--- title: "Quick start: set up wholesale pricing on your Shopify store" description: "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." type: how-to plans: [All plans] keywords: [ setup guide, getting started, install Process Wholesale, first wholesale order, onboarding, set up B2B pricing, wholesale setup checklist, ] questions: - "How do I set up Process Wholesale?" - "What is the fastest way to start selling wholesale with Process Wholesale?" - "How do I test wholesale prices before going live?" - "Which signup form should I add for my customer account type?" - "Why does my test customer not see wholesale prices?" - "Do I need Quick Buy to sell wholesale?" last_verified: 2026-11-11 order: 3 --- # 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. **At a glance** - **Plan:** Any plan. Quick Buy needs Enterprise or Professional. - **Where:** Process Wholesale in Shopify admin, and **Online Store > Themes > Customize** - **You need:** An Online Store 2.0 theme, and an email address you can use for a test customer ## 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](requirements-and-compatibility.md). - 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](../account/change-or-cancel-your-plan.md). ## 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](../discounts/discount-types.md) and [How to create a flat wholesale discount](../discounts/flat-discounts.md). ## 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)](../signup-forms/signup-form-legacy-accounts.md). - **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](../signup-forms/signup-form-new-customer-accounts.md). **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](../signup-forms/signup-forms-overview.md). ## 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](../storefront/product-page-wholesale-prices.md). ## 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](../storefront/quick-buy-setup.md). ## 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](../customers/approve-or-reject-applications.md) and [How to assign discounts to wholesale customers](../discounts/assign-discounts-to-customers.md). > **Tip:** To give a discount to every new wholesale customer, choose it under **Settings > Customer settings > Auto assign discount tags**. Every save of the **Settings** page also adds the selected tags to up to 100 existing customers tagged `B2B`. See [How to assign discounts automatically when a customer is approved](../customers/auto-assign-discount-tags.md). ## 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 | Symptom | Likely cause | Fix | | ------------------------------------------------------------------ | -------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------- | | The app keeps opening the Shopify plan page | No active plan | Pick and approve a plan on the Shopify plan page. | | No **Process Wholesale** blocks under **Apps** in the theme editor | The theme is not an Online Store 2.0 theme, or the template has no section that accepts app blocks | Use an Online Store 2.0 theme. See [Process Wholesale blocks missing from the theme editor](../troubleshooting/theme-blocks-missing.md). | | The test customer is not in **Pending** | The form for the other customer account type was used, or the submission failed | Match the form to your account type. See [Wholesale signup form not working](../troubleshooting/signup-form-not-working.md). | | No Product Wholesale table on the product page | Not logged in as the customer, or the customer lacks the discount tag, or the discount does not include that product | Log in as the test customer and check their tags and the discount's **Applies to**. | | No discount at checkout | The customer has no `B2B` tag or no discount tag | Approve the customer and add the discount tag. See [Wholesale discount not applying at checkout](../troubleshooting/discount-not-applying.md). | | A card shows **OFF** although the block is added | The block is on an unpublished theme or a template the app does not check | See [The Process Wholesale dashboard and App Status explained](dashboard-and-app-status.md). | ## 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](../signup-forms/signup-forms-overview.md). ### 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](../customers/add-existing-customers.md). ### 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](../account/ada-setup-assistant.md) and [How to get help with Process Wholesale](../account/contact-support.md). ## Related articles - [How Process Wholesale works: customer tags, discounts and checkout](how-process-wholesale-works.md) - [The Process Wholesale dashboard and App Status explained](dashboard-and-app-status.md) - [Wholesale discount types compared](../discounts/discount-types.md) - [Wholesale signup forms: which form to use](../signup-forms/signup-forms-overview.md) - [How to set up the Quick Buy wholesale order form](../storefront/quick-buy-setup.md)