Process Wholesale Help Center

How Quick Buy calculates the prices it shows

Process Wholesale Quick Buy shows each logged-in wholesale customer (B2B customer) one wholesale price per product, worked out from the discounts whose tags the customer has. Cost plus markup comes first, then a price list, then a flat discount or a quantity tier discount, decided by the Tag priority setting. The cart discount and loyalty discount appear in the order summary. The form's prices are a preview: Shopify checkout calculates the price the customer pays, and in some situations the two differ.

At a glance

  • Plan: Quick Buy needs Enterprise or Professional. Price lists and cost plus markup need Professional; loyalty tiers need Enterprise or Professional.
  • Applies to: Logged-in customers tagged B2B who also have a discount tag
  • Order of precedence per product: cost plus markup > price list > flat or quantity tier (by Tag priority) > no discount
  • Cart-level discounts: shown in the summary as Cart discount:, not in the product price
  • Final price: set in Shopify checkout

Which wholesale price Quick Buy shows for a product#

For each product and variant, Quick Buy looks at the customer's discount tags (capitalization does not matter) and uses the first of these that applies:

  1. Cost plus markup: a cost plus discount whose products include this product.
  2. Price list: a price list that has a price for this variant.
  3. Flat discount or quantity tier: when both apply, Tag priority decides. With Prefer flat tag (the default), the flat discount wins. With Prefer tier tag, the quantity tier wins. When only one applies, that one is used. At checkout, checkout follows Tag priority only after the Settings page has been saved once; until then it behaves as Prefer tier tag. See which wholesale discount applies.
  4. No discount: the regular price.

Only one of these applies to a product in the form. Among several flat discounts, price lists or cost plus discounts, the one with the highest priority (priority 1 first) that covers the product wins. Among several quantity tiers, the level with the lowest price wins. A discount can cover all products, chosen products, chosen collections or, for some types, chosen variants.

Tag priority is set in Process Wholesale under Settings > Discount settings > Tag priority. See which wholesale discount applies.

Worked examples for each discount type#

All examples use a regular price of $50.00 unless stated.

Discount Setting Price shown Discount column
Flat discount, percentage off 20% $40.00 20% off
Flat discount, price off $5 $45.00 $5.00 off
Flat discount, fixed price $30 $30.00 Fixed $30.00
Price list List price 7.50 on a $10.00 product $7.50 $2.50
Cost plus markup Unit cost $8.00, markup 50% $12.00 The difference from the regular price
Quantity tier 1-9 = 10% off, 10+ = 20% off, $10.00 product, 12 units $8.00 each, subtotal $96.00 1-9 10% off, 10+ 20% off
  • Price off never takes a price below $0.00.
  • Cost plus markup uses the variant's unit cost in Shopify. A variant with no unit cost shows the regular price.
  • Price lists show a price only for variants that have a price in that list.

How quantity tiers are counted in Quick Buy#

The quantity for a tier is the total number of units of the product in the order: all its variants, the quantities typed in the form and the units already saved in the order. The Discount column lists every level of every tier that covers the product, for example "1-9 10% off" and "10+ 20% off", so the customer sees the breaks before reaching them. Fixed-price levels show as "{min}-{max} $X.XX each".

When several tiers cover the same product, Quick Buy uses the level that gives the lowest price. Tier prices are rounded to the cent.

Example. Tier "1-9 = 10% off, 10+ = 20% off" on a $10.00 product. The customer has 4 units saved in the order and types 8 more. Quick Buy counts 12 units and shows $8.00 each.

Cart discounts and loyalty in the order summary#

Cart value tiers, cart quantity tiers and loyalty tiers do not change product prices. They appear in the summary as Cart discount:, and the Final price is the discounted subtotal minus that amount.

  • Cart value tier. Compared with the subtotal after product discounts. Example: a subtotal of $600.00 and a level "$500-$999 = 5% off" give a cart discount of $30.00.
  • Cart quantity tier. Compared with the total units in the order. A tier limited to products or collections counts and discounts only those products. Example: 2 units at $50.00 and 8 units at $10.00 (10 units, $180.00) with "10+ = 10% off" give $18.00.
  • One cart discount at a time. When levels from several cart value or cart quantity tiers match, Quick Buy shows only the largest single discount.
  • Loyalty. Added on top of the cart discount for customers who have earned a loyalty level. See the loyalty notes under "Why the Quick Buy price can differ from checkout".

The Cart Discount Tiers box lists the levels the customer can reach: cart value levels as amounts (for example "$500.00-$999.99 5% off" and "$1,000.00+"), otherwise cart quantity levels as unit counts, otherwise the customer's loyalty level under Eligible Loyalty discount :.

Prices in other currencies#

When a customer shops in another currency through Shopify Markets, Quick Buy converts amounts at the rate Shopify uses for that customer: regular prices, unit costs, Price off and fixed-price amounts, and cart value thresholds. Percentages are not converted. Two values behave differently:

  • Price list prices are not converted. The number you entered is shown as it is, next to converted regular prices. Example: a $10.00 product with a list price of 7.50, viewed at a rate of 0.9, shows a regular price of 9.00 and a price list price of 7.50.
  • The cost plus markup percentage is also multiplied by the rate. Example: unit cost $8.00, markup 50%, rate 1.3. Quick Buy shows 10.40 × 1.65 = 17.16. Checkout uses the 50% markup: 10.40 × 1.5 = 15.60.

Amounts are formatted with your store's money format.

Why the Quick Buy price can differ from checkout#

Quick Buy shows a preview. The price the customer pays is set by the Process Wholesale discounts in Shopify checkout, which follow their own rules. These are the situations where the two can differ, and what to do.

  1. Several discount types on one product. The form shows one discount per product. At checkout, cost plus markup, price lists and flat or tier discounts are separate Shopify automatic discounts, and whether they apply together depends on Settings > Discount settings combinations. Give each customer one product-level discount type, or check the combinations. See using Shopify discount codes with wholesale discounts.
  2. Several quantity tiers on one product. The form uses the level with the lowest price across all tiers. Checkout uses the first tier that covers the product. Give a customer only one quantity tier per product.
  3. Quantity tiers limited to variants. The form counts all units of the product. Checkout counts only the variants the tier covers. When the customer mixes covered and other variants of one product, the form can show a higher level than checkout gives. To keep them the same, limit the tier to whole products or collections instead of variants.
  4. Cart value and cart quantity tiers together. The form shows only the largest single cart discount. At checkout, a cart value tier and a cart quantity tier are separate discounts, so the checkout total can be lower than the form's Final price. Checkout also uses one cart value tier per customer. To keep them the same, give a customer either one cart value tier or one cart quantity tier, not several.
  5. Cart value thresholds. Checkout rounds the subtotal down to a whole number before comparing it with cart value levels; the form does not. Example: levels "0-100 = $13 off" and "101+ = $24 off" with a subtotal of $100.50: the form shows no cart discount, checkout takes $13.00 off. The difference appears only for subtotals between one level's maximum and the next level's minimum; the checkout amount is the one that applies.
  6. Loyalty level. The summary picks the loyalty level by the number of units in the current order, while checkout uses the level the customer earned from past spend or order count. For a loyalty level that starts at 2,000 in spend, the summary shows no loyalty discount until the order holds 2,000 units, but checkout applies it to a customer who earned it. Tell loyalty customers that the loyalty discount is applied at checkout.
  7. Loyalty percentages in the Cart Discount Tiers box. A percentage loyalty level is shown as an amount: a 10% level appears as "$10.00 off". Checkout applies 10%. Tell loyalty customers that the percentage of their loyalty level is what checkout applies.
  8. Other currencies. Price list prices are not converted in the form, and the cost plus markup is increased by the exchange rate (see "Prices in other currencies"). Checkout converts the price list price and uses the markup you set. For customers who shop in another currency, compare prices at checkout, not in the form.
  9. Cost plus markup on the order details page. The order details page can show the regular price for products priced with cost plus markup, while the form page shows the cost plus price. Checkout applies cost plus markup. Check cost plus prices on the form page or at checkout.
  10. Cost plus markup limited to variants. When a cost plus discount covers chosen variants, the form shows the cost plus price on every variant of that product. Checkout discounts only the chosen variants. To keep them the same, cover whole products or collections instead of variants.
  11. A product both saved and typed. When a variant is in the order and the customer also types a quantity for it in a visible row, the summary counts only the typed quantity until it is added. Ask the customer to select Add to order and check the summary again.
  12. Cents. Quick Buy rounds tier prices per unit; checkout rounds the order total. Large quantities can differ by a few cents. The checkout amount is the one charged.
  13. Discount codes and other Shopify discounts. Quick Buy shows only Process Wholesale discounts. Discount codes and other automatic discounts appear at checkout, as allowed by Settings > Discount settings combinations.
  14. Net terms draft orders. With a payment term, Quick Buy sends only products and quantities to the draft order. The draft order's prices are set by Shopify and the automatic discounts it accepts, not by the form. Check the draft order in Shopify admin.

Limits and things to know#

  • Plans. Price list prices appear in Quick Buy only on the Professional plan. Cost plus markup needs Professional and loyalty tiers need Enterprise or Professional.
  • The theme editor shows no discounts. There is no logged-in customer there.
  • Discount labels are in English. "% off", "off" and "each" are not translated.
  • One product-level discount per product. The form never shows two discounts stacked on one product.

Frequently asked questions#

How does Quick Buy decide which wholesale price to show?#

Quick Buy uses cost plus markup first, then a price list price, then a flat or quantity tier discount (decided by Tag priority), and otherwise the regular price. Among discounts of the same type, the highest priority wins, except quantity tiers, where the lowest resulting price wins.

Why is the price in Quick Buy different from the price at checkout?#

Quick Buy calculates a preview in the browser, while Shopify checkout applies the Process Wholesale discounts with its own rules. Common reasons are combined discount types, several tiers, loyalty discounts, cart discounts that stack at checkout and other currencies. Checkout is the price the customer pays.

Which discount wins when a customer has a flat discount and a quantity tier?#

The Tag priority setting decides. Prefer flat tag (the default) shows the flat discount; Prefer tier tag shows the quantity tier price. Example: a 10% flat discount and a tier "10+ = 20% off" on 12 units show 10% off with Prefer flat tag and 20% off with Prefer tier tag.

Does Quick Buy show prices in the customer's currency?#

Quick Buy converts most amounts at the exchange rate Shopify uses for the customer. Regular prices, unit costs, amounts off and cart thresholds are converted. Price list prices are shown as entered, and checkout converts them. The cost plus markup percentage is multiplied by the rate in the form, while checkout uses the markup you set.

Does Quick Buy show discount codes?#

No. Quick Buy shows Process Wholesale discounts only. Discount codes are entered and applied in Shopify checkout.

Plans: Enterprise, Professional · Last verified · View this page as Markdown