Quick Start

This guide gets a wholesale discount running end-to-end on your store. You’ll finish with one wholesale group, one tagged customer, and a verified discount applied at checkout.

You’ll need:

• A Shopify store you have admin access to (any plan).
• A test customer account you can place orders with.
• About ten minutes.

1. Install the app

1. Open the Wholesale B2B Suite listing in the Shopify App Store and click Add app.
2. Pick the store you want to install on, then approve the permissions Shopify shows you. They cover what the app needs to read your catalog and manage wholesale tags on customers.
3. Wait for the install to finish. You’ll land on the app dashboard inside your Shopify admin.

The app dashboard right after install — no groups yet.

2. Create a wholesale group

A group is the bucket you’ll put wholesale buyers into. Every group has a baseline discount that applies to every product in your catalog — you can override individual products later.

1. From the app dashboard, click Groups → Add group.
2. Give the group a name, e.g. Tier 1 — 15% off.
3. Choose Percentage as the discount type and enter 15.
4. Click Save.

Creating a Tier 1 group with a flat 15% discount.

Tip

Group names become slugs internally — the Tier 1 — 15% off group will be tagged on customers as wholesale-tier-1-15-off. You don’t need to type this anywhere; the app handles it.

3. Add a customer to the group

1. Open Customers in the app sidebar and click Add customer.
2. Search for your test customer by name or email.
3. Pick the Tier 1 group from the dropdown and click Add.

Linking a Shopify customer to the Tier 1 wholesale group.

Behind the scenes, the app writes the tag wholesale-tier-1-15-off onto that customer in Shopify. You can confirm by opening the customer in your Shopify admin and checking their tags.

4. Verify the discount at checkout

1. Sign in to the storefront as your test customer.
2. Add any product to the cart and head to checkout.
3. The line price should drop by 15%, and you’ll see Wholesale discount listed in the order summary.

Order summary at checkout showing the wholesale discount line.

If the discount doesn’t appear, jump to Discount troubleshooting — ninety percent of the time it’s because the customer wasn’t signed in at checkout, or their wholesale tag didn’t sync.

What to do next

• Add per-product overrides → Price Rules
• Add quantity-break pricing → Volume Pricing
• Let buyers apply themselves → Registration Forms