Settings reference: every Process Wholesale setting
This page lists every setting in Process Wholesale's Settings page and Shipping page, in the order they appear on screen. The Settings page has four sections in a list on the left: Discount settings, Customer settings, Net terms and Checkout rules. Changes on both pages are kept in a save bar until you select Save; the message "Settings updated" confirms the save and "Save failed" reports an error. Most settings that your plan does not include are shown disabled with an Upgrade to Enterprise or Upgrade to Professional link; the Plan column says which plan each setting needs.
Discount settings#
Process Wholesale > Settings > Discount settings. This section opens first.
| Card | Setting (exact label) | Control | Default | Allowed values | Plan | What it does |
|---|---|---|---|---|---|---|
| Tag priority | Discount priority | Dropdown | Prefer flat tag | Prefer flat tag, Prefer tier tag | All plans | Chooses whether a flat discount or a quantity tier discount applies when both match the same product and customer. Checkout follows it only after the Settings page has been saved once; until then checkout behaves as Prefer tier tag. See discount priority and stacking. |
| Discount combinations | Product Discounts | Checkbox | Checked | On, off | All plans | Lets flat and tier discounts combine with other product discounts. See discount codes and combinations. |
| Discount combinations | Order Discounts | Checkbox | Checked | On, off | All plans | Lets flat and tier discounts combine with other order discounts. |
| Discount combinations | Shipping Discounts | Checkbox | Checked | On, off | All plans | Lets flat and tier discounts combine with shipping discounts. |
| Price List Discount combinations | Product Discounts, Order Discounts, Shipping Discounts | 3 checkboxes | Unchecked | On, off | Professional (card shown only on Professional) | Sets which discount types can combine with price list discounts. See price lists. |
| Cost Plus Markup Discount combinations | Product Discounts, Order Discounts, Shipping Discounts | 3 checkboxes | Unchecked | On, off | Professional (card shown only on Professional) | Sets which discount types can combine with cost plus markup discounts. See cost plus markup. |
The two Professional cards show a note: to apply flat or tier discounts on the same order as a price list or cost plus markup discount, check Product Discounts under Discount combinations and Order Discounts in the price list or cost plus markup card.
Customer settings#
Process Wholesale > Settings > Customer settings.
| Card | Setting (exact label) | Control | Default | Allowed values | Plan | What it does |
|---|---|---|---|---|---|---|
| Auto assign discount tags | Discount tags | Multi-select list ("Search and select discount tags", Clear all) | None | Any of your discount tags | All plans | Adds the selected discount tags to a customer when you approve them for wholesale. Each time you save the Settings page, in any section, the selected tags are also added to up to 100 existing customers tagged B2B, although the card says existing customers aren't affected. See auto-assign discount tags. |
| B2B customer tax exemption | Choose to set B2B customer accounts to 'collect tax' or 'dont collect tax'. | Checkbox | Unchecked | Checked = tax exempt | All plans | When you save a change, sets your wholesale customers to tax exempt (checked) or not tax exempt (cleared) in Shopify. Approving, rejecting or updating a customer on the Customers page also sets that customer's tax-exempt status to match this setting. When the update will take more than 10 seconds, a note gives the estimated time. See tax-exempt wholesale customers. |
| B2B customer emails | Application received | Checkbox, Customize template link | Checked | On, off | All plans | Sends an email when a customer submits a wholesale application. See wholesale emails. |
| B2B customer emails | Application approved | Checkbox, Customize template link | Checked | On, off | All plans | Sends an email when you approve an application. |
| B2B customer emails | Application rejected | Checkbox, Customize template link | Checked | On, off | All plans | Sends an email when you reject an application. A Customized badge marks an edited template. |
| B2B customer redirect after login | Redirect URL | Text field, after your store's primary domain | Empty | A path on your store, for example /collections/wholesale |
Enterprise or Professional | Sends wholesale customers to this page after they log in. See redirect after login. |
| Hide prices for non-B2B customers | Hide prices and buy buttons from non-B2B customers | Checkbox | Unchecked | On, off | Professional | Hides prices and buy buttons from customers who are not wholesale, together with the Hide price app embed. See hide prices. |
| Hide prices for non-B2B customers | Message field | Text field | Log in to see price |
Any text | Professional | The text shown in place of the price. Clearing the field restores Log in to see price. |
Net terms#
Process Wholesale > Settings > Net terms, card Net payment terms. See net payment terms.
| Setting (exact label) | Control | Default | Allowed values | Plan | What it does |
|---|---|---|---|---|---|
| Enable net payment terms in the Quick buy table. | Checkbox | Unchecked | On, off | Enterprise or Professional | Shows payment term buttons on the Quick Buy order details page. |
| Select payment terms (maximum 3): | Multi-select list ("Search payment terms") | Net 15, Net 30, Net 90 | Up to 3 of: Due on Receipt, Due on Fulfillment, Net 7, Net 15, Net 30, Net 45, Net 60, Net 90 | Enterprise or Professional | Chooses which terms customers can pick. Enabled only when net terms are on. |
| Force Payment Terms | Checkbox | Unchecked | On, off | Enterprise or Professional | Hides the Quick Buy checkout button until the customer selects a term. Enabled only when net terms are on. |
| Allow net terms for specific customers only | Checkbox | Unchecked | On, off | Enterprise or Professional | Shows terms only to wholesale customers who also have the tag B2Bnetterms. Enabled only when net terms are on. |
| Select Customers | Button, opens Select customers for Net Terms | None | Customers tagged B2B |
Enterprise or Professional | Adds B2Bnetterms to the selected customers and removes it from all other wholesale customers when you select Save in the window. Customers who already have the tag are preselected only on the pages of the list you open. Shown when the previous setting is on. |
When Force Payment Terms and Allow net terms for specific customers only are both on, the page warns that some customers may be unable to check out.
Checkout rules#
Process Wholesale > Settings > Checkout rules.
| Card | Setting (exact label) | Control | Default | Allowed values | Plan | What it does |
|---|---|---|---|---|---|---|
| Minimum order amount | Set a minimum order amount for B2B customers | Checkbox | Unchecked | On, off | Enterprise or Professional | Blocks checkout for wholesale customers under the amount. See minimum order amount. |
| Minimum order amount | Min. amount (USD) (your store currency) | Number field | 100 | A number greater than 0, in store currency | Enterprise or Professional | The minimum order total after discounts, converted when the customer pays in another currency. |
| Minimum order quantity | Set a minimum order quantity for B2B customers | Checkbox | Unchecked | On, off | Enterprise or Professional | Blocks checkout for wholesale customers under the quantity. See minimum order quantity. |
| Minimum order quantity | Min. order quantity | Number field | Empty | A whole number greater than 0 | Enterprise or Professional | The minimum number of units. |
| Minimum order quantity | Apply to | Dropdown | No value saved (the list shows Cart) | Cart, Specific products, All products | Enterprise or Professional | Counts units across the cart, per selected product, or per product in the cart. A rule saved without a value is not enforced, and selecting the option already showing does not register: select a different option first, then the one you want. |
| Minimum order quantity | Select products | Button, opens the product picker | None | One or more products | Enterprise or Professional | The products checked when Apply to is Specific products. |
| Hide payment methods | Hide specific payment methods from B2B customers | Checkbox | Unchecked | On, off | Enterprise or Professional | Hides the listed payment methods from wholesale customers at checkout. See hide payment methods. |
| Hide payment methods | "Enter payment methods name then press 'enter' (must be exact)" | Text field, press Enter to add | Empty | Exact payment method names | Enterprise or Professional | The payment methods to hide. Each name appears as a removable tag. |
Shipping#
Process Wholesale > Shipping. The whole page needs Enterprise or Professional. See wholesale shipping.
| Setting (exact label) | Control | Default | Allowed values | Plan | What it does |
|---|---|---|---|---|---|
| Enable shipping methods | Checkbox | Unchecked | On, off | Enterprise or Professional | Turns on wholesale shipping: selected options for wholesale customers only, unselected options for everyone else. |
| Shipping rate configuration | Radio buttons | Select from existing shipping methods | Select from existing shipping methods, Manual entry (recommended for stores with many rates) | Enterprise or Professional | Chooses exact-name selection from lists, or "contains" matching on names you type. |
| General Shipping Methods tab (Markets on market-based shipping) | Selectable tables, one per zone or market | None selected | Rate names | Enterprise or Professional | Marks rates from your general profile or markets as wholesale. |
| Custom Shipping Methods tab (Additional shipping methods on market-based shipping) | Selectable tables | None selected | Rate names | Enterprise or Professional | Marks rates from your other shipping profiles as wholesale (from all your shipping profiles on market-based shipping). |
| Local Pickup tab | Table Local pickup locations | None selected | Locations with local pickup on | Enterprise or Professional | Marks pickup locations as wholesale. |
| Local Delivery tab | Checkbox Local delivery | Unchecked | On, off | Enterprise or Professional | Makes every local delivery option wholesale-only when checked, retail-only when unchecked. |
| Shipping method name (manual entry) | Text field and Add | Empty | Any text | Enterprise or Professional | Adds a name to Active wholesale shipping methods; any option whose name contains it, ignoring capitalization, is wholesale. |