Process Wholesale theme blocks and app embeds
Process Wholesale adds seven items to the Shopify theme editor: six app blocks (Product Wholesale, Quick Buy, Wholesale Signup Form, Wholesale Custom Signup, Lock Content Redirect and B2B Redirect Block) and one app embed (Hide price). It also adds pages and blocks for Shopify's new customer accounts and a card in Shopify admin. Each block goes on specific templates and some need a particular plan. Your theme must be an Online Store 2.0 theme for the blocks to be available.
Theme blocks#
| Name in the theme editor | Type | Templates it can be added to | What it does | Plan | Article |
|---|---|---|---|---|---|
| Product Wholesale | App block | Product | Adds wholesale discount tables under the price for logged-in wholesale customers. The theme's retail price stays. | All plans (price list rows: Professional) | Show wholesale prices on product pages |
| Quick Buy | App block | Page | A wholesale order form listing products with wholesale prices, for customers tagged B2B |
Enterprise or Professional | Set up the Quick Buy order form |
| Wholesale Signup Form | App block | Page, collection, home page, product | The standard wholesale application form | All plans | Add the signup form to your theme |
| Wholesale Custom Signup | App block | Page, collection, home page, product | The application form you build in Custom Signup Form | Enterprise or Professional | Build a custom signup form |
| Lock Content Redirect | App block | Page, collection, product | Sends visitors without access away from every page that uses the template | Enterprise or Professional | Make pages, collections or products wholesale-only |
| B2B Redirect Block | App block | Customer account page (legacy customer accounts) | Sends logged-in wholesale customers from the account page to the address set in Settings > Customer settings | Enterprise or Professional | Redirect wholesale customers after login |
| Hide price | App embed | Every page (switched on for the whole theme) | Hides prices and buy buttons from visitors who are not wholesale and shows a message | Professional | Hide prices from customers who are not wholesale |
"Templates" includes alternate templates of the same type, such as page.wholesale or product.wholesale.
Who each theme block acts for#
| Block | Acts for |
|---|---|
| Product Wholesale | Logged-in customers with any tag containing b2b who have a discount tag for the product |
| Quick Buy | Shows the order form to logged-in customers tagged B2B. Guests and other customers see the signup form or a lock screen; pending customers see a pending message. |
| Wholesale Signup Form and Wholesale Custom Signup | Everyone. Logged-in B2B customers see "You are logged into your wholesale account" and pending customers see the pending message. |
| Lock Content Redirect | Redirects everyone who is not allowed in. By default, only customers with the exact tag B2B are allowed. |
| B2B Redirect Block | Logged-in customers with any tag containing b2b, at most once every 12 hours per browser |
| Hide price | Hides prices from everyone without a tag containing b2b |
The rule differs between blocks. Checkout discounts and Quick Buy need the exact tag B2B, while the Product Wholesale block, Hide price and the B2B Redirect Block accept any tag containing b2b, which includes pending customers tagged B2B_Registeration. See Wholesale customers and customer tags explained.
Customer account and Shopify admin extensions#
Shopify has two kinds of customer accounts. Shopify admin labels them Customer accounts (new customer accounts) and Legacy (legacy customer accounts). These extensions are for new customer accounts, except the admin card.
| Name | Where it is added | What it does | Plan |
|---|---|---|---|
| Wholesale signup Form | A full page in new customer accounts, added in Shopify's checkout and accounts editor | The standard wholesale application form for logged-in customers | All plans |
| Wholesale custom signup Form | A full page in new customer accounts | The application form you build in Custom Signup Form | Enterprise or Professional |
| Wholesaler Information | A block on the Profile page of new customer accounts | Shows a sign-up invitation and button to customers who are not wholesale, the pending message to pending customers, and a table of their discounts to wholesale customers | All plans (the Use Custom Registeration Form option: Enterprise or Professional) |
| Redirect | A block on the Orders page of new customer accounts | Sends logged-in customers with the tag B2B to the redirect address set in Settings > Customer settings, at most once every 12 hours |
Enterprise or Professional |
| B2B Signup Files (the card's heading) | A card on the customer details page in Shopify admin | Lists links to files the customer uploaded on the signup form, for customers tagged B2B or B2B_Registeration |
Shows files from the custom signup form, which needs Enterprise or Professional |
See Wholesale signup forms: which form to use and How to add the wholesale signup form to new customer accounts. Every setting of these extensions is listed in the Theme block settings reference.
App block or app embed#
| App block | App embed | |
|---|---|---|
| Process Wholesale items | Product Wholesale, Quick Buy, Wholesale Signup Form, Wholesale Custom Signup, Lock Content Redirect, B2B Redirect Block | Hide price |
| Where you add it | Inside a section of a specific template: Add block > Apps | Once for the whole theme: Theme settings > App embeds |
| Where it acts | Only on pages that use that template | On every storefront page |
| How you turn it off | Remove or hide the block | Switch the embed off |
An app embed is never listed under Add block, and an app block is never listed under App embeds. Select Save in the theme editor after adding or changing either.
Theme requirement: Online Store 2.0#
Process Wholesale's blocks work only with Online Store 2.0 themes. App blocks are added to sections of JSON templates, and the app embed needs a theme that supports app embeds. In a vintage theme, or in a section that does not accept app blocks, the blocks are not offered. The in-app FAQ states this: Process Wholesale is compatible only with Shopify 2.0 themes. See Process Wholesale blocks missing from the theme editor.
Dashboard App Status links#
The Process Wholesale Dashboard has an App Status section with six cards. Each card shows ON or OFF for your published theme, and one link: Unlock when your plan does not include the feature (opens Plan), Manage when it is on, Enable when it is off.
| Card | ON when | Enable opens | Manage opens |
|---|---|---|---|
| Product block | The Product Wholesale block is in the default product template | The theme editor on the default product template, with the Product Wholesale block ready to add | The theme editor on the product template |
| Signup form | The Wholesale Signup Form block or the Wholesale Custom Signup block is in a page template, or a wholesale signup form is added in new customer accounts. | The theme editor | The template with the block, or the checkout and accounts editor |
| Quick buy | The Quick Buy block is in a page template | The theme editor | The page template with the block |
| Lock content | The Lock Content Redirect block is in a page, collection or product template | The theme editor | The template with the block |
| B2B Redirect | The B2B Redirect Block is in the customer account template, or the Redirect extension is added | Legacy customer accounts: the theme editor on the customer account template with the block ready to add. New customer accounts: the checkout and accounts editor on the Orders page. | The same place |
| Hide price | The Hide price app embed is on | Theme settings > App embeds with Hide price selected | The same place |
The links open the editor; select Save there to keep a change. Locked cards on Starter: Quick buy, Lock content, B2B Redirect and Hide price. The Hide price card is not locked on Enterprise and shows Enable there, but the Hide price app embed needs Professional and is not listed in the theme editor on other plans. The details of what each card checks are in The Process Wholesale dashboard and App Status explained and Process Wholesale blocks missing from the theme editor.