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Wholesale B2B Suite

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

Section titled “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.
The app dashboard right after install — no groups yet.
📸 TODO: save image to public/images/guide/quick-start-01-install.png — capture from /admin/apps/<app-handle> (immediately after install)

2. Create a wholesale group

Section titled “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.
Creating a Tier 1 group with a flat 15% discount.
📸 TODO: save image to public/images/guide/quick-start-02-add-group.png — capture from /app/groups → Add group modal

3. Add a customer to the group

Section titled “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.
Linking a Shopify customer to the Tier 1 wholesale group.
📸 TODO: save image to public/images/guide/quick-start-03-add-customer.png — capture from /app/customers → Add customer modal

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

Section titled “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.
Order summary at checkout showing the wholesale discount line.
📸 TODO: save image to public/images/guide/quick-start-04-checkout.png — capture from Storefront checkout, signed in as the tagged test customer

If the discount doesn’t appear, jump to Discount troubleshooting — ninety percent of the time it’s because the customer tag didn’t sync, or the Checkout discount isn’t active under Settings yet.

What to do next

Section titled “What to do next”