Quick start: set up wholesale pricing on your Shopify store

The shortest path to a first wholesale order with Process Wholesale has seven steps: choose a plan, create a discount, add the signup form that matches your store's 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. Everything happens in the Process Wholesale app and the Shopify theme editor, and it works on every plan. Quick Buy needs the Enterprise or Professional plan.

Before you start#

• Your theme must be an Online Store 2.0 theme, because Process Wholesale adds app blocks and app embeds. See Process Wholesale requirements and compatibility.
• Find out which customer account type your store uses. Shopify admin labels the two types Customer accounts (new customer accounts) and Legacy (legacy customer accounts). The signup form you add in step 3 depends on it.

Step 1: Choose a plan#

Process Wholesale has three plans. Starter covers one flat or tier discount, the signup form, customer approval and the Product Wholesale block. Enterprise adds up to 100 discounts, Quick Buy, net payment terms, minimum orders and wholesale shipping. Professional adds price lists, cost plus markup, Hide price and full Analytics.

1. Open Process Wholesale in Shopify admin. On first open without an active plan, the app sends you to the Shopify plan page.
2. Pick a plan and approve it in Shopify. Current prices are shown on that page.
3. Shopify returns you to the Process Wholesale Dashboard.

Check it worked: the Dashboard opens and stays open instead of sending you back to the plan page. The Active discounts tile shows your plan's limit, for example 0/1 on Starter. To change plans later, select Plan in the app menu. See Changing or canceling your Process Wholesale plan.

Step 2: Create your first discount#

1. Select Discounts. The page opens on the Flat Discounts tab.
2. Select Create new tag.
3. In Discount tag name, enter a name such as wholesale20. It becomes the customer tag that grants the discount, so use lower-case letters and numbers and do not use b2b.
4. Under Discount type, choose Percentage Off and enter 20 in Value.
5. Under Applies to, keep All products or choose products or collections.
6. Select Save.

Check it worked: the toast "Discount created" appears and the discount is listed on the Flat Discounts tab. The Active discounts tile on the Dashboard goes up by one. For quantity breaks or other types, see Wholesale discount types compared and How to create a flat wholesale discount.

Step 3: Add the signup form for your customer account type#

Wholesale customers apply through a signup form. Applicants are tagged B2B_Registeration (the tag is spelled this way) and appear in Customers > Pending.

• Legacy customer accounts: in the theme editor, open a page template (for example a page called Wholesale), select Add block, and under Apps choose Wholesale Signup Form. Select Save. See How to add the wholesale signup form to your theme (legacy customer accounts).
• New customer accounts: add the wholesale signup form to your customer account pages. You can also use the Wholesale Signup Form theme block; set its Use new customer flow setting to Yes. See How to add the wholesale signup form to new customer accounts.

Check it worked: on the Dashboard, the Signup form card under App Status shows ON. If you used the theme block, visit the page while logged out and confirm the form appears. If you are unsure which form to use, see Wholesale signup forms: which form to use.

Step 4: Add the Product Wholesale block#

1. On the Dashboard, find the Product block card under App Status and select Enable. The theme editor opens on your product template.
2. Add the Product Wholesale app block to the product information section, where you want the price table to appear.
3. Select Save.

Check it worked: the Product block card shows ON after you reload the Dashboard. The card checks the default product template only. In the theme editor, the block shows example tables labelled "Product discounts example". See How to show wholesale prices on product pages.

Step 5 (optional): Add the Quick Buy order form#

Quick Buy is a wholesale order form for a store page. It needs the Enterprise or Professional plan; on Starter, skip this step.

1. In the theme editor, create or open a page template, for example page.wholesale.
2. Select Add block, and under Apps choose Quick Buy. Select Save.
3. In Shopify admin, assign that template to a page, for example a page called Wholesale order form.

Check it worked: the Quick buy card under App Status shows ON. See How to set up the Quick Buy wholesale order form.

Step 6: Approve a test customer and assign the discount tag#

1. On your storefront, log out and submit the signup form with a test email address you can access.
2. In Process Wholesale, select Customers. The test customer is on the Pending tab.
3. Open the row menu and select Accept B2B. The customer moves to the Active tab and their tag changes from B2B_Registeration to B2B.
4. On the Active tab, open the row menu, select Manage discount tags, choose wholesale20 and select Save.

Check it worked: the Discount tags column on the Active tab shows wholesale20, and the Active B2B customers tile on the Dashboard counts the customer. In Shopify admin, the customer has the tags B2B and wholesale20. See How to approve or reject wholesale applications and How to assign discounts to wholesale customers.

Step 7: Test while logged in as the wholesale customer#

1. Log in to your storefront as the test customer.
2. Open a product page. The theme price still shows the retail price, and the Product Wholesale table shows the 20% discount and the wholesale price.
3. Add the product to the cart and go to checkout. The 20% discount is applied.
4. If you added Quick Buy, open its page and confirm the product table appears with wholesale prices.

Check it worked: checkout shows the discount and the lower total. When you place the test order logged in as the test customer and a Process Wholesale discount is applied to it, the order is tagged processwholesale in Shopify and counts in Revenue (last 30 days) on the Dashboard.

What your customers see#

• Visitors and retail customers see retail prices and, where you added it, the signup form.
• Pending customers see the pending message on the signup form and pay retail prices.
• Wholesale customers with a discount tag see the Product Wholesale table on product pages, the Quick Buy form if you added it, and their wholesale price at cart and checkout.

Limits and things to know#

• Discount limits by plan. You can create 1 flat or tier discount on Starter and 100 on Enterprise and Professional.
• The discount applies only with both tags. A customer needs B2B and the discount tag. Creating a discount gives it to no one.
• Test on the live storefront. In the theme editor there is no logged-in customer: the Product Wholesale block shows example tables, and Quick Buy warns that discounts are not applied there.
• Add the signup form to a page template. The Signup form card on the Dashboard looks for the theme block on page templates only, so a form placed on the home page or a product page shows OFF there.
• The Quick guide on the Dashboard ticks Setup Signup Form and Create & Assign Discounts automatically. The Setup Wholesale prices on product page and Setup Quick Buy Table steps do not tick; use the App Status cards to confirm those blocks.

Troubleshooting#

Frequently asked questions#

Do I need Quick Buy to sell wholesale?#

No. Wholesale prices apply in the normal Shopify cart and checkout. Quick Buy adds a bulk order form and is the only place net payment terms are offered.

Which signup form should I use?#

The one that matches your customer account type. Shopify admin labels the types Customer accounts and Legacy. See Wholesale signup forms: which form to use.

Can I make an existing customer wholesale without the signup form?#

Yes. Use Import customers on the Customers page, then select Accept B2B. See How to make an existing Shopify customer a wholesale customer.

Why does the product page still show the retail price?#

The Product Wholesale block adds a table with the wholesale price and leaves the theme's price as it is. The wholesale price is charged at cart and checkout.

Can Process Wholesale set this up for me?#

Yes. The Dashboard offers setup help: the Ada setup assistant when it is available, or Set it up for me and Schedule call. See Ada, the setup assistant in Process Wholesale and How to get help with Process Wholesale.

Related articles#

• How Process Wholesale works: customer tags, discounts and checkout
• The Process Wholesale dashboard and App Status explained
• Wholesale discount types compared
• Wholesale signup forms: which form to use
• How to set up the Quick Buy wholesale order form

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