Process Wholesale Help Center

Theme block settings reference

This reference lists every setting of the Process Wholesale theme blocks and app embed, as shown in the Shopify theme editor, and of the Process Wholesale extensions for new customer accounts, as shown in Shopify's checkout and accounts editor. Each table gives the label, type, default, allowed values and what the setting does. Setting labels are in English only. For what each block is and where it goes, see Process Wholesale theme blocks and app embeds.

Product Wholesale (app block, product templates, all plans)#

Guide: How to show wholesale prices on product pages.

Label Type Default Allowed values What it does
Show Quantity Column Checkbox On On, off Shows the Minimum Cart Quantity column of the product discount table
Show Discount Column Checkbox On On, off Shows the Discount column of the product discount table
Show Wholesale Price Column Checkbox On On, off Shows the Wholesale Price column of the product discount table
Show Cart Amount Column Checkbox On On, off Shows the Minimum Cart Amount column of the cart discount table
Show Cart Discount Column Checkbox On On, off Shows the Cart Discount column of the cart discount table
Show Cart Quantity Column Checkbox On On, off Shows the Minimum Cart Quantity column of the cart quantity discount table
Show Cart Quantity Discount Column Checkbox On On, off Shows the Cart Discount column of the cart quantity discount table
Text Color Color #000000 Any color Text color of the tables
Border Color Color #868686 Any color Border color of the tables
Header Background Color Color Transparent Any color Background of the header row
Body Background Color Color Transparent Any color Background of the other rows
Border Radius Range 10 px 1 to 30 px, steps of 1 Rounds the table corners
Border Width Range 1 px 1 to 5 px, steps of 1 Width of the outer border

The settings are grouped under the headings Product Discount Table Settings, Cart Discount Table Settings, Cart Quantity Discount Table Settings and Table Styling. A column turned off loses both its heading and its cells. No setting changes the heading text or hides a whole table.

Quick Buy (app block, page templates, Enterprise or Professional)#

Guide: How to set up the Quick Buy wholesale order form.

Label Type Default Allowed values What it does
Wholesale Collection Collection None One collection Limits the form, its search and Buy again to the products of this collection. Empty shows all products.
Products sort order Select None None, Collection default, Manual (set in Shopify admin), Best selling, Relevance, Price, Creation time, Alphabetically Sorts the products of the chosen collection. Works only with a collection selected. With sorting on, draft products of the collection are shown too.
Show original price Checkbox On On, off Shows the struck-through original price next to a lower wholesale price
Show stock quantity Checkbox On On, off Shows the units left. Off also hides the "Out of stock" and "Not available" labels.
Show Buy again tab Checkbox On On, off Adds the All products and Buy again tabs. Buy again lists products the buyer has ordered before.
Show last order Checkbox On On, off Shows the "Your last order" card for reordering after a stock and price check
Products per page Number 10 Up to 50, as the setting's help text says Products per page of the form
Border Color #bbc5cd Any color Border color (heading Quick Buy Colors)
Background color Color #fff Any color Background of the form
Table Text Color Color #000000 Any color Text color of the table
Button Background Color #30383f Any color Button and accent color
Button Text Color #ffffff Any color Button text color
What to show for non B2B? Select Signup Form Signup Form, Lock Screen What guests and customers who are not wholesale see in place of the form
Use new customer flow Select Auto Auto, Yes, No Which signup flow the built-in signup form uses. Auto acts as Yes when Process Wholesale recorded new customer accounts when the app was installed or when you last saved Settings, and as No otherwise. Yes = new customer accounts (no password field). No = legacy customer accounts (password field).
Text to show to invite customers to sign up Text "This is section is only accessible by Wholesale customers." Any text Lock screen message (heading Configure Lock Message, used only with Lock Screen)
Create Wholesale customer signup page URL None A page link Target of the "Create wholesale account" button on the lock screen
Registration form heading Text "Create wholesale account" Any text Heading of the built-in signup form (heading Configure Signup Text, used only with Signup Form)
Text to show to logout customers above login button Text "Or login, If you already have an account." Any text Text above the Login button under the signup form
Text to show for pending approval B2B customers Text "Thank you! your wholesale account is currently under review" Any text Shown to logged-in customers tagged B2B_Registeration
Pending approval message color Color #30383f Any color Color of the pending message
Business Name Select Required Required, Optional, Hidden Signup form field (heading Configure Signup Fields)
Business Address Select Optional Required, Optional, Hidden Signup form field
Phone Number Select Optional Required, Optional, Hidden Signup form field
Tax ID Select Optional Required, Optional, Hidden Signup form field
Website Select Optional Required, Optional, Hidden Signup form field
Additional Info Select Optional Required, Optional, Hidden Signup form field

Default text values are shown exactly as the block stores them; replace them with your own wording.

Wholesale Signup Form (app block, page, collection, home page and product templates, all plans)#

Guide: How to add the wholesale signup form to your theme (legacy customer accounts).

Label Type Default Allowed values What it does
Use new customer flow Select Auto Auto, Yes, No Signup flow. Auto acts as Yes when Process Wholesale recorded new customer accounts when the app was installed or when you last saved Settings, and as No otherwise. Yes = new customer accounts (no password field). No = legacy customer accounts (password field).
Registration form heading Text "Create wholesale account" Any text Heading of the form
Text to show to logout customers above login button Text "Or login, If you already have an account." Any text Text above the Login button under the form
Text to show for pending approval B2B customers Text "Thank you! your wholesale account is currently under review" Any text Shown to pending customers, and after a successful submission
Pending approval message color Color #30383f Any color Color of the pending message
Text to show for already logged in B2B customers Text "You are logged into your wholesale account" Any text Shown in place of the form to logged-in customers tagged B2B
Browse products link for logged in accounts URL None A link Adds a Browse products button under that message
Business Name Select Required Required, Optional, Hidden Form field (heading Configure Signup Fields)
Business Address Select Optional Required, Optional, Hidden Form field
Phone Number Select Optional Required, Optional, Hidden Form field
Tax ID Select Optional Required, Optional, Hidden Form field
Website Select Optional Required, Optional, Hidden Form field
Additional Info Select Optional Required, Optional, Hidden Form field
Enable customization Checkbox Off On, off Turns on the design settings below (heading Design)
Text color Color #5a5a5a Any color Form text
Background color Color Transparent Any color Form background
Field background color Color #ffffff Any color Input background
Field text color Color #5a5a5a Any color Input text
Field border color Color #c0c0c0 Any color Input border
Field border width Range 1 px 0 to 4 px, steps of 1 Input border width
Field & button border radius Range 0 px 0 to 24 px, steps of 1 Corner rounding of inputs and button
Button background color Color #000000 Any color Submit button background
Button text color Color #ffffff Any color Submit button text

The nine design settings are shown in the theme editor only when Enable customization is on.

Wholesale Custom Signup (app block, page, collection, home page and product templates, Enterprise or Professional)#

Guide: How to build a custom wholesale signup form. The fields themselves are built in Process Wholesale under Custom Signup Form, so this block has no field settings.

Label Type Default Allowed values What it does
Use new customer flow Select Auto Auto, Yes, No Signup flow, as for the Wholesale Signup Form
Registration form heading Text "Create wholesale account" Any text Heading of the form
Text to show to logout customers above login button Text "Or login, If you already have an account." Any text Text above the Login button
Text to show for pending approval B2B customers Text "Thank you! your wholesale account is currently under review" Any text Shown to pending customers
Pending approval message color Color #30383f Any color Color of the pending message
Text to show for already logged in B2B customers Text "You are logged into your wholesale account" Any text Shown to logged-in customers tagged B2B
Browse products link for logged in accounts URL None A link Adds a Browse products button
Enable customization and the nine design settings Checkbox, colors, ranges Same as the Wholesale Signup Form Same as the Wholesale Signup Form Same as the Wholesale Signup Form

Lock Content Redirect (app block, page, collection and product templates, Enterprise or Professional)#

Guide: How to make pages, collections or products wholesale-only.

Label Type Default Allowed values What it does
Redirect URL Text /account/login A path on your store or a full URL. Never empty. Where visitors without access are sent
Tag access mode Select Default: Hide content from non B2B customers Default: Hide content from non B2B customers, Show only for customers with specified tags, Hide from customers with specified tags Who is allowed in. Default and "Show only" allow logged-in customers with a matching tag. "Hide from" allows everyone except logged-in customers with a matching tag.
Customer tags Text Empty Customer tags separated by commas, for example VIP, Bulk, Pro The tags to match, exactly and ignoring capitalization. Empty means the single tag B2B.

B2B Redirect Block (app block, customer account template, Enterprise or Professional)#

Guide: How to redirect wholesale customers after login.

The B2B Redirect Block has no settings in the theme editor. The address is set in Process Wholesale under Settings > Customer settings > B2B customer redirect after login > Redirect URL. The block redirects logged-in customers with a tag containing b2b from the account page to that address, at most once every 12 hours per browser, and does nothing while the Redirect URL is empty.

Hide price (app embed, all pages, Professional)#

Guide: How to hide prices from customers who are not wholesale. The on/off switch and the message are in Process Wholesale under Settings > Customer settings > Hide prices for non-B2B customers; the app embed holds only the custom selectors (heading Custom selectors).

Label Type Default Allowed values What it does
Price on product page Text Empty CSS selectors separated by commas Extra price elements to hide
Add to cart on product page Text Empty CSS selectors separated by commas Extra add to cart buttons to change, inside a product form or card
Buy it now on product page Text Empty CSS selectors separated by commas Extra Buy it now buttons or wrappers to hide, inside a product form or card
Price on collection page Text Empty CSS selectors separated by commas Extra price elements to hide on collection pages and product cards
Quick buy on collection page Text Empty CSS selectors separated by commas Extra quick add or add to cart buttons to change on product cards

Empty fields use the default selectors only. Entered selectors are added to the defaults. The two price fields apply together on every page, and so do the two add to cart fields.

Wholesale signup Form (new customer accounts page, all plans)#

Guide: How to add the wholesale signup form to new customer accounts. Settings are entered in Shopify's checkout and accounts editor.

Label Type Default Allowed values What it does
Customer name Text Empty (shown, optional) show, required, hide First and last name fields
Business name Text Empty (shown, optional) show, required, hide Business name field
Business Address Text Empty (shown, optional) show, required, hide Business address: choose a saved address or enter a new one
Tax ID Text Empty (shown, optional) show, required, hide Tax ID field
Phone Number Text Empty (shown, optional) show, required, hide Phone number field
Website Text Empty (shown, optional) show, required, hide Website field
Additional Info Text Empty (shown, optional) show, required, hide Additional information field
Registration form heading Text "Create wholesale account" Any text Heading of the form
Text to show for pending approval B2B customers Text "Thank you! your wholesale account is currently under review" Any text Shown to pending customers
Text to show for existing B2B customers Text "You are logged into your wholesale account" Any text Shown to approved wholesale customers
Browse products link for B2B Members Text Empty A link Adds a Browse Products link for approved customers

Type the field values in lower case exactly as listed: show, required or hide.

Wholesale custom signup Form (new customer accounts page, Enterprise or Professional)#

Guide: How to build a custom wholesale signup form. The fields come from Custom Signup Form in Process Wholesale.

Label Type Default Allowed values What it does
Registration form heading Text "Create wholesale account" Any text Heading of the form
Text to show for pending approval B2B customers Text "Thank you! your wholesale account is currently under review" Any text Shown to pending customers
Text to show for existing B2B customers Text "You are logged into your wholesale account" Any text Shown to approved wholesale customers
Browse products link for B2B Members Text Empty A link Adds a Browse Products link for approved customers

Wholesaler Information (new customer accounts Profile page block, all plans)#

Label Type Default Allowed values What it does
Wholesaler information Multi-line text Empty (shows "Wholesaler information") Any text Heading shown to every customer
Register Wholesaler Header Multi-line text Empty (shows "Register a wholesaler account") Any text Heading shown to customers who have not registered as wholesale
Register Wholesaler Body Multi-line text Empty (shows "To become a wholesaler of the store, please signup via registeration form.") Any text Body text for customers who have not registered
Register Wholesaler Button Text Empty (shows "Sign up") Any text Label of the sign-up button
Use Custom Registeration Form Checkbox Off On, off Sends the button to the custom signup form instead of the standard one. Needs Enterprise or Professional.
Custom Signup URL Text Empty A link Optional. When set, the button opens this address instead.
Pending Account Message Text Empty (shows "Thank you! your wholesale account is currently under review") Any text Shown to pending customers

When a text field is left empty, the block shows the default text given in brackets.

Approved wholesale customers see a table of their discounts with the columns Discount Tag, Amount off / tiers and Applies To, or "No Discounts assigned yet".

Redirect (new customer accounts Orders page block, Enterprise or Professional)#

The Redirect block has no settings. It uses the address from Settings > Customer settings > B2B customer redirect after login > Redirect URL and sends logged-in customers with the tag B2B there, at most once every 12 hours. Guide: How to redirect wholesale customers after login.

B2B Signup Files (Shopify admin customer page card)#

The B2B Signup Files card has no settings. On the customer details page in Shopify admin it lists links to the files a customer tagged B2B or B2B_Registeration uploaded on the signup form. Guide: How file uploads work on the wholesale signup form.

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