Permissions Process Wholesale requests and why

Q: Why does Process Wholesale need to update orders?

To add the order tag processwholesale to orders that received a Process Wholesale discount, so you can filter them in Shopify.

Process Wholesale requests 25 Shopify access scopes when you install it. They let the app tag wholesale customers, maintain the Shopify automatic discounts that apply wholesale prices, add checkout rules, read orders for wholesale analytics, read products for price lists and order forms, and read your published theme to show App Status on the Dashboard. Three more scopes, for writing to themes, pages and navigation, are optional and requested only from merchants who approve a setup plan from Ada, the setup assistant. The scopes are the same on every plan.

At a glance

Required scopes: 25, granted at install
Optional scopes: 3 (write_themes, write_online_store_pages, write_online_store_navigation), asked only when you approve an Ada setup plan
Theme access at install: read only. Process Wholesale reads the published theme to detect its blocks.
Data stored by the app: see What data Process Wholesale stores and uses

Required scopes#

Scope	What it lets Process Wholesale do	Used by
`read_customers`	Read customers, their tags and notes	Customers page, Dashboard customer counts, at-risk customers, discount assignment
`write_customers`	Change customer tags, notes and tax exemption	Approving and rejecting applications, discount tags, signup forms for new customer accounts, tax exemption, net terms customer selection
`customer_read_customers`	Read the logged-in customer's details inside Shopify customer accounts	Process Wholesale's extensions in new customer accounts (signup forms, Wholesaler Information block, redirect after login)
`customer_write_customers`	Update the logged-in customer inside Shopify customer accounts	—
`read_discounts`	Read discounts	Checking the app's automatic discounts
`write_discounts`	Create and update automatic discounts	The four `B2B` automatic discounts that apply wholesale prices, and their combination settings
`read_delivery_customizations`	Read delivery customizations	Wholesale shipping status on the Dashboard
`write_delivery_customizations`	Create delivery customizations	Wholesale shipping
`write_payment_customizations`	Create payment customizations	Hide payment methods
`read_validations`	Read checkout validations	Minimum order amount and minimum order quantity
`write_validations`	Create checkout validations	Minimum order amount and minimum order quantity
`read_draft_orders`	Read draft orders	Quick Buy checkout with net payment terms
`write_draft_orders`	Create draft orders	Quick Buy checkout with net payment terms
`write_payment_terms`	Set payment terms on orders	Net payment terms, such as Net 30, on Quick Buy orders
`read_orders`	Read orders	Wholesale orders, Analytics, Dashboard revenue, loyalty discounts
`write_orders`	Update orders	Adding the order tag `processwholesale` to wholesale orders
`read_products`	Read products and variants	Quick Buy product lists, price lists and cost plus markup
`write_products`	Update product and variant data	Price lists and cost plus markup (wholesale prices and unit costs stored on variants)
`read_shipping`	Read shipping profiles and rates	Listing your rates on the Shipping page
`read_markets`	Read your markets	Listing rates by market on the Shipping page
`read_locations`	Read your locations	Listing your local pickup locations on the Shipping page
`read_themes`	Read the published theme's files	App Status on the Dashboard
`write_files`	Upload files to Shopify	Files attached to the custom signup form, and price list CSV imports
`read_locales`	Read your store languages	The language of at-risk recovery emails
`unauthenticated_read_product_listings`	Read product listings through Shopify's Storefront API	—

A dash in Used by means the scope is part of the requested set but no Process Wholesale feature is named for it here.

Optional scopes#

Scope	What it lets Process Wholesale do	When it is requested
`write_themes`	Change theme files	Only when you approve an Ada setup plan
`write_online_store_pages`	Create and edit online store pages	Only when you approve an Ada setup plan
`write_online_store_navigation`	Change online store menus	Only when you approve an Ada setup plan

These optional scopes are not granted at install. Only merchants who run an Ada setup plan are asked for theme and page write access, at the moment they approve it. See Ada, the setup assistant in Process Wholesale.

Frequently asked questions#

Does Process Wholesale change my theme?#

Not with the permissions granted at install. Process Wholesale has read access to your published theme, which it uses to show App Status. You add its blocks yourself in the theme editor. Theme write access is an optional scope requested only when you approve an Ada setup plan.

Why does Process Wholesale need to edit customers?#

Wholesale status and discounts are customer tags. Approving an application replaces B2B_Registeration with B2B, and assigning a discount adds its discount tag. The app also sets tax exemption when you save a change to the tax exemption setting and when you use Accept B2B, Reject B2B, Return to pending, Remove B2B access or Manage discount tags on a customer.

Why does Process Wholesale need to update orders?#

To add the order tag processwholesale to orders that received a Process Wholesale discount, so you can filter them in Shopify.

Are the permissions different on each plan?#

No. The same scopes are requested on every plan.

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