1 Install the App
Start by installing Wholesale B2B Custom Pricing from the Shopify App Store.
- Visit the App Store: Search for Wholesale B2B Custom Pricing.
- Click "Install": Begin the authorization process.
- Authorize the App: Review permissions and click "Install App" to grant access to your store.
Permissions Required: Manage customers & segments, Read/Write discounts and price rules, Access store settings for theme setup.
2 Set Up Your Rules
After installing, complete the initial setup process.
- Select Your Plan: Choose a plan that fits your volume. All plans include a free trial.
- Initialize Default Settings: Click "Activate Engine" to let the app start tracking orders and issuing rewards.
- Verify Data Sync: Our system registers webhooks instantly. You'll see "Connected" status on your dashboard.
3 Customize Your Tiers & Rules
Configure how your discounts and rewards work.
- Navigate to Pricing: Head over to the Pricing Rules tab in your app dashboard.
- Set Tag-Based Rules: Define the discount percentage or fixed price for each customer tag (VIP, Wholesale, etc).
- Add Loyalty Points: Configure how many points customers earn per dollar spent in the Loyalty tab.
Pro Tip: Reward Your Best Customers. Try offering a higher point ratio or exclusive prices for your most loyal customer tags to drive engagement.
4 Add to Your Storefront
Enable the widgets on your storefront without editing theme code.
- Open Theme Editor: Go to Online Store > Themes > Customize in your Shopify admin.
- Enable App Embed: In the left Sidebar, click App Embeds and toggle Wholesale B2B Pricing to ON.
- Save: Click the Save button in the top right corner. The widgets are now live!
5 Test Your Setup
Verify that your rules are working correctly.
- Log in as a Customer: Create or log in to a customer account with an active discount tag.
- Check Your Prices & Wallet: Navigate to a product page to see the custom prices and check your point balance.
What You Should See: Price replaced by your custom price, floating loyalty badge or wallet widget, your current point balance correctly displayed.
🔧 Troubleshooting
Widget not updating?
- Ensure "App Embed" is toggled ON in Shopify Theme Editor.
- Clear your browser cache and refresh the storefront.
- Verify the app is installed and authorized.
Prices not changing?
- Check if the customer has the correct tag assigned.
- Verify the pricing rule is active in the App Dashboard.
- Wait up to 1 minute for Shopify webhooks to process.