Customer tags and order tags used by Process Wholesale
Process Wholesale marks customers and orders with ordinary Shopify tags that you can see in Shopify admin. The customer tag B2B marks a wholesale customer (B2B customer), B2B_Registeration marks a pending applicant, B2Bnetterms allows net payment terms, each discount has its own discount tag, and loyalty discounts add pw_loyalty_ tags. Orders that received a Process Wholesale discount get the order tag processwholesale. The tags work the same way on every plan.
At a glance
- Wholesale customer:
B2B - Pending customer:
B2B_Registeration(the tag is spelled this way) - Net terms for selected customers:
B2Bnetterms - Discount tags: the name of each discount, in lower-case letters and numbers
- Loyalty tier tags:
pw_loyalty_<discount tag>__<number>, managed automatically - Order tag:
processwholesale, on orders with a customer that received a Process Wholesale discount, and on Quick Buy net terms draft orders - Approval: always manual; Process Wholesale never adds
B2Bon its own
Customer tags#
| Tag | Meaning | Who or what adds it | Who or what removes it | Features that read it |
|---|---|---|---|---|
B2B |
Process Wholesale wholesale customer: approved for wholesale prices and wholesale features. Any capitalization (B2B, b2b, B2b, b2B) counts at checkout. |
Accept B2B on the Process Wholesale Customers page, or you by hand in Shopify admin | Reject B2B, Return to pending and Remove B2B access on the Customers page, or you by hand | Checkout discounts, checkout rules, wholesale shipping, Quick Buy, Lock Content Redirect (default mode), the redirect block for new customer accounts, the Active tab, Bulk assign discount, Auto assign discount tags on save, tax exemption on save, Select Customers for net terms, loyalty recalculation |
B2B_Registeration |
Process Wholesale pending customer: has applied and waits for your review. The tag is spelled Registeration; type it exactly that way. |
A wholesale signup form submission, Import customers, Return to pending, or you by hand | Accept B2B (replaced by B2B), Reject B2B, Remove B2B access, or you by hand |
The Pending tab, the pending messages in the signup forms, Quick Buy and the Wholesaler Information block, the approval email, and every feature that accepts a tag containing b2b |
B2Bnetterms |
Process Wholesale net terms permission: the customer sees payment terms in Quick Buy when Allow net terms for specific customers only is on | Settings > Net terms > Select Customers, or you by hand | Saving the Select customers for Net Terms window removes it from every wholesale customer you did not select; or you by hand | Quick Buy payment terms (any capitalization). Also counts as "a tag containing b2b" for the Product Wholesale block, Hide price and the B2B Redirect Block. |
Flat discount tag, for example wholesale20 |
Grants the Process Wholesale flat discount with that name | Manage discount tags, Bulk assign discount, Auto assign discount tags, or you by hand | Manage discount tags, deleting the discount (from customers tagged B2B only), or you by hand |
Checkout, the Product Wholesale block, Quick Buy, the Wholesaler Information block, the Discount tags column on the Active tab |
Tier discount tag, for example case12 |
Grants the Process Wholesale quantity, cart value, cart quantity or loyalty tier discount with that name | Same as a flat discount tag | Same as a flat discount tag | Checkout, the Product Wholesale block, Quick Buy, the Wholesaler Information block, loyalty recalculation (loyalty tiers only) |
Price list tag, for example pricelista |
Grants the Process Wholesale price list with that name | Same as a flat discount tag | Same as a flat discount tag | Checkout, the Product Wholesale block and Quick Buy, on the Professional plan |
Cost plus markup tag, for example costplus25 |
Grants the Process Wholesale cost plus markup discount with that name | Same as a flat discount tag | Same as a flat discount tag | Checkout, the Product Wholesale block and Quick Buy, on the Professional plan |
pw_loyalty_<discount tag>__<number>, for example pw_loyalty_loyal365__5511 |
The Process Wholesale loyalty tier the customer reached at the last check. The number identifies the tier. | Process Wholesale, automatically, about every 2 hours, for wholesale customers who carry the loyalty discount's tag | Process Wholesale, automatically, when the customer moves to another tier or no longer qualifies | The loyalty discount at checkout |
Discount tag names. Every Process Wholesale discount tag is the name you gave the discount in Discount tag name (or Name for a price list). The discount forms accept lower-case letters and numbers only: capital letters become lower case, and spaces, hyphens and other characters are removed as you type. A name cannot contain b2b ("'B2B' and its variations are not allowed"), and it cannot be changed after the discount is saved. See assigning discounts to customers.
Which Process Wholesale features count a customer as wholesale#
Process Wholesale features read the tags in two different ways: some need the exact tag B2B, and some accept any tag that contains the letters b2b, which includes B2B_Registeration, B2Bnetterms and your own tags such as b2b-vip.
| Feature | Who counts as wholesale | Pending customers (B2B_Registeration) |
|---|---|---|
| Wholesale discounts at checkout (every discount type) | Logged-in customers with the exact tag B2B, any capitalization, plus the discount tag |
Not wholesale |
| Minimum order amount and minimum order quantity | Logged-in customers with the exact tag B2B |
Never blocked |
| Hide payment methods | Logged-in customers with the exact tag B2B |
See every method |
| Wholesale shipping | Logged-in customers with the exact tag B2B |
See the retail options |
| Quick Buy order form | Logged-in customers with the exact tag B2B |
See the pending approval message |
| Net payment terms in Quick Buy | Customers tagged B2B, and also B2Bnetterms when Allow net terms for specific customers only is on |
No terms |
| Lock Content Redirect, default mode | Logged-in customers with the exact tag B2B, any capitalization |
Redirected |
| Lock Content Redirect with Customer tags filled in | Customers with one of the tags you enter (or everyone except them, in the "Hide from" mode) | Depends on the tags you enter |
| Redirect block for new customer accounts | Logged-in customers with the exact tag B2B |
Not redirected |
| B2B Redirect Block for legacy customer accounts | Logged-in customers with any tag containing b2b |
Redirected |
| Product Wholesale block | Logged-in customers with any tag containing b2b who also have a discount tag for the product |
Can see the wholesale tables |
| Hide price | Logged-in customers with any tag containing b2b see prices |
See prices |
| Loyalty recalculation | Customers tagged B2B who carry the loyalty discount's tag |
Not checked |
Order tags and order attributes#
| Tag or attribute | Where it appears | When Process Wholesale adds it | What reads it |
|---|---|---|---|
Order tag processwholesale (lower case, one word) |
Orders in Shopify admin | When Process Wholesale records a new order that has a customer and a discount whose name contains one of your discount tags, that is, a wholesale order. Existing order tags are kept. Orders without a customer and orders from before install are not tagged. | Nothing in Process Wholesale. Use it to filter orders in Shopify admin. Analytics does not read the tag. |
Draft order tag processwholesale |
Draft orders in Shopify admin | When a customer checks out from Quick Buy with a net payment term, on the draft order Process Wholesale creates | Nothing in Process Wholesale |
| Custom attribute Added Via: processwholesale | The additional details of the same Quick Buy net terms draft order | On the draft order, together with the tag | Nothing in Process Wholesale |
Cart attribute Added Via with the value processwholesale |
The Shopify cart | When a customer sends a Quick Buy order to the Shopify cart with Add to cart (without a payment term) | Nothing in Process Wholesale |
The discounts on a wholesale order are labeled "PW: ..." or "PW : ..." followed by the discount tag, for example PW: wholesale15 for a flat discount and PW : wholesale for a price list. See What wholesale customers see in the cart and at checkout.
What happens when you edit Process Wholesale tags by hand in Shopify admin#
The storefront and checkout read the tags directly, so a tag you change in Shopify admin takes effect for those features. What does not happen is the extra work Process Wholesale does as part of an action on its Customers page.
- Adding
B2Bby hand: the customer gets wholesale prices and checkout rules and appears on the Active tab. No approval email is sent, no Auto assign discount tags are added and the tax exemption setting is not applied until a later action on that customer or a settings change. - Removing
B2Bby hand: the customer pays retail prices at the next checkout. No email is sent, and discount tags stay. - Adding
B2B_Registerationby hand: the customer appears on the Pending tab. No "Application received" email is sent. - Removing
B2B_Registerationby hand: the customer leaves the Pending tab. No email is sent. - Adding a discount tag by hand: works when the tag is spelled exactly like the discount tag, in lower case, and the customer also has
B2B. Manage discount tags avoids typing mistakes. - Removing a discount tag by hand: the customer stops getting that discount.
- Adding
B2Bnettermsby hand: the customer sees payment terms in Quick Buy. The next save of the Select customers for Net Terms window removes it again unless the customer is selected there. - Editing
pw_loyalty_tags: do not. Process Wholesale adds and removes them about every 2 hours. - Adding or removing the
processwholesaleorder tag: changes only the Shopify order filter. Process Wholesale analytics do not change.
How to name discount tags so orders are counted correctly#
Process Wholesale counts an order as a wholesale order, and tags it processwholesale, when the name of a discount on the order contains one of your discount tags. A short or common tag can match other discounts by accident: a discount tag sale also matches a manual discount called "Summer sale 10%", so that order is counted as a wholesale order and tagged processwholesale.
- Use a distinctive discount tag, such as
wholesalegold15, that will not appear inside the names of your other discounts. - Avoid short tags and everyday words such as
vip,saleorgold. - Give every discount its own tag, even across discount types.
See how to name discount tags so orders are recognized.
Tags that Process Wholesale leaves behind and how to clean them up#
| Situation | Tags that stay on the customer | How to clean up |
|---|---|---|
| You select Reject B2B, Remove B2B access or Return to pending | Discount tags, and B2Bnetterms if the customer had it. They give no discount without B2B but apply again if B2B is added back. |
Clear them with Manage discount tags before the action, or remove them in Shopify admin |
| You delete a discount | The discount tag on customers without B2B, such as pending customers. Customers tagged B2B lose it. |
Remove it in Shopify admin |
| You delete a loyalty discount | The pw_loyalty_<discount tag>__<number> tags. They no longer give a discount. |
Remove them in Shopify admin |
| You uninstall Process Wholesale | Every customer tag and the processwholesale order tags |
Remove them in Shopify admin if you want them gone |
Frequently asked questions#
What tag does Process Wholesale use for wholesale customers?#
B2B. Process Wholesale adds it when you select Accept B2B on a pending customer, and checkout discounts apply only to logged-in customers who have it, in any capitalization.
Why is the pending tag spelled B2B_Registeration?#
Because that is the literal tag Process Wholesale uses for pending customers. Do not correct the spelling when you tag or search by hand: type B2B_Registeration, or the customer will not appear on the Pending tab.
Can I add the B2B tag myself in Shopify?#
Yes. A customer you tag B2B in Shopify admin becomes a Process Wholesale wholesale customer at once, but no approval email is sent, no auto-assigned discount tags are added and the tax exemption setting is not applied. Approve customers with Accept B2B to get all three.
How do I find all wholesale customers in Shopify admin?#
Filter or search customers by the tag B2B in Shopify admin > Customers. Inside Process Wholesale, the Active tab of the Customers page lists every customer tagged B2B.
Does Process Wholesale tag wholesale orders?#
Yes. Process Wholesale adds the order tag processwholesale to each new order with a customer that received a Process Wholesale discount, and to the draft orders Quick Buy creates for net payment terms. The tag is for filtering in Shopify admin; analytics do not read it.