What is Process Wholesale?
Process Wholesale is a Shopify app that runs a wholesale (B2B) program inside your existing Shopify store. Approved wholesale customers (B2B customers) log in to the same storefront as your retail customers and get their own prices at checkout, applied by Shopify automatic discounts that Process Wholesale creates and keeps up to date. The app also handles wholesale applications and approval, shows wholesale prices on product pages, offers a bulk order form called Quick Buy, and adds checkout rules such as minimum orders and net payment terms. It is available on three plans: Starter, Enterprise and Professional.
At a glance
- What it is: A Shopify app for wholesale pricing and B2B ordering in one store, without a separate wholesale store
- Who it is for: Shopify merchants who sell to both retail customers and business customers (retailers, distributors and other trade buyers)
- Who counts as wholesale: Customers with the customer tag
B2B, which Process Wholesale adds when you approve them - How prices are applied: Shopify automatic discounts maintained by the app, read at cart and checkout
- Plans: Starter, Enterprise, Professional. Current prices are shown on the Shopify plan page that opens from Plan in the app.
Who Process Wholesale is for#
Process Wholesale is for Shopify stores that want to sell wholesale from the store they already have. Retail customers keep seeing and paying retail prices. Customers you approve as wholesale customers log in with a normal Shopify customer account and receive the discounts you assign to them. The app uses Shopify's own customer accounts, customer tags, automatic discounts and checkout, so there is no second storefront and no separate login. Process Wholesale works with both of Shopify's customer account types, which Shopify admin labels Customer accounts (new) and Legacy. See Process Wholesale requirements and compatibility.
Process Wholesale features by area#
Each feature lists the plans it needs. The full matrix is in Feature availability by plan.
Wholesale pricing#
| Feature | What it does | Plans |
|---|---|---|
| Flat discounts | A percentage off or an amount off every eligible item for customers with the discount tag, on all products, chosen products or chosen collections. | All plans (variant-level selection: Enterprise or Professional) |
| Quantity tier discounts | A per-item discount whose level depends on how many units of the same product are in the cart (quantity breaks, volume pricing). | All plans |
| Cart value tier discounts | An order discount whose level depends on the cart subtotal. | All plans |
| Cart quantity tier discounts | An order discount whose level depends on the total number of units in the cart. | All plans |
| Loyalty discounts | An extra order discount for customers whose spend or order count in a recent period reaches a tier. | Enterprise or Professional |
| Price lists | A fixed wholesale price per variant for customers with the price list's tag, editable in the app or by CSV import. | Professional |
| Cost plus markup | Sets the wholesale price to the variant's unit cost plus a markup percentage. | Professional |
| Discount priority and combinations | Settings that decide whether a flat or a tier discount wins on the same product, and which other discounts the app's discounts combine with. | All plans (price list and cost plus markup combinations: Professional) |
How many flat and tier discounts you can create depends on the plan: 1 on Starter, 100 on Enterprise and Professional.
Customers and signup#
| Feature | What it does | Plans |
|---|---|---|
| Wholesale signup form | A form on your storefront or in new customer accounts where buyers apply for a wholesale account. Applicants are tagged B2B_Registeration (the tag is spelled this way) and wait for approval. |
All plans |
| Custom signup form | A signup form built from your own fields, including file uploads and a consent checkbox. | Enterprise or Professional |
| Approve or reject applications | The Customers page lists pending and active wholesale customers. Approving replaces B2B_Registeration with B2B. |
All plans |
| Assign discounts to customers | Add discount tags to one customer, to every wholesale customer at once, or automatically on approval. | All plans (price list and cost plus markup tags: Professional) |
| Wholesale emails | Application received, approved and rejected emails to the applicant, plus an alert to you for each new application. | All plans |
| Tax exemption | Sets wholesale customers to tax exempt in Shopify. | All plans |
| Redirect after login | Sends wholesale customers to a page you choose after they log in. | Enterprise or Professional |
Storefront#
| Feature | What it does | Plans |
|---|---|---|
| Product Wholesale block | Shows a logged-in wholesale customer a table of their wholesale prices and discount levels on product pages. | All plans |
| Quick Buy | A wholesale order form on a store page: search, enter quantities for many products, reorder past orders and check out. | Enterprise or Professional |
| Hide price | Hides prices and buy buttons from visitors who are not wholesale customers and shows a message instead. | Professional |
| Lock Content Redirect | Makes page, collection or product templates wholesale-only by redirecting other visitors. | Enterprise or Professional |
Checkout#
| Feature | What it does | Plans |
|---|---|---|
| Minimum order amount | Blocks checkout for wholesale customers whose order total after discounts is under an amount you set. | Enterprise or Professional |
| Minimum order quantity | Blocks checkout for wholesale customers under a quantity for the cart, for specific products or for every product. | Enterprise or Professional |
| Net payment terms | Lets wholesale customers check out from Quick Buy on terms such as Net 30. Process Wholesale creates a Shopify draft order with those payment terms. | Enterprise or Professional |
| Hide payment methods | Hides payment methods you name from wholesale customers at checkout. | Enterprise or Professional |
| Wholesale shipping | Shows chosen shipping rates only to wholesale customers and hides them from everyone else. | Enterprise or Professional |
| Draft orders | Wholesale discounts can be applied to draft orders you create for a wholesale customer. | All plans |
Analytics#
| Feature | What it does | Plans |
|---|---|---|
| Wholesale analytics | Revenue, orders, average order value and items per order for wholesale orders. | All plans (Overview tab, last 30 days) |
| Full analytics | Customers and Products tabs with real data, other time ranges and CSV export. | Professional |
| At-risk customers | Lists wholesale customers with no wholesale order in 45 or more days and sends them a recovery email. | Professional |
| Wholesale orders | Orders where a Process Wholesale discount was applied are counted as wholesale and tagged processwholesale in Shopify. |
All plans |
Process Wholesale plans at a glance#
| Plan | What the plan includes or adds |
|---|---|
| Starter | 1 flat or tier discount, the signup form, the Product Wholesale block, customer approval, the wholesale emails, tax exemption, draft orders and the Analytics overview for the last 30 days. |
| Enterprise | Everything in Starter, plus up to 100 discounts, the Quick Buy order form, loyalty discounts, variant-level selection, the custom signup form, Lock Content Redirect, redirect after login, net payment terms, minimum order amount and quantity, hidden payment methods and wholesale shipping. |
| Professional | Everything in Enterprise, plus price lists, cost plus markup, Hide price and full Analytics. |
Plan prices are not listed in this help center. Current prices are shown on the Shopify plan page that opens from Plan in the app. See Process Wholesale plans and what each plan includes.
What Process Wholesale does not do#
- No automatic approval. Every application waits in Customers > Pending until you select Accept B2B. Approval is always manual.
- No free shipping setting. Process Wholesale can show or hide shipping rates for wholesale customers, but has no free-shipping rule. Create free rates in Shopify and limit them with wholesale shipping.
- Net terms only through Quick Buy. Net payment terms are offered on the Quick Buy order page, not in the regular Shopify cart or checkout.
- No price change in the theme. The Product Wholesale block adds a wholesale price table. The theme's own price on product, collection and search pages stays the retail price. The wholesale price is charged at cart and checkout.
- No order minimums, increments or case packs in Quick Buy. Quantity rules are set as minimum order quantity in checkout.
- No separate wholesale store or login. Wholesale customers use your store's normal Shopify customer accounts.
- No limit tied to Shopify Plus. No Process Wholesale feature is limited to Shopify Plus stores.
Frequently asked questions#
Is Process Wholesale the same as Shopify B2B?#
No. Process Wholesale is a separate app. It identifies wholesale customers by the customer tag B2B and applies their prices with Shopify automatic discounts that the app maintains. See How Process Wholesale works.
Do I need Shopify Plus to use Process Wholesale?#
No. No Process Wholesale feature is limited to Shopify Plus stores.
Can retail and wholesale customers use the same store?#
Yes. Retail customers keep retail prices. Only logged-in customers with the B2B tag and a discount tag receive wholesale discounts at checkout.
Does Process Wholesale approve wholesale customers automatically?#
No. Approval is always manual on the Customers page. You can have discount tags added automatically at the moment you approve someone. See How to assign discounts automatically when a customer is approved.
Where do I see plan prices?#
On the Shopify plan page that opens when you select Plan in the Process Wholesale app. Prices are not listed in this help center.