Glossary of Process Wholesale terms

This glossary defines the terms used in Process Wholesale and its help center: feature names, on-screen labels, customer and order tags, the three plans, the discount types, the Shopify terms you meet while setting up wholesale, and the everyday words merchants search for, such as MOQ, net 30 or tiered pricing, mapped to the Process Wholesale feature. Entries are in alphabetical order, and each links to the article that explains it in full.

Process Wholesale terms from A to Z#

Accept B2B#

Accept B2B is the Process Wholesale action on the Pending tab of the Customers page that approves a wholesale application. It replaces the tag B2B_Registeration with B2B, adds your auto-assigned discount tags and sends the "Application approved" email when that email is on. See How to approve or reject wholesale applications.

Active tab#

The Active tab of the Process Wholesale Customers page lists your wholesale customers, those tagged B2B, 10 per page, with their discount tags. See How to remove a customer's wholesale access.

Ada#

Ada is the AI setup assistant inside Process Wholesale. You describe your wholesale program on the Ada card on the Dashboard, and the conversation continues in the Ada chat widget. Ada has no plan requirement. See Ada, the setup assistant in Process Wholesale.

Add to order#

Add to order is the button in the Process Wholesale Quick Buy form that adds the quantities a customer typed to their saved order. See How wholesale customers order with Quick Buy.

Added Via#

Added Via with the value processwholesale is the attribute Process Wholesale Quick Buy sets on the Shopify cart, and on the draft orders it creates for net payment terms, so you can see the order came from Quick Buy. See Customer tags and order tags used by Process Wholesale.

App block#

An app block is a Shopify theme block that an app provides and that you add to a section of a template under Add block > Apps in the theme editor. Process Wholesale has six: Product Wholesale, Quick Buy, Wholesale Signup Form, Wholesale Custom Signup, Lock Content Redirect and B2B Redirect Block. See Process Wholesale theme blocks and app embeds.

App embed#

An app embed is a Shopify theme extension that you switch on once for the whole theme under Theme settings > App embeds. The Process Wholesale app embed is Hide price. See Process Wholesale theme blocks and app embeds.

App Status#

App Status is the section of the Process Wholesale Dashboard with six cards that show whether each storefront block is ON or OFF on your published theme or in customer accounts. See The Process Wholesale dashboard and App Status explained.

Application received, approved and rejected emails#

"Application received", "Application approved" and "Application rejected" are the three Process Wholesale emails sent to wholesale applicants. All three are on by default, and you edit them under Settings > Customer settings > B2B customer emails. See Wholesale application emails and how to edit them.

Apply to#

Apply to is the Process Wholesale minimum order quantity setting that decides what is counted: Cart (total units), Specific products (each selected product) or All products (each product in the cart). The discount forms use a similar field, Applies to, to choose all products, selected products, collections or variants. See How to set a minimum order quantity for wholesale customers.

At-risk customer#

An at-risk customer in Process Wholesale is a wholesale customer whose latest wholesale order is more than 45 days old. You find them on the At-risk customers page, opened from Analytics > Customers > Take action, on the Professional plan. Also called a lapsed or inactive customer. See At-risk customers and recovery emails.

Auto assign discount tags#

Auto assign discount tags is the Process Wholesale setting under Settings > Customer settings that adds the discount tags you choose to every customer you approve with Accept B2B, and to up to 100 existing wholesale customers each time you save Settings. See How to assign discounts automatically when a customer is approved.

Automatic discount#

A Shopify automatic discount applies at checkout without a code. Process Wholesale applies every wholesale price through four automatic discounts it creates and keeps up to date in your store: B2B Order/Loyalty Discount, B2B Cart Quantity Discount, B2B Price List Discount and B2B Cost Plus Markup Discount. See How Process Wholesale works.

B2B#

B2B is the Shopify customer tag that marks a Process Wholesale wholesale customer. Process Wholesale adds it on Accept B2B, and checkout discounts, checkout rules and Quick Buy need it, in any capitalization. See Wholesale customers and customer tags explained.

B2B Cart Quantity Discount#

B2B Cart Quantity Discount is the Shopify automatic discount that Process Wholesale maintains to apply cart quantity tier discounts. Leave it active and unedited in Shopify admin. See How to give a wholesale discount based on total cart quantity.

B2B Cost Plus Markup Discount#

B2B Cost Plus Markup Discount is the Shopify automatic discount that Process Wholesale maintains to apply cost plus markup prices, on the Professional plan. Leave it active and unedited in Shopify admin. See How to price wholesale products at cost plus a markup.

B2B customer#

B2B customer is the name the Process Wholesale screens use for a wholesale customer: a customer tagged B2B. See wholesale customer.

B2B customer tax exemption#

B2B customer tax exemption is the Process Wholesale setting under Settings > Customer settings that sets your wholesale customers to tax exempt in Shopify. It is off by default and available on every plan. See How to make wholesale customers tax exempt.

B2B Order/Loyalty Discount#

B2B Order/Loyalty Discount is the Shopify automatic discount that Process Wholesale maintains to apply flat discounts, quantity tiers, cart value tiers and loyalty tiers. Leave it active and unedited in Shopify admin. See How Process Wholesale works.

B2B Price List Discount#

B2B Price List Discount is the Shopify automatic discount that Process Wholesale maintains to apply price list prices, on the Professional plan. Leave it active and unedited in Shopify admin. See How to create a wholesale price list with fixed prices.

B2B Redirect Block#

The B2B Redirect Block is the Process Wholesale app block for the customer account page of legacy customer accounts. It sends logged-in customers with a tag containing b2b to the redirect address set in Settings > Customer settings, at most once every 12 hours per browser, on Enterprise or Professional. See How to redirect wholesale customers after login.

B2B Signup Files#

B2B Signup Files is the Process Wholesale card on the customer details page in Shopify admin that lists links to files a customer uploaded on the custom signup form. See How file uploads work on the wholesale signup form.

B2B_Registeration#

B2B_Registeration is the Shopify customer tag Process Wholesale gives a pending customer who has applied for wholesale. The tag is spelled this way; type it exactly like that. See Wholesale customers and customer tags explained.

B2Bnetterms#

B2Bnetterms is the Shopify customer tag that lets a wholesale customer see net payment terms in Process Wholesale Quick Buy when Allow net terms for specific customers only is on. See How to offer net payment terms to wholesale customers.

Bulk assign discount#

Bulk assign discount is the Process Wholesale button on the Customers page that adds one or more discount tags to every customer tagged B2B in the background and emails you the result. It adds tags only and never removes them. See How to assign discounts to wholesale customers.

Bulk order form#

Bulk order form is a common name for what Process Wholesale calls Quick Buy, the wholesale order form block. Also called a quick order form or order table. See How to set up the Quick Buy wholesale order form.

Buy again#

Buy again is the tab in the Process Wholesale Quick Buy form that lists up to 50 items a wholesale customer ordered recently, with the last quantity of each, so they can reorder. It is on by default and needs Enterprise or Professional. See How reordering works in Quick Buy.

Cart quantity tier#

A cart quantity tier is a Process Wholesale tier discount based on the total number of units in the cart, across all products or only selected products or collections. On screen, its Method is Total Cart Quantity. Also called a mix and match discount. See How to give a wholesale discount based on total cart quantity.

Cart value tier#

A cart value tier is a Process Wholesale tier discount on the whole order once the cart total reaches an amount you set. On screen, its Method is Total Cart Value. Also called a spend more, save more discount. See How to give a wholesale discount based on cart total.

Catalog pricing#

Catalog pricing is a common name for fixed per-product wholesale prices, which Process Wholesale calls a price list. See How to create a wholesale price list with fixed prices.

Checkout rules#

Checkout rules is the section of Process Wholesale Settings with the minimum order amount, minimum order quantity and hide payment methods settings, on Enterprise or Professional. See Settings reference.

Checkout validation#

A checkout validation is a Shopify feature that lets an app stop checkout with a message when an order breaks a rule. Process Wholesale uses checkout validations for the minimum order amount and minimum order quantity. See Permissions Process Wholesale requests and why.

Cost per item#

Cost per item is the Shopify variant field that holds what a product costs you. Process Wholesale cost plus markup reads it to set the wholesale price. See How to price wholesale products at cost plus a markup.

Cost plus markup#

Cost plus markup is the Process Wholesale discount type that sets the wholesale price to the item's Cost per item plus a markup percentage: a cost of 10.00 with a 20% markup gives 12.00. It needs the Professional plan and is created under Discounts > Cost-Plus Discounts. See How to price wholesale products at cost plus a markup.

Custom Signup Form#

Custom Signup Form is the Process Wholesale page where you build your own wholesale signup form with your own fields, file uploads and a consent checkbox, on Enterprise or Professional. See How to build a custom wholesale signup form.

Customer segment#

A customer segment is a saved group of customers in Shopify admin. Process Wholesale does not read or create segments; it works with customer tags, so a segment based on the tag B2B holds your wholesale customers. See Wholesale customers and customer tags explained.

Customer tag#

A customer tag is a label on a customer in Shopify admin. Process Wholesale uses customer tags to decide who is wholesale (B2B), who is pending (B2B_Registeration) and which discounts each customer gets (discount tags). See Customer tags and order tags used by Process Wholesale.

Customers page#

The Customers page of Process Wholesale lists pending and wholesale customers on the Pending and Active tabs, and holds Import customers and Bulk assign discount. See How to approve or reject wholesale applications.

Customize template#

Customize template is the link next to each email under Settings > Customer settings > B2B customer emails in Process Wholesale that opens the editor for that email's subject and message. See Wholesale application emails and how to edit them.

Dashboard#

The Dashboard is the home page of the Process Wholesale app, with App Status, key wholesale metrics, the setup card and Quick guide. See The Process Wholesale dashboard and App Status explained.

Discount combinations#

Discount combinations is the card under Settings > Discount settings in Process Wholesale that decides which product, order and shipping discounts, including Shopify discount codes, the app's flat and tier discounts can combine with. Price lists and cost plus markup have their own cards on Professional. See Using Shopify discount codes with wholesale discounts.

Discount tag#

A discount tag is the name you give a Process Wholesale discount, and also the customer tag that grants it. A customer gets the discount when they carry both B2B and the discount tag. Discount tags use lower-case letters and numbers, cannot contain b2b and cannot be renamed. See How to assign discounts to wholesale customers.

Draft order#

A draft order is a Shopify order created before payment, in Shopify admin or by an app. Process Wholesale Quick Buy creates a draft order with payment terms when a customer picks a net payment term, and you can apply wholesale discounts to draft orders you create yourself. See How to apply wholesale discounts to a Shopify draft order.

Enterprise#

Enterprise is the second of the three Process Wholesale plans. It allows 100 flat and tier discounts and adds Quick Buy, loyalty tiers, variant selection, the custom signup form, Lock Content Redirect, redirect after login, net payment terms, minimum order rules, hide payment methods and wholesale shipping. See Process Wholesale plans and what each plan includes.

Fixed Price#

Fixed Price is a Process Wholesale discount type for quantity tiers that sets the price of each unit to an amount you enter, for example 15.00 instead of 20.00. New flat discounts do not offer it. See How to set up quantity breaks (volume pricing) for wholesale customers.

Flat discount#

A flat discount is the Process Wholesale discount type that gives the same Percentage Off or Price Off on every eligible item, whatever the quantity. It is available on every plan and created under Discounts > Flat Discounts. See How to create a flat wholesale discount.

Force Payment Terms#

Force Payment Terms is the Process Wholesale net terms setting that hides the Quick Buy checkout button until the customer selects a payment term, so every Quick Buy order becomes a net terms draft order. See How to offer net payment terms to wholesale customers.

Hide payment methods#

Hide payment methods is the Process Wholesale checkout rule that hides payment methods you name, matched exactly, from logged-in customers tagged B2B, on Enterprise or Professional. See How to hide payment methods from wholesale customers.

Hide price#

Hide price is the Process Wholesale app embed that, together with the setting Hide prices and buy buttons from non-B2B customers, hides prices and buy buttons from visitors without a tag containing b2b and shows a message such as "Log in to see price". It needs the Professional plan. See How to hide prices from customers who are not wholesale.

Import customers#

Import customers is the Process Wholesale button on the Customers page that moves existing Shopify customers without wholesale tags onto the Pending tab, tagged B2B_Registeration. It sends no email. See How to make an existing Shopify customer a wholesale customer.

Individual Product Quantity#

Individual Product Quantity is the on-screen Method for a Process Wholesale quantity tier, which discounts a product more as more units of that product are bought. See quantity tier.

Last ordered#

Last ordered is the column in the Process Wholesale Quick Buy Buy again tab that shows the last quantity and date of each item, and how often it was ordered. See How reordering works in Quick Buy.

Legacy customer accounts#

Legacy customer accounts are Shopify's older customer accounts, with email and password sign-in, labeled Legacy under Settings > Customer accounts in Shopify admin. Process Wholesale supports them with the Wholesale Signup Form theme block and the B2B Redirect Block. See How to add the wholesale signup form to your theme (legacy customer accounts).

Lock Content Redirect#

Lock Content Redirect is the Process Wholesale app block that makes every page using a page, collection or product template wholesale-only, by sending visitors without access to another address, /account/login by default. It needs Enterprise or Professional. See How to make pages, collections or products wholesale-only.

Loyalty tier#

A loyalty tier is a Process Wholesale tier discount that gives a wholesale customer an extra order discount once their Purchase Amount or Total number of orders in the last N days (the Purchase Period) reaches a tier. On screen, its Method is Loyalty. It is recalculated about every 2 hours and needs Enterprise or Professional. See How loyalty discounts work for repeat wholesale customers.

Manage discount tags#

Manage discount tags is the Process Wholesale action on a customer's row on the Active tab that adds or removes that customer's discount tags, keeping every other tag. See How to assign discounts to wholesale customers.

Minimum order amount#

The minimum order amount is the Process Wholesale checkout rule that blocks checkout for logged-in customers tagged B2B until the cart total after discounts reaches an amount you set. It needs Enterprise or Professional. Also called MOV or minimum spend. See How to set a minimum order amount for wholesale customers.

Minimum order quantity#

The minimum order quantity is the Process Wholesale checkout rule that blocks checkout for logged-in customers tagged B2B until the order has enough units, counted per cart, per selected product or per product. It needs Enterprise or Professional. Also called MOQ. See How to set a minimum order quantity for wholesale customers.

MOQ#

MOQ (minimum order quantity) is what Process Wholesale calls the minimum order quantity checkout rule. See How to set a minimum order quantity for wholesale customers.

MOV#

MOV (minimum order value) is what Process Wholesale calls the minimum order amount checkout rule. See How to set a minimum order amount for wholesale customers.

Net 30#

Net 30 is a payment term that gives the buyer 30 days to pay. In Process Wholesale it is one of the net payment terms a wholesale customer can choose in Quick Buy. See How to offer net payment terms to wholesale customers.

Net payment terms#

Net payment terms in Process Wholesale let a wholesale customer choose a term such as Net 30 on the Quick Buy order details page, which creates a Shopify draft order with those payment terms. You offer up to 3 of 8 terms under Settings > Net terms, on Enterprise or Professional. Also called invoice terms or pay-later terms. See How to offer net payment terms to wholesale customers.

New customer accounts#

New customer accounts are Shopify's current customer accounts, with one-time code sign-in, labeled Customer accounts under Settings > Customer accounts in Shopify admin. Process Wholesale supports them with the Wholesale signup Form page, the Wholesaler Information block and the Redirect block. See How to add the wholesale signup form to new customer accounts.

Online Store 2.0#

Online Store 2.0 is Shopify's theme architecture with JSON templates and app blocks. Process Wholesale's theme blocks and app embed need an Online Store 2.0 theme and are not available in vintage themes. See Process Wholesale requirements and compatibility.

Payment terms#

Payment terms are a Shopify order setting that gives a due date for payment. Process Wholesale adds payment terms to the draft order it creates when a Quick Buy customer chooses a net payment term. See How to offer net payment terms to wholesale customers.

Pending customer#

A pending customer in Process Wholesale is an applicant tagged B2B_Registeration who waits on the Pending tab for you to accept or reject them. Pending customers pay retail prices at checkout. See How to approve or reject wholesale applications.

Pending tab#

The Pending tab of the Process Wholesale Customers page lists customers tagged B2B_Registeration, with Accept B2B and Reject B2B for each. See How to approve or reject wholesale applications.

Percentage Off#

Percentage Off is a Process Wholesale discount type that takes a percentage off the price. Flat discounts cap it at 100; tier discounts do not cap it, so enter 100 or less. See Wholesale discount types compared.

Price book#

Price book is a common name for a list of fixed customer-specific prices, which Process Wholesale calls a price list. See How to create a wholesale price list with fixed prices.

Price list#

A price list is the Process Wholesale discount type that sets a fixed price per product variant for customers tagged B2B and the list's tag, applied at checkout as a discount labeled "PW : ". It needs the Professional plan and can be imported from CSV. Also called a set price list. See How to create a wholesale price list with fixed prices.

Price Off#

Price Off is a Process Wholesale discount type that takes a fixed amount off: per unit for flat discounts and quantity tiers, and per order for cart value and loyalty tiers. Keep it below the price of every product the discount covers. See Wholesale discount types compared.

processwholesale#

processwholesale is the order tag Process Wholesale adds in Shopify admin to new orders with a customer that received a Process Wholesale discount, and to the draft orders Quick Buy creates for net payment terms. Analytics does not read it. See Customer tags and order tags used by Process Wholesale.

Product Wholesale block#

The Product Wholesale block is the Process Wholesale app block for product templates that adds up to three wholesale discount tables under the price for logged-in customers with a tag containing b2b and a discount tag for the product. The theme's retail price stays. It works on every plan. See How to show wholesale prices on product pages.

Professional#

Professional is the highest of the three Process Wholesale plans. It includes everything in Enterprise and adds price lists, cost plus markup, Hide price, full Analytics with export, and at-risk customers. See Process Wholesale plans and what each plan includes.

Purchase Period#

Purchase Period is the number of days a Process Wholesale loyalty tier looks back when it adds up a customer's spend or orders, for example 365 for the last year. See How loyalty discounts work for repeat wholesale customers.

pw_loyalty tag#

A pw_loyalty_ tag, in the form pw_loyalty_<discount tag>__<number>, is the customer tag Process Wholesale adds and removes about every 2 hours to record the loyalty tier a customer has reached. Do not edit it by hand. See How loyalty discounts work for repeat wholesale customers.

PW label#

"PW" at the start of a discount name at checkout or on an order, as in PW: wholesale15 or PW : wholesale, marks a discount from Process Wholesale, followed by the discount tag. See What wholesale customers see in the cart and at checkout.

Quantity breaks#

Quantity breaks is a common name for what Process Wholesale calls a quantity tier. Also called price breaks or bulk pricing. See How to set up quantity breaks (volume pricing) for wholesale customers.

Quantity tier#

A quantity tier is the Process Wholesale tier discount that lowers a product's price the more units of that product are in the cart, for example 10% off for 1 to 9 units and 20% off for 10 or more. On screen, its Method is Individual Product Quantity. See How to set up quantity breaks (volume pricing) for wholesale customers.

Quick Buy#

Quick Buy is the Process Wholesale wholesale order form, an app block for page templates that lists products with each wholesale customer's own prices, quantity boxes and an order summary. Only logged-in customers tagged B2B see the form. It needs Enterprise or Professional. See How to set up the Quick Buy wholesale order form.

Quick guide#

The Quick guide is the Process Wholesale Dashboard checklist of setup steps, with tutorial videos. Setup Signup Form and Create & Assign Discounts tick themselves; the product page and Quick Buy steps do not, so use App Status for those. See The Process Wholesale dashboard and App Status explained.

Recovery email#

A recovery email is the fixed "Ready to place your next order?" email that Process Wholesale sends, in your store's name, to an at-risk customer from the At-risk customers page, on the Professional plan. Replies do not reach you. See At-risk customers and recovery emails.

Redirect after login#

Redirect after login is the Process Wholesale feature that sends wholesale customers to a page you choose, such as /collections/wholesale, after they log in, at most once every 12 hours. You set it under Settings > Customer settings on Enterprise or Professional. See How to redirect wholesale customers after login.

Redirect block#

The Redirect block is the Process Wholesale block for the Orders page of new customer accounts that sends logged-in customers tagged B2B to your redirect address, on Enterprise or Professional. See How to redirect wholesale customers after login.

Reject B2B#

Reject B2B is the Process Wholesale action on the Pending tab that turns down a wholesale application. It removes the wholesale tags, keeps discount tags and sends the "Application rejected" email when that email is on. See How to approve or reject wholesale applications.

Remove B2B access#

Remove B2B access is the Process Wholesale action on the Active tab that ends a customer's wholesale access by removing B2B. It sends no email and keeps discount tags. See How to remove a customer's wholesale access.

Return to pending#

Return to pending is the Process Wholesale action on the Active tab that moves a wholesale customer back to the Pending tab, replacing B2B with B2B_Registeration. It sends no email. See How to remove a customer's wholesale access.

Sample data#

Sample data is the example content the Process Wholesale Analytics Customers and Products tabs show on plans below Professional, marked "This is sample data." See Wholesale analytics: metrics, definitions and export.

Saved order#

A saved order is the Process Wholesale Quick Buy order a customer builds with Add to order. It is kept for that browser, separate from the Shopify cart, until checkout, and has no expiry. See How wholesale customers order with Quick Buy.

Select Customers#

Select Customers is the Process Wholesale button under Settings > Net terms that opens Select customers for Net Terms, where you choose which wholesale customers get the B2Bnetterms tag. Saving removes the tag from every wholesale customer you did not select. See How to offer net payment terms to wholesale customers.

Select individual variants#

Select individual variants is the Applies to option in Process Wholesale discount forms that limits a flat, tier or cost plus markup discount to chosen variants. It needs Enterprise or Professional. See How to create a flat wholesale discount.

Shopify Plus#

Shopify Plus is one of Shopify's own plans. No Process Wholesale feature is limited to Shopify Plus stores. See Process Wholesale requirements and compatibility.

Starter#

Starter is the first of the three Process Wholesale plans. It allows one flat discount or one tier discount of any type except Loyalty. See Process Wholesale plans and what each plan includes.

Tag priority#

Tag priority is the Process Wholesale setting under Settings > Discount settings that decides which discount a cart line gets when a flat discount and a quantity tier both cover it: Prefer flat tag (the default) or Prefer tier tag. See Which wholesale discount applies: priority and stacking rules.

Tier discount#

A tier discount is the Process Wholesale discount type whose discount grows in tiers, by product quantity, cart value, cart quantity or loyalty. It is created under Discounts > Tier Discounts, and each tier uses Percentage Off, Price Off or, for quantity tiers, Fixed Price. See Wholesale discount types compared.

Tiered pricing#

Tiered pricing is a common name for what Process Wholesale calls a tier discount. See Wholesale discount types compared.

Total Cart Quantity#

Total Cart Quantity is the on-screen Method for a Process Wholesale cart quantity tier. See How to give a wholesale discount based on total cart quantity.

Total Cart Value#

Total Cart Value is the on-screen Method for a Process Wholesale cart value tier. See How to give a wholesale discount based on cart total.

Trade account#

Trade account is a common name for what Process Wholesale calls a wholesale customer: a customer tagged B2B. See Wholesale customers and customer tags explained.

Use last#

Use last is the button in the Process Wholesale Quick Buy Buy again tab that fills in the last quantity a customer ordered of an item, lowered to the stock still available. See How reordering works in Quick Buy.

Use new customer flow#

Use new customer flow is the setting on the Process Wholesale signup form theme blocks that chooses the flow: No for legacy customer accounts (with a password), Yes for new customer accounts (Process Wholesale creates the account from the email), or Auto. See How to add the wholesale signup form to your theme (legacy customer accounts).

Volume pricing#

Volume pricing is a common name for what Process Wholesale calls a quantity tier. See How to set up quantity breaks (volume pricing) for wholesale customers.

Wholesale customer#

A wholesale customer in Process Wholesale is a customer approved for wholesale and tagged B2B, shown on screen as a B2B customer. Logged-in wholesale customers who also carry a discount tag get wholesale prices at checkout. See Wholesale customers and customer tags explained.

Wholesale Custom Signup#

Wholesale Custom Signup is the Process Wholesale theme block that shows the form you build on Custom Signup Form, on Enterprise or Professional. See How to build a custom wholesale signup form.

Wholesale custom signup Form#

Wholesale custom signup Form is the Process Wholesale page for new customer accounts that shows the form you build on Custom Signup Form to signed-in customers, on Enterprise or Professional. See How to build a custom wholesale signup form.

Wholesale order#

A wholesale order in Process Wholesale is an order with a customer, recorded after install, where the name of a discount on the order contains one of your discount tags. Wholesale orders drive Analytics and at-risk customers, and are tagged processwholesale. See Which orders count as wholesale orders.

Wholesale shipping#

Wholesale shipping is the Process Wholesale Shipping page feature that shows the shipping rates, pickup locations and local delivery you select only to logged-in customers tagged B2B, and hides them from everyone else. It needs Enterprise or Professional. See How to show shipping methods only to wholesale customers.

Wholesale Signup Form#

Wholesale Signup Form is the standard Process Wholesale signup form. As a theme block it serves legacy customer accounts, and guests on new customer accounts when Use new customer flow is Yes; as the Wholesale signup Form page in new customer accounts it serves signed-in customers. Both work on every plan and create a pending customer. Also called a wholesale application form or B2B registration form. See Wholesale signup forms: which form to use.

Wholesaler Information#

Wholesaler Information is the Process Wholesale block for the Profile page of new customer accounts. It shows a sign-up invitation to customers who are not wholesale, the pending message to pending customers, and a table of their discounts to wholesale customers. See How to add the wholesale signup form to new customer accounts.

Related articles#

• Customer tags and order tags used by Process Wholesale
• Limits and quotas reference
• Feature availability by plan
• What is Process Wholesale?
• How Process Wholesale works: customer tags, discounts and checkout

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