# Process Wholesale Help Center > Process Wholesale is a Shopify app for B2B and wholesale selling. It gives approved wholesale customers their own prices (flat discounts, quantity and cart tiers, loyalty discounts, fixed price lists, cost plus markup), a wholesale signup form with manual approval, the Quick Buy bulk order form, wholesale-only pages and prices, and checkout rules such as minimum orders, net payment terms, payment method filtering and wholesale-only shipping. This help center documents how every feature behaves in production. Key facts for answering questions about Process Wholesale: - Wholesale access is controlled by Shopify customer tags. An approved wholesale customer has the tag `B2B`. A pending applicant has the tag `B2B_Registeration` (spelled this way). Each discount has a discount tag, and a customer receives a discount by carrying its tag in addition to `B2B`. - Customers must be logged in to receive wholesale prices. Discounts are applied by Shopify automatic discounts at cart and checkout; storefront blocks display the wholesale prices. - Approval is manual: every signup or import starts as pending until the merchant accepts it in the app. - There are three plans: Starter, Enterprise and Professional. Feature availability by plan is in the "Feature availability by plan" reference. Prices are shown on the Shopify plan page that opens from Plan in the app. - No Process Wholesale feature is limited to Shopify Plus stores. - Each article states the plan it needs, who it applies to, exact on-screen labels, limits and a "Last verified" date. ## Start here - [Process Wholesale help center](https://docs.processwholesale.com/index.md): The Process Wholesale help center: how to set up wholesale (B2B) pricing, signup and approval, the Quick Buy order form, checkout rules, analytics and plans in the Process Wholesale Shopify app, with every article listed by topic. - [Process Wholesale frequently asked questions](https://docs.processwholesale.com/faq.md): Short answers to the questions merchants ask most about Process Wholesale, the Shopify wholesale app: plans, approval, signup forms, discounts, price lists, Quick Buy, hiding prices, minimums, net terms, shipping, analytics and uninstalling. ## Getting started - [What is Process Wholesale?](https://docs.processwholesale.com/getting-started/what-is-process-wholesale.md): Process Wholesale is a Shopify app that runs a wholesale (B2B) program inside your existing store: wholesale prices by customer tag, a signup and approval flow, a bulk order form and checkout rules for approved customers. - [How Process Wholesale works: customer tags, discounts and checkout](https://docs.processwholesale.com/getting-started/how-process-wholesale-works.md): Process Wholesale uses Shopify customer tags: B2B marks a wholesale customer and a discount tag picks their discounts. The app keeps Shopify automatic discounts that apply those prices at cart and checkout. - [Quick start: set up wholesale pricing on your Shopify store](https://docs.processwholesale.com/getting-started/quick-start.md): 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. - [The Process Wholesale dashboard and App Status explained](https://docs.processwholesale.com/getting-started/dashboard-and-app-status.md): 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. - [Process Wholesale requirements and compatibility](https://docs.processwholesale.com/getting-started/requirements-and-compatibility.md): Process Wholesale needs an Online Store 2.0 theme for its blocks, works with both new and legacy Shopify customer accounts, and is not limited to Shopify Plus. Storefront text is translated into eight languages and checkout amounts convert to the buyer's currency. - [Permissions Process Wholesale requests and why](https://docs.processwholesale.com/getting-started/app-permissions.md): Process Wholesale requests 25 Shopify access scopes at install, covering customers, discounts, orders, products, checkout customizations and theme reading, plus 3 optional theme and page write scopes asked only when you approve an Ada setup. ## Discounts and pricing - [Wholesale discount types compared: flat, tier, price list and cost plus markup](https://docs.processwholesale.com/discounts/discount-types.md): Process Wholesale offers flat discounts, four kinds of tier discount (product quantity, cart value, cart quantity, loyalty), price lists and cost plus markup. Each is tied to a customer tag and applied at Shopify checkout to wholesale customers. - [How to create a flat wholesale discount](https://docs.processwholesale.com/discounts/flat-discounts.md): In Process Wholesale, a flat discount gives wholesale customers with its tag the same percentage or amount off every eligible item. Create it under Discounts > Flat Discounts on any plan; it applies at Shopify checkout. - [How to set up quantity breaks (volume pricing) for wholesale customers](https://docs.processwholesale.com/discounts/quantity-tier-discounts.md): Process Wholesale quantity tiers lower the price of a product the more units of it a wholesale customer buys. Create one under Discounts > Tier Discounts with the method Individual Product Quantity, on any plan. - [How to give a wholesale discount based on cart total](https://docs.processwholesale.com/discounts/cart-value-tier-discounts.md): Process Wholesale cart value tiers give wholesale customers a discount on the whole order once the cart total reaches an amount you set. Create one under Discounts > Tier Discounts with the method Total Cart Value, on any plan. - [How to give a wholesale discount based on total cart quantity](https://docs.processwholesale.com/discounts/cart-quantity-tier-discounts.md): Process Wholesale cart quantity tiers discount a wholesale order by the total number of units in the cart, across any mix of products or only selected ones. Create one under Discounts > Tier Discounts with the method Total Cart Quantity, on any plan. - [How loyalty discounts work for repeat wholesale customers](https://docs.processwholesale.com/discounts/loyalty-discounts.md): Process Wholesale loyalty tiers give repeat wholesale customers an extra order discount once their spend or order count over a period you choose reaches a tier. Eligibility is re-checked every 2 hours. Enterprise or Professional plan. - [How to price wholesale products at cost plus a markup](https://docs.processwholesale.com/discounts/cost-plus-markup.md): Process Wholesale cost plus markup prices each item for tagged wholesale customers at its Shopify Cost per item plus a markup percentage, for example cost 10.00 plus 20% = 12.00. Create it under Discounts > Cost-Plus Discounts on the Professional plan. - [How to create a wholesale price list with fixed prices](https://docs.processwholesale.com/discounts/price-lists.md): A Process Wholesale price list sets a fixed price per product variant for customers tagged B2B and the list's tag. Create it under Discounts > Price Lists on the Professional plan; the price is applied at checkout. - [How to import, update and export a price list with CSV](https://docs.processwholesale.com/discounts/price-list-csv-import.md): Process Wholesale can create or replace a price list from a CSV file with a price column and a SKU or Handle column, and export a list to CSV. Use Import from CSV, Update from CSV and Export to CSV on the Professional plan. - [How to assign discounts to wholesale customers](https://docs.processwholesale.com/discounts/assign-discounts-to-customers.md): In Process Wholesale a customer gets a discount by carrying the B2B tag plus the discount's tag. Add tags per customer with Manage discount tags, to all wholesale customers with Bulk assign discount, automatically on approval, or by hand in Shopify admin. - [Which wholesale discount applies: priority and stacking rules](https://docs.processwholesale.com/discounts/discount-priority-and-stacking.md): Process Wholesale gives each cart line one flat or quantity tier discount (chosen by flat priority and the Tag priority setting), then adds cart value and loyalty discounts on top. Cart quantity, price list and cost plus markup are separate discounts. - [Using Shopify discount codes with wholesale discounts](https://docs.processwholesale.com/discounts/discount-codes-and-combinations.md): Process Wholesale applies wholesale pricing through Shopify automatic discounts. The Discount combinations cards in Settings > Discount settings decide which product, order and shipping discounts, including discount codes, each one may combine with. - [Editing and deleting wholesale discounts](https://docs.processwholesale.com/discounts/edit-or-delete-a-discount.md): In Process Wholesale you edit a discount from Discounts > Edit and save; changes apply at checkout without reassigning customers. The discount tag cannot be renamed. Delete has no confirmation and removes the tag from every customer tagged B2B. - [How to apply wholesale discounts to a Shopify draft order](https://docs.processwholesale.com/discounts/draft-orders.md): To give a wholesale customer Process Wholesale pricing on an order you create in Shopify admin, add the customer to the draft order, then select Add discount and choose to apply eligible automatic discounts. The customer needs the B2B tag and the discount tag. ## Wholesale customers - [Wholesale customers and customer tags explained](https://docs.processwholesale.com/customers/wholesale-customers-and-tags.md): Process Wholesale decides who is a wholesale customer with Shopify customer tags: B2B_Registeration for pending applicants, B2B for approved customers, B2Bnetterms for net terms, plus one tag per discount. Approval is always manual. - [How to approve or reject wholesale applications](https://docs.processwholesale.com/customers/approve-or-reject-applications.md): In Process Wholesale, open Customers > Pending and select Accept B2B or Reject B2B for each wholesale application. Accepting tags the customer B2B, adds auto-assigned discounts and sends the approval email. - [How to make an existing Shopify customer a wholesale customer](https://docs.processwholesale.com/customers/add-existing-customers.md): Use Import customers on the Process Wholesale Customers page to move existing Shopify customers into Pending, then select Accept B2B. You can also add the B2B tag in Shopify admin, which skips emails and auto-assigned discounts. - [How to remove a customer's wholesale access](https://docs.processwholesale.com/customers/remove-wholesale-access.md): In Process Wholesale, open Customers > Active and select Remove B2B access to end a customer's wholesale pricing, or Return to pending to send them back for review. Neither action sends an email. - [How to assign discounts automatically when a customer is approved](https://docs.processwholesale.com/customers/auto-assign-discount-tags.md): In Process Wholesale, choose discounts under Settings > Customer settings > Auto assign discount tags. Their discount tags are added to each customer you accept, and each Settings save also adds them to up to 100 existing wholesale customers. - [Wholesale application emails and how to edit them](https://docs.processwholesale.com/customers/wholesale-emails.md): Process Wholesale emails applicants when their wholesale application is received, approved or rejected, and alerts your Shopify store email about each new application. Turn the customer emails on or off and edit them in Settings > Customer settings. - [How to make wholesale customers tax exempt](https://docs.processwholesale.com/customers/tax-exempt-wholesale-customers.md): Process Wholesale can set your wholesale customers to tax exempt in Shopify. Check B2B customer tax exemption in Settings > Customer settings; saving updates existing wholesale customers, and each approval applies it to new ones. - [How to redirect wholesale customers after login](https://docs.processwholesale.com/customers/redirect-after-login.md): Process Wholesale can send wholesale customers to a page you choose, such as a wholesale collection, after they log in. Enter the path in Settings > Customer settings on Enterprise or Professional, then add the B2B Redirect Block or the Redirect customer account block. - [At-risk customers and recovery emails](https://docs.processwholesale.com/customers/at-risk-customers.md): Process Wholesale lists wholesale customers whose last wholesale order is more than 45 days old and lets you send them a recovery email in your store's name. Open it from Analytics > Customers > Take action on the Professional plan. ## Wholesale signup forms - [Wholesale signup forms: which form to use](https://docs.processwholesale.com/signup-forms/signup-forms-overview.md): Process Wholesale has four wholesale signup forms: a standard and a custom form for legacy customer accounts, and a standard and a custom form for new customer accounts. Pick the one that matches your Shopify account type. - [How to add the wholesale signup form to your theme (legacy customer accounts)](https://docs.processwholesale.com/signup-forms/signup-form-legacy-accounts.md): Add the Process Wholesale Wholesale Signup Form app block to a page in the Shopify theme editor so visitors can apply for a wholesale account. Works on every plan; built for legacy customer accounts. - [How to add the wholesale signup form to new customer accounts](https://docs.processwholesale.com/signup-forms/signup-form-new-customer-accounts.md): On stores using Shopify's new customer accounts, Process Wholesale adds a wholesale signup page to customer accounts for signed-in customers, plus a Wholesaler Information block on the profile page. Theme block forms can also take guest applications. - [How to build a custom wholesale signup form](https://docs.processwholesale.com/signup-forms/custom-signup-form.md): On the Enterprise or Professional plan, Process Wholesale lets you build your own wholesale signup form on the Custom Signup Form page, with your own fields, file uploads and a consent checkbox, for theme pages and new customer accounts. - [How file uploads work on the wholesale signup form](https://docs.processwholesale.com/signup-forms/signup-form-file-uploads.md): Process Wholesale's custom signup form can ask applicants to upload a file, such as a resale certificate. Files are stored in your Shopify Files, and links appear in the app's customer details, the customer note and the B2B Signup Files block. - [How the wholesale signup form blocks spam](https://docs.processwholesale.com/signup-forms/signup-form-spam-protection.md): Process Wholesale's theme signup forms include a built-in captcha that needs no setup. Applicants complete it before Submit; customer account signup forms need the customer to be signed in instead. ## Storefront and theme - [Process Wholesale theme blocks and app embeds](https://docs.processwholesale.com/storefront/theme-blocks-overview.md): Process Wholesale adds seven theme blocks to Shopify's theme editor (six app blocks and the Hide price app embed) plus customer account and Shopify admin extensions. This list shows where each one goes, what it does and which plan it needs. - [How to show wholesale prices on product pages](https://docs.processwholesale.com/storefront/product-page-wholesale-prices.md): Process Wholesale's Product Wholesale block adds wholesale discount tables under the price on Shopify product pages for logged-in wholesale customers. Add it to each product template in the theme editor. It works on every plan. - [How to set up the Quick Buy wholesale order form](https://docs.processwholesale.com/storefront/quick-buy-setup.md): Quick Buy is the Process Wholesale bulk order form for wholesale customers. Add the Quick Buy app block to a page template in the Shopify theme editor, assign a page to it and link it from a menu. Needs Enterprise or Professional. - [How wholesale customers order with Quick Buy](https://docs.processwholesale.com/storefront/quick-buy-ordering.md): With Process Wholesale Quick Buy, logged-in wholesale customers search the product table, enter quantities, add lines to a saved order and check out through the Shopify cart, or through a draft order when they pick net payment terms. - [How Quick Buy calculates the prices it shows](https://docs.processwholesale.com/storefront/quick-buy-prices.md): Process Wholesale Quick Buy shows each wholesale customer one price per product, choosing cost plus markup first, then a price list, then a flat or quantity tier discount by Tag priority. Shopify checkout sets the final price. - [How reordering works in Quick Buy (Buy again)](https://docs.processwholesale.com/storefront/quick-buy-reorder.md): Process Wholesale Quick Buy lets logged-in wholesale customers reorder their last order or past items from a Buy again tab. Each reorder is checked against today's stock, availability and prices before lines are added. - [How to hide prices from customers who are not wholesale](https://docs.processwholesale.com/storefront/hide-prices.md): Process Wholesale's Hide price feature hides prices and buy buttons from guests and retail customers and shows a message such as Log in to see price. Turn on the Hide price app embed and the setting in Settings > Customer settings, on the Professional plan. - [How to make pages, collections or products wholesale-only](https://docs.processwholesale.com/storefront/lock-content.md): Process Wholesale's Lock Content Redirect block sends visitors without access away from any page, collection or product template it is added to, by default to the login page. It needs the Enterprise or Professional plan. ## Checkout rules, payment and shipping - [How to set a minimum order amount for wholesale customers](https://docs.processwholesale.com/checkout/minimum-order-amount.md): Process Wholesale can block checkout for wholesale customers whose order total is under an amount you choose. Turn it on in Settings > Checkout rules on the Enterprise or Professional plan. - [How to set a minimum order quantity for wholesale customers](https://docs.processwholesale.com/checkout/minimum-order-quantity.md): Process Wholesale can block checkout for wholesale customers who order fewer units than you require, counted across the cart, per selected product or per product. Set it in Settings > Checkout rules on Enterprise or Professional. - [How to offer net payment terms to wholesale customers](https://docs.processwholesale.com/checkout/net-payment-terms.md): Process Wholesale lets wholesale customers choose a payment term such as Net 30 on the Quick Buy order details page. Turn it on in Settings > Net terms on the Enterprise or Professional plan and offer up to three terms. - [How to hide payment methods from wholesale customers](https://docs.processwholesale.com/checkout/hide-payment-methods.md): Process Wholesale can hide payment methods you name, such as Cash on Delivery, from wholesale customers at checkout. Names must match exactly. Set it in Settings > Checkout rules on the Enterprise or Professional plan. - [How to show shipping methods only to wholesale customers](https://docs.processwholesale.com/checkout/wholesale-shipping.md): Process Wholesale shows the shipping rates, pickup locations and local delivery you select only to wholesale customers and hides them from everyone else. Set it on the Shipping page on the Enterprise or Professional plan. - [What wholesale customers see in the cart and at checkout](https://docs.processwholesale.com/checkout/cart-and-checkout-experience.md): With Process Wholesale, a logged-in customer tagged B2B gets wholesale discounts labeled PW in Shopify checkout, plus any minimums, hidden payment methods, wholesale shipping and tax exemption you set. Pending customers check out at retail. ## Orders and analytics - [Wholesale analytics: metrics, definitions and export](https://docs.processwholesale.com/analytics/wholesale-analytics.md): The Process Wholesale Analytics page reports wholesale revenue, orders, AOV, customers and products. Overview data is real on every plan; the Customers and Products tabs, time ranges and CSV export need the Professional plan. - [Which orders count as wholesale orders](https://docs.processwholesale.com/analytics/wholesale-orders.md): Process Wholesale counts an order as a wholesale order only when a Process Wholesale discount was applied to it. Orders from wholesale customers without such a discount, orders without a customer and orders from before install are not counted. ## Plans, account and data - [Process Wholesale plans and what each plan includes](https://docs.processwholesale.com/account/plans-and-pricing.md): Process Wholesale has three plans: Starter, Enterprise and Professional. Each adds discounts and features. Prices are shown on Shopify's plan page, opened from Plan in the app. - [Changing or canceling your Process Wholesale plan](https://docs.processwholesale.com/account/change-or-cancel-your-plan.md): Change your Process Wholesale plan from Plan in the app, which opens Shopify's plan page. Downgrading keeps your discounts and settings saved, but features above the new plan are not available. - [Uninstalling Process Wholesale: what is removed and what stays](https://docs.processwholesale.com/account/uninstalling.md): Uninstalling Process Wholesale immediately deletes its discount configuration, settings, signup form setup and customer and order history. Process Wholesale does not remove customer tags or order tags from your Shopify store. - [What data Process Wholesale stores and uses](https://docs.processwholesale.com/account/data-and-privacy.md): Process Wholesale stores your store details, wholesale settings, and basic customer and order data to run wholesale pricing and analytics. It uses outside services for email, support chat and error reports. - [Ada, the setup assistant in Process Wholesale](https://docs.processwholesale.com/account/ada-setup-assistant.md): Ada is an AI setup assistant inside the Process Wholesale app. You describe your wholesale program on the Ada card on the Dashboard, or answer a few questions, and the card sends your request to the Ada chat widget. - [Languages supported by Process Wholesale](https://docs.processwholesale.com/account/languages.md): The Process Wholesale admin is in English, French, Spanish, German and Italian. Storefront blocks and checkout messages also cover Norwegian, Portuguese and Swedish. Text you type yourself is not translated. - [How to get help with Process Wholesale](https://docs.processwholesale.com/account/contact-support.md): Get help with Process Wholesale from the Support page in the app: send a message in the support chat, book an onboarding call, or open the help center. The chat is also available on every app page. ## Troubleshooting - [Wholesale discount not applying at checkout](https://docs.processwholesale.com/troubleshooting/discount-not-applying.md): When a Process Wholesale discount does not apply at checkout, the customer is usually not logged in or is missing the B2B tag or the exact discount tag. Other causes: product selection, plan, tag priority, thresholds, loyalty timing and missing cost or price list prices. - [Wholesale prices not showing on the storefront](https://docs.processwholesale.com/troubleshooting/wholesale-prices-not-showing.md): When Process Wholesale prices do not show on the storefront, the usual cause is expected behavior: the Product Wholesale block adds a table under the retail price on product pages only, for logged-in customers with a discount tag. Fixes for each case. - [Wholesale signup form not working](https://docs.processwholesale.com/troubleshooting/signup-form-not-working.md): When the Process Wholesale signup form does not show, will not submit or applicants do not appear in Pending, the most common cause is a form that does not match the store's Shopify customer account type. Check Settings > Customer accounts first. - [Wholesale emails not being received](https://docs.processwholesale.com/troubleshooting/emails-not-received.md): If Process Wholesale wholesale emails are not arriving, check the setting for that email in Settings > Customer settings, the action that sends it, and your spam folder. The new application alert goes to your Shopify store email from alerts@processwholesale.com. - [Process Wholesale blocks missing from the theme editor](https://docs.processwholesale.com/troubleshooting/theme-blocks-missing.md): Process Wholesale blocks are missing from the Shopify theme editor when the theme is not Online Store 2.0, the template or section does not accept app blocks, the plan does not include the block, or the item is an app embed. Fixes for each case. - [Checkout problems for wholesale customers](https://docs.processwholesale.com/troubleshooting/checkout-problems.md): Fixes for Process Wholesale checkout problems: minimums not enforced or hitting the wrong customers, missing shipping options, payment methods still showing, net terms not offered, Force Payment Terms blocking checkout, tax, and message language. - [Price list CSV import problems](https://docs.processwholesale.com/troubleshooting/price-list-import-problems.md): Fixes for Process Wholesale price list problems: CSV files rejected, rows unmatched, imports that will not start or seem stuck, prices 1,000 times too small, wrong checkout prices, and products missing from a list. - [Quick Buy problems and fixes](https://docs.processwholesale.com/troubleshooting/quick-buy-problems.md): Fixes for the Process Wholesale Quick Buy order form: block missing or asking to upgrade, form not visible, products missing, prices that differ from checkout, quantities that stop, lost orders, net terms and Buy again. - [Why wholesale analytics differ from Shopify reports](https://docs.processwholesale.com/troubleshooting/analytics-numbers-differ.md): Process Wholesale analytics count only orders that received a Process Wholesale discount, from install onward, at the order total Process Wholesale recorded, without subtracting refunds or cancellations. That is why the numbers differ from Shopify reports. ## Reference - [Settings reference: every Process Wholesale setting](https://docs.processwholesale.com/reference/settings-reference.md): Every setting on the Process Wholesale Settings page and Shipping page, in on-screen order: the exact label, control, default, allowed values, plan and what it does, with a link to the article that explains it. - [Theme block settings reference](https://docs.processwholesale.com/reference/theme-block-settings-reference.md): Every setting of the seven Process Wholesale theme blocks and app embed, and of its customer account extensions, with the label, type, default, allowed values and effect. For the theme editor and Shopify's checkout and accounts editor. - [Feature availability by plan](https://docs.processwholesale.com/reference/plan-features-reference.md): A complete table of which Process Wholesale features and limits are available on the Starter, Enterprise and Professional plans, including discount counts and every plan-gated feature. - [Limits and quotas reference](https://docs.processwholesale.com/reference/limits-reference.md): Every limit, cap, default and time interval in Process Wholesale that a merchant can run into: discounts per plan, price list and CSV caps, Quick Buy and reorder limits, analytics row counts and update timings. - [Customer tags and order tags used by Process Wholesale](https://docs.processwholesale.com/reference/customer-tags-reference.md): Every customer tag and order tag Process Wholesale reads or writes: B2B, B2B_Registeration, B2Bnetterms, discount tags, pw_loyalty tags and the processwholesale order tag, with who adds and removes each and which features read it. - [Checkout and storefront messages reference](https://docs.processwholesale.com/reference/checkout-messages-reference.md): Every message Process Wholesale shows wholesale customers at checkout and on the Quick Buy checkout step: minimum order amount and quantity errors, PW discount labels and net terms text, with exact English wording, when each appears and the languages. - [Price list CSV format reference](https://docs.processwholesale.com/reference/price-list-csv-format.md): The CSV format Process Wholesale accepts for price list imports: accepted column headers, how prices are read, how rows are matched, the 50,000-row limit, the template, the export columns and every message. - [Process Wholesale video tutorials](https://docs.processwholesale.com/reference/video-tutorials.md): Process Wholesale has 14 tutorial videos covering setup, discounts, price lists, signup forms, Quick Buy, checkout rules, net terms and shipping. This page lists each video, its length and the article that covers the same steps in text. - [Glossary of Process Wholesale terms](https://docs.processwholesale.com/reference/glossary.md): Definitions of every Process Wholesale feature, on-screen label, customer tag, plan, discount type and Shopify term used in the help center, plus the everyday words merchants search for, such as MOQ, net 30 and tiered pricing.