Process Wholesale Help Center

Quick Buy problems and fixes

When the Process Wholesale Quick Buy order form does not behave as expected, the cause is usually the plan, the customer's tags or a block setting. Quick Buy shows only on the Enterprise or Professional plan, only on a page template, and only to logged-in customers with the exact customer tag B2B. Prices in the form are a preview: Shopify checkout sets the final price.

Quick checks, in order of likelihood:

  1. The store is on Enterprise or Professional (Plan in Process Wholesale).
  2. The customer is logged in and has the tag B2B in Shopify admin, plus a discount tag.
  3. The product is active, published to the Online Store and, if the block uses Wholesale Collection, in that collection.
  4. You are testing on the live storefront, not in the theme editor.
  5. The customer reloaded the Quick Buy page.

Quick Buy is not available or shows an upgrade message#

Symptom. The Quick Buy page is blank for customers, or the theme editor shows "Please upgrade your plan to access this feature." and "This message is only shown in development."

Cause. Quick Buy needs the Enterprise or Professional plan. On Starter the block renders nothing on the storefront and shows the upgrade message in the theme editor only.

Fix. Upgrade under Plan in Process Wholesale. Current prices are shown on the Shopify plan page that opens from Plan.

Block not in the Apps list. Quick Buy can only be added to page templates. Switch the theme editor to a page template, then Add block > Apps > Quick Buy. See how to set up Quick Buy and Process Wholesale blocks missing from the theme editor.

The Quick Buy form is not visible to a customer#

Symptom. A customer sees the signup form, the lock screen or "Thank you! your wholesale account is currently under review" instead of the form.

Cause and fix:

What the customer sees Cause Fix
Signup form or lock screen Not logged in Ask the customer to log in.
Signup form or lock screen while logged in No B2B tag. A tag that only contains the letters, such as B2B-gold, does not count. Approve the customer or add the tag B2B in Shopify admin.
The pending approval message Tagged B2B_Registeration (pending) and not B2B Approve the customer in Process Wholesale under Customers.

Quick Buy accepts B2B in any capitalization (B2B, b2b, B2b, b2B). It is stricter than the Product Wholesale block, which also shows content to pending customers.

A product is missing from Quick Buy#

Check these causes in order:

  1. Not active or not on the Online Store. Quick Buy lists active products published to the Online Store sales channel. Publish the product.
  2. Not in the Wholesale Collection. When the block has a Wholesale Collection, only products of that collection are listed. Add the product to the collection, or clear the setting to show all products.
  3. Search does not match. With a collection, search matches words in the product title or any variant SKU. Without a collection, search uses Shopify's product search. Try the exact title or SKU.
  4. Beyond 2,000 products. With a collection, search looks through the first 2,000 products of the collection. Use a smaller collection.
  5. On another page. The form shows Products per page products at a time. Browse with the page links or Next ».

Draft products appear, marked "Not available". Products sort order is set to something other than None, and a sorted collection also lists drafts. Set the sort order to None or remove drafts from the collection.

The price in Quick Buy is wrong or differs from checkout#

Symptom. The price or Final price in Quick Buy does not match the cart, checkout or draft order.

Cause. Quick Buy calculates a preview in the browser. Shopify checkout applies the Process Wholesale discounts with its own rules, and checkout is the price the customer pays. The common causes are:

  • The customer has several discount types (for example cost plus markup and a flat discount). The form shows one per product; checkout can combine them, depending on Settings > Discount settings combinations.
  • The customer has several quantity tiers, or both a cart value tier and a cart quantity tier.
  • A loyalty discount: the form picks the level by units in the order, and shows a percentage level as an amount ("$10.00 off" for 10%) in the Cart Discount Tiers box.
  • The customer shops in another currency: price list prices are not converted in the form, and the cost plus markup is increased by the exchange rate.
  • On the order details page, products priced with cost plus markup can show the regular price.
  • A cost plus discount limited to some variants shows on every variant of the product in the form.
  • A discount code or another Shopify discount applies at checkout.

Fix. Use the checkout total as the reference. For each case and what to do, see why the Quick Buy price can differ from checkout. If checkout itself has no wholesale discount, see wholesale discount not applying at checkout.

No price list prices at all. Price lists show in Quick Buy only on the Professional plan.

No discounts in the theme editor. The theme editor has no logged-in customer, so it always shows regular prices. Test on the storefront.

Prices show without discounts and buttons do nothing#

Symptom. On the storefront, the table shows regular prices, the Discount column stays empty and Add to order does nothing.

Cause. Quick Buy could not load the store's wholesale data.

Fix. Reload the page. If the problem continues, contact Process Wholesale support.

The quantity cannot be increased#

Where Cause What the customer sees Fix
Form The variant tracks inventory, does not allow selling when out of stock, and the quantity reached the stock level + stops; a typed number is lowered to the stock Add stock or allow selling when out of stock in Shopify.
Form The variant is not available for sale "Out of stock", controls disabled Restock the variant.
Form The product is a draft (shown because a sort order is set) "Not available", controls disabled Make the product active, or set Products sort order to None.
Order details page The quantity reached the stock "Cannot add more than {n} items." or "Only {n} items are available in stock." Add stock.
Buy again or reorder review The order already holds the stock "Not enough stock" or "Your order already has all [n] in stock. Skipped." Add stock, or reduce the quantity in the order.
Theme editor Inputs are disabled in the theme editor Nothing responds Test on the storefront.

Quick Buy has no minimum quantity, quantity increment or case pack rule of its own. A quantity that stops is always one of the cases in this table.

The customer's Quick Buy order is lost or different#

Symptom. Items added with Add to order are gone, or a customer sees a different order.

Causes and fixes:

  • Another device or browser. The saved order belongs to the browser where it was created, not to the customer account. Ask the customer to use the same browser, or add the items again. Anyone who logs in on that same browser sees the same saved order.
  • Checkout was started. The saved order is cleared when the customer selects Add to cart or Checkout, before the cart or invoice opens. If adding to the cart failed, or the customer landed on their account page instead of a draft order invoice, the order is already cleared and the items have to be added again.
  • Quantities typed but not added. Only lines saved with Add to order are kept. View Order does not save typed quantities.
  • Deleted products. Lines for products or variants deleted in Shopify are removed from the order automatically.
  • Order changed in another tab. The customer sees "Your order was changed somewhere else, so it's been refreshed. Check it and try again." The page shows the latest order; the customer repeats the last step.

See the saved Quick Buy order.

Checkout is blocked because some lines cannot be loaded#

Symptom. The order details page shows "Some items in your order couldn't be loaded, so it can't be checked out yet. Reload the page to try again." and checkout does not continue.

Cause. Product details for some saved lines could not be loaded. Quick Buy keeps those lines rather than dropping them, hides them and blocks checkout so nothing is lost.

Fix. Reload the page. If the message continues, contact Process Wholesale support.

Net payment terms are not shown#

Symptom. The order details page has no Payment terms row.

Causes and fixes:

  1. Net terms are off. In Process Wholesale, go to Settings > Net terms and check Enable net payment terms in the Quick buy table. This needs Enterprise or Professional.
  2. No terms are selected. Select up to 3 terms in Select payment terms (maximum 3): and save.
  3. Customer-based terms are on. With Allow net terms for specific customers only checked, only customers tagged B2Bnetterms see terms. Add the customer with Select Customers.
  4. Wrong page. Terms appear on the order details page (after View Order), not on the form.

See how to offer net payment terms.

The checkout button is missing with Force Payment Terms#

Symptom. The order details page shows "Please select a payment term to proceed with your order." and has no Add to cart or Checkout button.

Cause. Force Payment Terms hides the checkout button until the customer selects a term. When Allow net terms for specific customers only is also on and the customer is not tagged B2Bnetterms, the customer sees no terms and can never check out. The app warns about this combination on the Net terms settings page. The setting's help text mentions the "Add to Order" button; the button it hides is the order details page's checkout button.

Fix. Turn off one of the two settings, or tag the customer B2Bnetterms with Select Customers.

Buy again is empty or missing orders#

Symptom Cause Fix
No Buy again tab and no last order card Both settings are off, the customer is not logged in, or Process Wholesale has no recorded orders for the customer Turn on Show Buy again tab or Show last order. Orders appear once the customer places one after Process Wholesale started recording the store's orders.
Older orders are missing Quick Buy uses the 10 most recent recorded orders; orders from before the app recorded the store's orders are not imported No fix.
"None of the products you've ordered before are available right now." The past items are deleted, draft, archived, unpublished, out of stock or outside the Wholesale Collection Restock or republish the products.
An item shows "Not sold on this page. Skipped." The item is outside the block's Wholesale Collection Add it to the collection.
An item shows "No longer available. Skipped." Deleted, draft, archived, not on the Online Store, or beyond the 60 products checked per load Republish the product.
An order has no number, or a cancelled order still shows The order is older than 60 days, so Quick Buy cannot read its number or cancellation No fix.
"Couldn't load your past orders. Please refresh the page." Product details could not be loaded Reload the page.

See how reordering works in Quick Buy.

Text in Quick Buy is not translated#

Symptom. Parts of Quick Buy are in English on a store in another language.

Cause. Quick Buy's main texts are translated into German, Spanish, French, Italian, Norwegian, Portuguese (Brazil and Portugal) and Swedish. These parts are always in English:

  • All reorder texts: the last order card, the All products and Buy again tabs, the Buy again table and the reorder review
  • Stock messages: "Cannot add {qty} items. Only {stock} available.", "{title} is out of stock.", "Cannot add more than {n} items.", "Only {n} items are available in stock.", "Cannot add draft product: {title}"
  • "Enter quantity", "No results found", "Search error occurred", "« Prev", "Next »"
  • Discount labels "% off", "off" and "each"
  • The block settings in the theme editor

See languages supported by Process Wholesale.

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