag: a logged-in customer with both B2B and the list's tag pays the list price at checkout. Price lists need the Professional plan. See How to create a wholesale price list with fixed prices.
Can I import wholesale prices from a spreadsheet?#
Yes, on Professional. Process Wholesale creates or replaces a price list from a CSV file with a price column (such as Price or Fixed Price) and a SKU or Handle column, with up to 50,000 rows and no thousands separators in prices. Rows are matched by SKU first, then by Handle, and a handle matches only a product with one variant. A Shopify product export works once you rename its Variant Price column to Price. See How to import, update and export a price list with CSV.
Does Update from CSV replace the whole price list?#
Yes. After Update from CSV, the Process Wholesale price list holds exactly the variants matched in the file, and products not in the file are removed. To add a few products, export the list, add rows and upload the whole file. See How to import, update and export a price list with CSV.
Storefront: product pages, Quick Buy, hiding prices#
Does the wholesale price show on the product page?#
Yes, in a table added by the Process Wholesale Product Wholesale block, which you add to your product templates in the theme editor. The block shows wholesale prices or quantity breaks under the price to logged-in customers who have a tag containing b2b and a discount tag for the product, and it leaves the theme's retail price as it is. It works on every plan. See How to show wholesale prices on product pages.
Do wholesale prices show on collection pages or in search results?#
No. The Process Wholesale Product Wholesale block works on product pages only. To give wholesale customers a list of products with their prices, use the Quick Buy order form on Enterprise or Professional. See How to show wholesale prices on product pages.
How do I set up the Quick Buy wholesale order form?#
In the Shopify theme editor, add the Process Wholesale Quick Buy app block to a page template, then publish a page that uses that template and link it from your menu. Quick Buy goes on page templates only, shows the form only to logged-in customers tagged B2B, and needs Enterprise or Professional. See How to set up the Quick Buy wholesale order form.
How do wholesale customers reorder what they bought before?#
In Process Wholesale Quick Buy, the "Your last order" card reorders the most recent order, and the Buy again tab lists items from the customer's recent orders with the last quantity of each. Quick Buy checks each item against today's stock, availability and prices before adding it. Reordering is part of Quick Buy, on Enterprise or Professional. See How reordering works in Quick Buy (Buy again).
Why is the Quick Buy price different from the price at checkout?#
Process Wholesale Quick Buy shows a price preview calculated in the browser, while Shopify checkout applies the discounts with its own rules and sets the price the customer pays. Common reasons for a difference are combined discount types, several tiers, loyalty discounts, cart discounts that stack at checkout and other currencies. See How Quick Buy calculates the prices it shows.
How do I hide prices from visitors who are not logged in as wholesale customers?#
Turn on both the Hide price app embed in your theme and Hide prices and buy buttons from non-B2B customers under Settings > Customer settings in Process Wholesale. Guests and customers without a tag containing b2b then see a message such as "Log in to see price" instead of prices and buy buttons. Hide price needs the Professional plan, and it changes what the storefront shows without blocking a purchase. See How to hide prices from customers who are not wholesale.
How do I make a page, collection or product wholesale-only?#
Add the Process Wholesale Lock Content Redirect block to a page, collection or product template in the theme editor. Every page that uses that template sends visitors without access to another address, by default /account/login; by default only logged-in customers with the exact tag B2B are let in. Lock Content Redirect needs Enterprise or Professional. See How to make pages, collections or products wholesale-only.
Can I hide specific products from wholesale customers only?#
Yes, with the Process Wholesale Lock Content Redirect block on a separate product template assigned to those products. Set Tag access mode to Hide from customers with specified tags and enter B2B in Customer tags; logged-in customers tagged B2B are then redirected and everyone else can open the products. Lock Content Redirect needs Enterprise or Professional. See How to make pages, collections or products wholesale-only.
Checkout: minimums, net terms, payment, shipping#
How do I set a minimum order for wholesale customers?#
Turn on Minimum order amount or Minimum order quantity under Settings > Checkout rules in Process Wholesale, on Enterprise or Professional. Neither needs a tier discount. The rule blocks checkout only for logged-in customers tagged B2B. See How to set a minimum order amount for wholesale customers.
Is the Process Wholesale minimum order amount checked before or after discounts?#
After discounts. Process Wholesale compares the minimum with the cart total that remains once wholesale and other discounts are applied, so a $600 cart with a 20% discount counts as $480. The message appears in Shopify checkout, not on the cart page. See How to set a minimum order amount for wholesale customers.
How does the Process Wholesale minimum order quantity (MOQ) count units?#
You choose one quantity and apply it to the whole cart (Cart), to each selected product (Specific products) or to each product in the cart (All products). In the product modes, all variants of a product are added together. There is no per-variant minimum and no check for case packs or multiples. See How to set a minimum order quantity for wholesale customers.
Can I offer net payment terms such as Net 30 to wholesale customers?#
Yes, on Enterprise or Professional. Turn on net payment terms under Settings > Net terms in Process Wholesale and offer up to three of Due on Receipt, Due on Fulfillment, Net 7, Net 15, Net 30, Net 45, Net 60 and Net 90. Customers choose a term on the Quick Buy order details page only, never on product pages or in the Shopify cart. See How to offer net payment terms to wholesale customers.
How do net payment terms work, and how do I collect payment?#
When a wholesale customer picks a term in Quick Buy, Process Wholesale creates a Shopify draft order with those payment terms and sends the customer to its invoice page to complete the order, which then has a payment due date matching the term. To collect, send an invoice from the order in Shopify admin, or mark it as paid when you receive payment outside Shopify. To limit net terms to some customers, check Allow net terms for specific customers only and tag them B2Bnetterms. See How to offer net payment terms to wholesale customers.
Can I set up shipping options only for wholesale customers?#
Yes, on Enterprise or Professional. On the Process Wholesale Shipping page, select existing Shopify shipping rates, local pickup locations and local delivery; logged-in customers tagged B2B then see only those options, and everyone else sees every option except them. Process Wholesale does not create rates or change their prices, so for free wholesale shipping create a rate priced at 0 in Shopify and select it. See How to show shipping methods only to wholesale customers.
Can I hide a payment method from wholesale customers?#
Yes, on Enterprise or Professional. Type each payment method's name under Settings > Checkout rules > Hide payment methods in Process Wholesale, exactly as checkout shows it, including capitalization. The listed methods are hidden only for logged-in customers tagged B2B. See How to hide payment methods from wholesale customers.
Orders and analytics#
Which orders count as wholesale orders in Process Wholesale analytics?#
Only orders that received a Process Wholesale discount, placed by a customer after Process Wholesale was installed. A wholesale customer's order with no Process Wholesale discount is not counted, and refunds and cancellations are not subtracted from the recorded order total. See Which orders count as wholesale orders.
Does Process Wholesale tag wholesale orders?#
Yes. Process Wholesale adds the order tag processwholesale to each new order with a customer that received a Process Wholesale discount, and to the draft orders Quick Buy creates for net payment terms. The tag is for filtering in Shopify admin; analytics do not read it. See Which orders count as wholesale orders.
Which plan do I need for Process Wholesale analytics?#
The Overview tab of the Process Wholesale Analytics page shows real data for the last 30 days on every plan. Real data on the Customers and Products tabs, the other time ranges and the CSV export need the Professional plan. See Wholesale analytics: metrics, definitions and export.
How do I find wholesale customers who have stopped ordering?#
Open Analytics > Customers > Take action in Process Wholesale, on the Professional plan, to see the At-risk customers page. It lists wholesale customers whose latest wholesale order is more than 45 days old and lets you send each one a recovery email with your store name as the sender. See At-risk customers and recovery emails.
Languages, currencies and compatibility#
Does Process Wholesale support other languages?#
Yes. The Process Wholesale admin is available in English, French, Spanish, German and Italian, and the storefront blocks, customer account forms and checkout messages also cover Norwegian, Portuguese (Brazil and Portugal) and Swedish. Text you type yourself, such as block headings and email templates, is shown exactly as you wrote it. See Languages supported by Process Wholesale.
Does Process Wholesale work with new customer accounts?#
Yes. Process Wholesale works with both Shopify customer account types, labeled Customer accounts (new) and Legacy in Shopify admin, with a different signup form and login redirect block for each. See Process Wholesale requirements and compatibility.
Does Process Wholesale work with other currencies?#
Yes, at checkout. Amount-off discounts, fixed prices, price lists, cost plus markup and the minimum order amount are converted with the exchange rate Shopify uses for that checkout. See Process Wholesale requirements and compatibility.
Data, downgrading and uninstalling#
Do I lose my discounts if I downgrade my Process Wholesale plan?#
No. Discounts, price lists, cost plus markup discounts and settings stay saved when you downgrade Process Wholesale. Features that need a higher plan are not available until you upgrade again. See Changing or canceling your Process Wholesale plan.
What happens to my data if I uninstall Process Wholesale?#
Uninstalling Process Wholesale immediately deletes its discount configuration, settings, signup form setup, email templates, plan record and the customer and order history behind Analytics, and the app has no option to restore them. A reinstall starts from an empty setup, so export price lists and note your discounts first. See Uninstalling Process Wholesale: what is removed and what stays.
Does uninstalling Process Wholesale remove customer tags?#
No. Process Wholesale does not remove customer tags such as B2B, B2B_Registeration and your discount tags, or the processwholesale order tag, when it is uninstalled. Remove them in Shopify admin if you want them gone. See Uninstalling Process Wholesale: what is removed and what stays.
Getting help#
How do I contact Process Wholesale support?#
Open Support in the Process Wholesale app and select Send message to chat with the team, or use the chat on any app page. The app says "We usually respond in a few hours.", and support is available on every plan. See How to get help with Process Wholesale.
Are there video tutorials for Process Wholesale?#
Yes. Process Wholesale has 14 tutorial videos covering setup, discounts, price lists, signup forms, Quick Buy, checkout rules, net terms and shipping. Every step in a video is also written out in a help article. See Process Wholesale video tutorials.