--- title: "The Process Wholesale dashboard and App Status explained" description: "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 A block can show OFF when it sits on an unpublished theme or an unchecked template." type: reference plans: [All plans] keywords: [ home page, App Status, block shows OFF, Enable Manage Unlock, quick guide, getting started checklist, wholesale metrics, active discounts tile, ] questions: - "What does the Process Wholesale Dashboard show?" - "What do ON and OFF mean in App Status?" - "Why does App Status show OFF when the block is installed?" - "What does the Active discounts tile mean?" - "Why are some Dashboard tiles locked?" last_verified: 2026-11-11 order: 4 --- # 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 | > **Note:** Hide price needs the Professional plan. On Enterprise, the **Hide price** card shows **Enable** instead of **Unlock**, but the Hide price app embed is offered in the theme editor only on Professional. See [How to hide prices from customers who are not wholesale](../storefront/hide-prices.md). 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](requirements-and-compatibility.md). | | 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](../analytics/wholesale-orders.md) 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](../customers/tax-exempt-wholesale-customers.md) is on | **Enabled** or **Disabled** | | **B2B shipping** | Whether [wholesale shipping](../checkout/wholesale-shipping.md) is on | **Enabled** or **Disabled**. Locked below Enterprise. | | **Net terms** | Whether [net payment terms](../checkout/net-payment-terms.md) are on | **Enabled** or **Disabled**. Locked below Enterprise. | | **Minimum order amount** | The [minimum order amount](../checkout/minimum-order-amount.md) | An amount, for example `$200`, or **Disabled**. Locked below Enterprise. | | **MOQ** | The [minimum order quantity](../checkout/minimum-order-quantity.md) 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](../analytics/wholesale-analytics.md). ## 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](quick-start.md). ## 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](../account/ada-setup-assistant.md). - **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](../account/contact-support.md). ## 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](https://vimeo.com/1220630939) 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. ## Related articles - [Quick start: set up wholesale pricing on your Shopify store](quick-start.md) - [Process Wholesale theme blocks and app embeds](../storefront/theme-blocks-overview.md) - [Process Wholesale blocks missing from the theme editor](../troubleshooting/theme-blocks-missing.md) - [Wholesale analytics: metrics, definitions and export](../analytics/wholesale-analytics.md) - [Process Wholesale plans and what each plan includes](../account/plans-and-pricing.md)