Process Wholesale Help Center

How to make pages, collections or products wholesale-only

Process Wholesale makes pages, collections and products wholesale-only with the Lock Content Redirect block, an app block you add to a page, collection or product template in the Shopify theme editor. Every storefront page that uses that template sends visitors without access to another address, by default the account login page /account/login. By default only logged-in customers with the exact tag B2B are let in, and you can switch to your own customer tags instead. Lock Content Redirect needs the Enterprise or Professional plan.

At a glance

  • Plan: Enterprise or Professional
  • Where: Shopify theme editor > a page, collection or product template > Add block > Apps > Lock Content Redirect
  • Locks: Every page that uses the template the block is in
  • Allowed in by default: Logged-in customers with a tag exactly B2B (any capitalization)
  • Redirect to by default: /account/login
  • Called in the app: Lock content on the Dashboard

Before you start#

  • Your store must be on the Enterprise or Professional plan. On other plans Lock Content Redirect is not listed under Apps in the theme editor.
  • Your theme must be an Online Store 2.0 theme. See Process Wholesale theme blocks and app embeds.
  • Decide which template to lock. Lock Content Redirect locks every page using the template it is in. If you add it to your default product template, every product using that template is locked. To lock only some products, pages or collections, create a separate template for them (for example a product template named wholesale), add the block to that template only, and assign that template to the wholesale-only items in Shopify admin.

Steps to lock a template#

  1. In Shopify admin, go to Online Store > Themes and select Customize on your live theme.
  2. In the template selector, choose the page, collection or product template to lock, for example your wholesale product template.
  3. In a section of that template, select Add block, open the Apps tab and select Lock Content Redirect.
  4. Set Redirect URL: where visitors without access are sent. Keep /account/login, or enter another address such as /pages/wholesale-application.
  5. Set Tag access mode, and Customer tags if the mode needs them (see "Who is allowed in").
  6. Select Save.
  7. Test on the live storefront in a private browser window: open a page that uses the template while logged out, then again while logged in as a wholesale customer.

Video walkthrough: How to hide specific products & pages from retail customers (5 minutes) shows how to set up the Lock Content Redirect block.

Lock Content Redirect settings#

Setting Default What it does
Redirect URL /account/login The address visitors without access are sent to. A path on your store, such as /pages/apply, or a full URL.
Tag access mode Default: Hide content from non B2B customers Chooses who is allowed in. Options below.
Customer tags Empty One or more customer tags separated by commas, for example VIP, Bulk, Pro. Needed for the two tag modes.

Who is allowed in#

Lock Content Redirect compares the customer's tags with a list. When Customer tags is empty, the list is the single tag B2B. When Customer tags is filled in, the list is those tags. Tags match exactly, ignoring capitalization and spaces around the commas.

Tag access mode Allowed in Redirected
Default: Hide content from non B2B customers Logged-in customers with a matching tag Guests and everyone else
Show only for customers with specified tags Logged-in customers with a matching tag Guests and everyone else
Hide from customers with specified tags Guests, and logged-in customers without a matching tag Logged-in customers with a matching tag

Examples

Mode Customer tags field Visitor Result
Default Empty Guest Redirected
Default Empty Customer tagged B2B Allowed
Default Empty Customer tagged b2b Allowed
Default Empty Pending customer tagged B2B_Registeration Redirected
Default Empty Customer tagged b2b-gold Redirected
Show only for customers with specified tags VIP, Bulk Customer tagged vip Allowed
Show only for customers with specified tags VIP, Bulk Customer tagged B2B Redirected
Hide from customers with specified tags Retail Guest Allowed
Hide from customers with specified tags Retail Customer tagged Retail Redirected
Hide from customers with specified tags Empty Customer tagged B2B Redirected, because an empty list means B2B
Hide from customers with specified tags Empty Guest Allowed

What visitors see#

  • Visitors with access see the page as usual. The block itself shows nothing.
  • Visitors without access are sent to the Redirect URL as the page opens. With the default Redirect URL they land on the account login page.
  • In the theme editor the block never redirects, so you can keep editing a locked template. Test on the live storefront.

What Lock Content Redirect does not do#

  • The redirect happens in the visitor's browser. The page starts to load, and the browser is sent to the Redirect URL when it reaches the block.
  • It acts only on pages that use the locked template. A locked product still appears on collection pages and in search results unless those pages are locked too. Search results cannot be locked, because the block can only be added to page, collection and product templates.
  • It does not change prices or buttons on other pages. To hide prices from retail customers everywhere, use Hide price (Professional).

Limits and things to know#

  • Templates: page, collection and product templates, including alternate templates such as page.wholesale. Not the home page, search, cart, blog or account templates.
  • Plan: Enterprise or Professional. The in-app FAQ calls it an Enterprise block; Professional includes it too.
  • Dashboard card: The Lock content card in App Status on the Process Wholesale Dashboard shows ON when the block is found in any page, collection or product template of your published theme. Its Enable link opens the theme editor, where you choose the template.
  • Exact tag match: In the default mode, tags such as b2b-gold or B2Bnetterms do not count unless the customer also has B2B.

Troubleshooting#

Symptom Likely cause Fix
Approved wholesale customers are redirected Customer tags is filled in and does not include B2B, the customer lacks the exact tag B2B, or the mode is Hide from customers with specified tags with Customer tags empty Clear Customer tags or add B2B to it. In the "Hide from" mode, enter the tags to keep out. Check the customer's tags in Shopify admin.
The page reloads over and over Redirect URL is empty, or points to a page that uses a locked template Enter a Redirect URL that uses an unlocked template, such as /account/login.
No redirect in the theme editor The block does not redirect in the theme editor Test on the live storefront in a private window.
Every product is locked, not only wholesale ones The block is on the template all products use Move the block to a separate template assigned only to the wholesale-only products.
Lock Content Redirect is not under Apps The store is not on Enterprise or Professional, or the template is not a page, collection or product template Check the plan under Plan and the template type.
Retail customers still see the product in a collection The collection page is not locked Lock the collection's template too, or remove the product from public collections.

Frequently asked questions#

Can I hide specific products from retail customers?#

Yes. Create a separate product template, add the Lock Content Redirect block to it, and assign that template only to the wholesale-only products. Visitors without access who open those product pages are sent to the Redirect URL.

Who can open a page with the Lock Content Redirect block?#

In the default mode, only logged-in customers with the exact tag B2B, in any capitalization. With Customer tags filled in, the customers with one of those tags, or in the "Hide from" mode, everyone except them.

Why are approved wholesale customers being redirected?#

Most often Customer tags is filled in without B2B, which makes the block ignore the B2B tag. Clear the field or add B2B to it.

Why does the Lock Content Redirect block not redirect in the theme editor?#

The block skips the redirect in the theme editor so you can keep editing the template. It redirects on the live storefront.

Can I lock pages for customers with a VIP tag instead of B2B?#

Yes. Choose Show only for customers with specified tags and enter VIP in Customer tags. Only logged-in customers tagged VIP can open the page.

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