Process Wholesale video tutorials
Process Wholesale has 14 tutorial videos, hosted on Vimeo, that walk through setup, discounts, price lists, signup forms, the Quick Buy order form, checkout rules, net payment terms and shipping. This page lists every video with its length, where it appears in the Process Wholesale app, and the help article that covers the same steps in text.
At a glance
- Plan: The videos are public on Vimeo, so a store on any plan can watch them. Some videos show features that need a higher plan; the linked article states the plan.
- Where in the app: The Dashboard Quick guide, the Support page under Other Tutorials, and on the pages of the features they explain
- Total running time: About 62 minutes
Setup videos (dashboard Quick guide)#
The Dashboard of the Process Wholesale app shows a Quick guide with four steps. Each step has a video.
| Quick guide step | Video | Length | Article with the same steps |
|---|---|---|---|
| Setup Signup Form | Signup form tutorial | 6:24 | Wholesale signup forms: which form to use |
| Setup Wholesale prices on product page | Product Wholesale block setup | 1:42 | How to show wholesale prices on product pages |
| Setup Quick Buy Table | Quick Buy table setup | 5:02 | How to set up the Quick Buy wholesale order form |
| Create & Assign Discounts | Create and assign discounts | 6:25 | Wholesale discount types compared and How to assign discounts to wholesale customers |
Once a store is set up, the Dashboard replaces the Quick guide with a tour card. Its Watch 3 min tour button plays the Process Wholesale quick tour (3:04), which covers approving customers, assigning discounts and updating pricing.
Feature tutorials (Support page)#
The Support page of the Process Wholesale app lists these five videos under Other Tutorials.
| Video | Length | What the app says it covers | Article with the same steps |
|---|---|---|---|
| How to create custom price lists | 6:06 | Creating price lists that you can assign to customers | How to create a wholesale price list with fixed prices |
| How to create wholesale case pack products | 9:43 | Creating case pack products for wholesale orders | No matching article |
| How to enable net payment terms | 2:49 | Setting up net 30, 60 or 90 payment terms for wholesale customers | How to offer net payment terms to wholesale customers |
| How to set up a MOQ, minimum order amount, and hide payment methods | 4:03 | Configuring checkout rules for wholesale orders | Minimum order amount, minimum order quantity and hide payment methods |
| How to hide specific products and pages from retail customers | 5:12 | Locking content and restricting access for customers who are not wholesale | How to make pages, collections or products wholesale-only |
Videos on feature pages#
These videos appear next to the feature they explain.
| Video | Length | Where it appears in the app | Article with the same steps |
|---|---|---|---|
| Shipping demo | 3:50 | Shipping page | How to show shipping methods only to wholesale customers |
| Custom signup form tutorial | 4:36 | Custom Signup Form page, Watch tutorial | How to build a custom wholesale signup form |
| File upload demo | 0:43 | Custom Signup Form page | How file uploads work on the wholesale signup form |
| How to assign discounts to draft orders | 2:18 | Support page, in the answer to "Can I apply wholesale discounts to manually created orders?" | How to apply wholesale discounts to a Shopify draft order |
Frequently asked questions#
Where are the tutorial videos inside the Process Wholesale app?#
In three places: the Quick guide on the Dashboard, the Other Tutorials section of the Support page, and on the Shipping and Custom Signup Form pages. Every video on this page is also available directly on Vimeo through its link.
Do I need to watch the videos to set up Process Wholesale?#
No. Every step shown in a video is written out in the linked help article, with the exact button and field names. The videos are an optional walkthrough of the same steps.
Is there a video for setting up the Quick Buy table?#
Yes. The Quick Buy table setup video (5:02) is in the Setup Quick Buy Table step of the Dashboard Quick guide. The written steps are in How to set up the Quick Buy wholesale order form.
Is there a video for the wholesale signup form?#
Yes, three. The Signup form tutorial (6:24) covers adding the signup form, the Custom signup form tutorial (4:36) covers building a form with your own fields, and the File upload demo (0:43) shows the file upload field.