Process Wholesale Help Center

Limits and quotas reference

This page lists every numeric limit, cap, default and time interval in Process Wholesale that a merchant can run into, grouped by area: plans and discounts, price lists, customers and signup, Quick Buy, storefront blocks and the Dashboard, checkout rules, analytics, and timing. Each row names the limit, its value, the plan or condition it applies to, and the article that explains it. Limits that depend on the plan follow the plan names Starter, Enterprise and Professional.

At a glance

  • Discounts you can create (flat and tier together): Starter 1, Enterprise and Professional 100
  • Price list CSV import: up to 50,000 rows per file
  • Price list editor: loads at most 200 products and 200 variants per product
  • New discounts at checkout: within about 5 minutes
  • Loyalty tiers: recalculated about every 2 hours
  • At-risk customers: latest wholesale order more than 45 days old

Plans and discounts#

Limit Value Applies to (plan or condition) Where it is explained
Process Wholesale flat and tier discounts you can create, counted together 1 Starter Plans and what each plan includes
Process Wholesale flat and tier discounts you can create, counted together 100 Enterprise and Professional Plans and what each plan includes
Process Wholesale cost plus markup discounts 100. The cost plus markup create form counts flat, tier, price list and cost plus markup discounts together against 100. Professional Cost plus markup
Percentage Off on a Process Wholesale flat discount Maximum 100. A higher value shows "Discount value cannot exceed 100 in percentage." and cannot be saved. All plans Flat discounts
Percentage Off on a Process Wholesale tier discount No maximum is enforced. Enter 100 or less. All plans Quantity tier discounts
Price Off and Fixed Price amounts in Process Wholesale discounts No maximum is enforced. Keep them below the price of every product the discount covers. All plans Priority and stacking rules
Markup Percentage on a Process Wholesale cost plus markup discount No maximum. A markup that brings the price to the regular price or above gives no discount. Professional Cost plus markup
Variants checked for a cost per item when saving a Process Wholesale cost plus markup discount The first 200 variants. Variants beyond them are not checked, and any without a cost get no discount at checkout. Professional Cost plus markup
Process Wholesale flat discount or quantity tier per cart line 1. A line gets one flat discount or one quantity tier, never both. All plans Priority and stacking rules
Process Wholesale cart value tier discounts applied per order 1, even when a customer carries several cart value tier tags All plans Cart value tier discounts
Process Wholesale cart quantity tier discounts applied per order 1, even when a customer carries several cart quantity tier tags All plans Cart quantity tier discounts
Process Wholesale loyalty discounts applied per order 1, even when a customer carries several loyalty discount tags Enterprise or Professional Loyalty discounts

Price lists and CSV import#

Limit Value Applies to (plan or condition) Where it is explained
Products loaded by the Process Wholesale price list editor 200. Saving from the editor removes the products it did not load, so manage larger lists with Update from CSV. Professional Price lists
Variants per product loaded by the Process Wholesale price list editor 200. Saving from the editor removes the variants it did not load. Professional Price lists
Products added by Add All products in the Process Wholesale price list editor 200 Professional Price lists
Prices per variant in one Process Wholesale price list 1. A price list has no quantity breaks. Professional Price lists
Rows in one Process Wholesale price list CSV file 50,000. A larger file shows "Imports are limited to 50000 rows." Professional Price list CSV import
Rows in the Process Wholesale unmatched rows download The first 2,000 unmatched rows. The unmatched count on screen is always the full number. Professional Price list CSV import
Files per Process Wholesale price list import 1 file, .csv only Professional Price list CSV format
Process Wholesale price list imports running at the same time 1 per store Professional Price list CSV import
Lowest price in a Process Wholesale price list CSV 0, which makes the variant free for customers on the list. Negative prices are not imported. Professional Price list CSV import

Customers and signup#

Limit Value Applies to (plan or condition) Where it is explained
Customers per page on the Process Wholesale Customers page 10, on both the Pending and Active tabs All plans Approve or reject applications
Customers covered by one bulk action on the Process Wholesale Customers page The 10 customers on the current page All plans Approve or reject applications
Customers per page in the Process Wholesale Import customers window 10 All plans Add existing customers
Existing wholesale customers that receive Auto assign discount tags on each Settings save Up to 100 customers tagged B2B per save. Use Bulk assign discount to reach all of them. All plans Auto assign discount tags
Customers reached by Process Wholesale Bulk assign discount Every customer tagged B2B. Pending customers are not included. All plans Assign discounts to customers
Process Wholesale Bulk assign discount jobs running at the same time 1 per store All plans Assign discounts to customers
Customers per page in the Process Wholesale Select customers for Net Terms window 20 Enterprise or Professional Net payment terms
Minimum password length on the Process Wholesale Wholesale Signup Form 5 characters, with no spaces Legacy customer accounts, visitors who are not logged in Signup form for legacy customer accounts
Files per File Upload field on the Process Wholesale custom signup form 1. Add another File Upload field for a second document. Enterprise or Professional Signup form file uploads
Subject length of a Process Wholesale application email Up to 200 characters All plans Wholesale emails
Message length of a Process Wholesale application email Up to 10,000 characters All plans Wholesale emails
Time estimate shown when Process Wholesale updates tax exemption on save Shown when the update will take more than 10 seconds All plans Tax-exempt wholesale customers

Quick Buy and reorder#

Limit Value Applies to (plan or condition) Where it is explained
Process Wholesale Quick Buy Products per page Default 10. The setting's help text gives 50 as the maximum; keep the value at 50 or lower. Enterprise or Professional Set up Quick Buy
Products searched by Process Wholesale Quick Buy when a Wholesale Collection is set The first 2,000 products of the collection Enterprise or Professional Set up Quick Buy
Past orders used by Process Wholesale Quick Buy reorder The customer's 10 most recent orders recorded by Process Wholesale, without cancelled orders Enterprise or Professional Reordering in Quick Buy
Earlier orders listed on the Process Wholesale Quick Buy last order card 2 Enterprise or Professional Reordering in Quick Buy
Items in the Process Wholesale Quick Buy Buy again tab 50, the most frequently ordered first Enterprise or Professional Reordering in Quick Buy
Products checked per load by Process Wholesale Quick Buy reorder 60 (the last order's products first, then the Buy again items) Enterprise or Professional Reordering in Quick Buy
Age of orders for which Process Wholesale Quick Buy shows an order number and detects cancellations 60 days Enterprise or Professional Reordering in Quick Buy
Expiry of a saved Process Wholesale Quick Buy order None. It stays in that browser until checkout. Enterprise or Professional Ordering with Quick Buy

Storefront blocks and the Dashboard#

Limit Value Applies to (plan or condition) Where it is explained
Theme template files read by Process Wholesale App Status At most 1,250 page, product, collection and customer account template files of the published theme All plans Dashboard and App Status
Levels of nested blocks searched by Process Wholesale App Status 8. A block nested more than 8 levels deep inside groups or other blocks reads OFF. All plans Dashboard and App Status
Customers counted by the Process Wholesale Dashboard Pending B2B customers and Active B2B customers tiles At most 2,500 pending and active customers together All plans Dashboard and App Status
Discount tables shown by the Process Wholesale Product Wholesale block Up to 3: the product's price or quantity breaks, cart value discounts and cart quantity discounts All plans Wholesale prices on product pages

Checkout rules, net terms and shipping#

Limit Value Applies to (plan or condition) Where it is explained
Process Wholesale net payment terms offered at once Up to 3 of the 8 terms (Due on Receipt, Due on Fulfillment, Net 7, Net 15, Net 30, Net 45, Net 60, Net 90) Enterprise or Professional Net payment terms
Default Process Wholesale net payment terms Net 15, Net 30 and Net 90, selected when net terms are first turned on Enterprise or Professional Net payment terms
Payment terms per Process Wholesale Quick Buy order 1 for the whole order Enterprise or Professional Net payment terms
Process Wholesale minimum order amount One amount for all wholesale customers, greater than 0. The field starts at 100. Enterprise or Professional Minimum order amount
Process Wholesale minimum order quantity One whole number greater than 0, for the cart, each selected product or each product Enterprise or Professional Minimum order quantity
Maximum order quantity in Process Wholesale None. Process Wholesale does not limit how many units a customer orders. All plans Minimum order quantity

Analytics and at-risk customers#

Limit Value Applies to (plan or condition) Where it is explained
Process Wholesale at-risk customer threshold More than 45 days since the latest wholesale order. The threshold is fixed. Professional At-risk customers
Recovery emails Process Wholesale lets you send to one customer No limit, including more than one on the same day Professional At-risk customers
Rows in the Process Wholesale Analytics Customers table 10 customers, with no further pages Professional (sample data on other plans) Wholesale analytics
Rows in the Process Wholesale Analytics Products table 20 variants, with no further pages Professional (sample data on other plans) Wholesale analytics
Rows in a Process Wholesale Analytics export The top 10 customers or the top 20 variants, the same as the table Professional Wholesale analytics
Process Wholesale Analytics time range on plans below Professional Last 30 days only, on the Overview tab Starter, Enterprise Wholesale analytics
Earliest order in Process Wholesale wholesale order history The day Process Wholesale was installed, and never before January 7, 2026. Older orders are not imported. All plans Which orders count as wholesale orders

Timing#

Limit Value Applies to (plan or condition) Where it is explained
Time for a new or edited Process Wholesale discount to reach checkout Updated right after you save, and re-checked about every 5 minutes. Allow about 5 minutes. All plans How Process Wholesale works
Time for changes made in Shopify admin to Process Wholesale's automatic discounts to be replaced by the app's settings Within minutes All plans Discount codes and combinations
Process Wholesale loyalty tier recalculation About every 2 hours. A new qualifying order can take up to 2 hours to count. Enterprise or Professional Loyalty discounts
Process Wholesale cost per item sync for cost plus markup Cost changes are picked up automatically, and a background sync about once an hour catches up missed changes. The first cost copy takes a few minutes. Professional Cost plus markup
Process Wholesale price list import that seems stuck Continues on its own within about 20 minutes of its last progress Professional Price list import problems
Process Wholesale redirect after login At most once every 12 hours: per browser with legacy customer accounts, per customer with new customer accounts Enterprise or Professional Redirect after login
"Application received" email for guest applicants on legacy customer accounts Sent once the account exists, checked about 1, 3 and 13 minutes after submitting. No email after about 13 minutes without an account. All plans Emails not received
Process Wholesale Ada card on the Dashboard Shown when the Ada widget loads within about 15 seconds All plans Ada, the setup assistant
Process Wholesale Analytics refresh No scheduled refresh. Reload the Analytics page to see the latest orders. All plans Which orders count as wholesale orders
Process Wholesale data deletion on uninstall Immediate, with no waiting period All plans Uninstalling

Frequently asked questions#

How many discounts can I create on each Process Wholesale plan?#

Starter allows 1, and Enterprise and Professional allow 100, counting flat and tier discounts together. Professional also allows up to 100 cost plus markup discounts.

How many rows can a Process Wholesale price list CSV have?#

Up to 50,000 rows per file. The unmatched rows download holds the first 2,000 unmatched rows.

How long does a new Process Wholesale discount take to reach checkout?#

About 5 minutes. Process Wholesale updates its checkout discounts right after you save and re-checks them about every 5 minutes.

How often are Process Wholesale loyalty discounts recalculated?#

About every 2 hours. A new qualifying order can take up to 2 hours to unlock the loyalty discount.

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