--- title: "Customer tags and order tags used by Process Wholesale" description: "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." type: reference plans: [All plans] keywords: [ B2B tag, B2B_Registeration, B2Bnetterms, pw_loyalty tag, processwholesale tag, wholesale customer tag, Shopify customer tags, order tag, find wholesale customers, tag naming, Added Via, ] questions: - "What tag does Process Wholesale use for wholesale customers?" - "Why is the pending tag spelled B2B_Registeration?" - "Can I add the B2B tag myself in Shopify?" - "How do I find all wholesale customers in Shopify admin?" - "Does Process Wholesale tag wholesale orders?" - "Which Process Wholesale features count a customer tagged b2b-vip as wholesale?" last_verified: 2026-11-11 order: 5 --- # 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___`, 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 `B2B` on 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___`, 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](../discounts/assign-discounts-to-customers.md). ## 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 | > **Note:** Because the Product Wholesale block, Hide price and the B2B Redirect Block accept any tag containing `b2b`, a pending customer can see wholesale tables and prices that checkout does not give them. Review pending customers promptly. See [Wholesale customers and customer tags explained](../customers/wholesale-customers-and-tags.md). ## 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](../analytics/wholesale-orders.md). 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](../checkout/cart-and-checkout-experience.md). ## 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 `B2B` by 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 `B2B` by hand:** the customer pays retail prices at the next checkout. No email is sent, and discount tags stay. - **Adding `B2B_Registeration` by hand:** the customer appears on the **Pending** tab. No "Application received" email is sent. - **Removing `B2B_Registeration` by 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 `B2Bnetterms` by 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 `processwholesale` order 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`, `sale` or `gold`. - Give every discount its own tag, even across discount types. See [how to name discount tags so orders are recognized](../analytics/wholesale-orders.md#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___` 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. ## Related articles - [Wholesale customers and customer tags explained](../customers/wholesale-customers-and-tags.md) - [How to assign discounts to wholesale customers](../discounts/assign-discounts-to-customers.md) - [Which orders count as wholesale orders](../analytics/wholesale-orders.md) - [How to remove a customer's wholesale access](../customers/remove-wholesale-access.md) - [Glossary of Process Wholesale terms](glossary.md)