Getting started

• What is Process Wholesale?

  Process Wholesale is a Shopify app that runs a wholesale (B2B) program inside your existing store: wholesale prices by customer tag, a signup and approval flow, a bulk order form and checkout rules for approved customers.

• How Process Wholesale works: customer tags, discounts and checkout

  Process Wholesale uses Shopify customer tags: B2B marks a wholesale customer and a discount tag picks their discounts. The app keeps Shopify automatic discounts that apply those prices at cart and checkout.

• Quick start: set up wholesale pricing on your Shopify store

  Set up Process Wholesale in seven steps: choose a plan, create a discount, add the signup form and the Product Wholesale block, optionally add Quick Buy, approve a test customer with a discount tag, then test checkout.

• The Process Wholesale dashboard and App Status explained

  The Process Wholesale Dashboard shows which theme blocks are on (App Status), key wholesale metrics and a setup guide. A block can show OFF when it sits on an unpublished theme or an unchecked template.

• Process Wholesale requirements and compatibility

  Process Wholesale needs an Online Store 2.0 theme for its blocks, works with both new and legacy Shopify customer accounts, and is not limited to Shopify Plus. Storefront text is translated into eight languages and checkout amounts convert to the buyer's currency.

• Permissions Process Wholesale requests and why

  Process Wholesale requests 25 Shopify access scopes at install, covering customers, discounts, orders, products, checkout customizations and theme reading, plus 3 optional theme and page write scopes asked only when you approve an Ada setup.