Wholesale B2B Pricing Usage Guide

The App Embed is required for pricing, discounts, and other storefront functionality.

1. Log in to your Shopify Admin.
2. Go to Online Store -> Themes.
3. Find your active theme and click Customize.
4. In the Theme Editor, click the App Embeds icon.
5. Locate CC-Wholesale B2B Pricing.
6. Toggle the app ON.
7. Click Save.

The Volume Pricing App Block displays the quantity/volume discount table on the Product Details page.

1. Log in to your Shopify Admin.
2. Go to Online Store -> Themes.
3. Click Customize on your active theme.
4. Open any Product template from the page selector.
5. Navigate to the location where you want to display the discount table.
6. Click Add Block.
7. Under Apps, select CC-Wholesale B2B Pricing - Volume Pricing.
8. Position the block as desired.
9. Click Save.

Result: The Volume Pricing Discount Table will appear on the Product Details page according to your pricing rules.

The Cart Discount Block displays wholesale discounts and savings on the Cart page.

1. Log in to your Shopify Admin.
2. Go to Online Store -> Themes.
3. Click Customize on your active theme.
4. Open the Cart template.
5. Click Add Block.
6. Under Apps, select CC-Wholesale B2B Pricing - Cart Discount.
7. Position the block where you want the discount summary to appear.
8. Click Save.

Result: Customers will see wholesale discounts and savings directly on the Cart page.

Use the Registration Form block to display the wholesale registration form on a page.

1. Log in to your Shopify Admin.
2. Go to Online Store -> Themes.
3. Click Customize.
4. Open the page where you want to display the registration form (or create a new page).
5. Click Add Block.
6. Under Apps, select CC-Wholesale B2B Pricing - Registration Form.
7. Configure the block settings if required.
8. Click Save.

Result: The Wholesale Registration Form will be displayed on the selected page.

Use app blocks when you want to place specific features on selected pages or templates.

• You sell to distributors, stockists, or VIP buyers with different price lists
• Access depends on who the customer is (their tag), not how much they buy
• You need one discount type per rule: percentage off, amount off, or fixed price

1. Open the Pricing page
   • In CC-Wholesale B2B Pricing, open Pricing from the app navigation.
   • Stay on the Wholesale rules tab.
   • Click Create wholesale rule.

   

2. Customers (who gets this pricing)
   • Enter a Rule name (required). This is the admin label for your team.
   • Set Status to Active or Draft.
   • Choose Customer targeting:
     • All Customers, Custom Tag, or a recommended preset tag (for example, VIP Wholesale, Distributors, Stockists)
     • Add Customer tags that must match the Shopify customer record.
   • Set Customer access: All customers, logged-in only, or Guests only.
   • Optionally use Exclude customers to leave specific buyers out of this rule.
3. Market (where the rule runs)
   • Choose All Markets or Specific Markets (plan-gated).
   • If using specific markets, select the market chips that should receive this rule.
4. Products (what the pricing applies to)
   • Choose Product scope:
     • All products
     • Selected products
     • Specific Collections (plan-gated)
   • Optionally use Exclude products to leave specific items out.
5. Pricing logic (discount type and schedule)
   • Choose a Discount type:
     • Percentage off
     • Amount off
     • Fixed price
   • Enter the Discount value.
   • Set Schedule:
     • Always On, or
     • Scheduled with start and end date and time in your store timezone
6. Order settings
   • Review optional checkout settings (availability depends on your plan):
     • Tax exempt
     • Custom shipping price
     • Extra fees
   • Configure Order minimums if you require minimum or maximum order totals before the rule applies.
7. Save and test
   • Click Save Wholesale Rule in the contextual save bar.
   • After save, the app syncs pricing to your storefront and checkout.
   • Log in as a test customer who has the matching customer tag.
   • Confirm the product page and cart show the expected wholesale price.

From Pricing > Wholesale rules, you can:

• Filter by status: All, Active, Scheduled, Expired, Draft
• Search and filter by customer tag
• Edit, clone, or delete rules
• Set rules to Active or Draft individually or in bulk
• Import or export rules (CSV or XLSX)

• Multiple registration forms (limits depend on your plan)
• Business fields such as company name, email, phone, and file uploads
• Custom fields on Growth plans and above
• Manual review or auto-approve workflow
• Customer tags assigned on approval
• Form layout, colors, and storefront messaging

1. Create a form
   • Open Registration Forms from the app navigation.
   • Click Create form.
   • Review list metrics: total forms, active forms, file uploads, and pending review count.

   

2. Form details
   • Enter an Internal name (visible only inside the app).
   • Enter a Storefront title (shown as the heading on the live form).
   • Set Status to Active or Inactive.
   • Set the Form handle (URL slug using lowercase letters, numbers, and hyphens).
   • Choose After submission behavior (for example, redirect to storefront home or none).
3. Approval settings
   • Choose the Customer approval process:
     • Manual review: applications stay pending until you accept them
     • Auto-approve: customers are approved immediately on submit
   • Add Approved customer tags. These Shopify tags are assigned when an application is approved.
   • Optionally enable Auto-exempt tax for registrants through this form.
   • Customize Success message, Error message, and Approval pending message.
4. Build the form fields
   • Click Open builder.
   • On the Fields tab, add and reorder fields:
     • Core fields: Company name, First name, Last name, Business email, Business phone
     • Custom fields (Growth+): Text, Email, Phone, Dropdown, File upload, Long answer, Checkbox, Number, Date, Radio group
   • For each field, set label, placeholder, help text, required status, and width.
5. Style the form
   • Open the Styles tab in the builder.
   • Adjust form width, label position, input border radius, button style, spacing, and text alignment.
   • Preview on desktop and mobile before saving.
6. Save and activate
   • Click Save form.
   • Return to the Registration Forms list and set the form to Active.
   • Click Copy full URL (or copy the form handle URL) for theme setup.

   

7. Add the form to your storefront
   • In Shopify admin, go to Online Store > Themes > Customize.
   • Open the page where customers should register (for example, a wholesale or apply page).
   • Add the Registration Form app block from CC-Wholesale B2B Pricing.
   • In the block settings, paste the copied Registration form URL.
   • Click Save.

   

8. Optional spam protection

   Before publishing, open Settings > General and configure Google reCaptcha to protect the form from spam submissions.

Use the General tab to define how pricing logic and security settings behave across your store.

Pricing

• Open Settings and stay on General.
• Configure Multiple volume pricing:
  • Apply newest volume pricing
  • Apply oldest volume pricing
  • Auto-apply volume pricing takes priority
• Configure Multiple wholesale pricing with the same three options for overlapping wholesale rules.
• Toggle storefront pricing display:
  • Show crossout price: show the original price next to the wholesale price
  • Use compare-at price as crossout price: use Shopify compare-at when available
  • Cart discount combinations: allow wholesale pricing to combine with eligible cart discounts

Automatic order tags

• Enter an Order tag the app should apply to matching wholesale orders.
• Use one Shopify order tag for reporting and fulfillment workflows.

Google reCaptcha

• Choose reCaptcha type (v2 or v3).
• Select the Language shown in the widget.
• Enter your Site key and Secret key from Google.
• Save is automatic. Confirm values before leaving the page.

Configure reCaptcha before publishing your registration form if you want to reduce spam submissions.

CSV order upload (where available on your plan)

• Enable CSV order upload.
• Set required customer tags, max rows, SKU and quantity column headers, and catalog allowlist (collections).

Product visibility rules (where available on your plan)

• Enable visibility rules.
• Create named rules with visibility modes such as Require customer tags, B2B only, or Retail only.
• Target products or collections and apply rules to theme, cart, and checkout enforcement.

Use Notifications to control who receives emails, what each message says, and which provider sends it.

• Open Settings and switch to Notifications.
• Merchant notifications
  • Turn on New application email when a customer submits a wholesale application.
  • Set the recipient inbox, subject, and body template.
  • Click Edit emails for full template editing.
• Customer notifications
  • Customize Approved request email and Rejected request email.
  • Use Liquid variables in templates:
    • {{ shop.name }}
    • {{ customer.first_name }}
    • {{ customer.last_name }}
    • {{ customer.email }}
    • {{ customer.company_name }}
    • {{ customer_tag }}
    • {{ rejection_note }}
• Email delivery
  • Choose the default app mail service or turn on Use your own mail provider.
  • Connect Google, Mailgun, or SendGrid if using custom delivery.
  • Send a test email (up to 10 test emails per day) before launch.

Use Translations to manage customer-facing copy for pricing widgets, registration forms, validation messages, and status text.

• Open Settings and switch to Translations.
• Choose a Shopify language from the dropdown and click Add language.
• Set the Default language used when a buyer locale has no translation yet.
• Click Edit on a language row to translate sections such as:
  • Pricing tables and widgets
  • Registration form labels and placeholders
  • Validation and status messages
• Click Save translations when your changes are ready.
• Delete non-default languages only when you no longer need them.