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B2B Wholesale Quick-Order Grid · Updated November 1, 2026

Stuck? Email [email protected]. We reply within one business day, and we're happy to look at your store with you.

1. Getting started

The app's Home page has a five-step setup guide. In short:

1. Create a wholesale group (Wholesale groups → Create group): a name, a customer tag such as wholesale, and a discount.
2. Add the order grid: Home → Open theme editor opens your product template with the Wholesale order grid block ready to place. Save the theme.
3. Choose what retail shoppers see in Settings: your normal store, an invitation to apply, or wholesale only.
4. Check your application form (Applications → Edit application form).
5. Place a test order: add your group's tag to a test customer, log in to your store as that customer, order from the grid and open checkout. Each line shows the wholesale discount.

2. Wholesale groups and volume tiers

A group is a customer tag plus a discount. Everyone with the tag gets the group's prices in the grid and at checkout, with no discount code. Each group can have:

• Discount: a percentage off your regular prices (0–90%).
• Quantity breaks: a bigger discount when a buyer orders enough units of one product (all sizes and colours count together), for example 24+ units 25% off, 48+ units 30% off.
• Collection discounts: a different percentage for specific collections. These replace the group discount and breaks for those products; use 0% to sell a collection at full price.
• Minimum order amount: the smallest cart value (after discounts) a buyer in the group can check out with.

Tags match without regard to capital letters. If a customer has tags for two groups, they get the group with the bigger discount.

Settings → Products that always sell at full price excludes collections (gift cards are always excluded), and Don't give wholesale discounts on items already on sale leaves sale prices alone.

3. Custom prices and CSV import

For negotiated prices, open Prices, pick a product, and type an exact price per variant for each group (or use “fill column at X% off”). A custom price wins over the group discount and quantity breaks, and is never higher than the regular price.

To update many products at once: Prices → Download template lists every variant (up to 5,000) with a column per group. Fill it in a spreadsheet and import it. Rows match by Variant ID or SKU; commas, semicolons, tabs and decimal commas all work. Leave a cell empty to keep the current price.

4. Order rules

Order rules apply to wholesale buyers only and are checked by Shopify's checkout, so they can't be skipped. Retail shoppers are never affected.

• Store-wide rule: a minimum quantity and a case-pack multiple for every product.
• Per-product rules: minimum, multiple of, and maximum for one product, overriding the store-wide rule. All variants of the product count together.
• Minimum order amount: set per group (see above).

The grid shows the rules before checkout (“Minimum 12 units”, “Sold in multiples of 6”). If a cart breaks a rule, checkout explains how to fix it, for example “order in multiples of 6 (you have 8, try 6 or 12)”.

5. Applications and approval

Your application form lives at https://your-store.com/apps/wholesale/apply, inside your store's design. Link to it from your menu or footer.

• Edit the form: reword, reorder, hide or require fields, and add your own questions (short or long answer, number, website, dropdown, checkbox, country). Email is always required.
• Approve: choose a group and approve. The app finds or creates the Shopify customer, adds the group's tag, saves the answers to the customer note, and emails the buyer how to sign in.
• Decline: add a private note for your records.
• Automatic approval (Settings): applicants join the group you choose right away. For safety, an application from a signed-out visitor that uses an existing customer's email still waits for you.
• Emails: applicants get a confirmation, and you can get an alert for each new application (Settings). Replies go to your store's contact email.

6. Order grid and storefront

The app adds blocks you place in the theme editor (Online Store → Themes → Customize):

• Wholesale order grid (product pages): the buyer's price, volume tiers, quick-fill buttons and a size × colour grid, or a list. On phones it turns into cards with large buttons. Once it loads, it replaces the theme's price, variant picker and Add to cart for wholesale buyers.
• Wholesale bulk order (page or collection templates): every product in a collection with quantities and one Add to cart.
• Quick order by SKU (page templates): buyers paste “SKU, quantity” lines or upload a CSV.
• Wholesale access (app embed): a slim bar telling buyers wholesale pricing is active, and, in wholesale-only mode, hides prices and Add to cart from everyone else.

Colours: Settings → Storefront order grid offers five palettes, “Match my theme”, or your own brand colour. Storefront text is available in English, Spanish, French, German and Arabic and follows your store's language.

7. Payment and shipping rules

On Payment and shipping, make rules like “payment methods whose name contains Invoice → only for the Wholesale group” or “shipping options containing Express → everyone except Wholesale”. Create the manual payment method (for example “Invoice (Net 30)”) in Shopify Settings → Payments first. The app never hides every option, so checkout can't get stuck.

8. Shopify B2B companies

If your plan includes Shopify B2B, a group can create a B2B company when you approve a buyer, with payment terms and optional draft-order review. Company buyers normally pay their catalog prices; turn on Use this group's prices and order rules for its companies too to give them your group prices and order rules instead.

9. Plan and billing

One plan, $29 per month, with a 14-day free trial. Shopify bills it with your store subscription. Development stores can use the app free of charge.

10. Uninstalling

Apps → B2B Wholesale Quick-Order Grid → Uninstall. The theme blocks disappear with the app and nothing is left in your theme code. The app's checkout discount and rules are removed, and your data is deleted from our servers within 48 hours, as Shopify requires. Customer tags you added stay on your customers.