Get WholesaleReady
User Guide

A complete B2B wholesale pricing solution for Shopify stores.

Get WholesaleReady is a Shopify embedded app that brings full wholesale (B2B) pricing to your store — without needing a separate storefront, a Shopify Plus plan, or a complex setup. You define who gets wholesale pricing and the rules they must meet, and the app applies the right prices automatically at checkout.

Get from install to your first approved wholesale customer.

After installing from the Shopify App Store, a short onboarding walks you through the basics. Here's the recommended order.

• Install the app Approve the requested permissions. The app opens inside your Shopify admin.
• Enable the storefront blocks Turn on the app blocks in your theme so prices and tags appear. See Storefront blocks.
• Create your first price group Set a name, discount, and customer tag under Price Groups.
• Choose how customers join Add the registration form to a page, or tag existing customers directly.
• Test with a sample customer Approve a test application, log in as that customer, and confirm wholesale prices appear.

Four plans, billed through Shopify on your regular invoice.

Manage your subscription under Billing. Each plan unlocks more of the app; enforcement is server-side, so feature access updates the moment you change plans.

Your home screen inside the Shopify admin.

The dashboard is the first screen you see when opening the app. It gives you quick access to your price groups, pending applications, and settings, and serves as the jumping-off point to every feature in the left navigation. New stores see onboarding prompts here to guide first-time setup.

The pricing tiers every wholesale customer belongs to.

A price group is a wholesale tier. Every approved customer belongs to one group, and that group decides their discount and the minimums they must meet. Manage them under Price Groups.

You can edit a group's discount inline, or open the create/edit modal for full control. Each group can hold its own product pricing rules and volume tiers.

Buy-more-save-more pricing within a group.

Volume pricing lets a single product get a bigger discount as the quantity climbs — classic wholesale "break" pricing. You define quantity tiers, and the app applies the best one the customer qualifies for.

How tiers work

• Each tier has a minimum quantity and a price or discount for reaching it.
• As the customer increases quantity, they automatically move up to the better tier.
• A tier table appears on the product badge so buyers can see the breaks (e.g. "5+ = 40% off, 10+ = 50% off").
• The wholesale ticker can advertise the best available tier as "Up to X% off".

Exact wholesale prices for specific products or variants.

When a flat group discount isn't enough, set a fixed wholesale price on a specific product or variant under Per-Product Pricing. A fixed price overrides the group's percentage discount.

Set per group, enforced per line item.

• Minimum quantity — units of a single product required before that line earns the wholesale price.
• Minimum amount — the retail dollar value of a single line that must be reached to qualify.
• An item must meet both minimums you've set to qualify. Set either to 0 to disable it.

Review and approve customers requesting wholesale access.

When a customer submits the registration form, it appears under Applications as pending. You decide what happens next.

• Review the application See business name, email, and the requested group.
• Approve or reject Approving assigns the customer to a price group; rejecting leaves them as a normal customer.
• Automatic tagging On approval, the app adds the group's tag to the customer's Shopify profile and marks them as a wholesale member.
• Discount activates The next time that customer is logged in and shopping, their wholesale prices appear automatically.

Group multiple buyers under one business, with roles and approval control.

Real B2B buying is rarely one person. Company profiles let you represent a whole business — with several people buying under it, each with a defined role and permissions. Manage companies under Company Profiles.

Roles & access

Each member of a company is assigned a role that controls what they can do. Roles include, for example:

The Owner has the most control (managing the team and approvals), while other roles can be limited — for example, allowed to browse and build orders but not to check out until an order is approved.

Approval workflow

A company can have Require approval turned on. When enabled, orders placed by certain members are held as drafts until an authorized person at the company (or you) approves them. This mirrors how businesses run purchase approvals internally.

Owners add, remove, and re-role the people inside a company.

Within a company profile, the Owner manages the team — controlling who can buy and what they're allowed to do.

• Add members Invite or add people to the company.
• Remove members Revoke access when someone leaves the business.
• Change roles Promote or restrict a member (e.g. from Member to Owner, or limit checkout rights).

Let trusted businesses buy now and pay later.

Net payment terms let approved companies place orders on terms — such as Net 30 — rather than paying immediately at checkout. This is standard practice in wholesale, where established buyers are invoiced and pay within an agreed window. Assign terms to the companies you trust, and they can order without upfront payment.

Maintain a credit balance for wholesale accounts.

Store credit lets you hold a balance on a wholesale account that can be applied toward orders — useful for refunds, returns, promotional credit, or pre-paid arrangements. The credit is tracked against the customer or company and applied during their purchases.

Assign accounts to reps and automate routine actions.

Sales rep assignment

Assign wholesale accounts to specific sales representatives so each rep owns their book of business. This helps larger operations route relationships, follow-ups, and account management to the right person.

Flow automation

Flow automation connects WholesaleReady events (like a new application or an approval) to automated actions, so routine steps happen without manual effort — for example, triggering notifications or downstream workflows when something changes.

Connect wholesale data to your back-office systems.

ERP integration lets wholesale order and account data flow to the systems that run your business — inventory, accounting, or fulfillment platforms. This keeps your wholesale operation in sync with the tools your team already uses, instead of managing it in isolation.

Where loyalty, the ticker, and storefront behavior are configured.

The Settings page is the control center for storefront-facing behavior that isn't tied to a single group. From here you manage:

Changes you save here take effect on the storefront on the customer's next page load.

A cart-wide reward for your regular (non-wholesale) customers.

The loyalty discount rewards non-wholesale shoppers with a cart-wide discount when they spend above a threshold. Configure it under Settings.

Discount badges on product cards across your store.

The ticker places a visual badge on product cards — collections, search, the home page — so wholesale customers can see at a glance that special pricing applies. Configure it under Settings.

A floating panel for buyers to build and reuse orders.

Wholesale buyers often reorder the same items. The Save to List / Drafts feature gives them a floating panel on the storefront to manage saved orders without checking out immediately.

From the panel, a buyer can:

• Save products to a list for later.
• Rename or delete saved lists.
• Mark as ordered once a list has been purchased.
• Add to cart straight from a saved list to reorder quickly.

Control where wholesale widgets appear on the storefront.

Product scope controls which parts of your storefront the wholesale widgets touch, so pricing and badges appear exactly where you want — and nowhere you don't.

If you ever notice a wholesale badge or "Save to List" button showing up somewhere unexpected on a page, product scope is the setting that governs that placement.

The theme blocks that power the customer-facing experience.

WholesaleReady adds its storefront features through theme blocks you enable in the Shopify theme customizer (Online Store → Themes → Customize). Each has a specific home.

How discounts apply automatically — no code for customers.

You don't need to do anything for discounts to apply at checkout. Here's what happens behind the scenes.

• Customer shops Wholesale prices show on product pages and in the cart as they browse.
• Each line is checked Every item is evaluated on its own quantity and total against the group's minimums (and volume tiers).
• Cart is prepared for checkout When the customer checks out, the app confirms their wholesale status and current pricing rules.
• Discounts apply automatically Shopify applies the correct wholesale prices at the payment step — no discount code needed.

Quick answers to the issues merchants hit most.