The Process Wholesale dashboard and App Status explained
The Dashboard is the home page of the Process Wholesale app in Shopify admin. It shows which Process Wholesale theme blocks are active on your published theme (App Status), key numbers for your wholesale program (Analytics), and a setup guide or a product tour. It appears on every plan; some cards and tiles are locked until you move to a plan that includes the feature. If the store has no active plan, opening the app sends you to the Shopify plan page instead.
At a glance
- Where: Process Wholesale > Home. The page title is Dashboard.
- Order of cards: setup card, Quick guide or tour card, App Status, Analytics, then a banner for other apps
- App Status reads: your published (live) theme and your customer account extensions
- Locked items: show a lock icon and an Unlock link to the Shopify plan page
App Status cards#
App Status has six cards, one per storefront feature. Each card has a badge and a link.
| Badge or link | Meaning |
|---|---|
| ON | Process Wholesale found the block active on your published theme, or the matching customer account extension in use. |
| OFF | The block was not found, or the card is locked. |
| Enable | Opens the Shopify theme editor (or the customer accounts editor) to add the block. |
| Manage | Opens the theme editor (or the customer accounts editor) where the block was found. |
| Unlock | The feature is not in your plan. Opens the Shopify plan page. |
| Card | What it checks | Enable opens | Locked on |
|---|---|---|---|
| Product block ("Displays wholesale prices for logged in B2B customers on product pages") | The Product Wholesale block on the default product template | The theme editor on the product template, adding the block | Never |
| Signup form ("Form customers use to apply for a B2B account") | The Wholesale Signup Form or Wholesale Custom Signup block on a page template, or either wholesale signup form (standard or custom) in new customer accounts | The theme editor | Never |
| Quick buy ("Bulk order form for B2B customers") | The Quick Buy block on a page template | The theme editor | Starter |
| Lock content ("Restrict access to B2B content for non-B2B customers (optional)") | The Lock Content Redirect block on a page, collection or product template | The theme editor | Starter |
| B2B Redirect ("Redirect b2b users to a specific url after login") | Legacy customer accounts: the B2B Redirect Block on the customer account template. New customer accounts: the redirect block in customer accounts. | The matching editor for your customer account type | Starter |
| Hide price ("Hide prices and buy buttons from non-B2B customers") | The Hide price app embed switched on under Theme settings > App embeds | The theme editor's app embeds, with Hide price selected | Starter |
The Hide price card reports the app embed only. Prices are hidden only when the embed is on and Hide prices and buy buttons from non-B2B customers is checked under Settings > Customer settings.
Why a block shows OFF when it is installed#
App Status reads the theme's files. A block that works can still read OFF in these cases:
| Situation | Why it reads OFF | What to do |
|---|---|---|
| The block is on an unpublished theme | Only the published (live) theme is checked | Publish the theme, or ignore the card until you do. |
| The block or its section is hidden in the theme editor | Disabled blocks and blocks inside disabled sections count as off | Show the block and its section, then select Save. |
| The signup form is on the home page, a collection or a product page | The Signup form card checks page templates only | Use a page template, or check the form on the storefront instead. |
The Product Wholesale block is on an alternate product template (for example product.wholesale) |
The Product block card checks the default product template only | Add the block to the default product template too, or check the block on the storefront. |
| The Quick Buy block is on another template | Quick Buy can only be added to page templates, and the card checks page templates | Add Quick Buy to a page template. |
The theme uses .liquid templates (a vintage theme) |
Only JSON templates (Online Store 2.0) are read | Use an Online Store 2.0 theme. See requirements. |
| A theme with a very large number of templates | The check reads at most 1,250 template files | Check the block on the storefront. |
| The check could not read the theme | When reading fails, every theme block reads as off. Only a signup form or redirect block in new customer accounts can still show ON. | Reload the Dashboard. |
The cards are re-read each time the Dashboard loads. After you add a block in the theme editor and select Save, reload the Dashboard.
Analytics tiles#
Under Analytics ("Key metrics for your wholesale program") there are nine tiles. Hover a tile name to see its description.
| Tile | Shows | Possible values |
|---|---|---|
| Pending B2B customers | Customers tagged B2B_Registeration waiting for approval |
A number. Pending and active customers are counted from at most 2,500 customers together. |
| Active B2B customers | Customers tagged B2B |
A number. Pending and active customers are counted from at most 2,500 customers together. |
| Revenue (last 30 days) | Total of wholesale orders placed in the last 30 days, in your store currency with no decimals | An amount, for example $1,250 |
| Active discounts | Flat and tier discounts compared with your plan's limit. Price lists and cost plus markup are not counted here. | active/limit, for example 1/1 or 2/100. At the limit on Starter, a warning icon and Upgrade link appear. |
| B2B tax exemption | Whether tax exemption is on | Enabled or Disabled |
| B2B shipping | Whether wholesale shipping is on | Enabled or Disabled. Locked below Enterprise. |
| Net terms | Whether net payment terms are on | Enabled or Disabled. Locked below Enterprise. |
| Minimum order amount | The minimum order amount | An amount, for example $200, or Disabled. Locked below Enterprise. |
| MOQ | The minimum order quantity and what it applies to | Cart - 10, Specific products - 6, All products - 12, or Disabled. Locked below Enterprise. |
Locked tiles show a lock icon and Unlock on Starter. Plan limits for Active discounts: 1 on Starter, 100 on Enterprise and Professional. Detailed reports are on the Analytics page; see Wholesale analytics: metrics, definitions and export.
Quick guide#
The Quick guide card ("Enable wholesale pricing on your store in 4 steps") lists four steps, each with a video:
| Step | Gets a tick when |
|---|---|
| Setup Signup Form | A signup form block (standard or custom) is opened in the theme editor, or the customer accounts signup form is opened in its editor |
| Setup Wholesale prices on product page | Does not tick. Use the Product block card in App Status. |
| Setup Quick Buy Table | Does not tick. Use the Quick buy card in App Status. |
| Create & Assign Discounts | A flat or tier discount is saved |
Quick Buy needs the Enterprise or Professional plan; skip the Quick Buy step on Starter. The Quick guide hides itself once the store is configured: at least one discount of any type exists, the Product Wholesale block is on, and a signup form is on. The X button hides it until you close the browser tab. When the Ada setup assistant is available, the same steps appear collapsed under "Prefer to set things up yourself?" with View manual setup. For the full walkthrough, see Quick start: set up wholesale pricing on your Shopify store.
Setup card#
The first card offers setup help:
- Ada setup card, when the Ada assistant is available: describe your wholesale program in your own words or answer a few questions, and select Build my setup. Once the store is configured, the card becomes "Make changes with Ada". See Ada, the setup assistant in Process Wholesale.
- Welcome card ("Get your wholesale setup done for you") otherwise: Set it up for me opens a support chat with a setup request, and Schedule call opens a booking page for an onboarding call. The X button hides it until you close the browser tab. See How to get help with Process Wholesale.
Tour card#
When the store is configured, the Quick guide is replaced by the card "Your wholesale program is live: Learn how to manage it". Watch 3 min tour plays a 3-minute tour video on approving customers, assigning discounts and updating pricing. Once dismissed with X, the card stays hidden in that browser.
Other apps banner#
The last card, "Get 20% off our other apps", lists other Shopify apps from the same developer. Its tooltip says to contact support after installing one to receive the discount. The X button hides it until you close the browser tab.
Frequently asked questions#
Why does App Status show OFF when the block is on my theme?#
App Status checks only the published theme, only JSON templates, and only the templates listed for each card. A hidden block, a draft theme, a Product Wholesale block on an alternate product template, or a signup form outside a page template reads OFF. Check the block on your storefront.
Why does the Dashboard keep sending me to the Shopify plan page?#
The store has no active plan. Choose a plan on the Shopify plan page; the Dashboard opens once the plan is active.
Why does Active discounts show 1/1 when I have a price list?#
The tile counts flat and tier discounts only. Price lists and cost plus markup are not included.
Why are Quick guide steps not ticked after I added the blocks?#
The Setup Wholesale prices on product page and Setup Quick Buy Table steps do not tick. The App Status cards show whether those blocks are on.