--- title: "Settings reference: every Process Wholesale setting" description: "Every setting on the Process Wholesale Settings page and Shipping page, in on-screen order: the exact label, control, default, allowed values, plan and what it does, with a link to the article that explains it." type: reference plans: [All plans] keywords: [ settings, configuration, where is the setting, settings page, shipping page, checkout rules, net terms settings, customer settings, discount settings, ] questions: - "Where is the setting for minimum order amount in Process Wholesale?" - "Which Process Wholesale settings need the Enterprise or Professional plan?" - "What are the default Process Wholesale settings?" - "Where do I turn on net payment terms?" - "Where do I set up wholesale shipping?" last_verified: 2026-11-11 order: 1 --- # 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](../discounts/discount-priority-and-stacking.md#flat-discount-versus-quantity-tier-the-tag-priority-setting). | | **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](../discounts/discount-codes-and-combinations.md). | | **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](../discounts/price-lists.md). | | **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](../discounts/cost-plus-markup.md). | 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](../customers/auto-assign-discount-tags.md). | | **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](../customers/tax-exempt-wholesale-customers.md). | | **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](../customers/wholesale-emails.md). | | **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](../customers/redirect-after-login.md). | | **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](../storefront/hide-prices.md). | | **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](../checkout/net-payment-terms.md). | 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](../checkout/minimum-order-amount.md). | | **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](../checkout/minimum-order-quantity.md). | | **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](../checkout/hide-payment-methods.md). | | **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](../checkout/wholesale-shipping.md). | 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. | ## Related articles - [What wholesale customers see in the cart and at checkout](../checkout/cart-and-checkout-experience.md) - [Feature availability by plan](plan-features-reference.md) - [Checkout and storefront messages reference](checkout-messages-reference.md) - [Checkout problems for wholesale customers](../troubleshooting/checkout-problems.md)