Set up Wholesale Prices

Pricing rules are the heart of SP B2B Wholesale Pricing. Each rule decides who gets a wholesale price, which products it covers, and how much they save. There are three rule types: Custom price, Volume price and Price list. This guide walks you through the rules list, creating a rule, and what happens when rules overlap.

Your pricing rules list

Go to Pricing rules in the app. Each row shows the rule name, rule type, the products it applies to, the customers it covers, the discount, the priority, the creation date and the status.

Rule statuses

• Active – the rule is live and applies to eligible customers.
• Draft – the rule is saved but not live. Use it while you’re still setting things up.

Search, filter, and sort your rules

• Filter by rule type with the All, Custom price, Volume price and Price list tabs.
• Click the search icon to find a rule by name, or filter by status (Active or Draft).
• Click the sort icon to order rules by Created date, Name or Priority.
• Click Import or Export to create, update or download rules in bulk from a CSV file.

Bulk actions

Select several rules with the checkboxes, then choose Set as Active, Set as Draft or Delete from the bar that appears.

⚠️ Heads up: deleting a rule is permanent and can’t be undone. The app asks you to confirm before deleting.

Create a new rule

Click Create rule on the Pricing rules screen and pick a type. The Dashboard shortcut cards also start a Custom price or Volume price rule.

• Custom price – one discount for chosen customers and products.
• Volume price – tiered discounts for larger orders.
• Price list – a set wholesale price for each variant, such as a negotiated price sheet. Up to 5,000 variants per list and 50 lists per store.

The editor has your settings on the left and a live preview on the right. The preview uses sample data, not your real products.

Step 1: Name your rule and set its status

In the Rule details card:

• Name – up to 60 characters. Only you see it.
• Status – Active or Draft.
• Start date / End date – optional, in your store’s timezone. Leave both empty to apply the rule all the time.
• Priority – only matters when more than one rule could apply to the same customer and product. The lower number wins, and 0 is the highest.

For your first rule, leave it as-is. See Rule priority below.

Step 2: Choose who gets the price (Customer eligibility)

In the Customer eligibility tab, pick one option:

• All logged-in customers – every customer who is logged in.
• Specific customers – pick customers by email address.
• Customer tags – customers with any of the tags you pick, for example wholesale, vip or gold-partner.
• Companies (Shopify B2B) – buyers who shop on behalf of a company in your Shopify admin. Pick the whole company or only some of its locations.

For Specific customers, Customer tags and Companies, an Include / Exclude toggle appears:

• Include – only the people you pick get the price.
• Exclude – everyone except the people you pick gets the price.

💡 Note: with Specific customers, Customer tags or Companies, you need at least one entry before you can save.

Markets

Below the choices, Markets limits the rule to All markets or Specific markets. A specific market matches the buyer’s country, and fixed prices and amounts are converted to that market’s currency at checkout. If the Markets section asks you to reopen the app, approve the markets permission first.

The Who gets this price card on the right sums up your choices in one sentence, for example “Buyers at Acme Café, shopping in the United States or the European Union”.

Step 3: Choose which products it applies to (Product eligibility)

In the Applies to products tab, pick one option:

• All products – your entire store.
• Specific products – whole products, or only some of their variants.
• Collections – every product in the collections you pick.

The same Include / Exclude toggle applies here.

💡 Note: Price lists skip this tab. A list applies to exactly the variants it prices.

Gift cards, variants with a price of 0, and variants that aren’t available on the Online Store never get a wholesale price.

Step 4: Set the discount

The Discount tab changes depending on the rule type.

Custom price rule

Discount type	What it does
% off	Takes a percentage off the price (1–99%).
Amount off	Subtracts a fixed amount from the price.
Fixed price	Sells the product at exactly the price you enter.

💡 Note: if an Amount off discount would bring a product’s price below zero, the app sells it at $0.01 instead and shows you a warning with a list of the affected variants.

The discount applies to the product’s current selling price, not the compare-at price. Use Fixed price when you need an exact B2B price.

Volume price rule

1. Choose whether tiers are based on quantity (number of items) or order value (total spend).
2. Choose the discount type, % off or Amount off. It applies across all tiers.
3. Click + Add tier to set each tier’s range and discount. You can add up to 5 tiers.
4. Turn on Combine variants of the same product to count 2 Red + 1 Blue as 3 toward a quantity tier.

Tier rules:

• Tiers can’t overlap. If you set a tier to start before the previous one ends, the app adjusts it automatically.
• Leave the last tier’s maximum empty for “this quantity or more”.

Amounts are in your store currency. Buyers paying in another currency get the value converted at checkout.

💡 Tip: use the quantity stepper in the live preview to see which tier applies at different quantities.

Price list rule (Products & prices)

Price lists have a Products & prices tab instead of the Applies to products and Discount tabs.

1. Click Browse to add products, or Import CSV to load a file with a SKU (or Variant ID) column and a Wholesale price column.
2. Type a wholesale price for each variant, or select rows and click Set prices to fill them by % off retail, Amount off or Fixed price.
3. Click Save.

• A variant with no wholesale price sells at retail.
• A price above retail is capped at retail, and the row shows Above retail.
• Click Export to download the list as CSV.
• Price list prices sync to your products in the background, usually within a few minutes for large lists.

Step 5: Design (optional)

In the Design tab, set the colors of the price and tier table, and edit the display text per language. The preview on the right shows the product page with demo data.

The Advanced settings (font, layout, labels) are locked by default. Contact support from the chat button in the app to unlock them.

Step 6: Save your rule

Click Save in the top bar.

• Active rules go live immediately, as long as the app embed is enabled on your store.
• Draft rules are saved but don’t affect your storefront.

💡 Note: if you try to leave the editor with unsaved changes, the app asks whether you want to discard them, so you won’t lose your work by accident.

Rule priority

Sometimes more than one rule could apply to the same customer and product at the same time, for example an “all products 10% off” rule and a “hoodies at a fixed price” rule, both covering the same hoodie for the same customer. The Priority field decides which rule wins:

• Lower number = higher priority. 0 is the highest, so Priority 0 beats Priority 1, which beats Priority 2, and so on.
• Priority works across all rule types. A Custom price at Priority 0 wins over a Volume price at Priority 1.
• New rules automatically get the next available number (the lowest priority), so your existing rules keep winning unless you change it.
• If two rules share the same priority number, the most recently created one applies.

💡 Tip: to make a rule take over others, give it a smaller priority number than the rules you want it to beat.

When rules overlap

If a custom price or price list and a volume price both match the same product, go to Settings › General › When rules overlap and choose how the app decides:

• Follow priority order – the lower priority number wins.
• Custom price takes priority – the custom price or price list always wins.
• Best price for customer – whichever gives the lower final price.

See Settings: General for the other options on that screen.