Process Wholesale requirements and compatibility
Process Wholesale needs a Shopify store with an Online Store 2.0 theme, because its storefront features are app blocks and app embeds. It works with both Shopify customer account types, which Shopify admin labels Customer accounts (new customer accounts) and Legacy (legacy customer accounts), with a different signup form and login redirect for each. No Process Wholesale feature is limited to Shopify Plus stores. These requirements apply to every plan.
At a glance
- Theme: Online Store 2.0 (JSON templates)
- Customer accounts: new and legacy both supported
- Shopify plan: no Process Wholesale feature is limited to Shopify Plus
- Storefront: JavaScript must run in the buyer's browser for the blocks to work
- Admin languages: English, French, Spanish, German, Italian
Compatibility summary#
| Works with | Notes |
|---|---|
| Online Store 2.0 themes | Required for every block and embed. App blocks go into sections that accept app blocks on JSON templates. Vintage themes with .liquid templates do not show the blocks, and the Dashboard reports them as OFF. |
| New customer accounts | Supported. Use the signup form for customer accounts or the theme signup block with the new customer flow. Redirect after login uses a block in customer accounts. |
| Legacy customer accounts | Supported. Use the Wholesale Signup Form theme block, which asks the applicant for a password. Redirect after login uses the B2B Redirect Block on the customer account template. |
| Shopify Plus and non-Plus stores | No Process Wholesale feature is limited to Shopify Plus. |
| Multiple currencies (Shopify Markets) | Checkout discounts and the minimum order amount convert to the buyer's currency. See the currency table. |
| Market-based shipping | The Shipping page lists rates by market when your store uses market-based shipping. See How to show shipping methods only to wholesale customers. |
| Storefront languages | Fixed storefront and checkout text in English, German, Spanish, French, Italian, Norwegian, Portuguese (Brazil and Portugal) and Swedish. Text you type in block settings is shown as you typed it. |
| Draft orders | Wholesale discounts can be applied to a draft order for a wholesale customer. See How to apply wholesale discounts to a Shopify draft order. |
Theme requirements#
Process Wholesale's storefront features are part of a Shopify theme app extension:
| Theme feature | Type | Templates |
|---|---|---|
| Product Wholesale | App block | Product |
| Quick Buy | App block | Page |
| Wholesale Signup Form | App block | Page, collection, home, product |
| Wholesale Custom Signup | App block | Page, collection, home, product |
| Lock Content Redirect | App block | Page, collection, product |
| B2B Redirect Block | App block | Customer account (legacy customer accounts) |
| Hide price | App embed | Every page, switched on under Theme settings > App embeds |
Some blocks appear in the theme editor only on plans that include them: Lock Content Redirect and Wholesale Custom Signup on Enterprise and Professional, Hide price on Professional. Quick Buy is listed on every plan, but it works only on Enterprise and Professional; on Starter it shows nothing on the storefront, and the theme editor shows "Please upgrade your plan to access this feature." If no Process Wholesale blocks appear at all, see Process Wholesale blocks missing from the theme editor. All blocks are listed in Process Wholesale theme blocks and app embeds.
- Product page variants. The Product Wholesale block updates its table when the variant changes through the page URL, Shopify's variant change event, or the product form's variant selector. A theme or page builder that changes variants another way does not refresh the table.
- Hide price selectors. Hide price targets common theme class names for prices and buy buttons. If your theme uses other markup, add your theme's CSS selectors in the embed's Custom selectors settings. See How to hide prices from customers who are not wholesale.
New and legacy customer accounts#
Process Wholesale uses your store's normal Shopify customer accounts. Check which type your store uses in Shopify admin under Settings > Customer accounts, where Shopify labels them Customer accounts and Legacy.
| Area | Legacy customer accounts | New customer accounts |
|---|---|---|
| Signup form | Wholesale Signup Form theme block with a password field. Shopify creates the account when the form is submitted. | Theme block without a password field, where Process Wholesale creates the account, or the signup form inside customer accounts for logged-in customers |
| "Application received" email | Sent about a minute after a guest submits; right away for a logged-in customer | Sent right away |
| Redirect after login | B2B Redirect Block on the customer account template | Redirect block in customer accounts |
| Wholesale information for the customer | Not available | A Wholesaler Information block on the customer's profile shows their status and their discounts |
The in-app FAQ recommends legacy (classic) customer accounts. Both types are supported. See Wholesale signup forms: which form to use and How to redirect wholesale customers after login.
Currencies and Shopify Markets#
You enter discount amounts, prices and minimums in your store currency. How each feature handles a buyer paying in another currency:
| Feature | Behavior in other currencies |
|---|---|
| Percentage discounts | Calculated on the price the buyer pays, in their currency |
| Amount-off and fixed-price discounts, cart value tiers | Amounts and thresholds are converted at checkout with the exchange rate Shopify uses for that checkout |
| Price lists at checkout | The list price is converted with the checkout exchange rate. Example: a list price of 12.50 with a rate of 0.9 is charged as 11.25 in the buyer's currency. |
| Cost plus markup at checkout | Cost plus markup is converted with the checkout exchange rate |
| Minimum order amount | Converted with the checkout exchange rate. A minimum of 200 at a rate of 1.5 becomes 300.00. See minimum order amount. |
| Analytics and the Dashboard | Shown in your store currency. See Why wholesale analytics differ from Shopify reports. |
Languages#
| Where | Languages |
|---|---|
| Process Wholesale admin | English, French, Spanish, German, Italian. The app follows your Shopify admin language; other languages show English. |
| Storefront blocks and signup forms (fixed text) | English, German, Spanish, French, Italian, Norwegian, Portuguese (Brazil and Portugal), Swedish. Other storefront languages show English. |
| Checkout messages (minimum order amount and quantity) | English, German, Spanish, French, Italian, Norwegian, Portuguese, Swedish |
| Text you enter in block settings and the Hide price message | Shown exactly as typed. Translate it yourself. |
In the Product Wholesale block, the table headers are translated and the label "Any" is always English. See Languages supported by Process Wholesale.
Browser requirements#
The storefront features run in the buyer's browser and need JavaScript:
- Product Wholesale tables are hidden until the script loads the customer's prices.
- Quick Buy loads products, prices and the saved order with JavaScript.
- Hide price hides prices and buttons with JavaScript, so prices can show briefly while the page loads.
- Lock Content Redirect and the B2B Redirect Block redirect with JavaScript.
Hide price and Lock Content Redirect control what visitors see on the storefront. They do not block access to prices in checkout or through other Shopify pages.
Frequently asked questions#
Does Process Wholesale work with vintage themes?#
No. Process Wholesale's blocks need an Online Store 2.0 theme with JSON templates. On a vintage theme the blocks are not available.
Does Process Wholesale require Shopify Plus?#
No. No Process Wholesale feature is limited to Shopify Plus stores.
Does Process Wholesale work with new customer accounts?#
Yes. Use the signup form for new customer accounts, and the redirect block in customer accounts for redirect after login.
Are wholesale prices converted for buyers in other currencies?#
Yes, at checkout. Amount-off discounts, fixed prices, price lists, cost plus markup and the minimum order amount are converted with the exchange rate Shopify uses for that checkout.
Can I translate the signup form labels?#
The fixed labels are translated into eight languages: English, German, Spanish, French, Italian, Norwegian, Portuguese and Swedish. Text you type into block settings, such as headings and messages, appears as you typed it, so translate it yourself.