Settings

Settings has four tabs: General, Tax display, Checkout & payments and API access. Click Save in the save bar after changing anything, except API keys, which save immediately.

General

Customize your checkout discount label

When a customer gets a wholesale price, a label appears next to the discounted item at checkout. The default is “Wholesale Price”. Replace it with anything that fits your brand, up to 40 characters.

1. Go to Settings in the app.
2. Find the Discount title field and type your label.
3. Click Show checkout preview to see the result before saving.
4. Click Save when you’re satisfied.

💡 Tip: keep the label short and clear so customers understand right away why their price is different. “Wholesale Price” or “VIP Price” both work well.

Order tags

Tag orders that got a wholesale price so you can filter them, report on them or run Shopify Flow.

1. Tick Tag wholesale orders and set the Order tag (default wholesale).
2. Optional: tick Also tag the pricing rule name to add a tag such as wholesale: VIP gold.
3. Optional: tick Tag customers after their first wholesale order and set the Customer tag, to build customer segments of active buyers.
4. Click Save. To tag orders from the last 90 days, click Tag past orders.

View wholesale orders in Shopify opens your order list filtered by the tag.

💡 Note: order tagging needs the “edit orders” permission. If a banner asks for it, reopen the app from Shopify admin and approve.

When rules overlap

Decides which rule wins when a custom price or price list and a volume price both match a product:

• 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.

Combinations

Wholesale prices combine with product, order and shipping discounts. For a discount code to work on wholesale orders, open that discount in Shopify admin and tick Product discounts under Combinations.

Tax display

Tax display changes how wholesale prices look on your storefront and Quick Order page. Checkout still charges tax the way your Shopify tax settings say. The card tells you whether your product prices include or exclude tax.

1. Under Show wholesale prices, pick As your store shows them (no change), Excluding tax, Including tax or Both, without tax first.
2. Enter the Tax rate used for display. Themes can’t read tax rates, so use the rate most of your wholesale customers pay.
3. Under Labels, set the Without tax and With tax text (for example “excl. VAT” and “incl. VAT”), per language.
4. Under Who sees this, pick All customers with a wholesale price or Customer tags. Everyone else keeps the normal price display.
5. Check the Preview and click Save.

Checkout & payments

Shipping for wholesale customers

Hide, rename or move shipping methods for wholesale buyers. Shipping rates are still set in Shopify › Settings › Shipping and delivery.

1. Tick Customize shipping methods for wholesale buyers.
2. Click Add rule, give it a Rule name, and enter the text the Shipping method name contains. Matching is not case-sensitive, so “express” matches “UPS Express Saver”.
3. Choose the Action: Hide, Rename (enter the New name) or Move to top, and who the rule applies to.
4. Click Done, add more rules (up to 20), and Save.

Rules apply from top to bottom. A hidden method is never renamed or moved. If every method in a shipment would be hidden, they all stay visible so buyers can always check out.

💡 Tip: only move methods to the top that don’t cost more. Shopify keeps the cheapest method selected by default.

Net terms (Pay later)

Net terms let approved buyers order now and pay later. The SP Pay later block in the cart turns the cart into an order at their wholesale prices, with payment terms. Shopify sends the invoice and payment reminders.

1. In the theme editor, add the SP Pay later block to your cart page.
2. Tick Offer Pay later to eligible customers.
3. Click Add terms. Enter a Name (shown next to the button), pick Payment due (Due on receipt, Net 7, 15, 30 or 60), set an optional Credit limit, and choose who gets these terms. Up to 20 sets of terms; the first that matches a customer applies.
4. Choose your options and click Save:
   • Review orders before the invoice is sent – orders wait as draft orders in Shopify until you send the invoice yourself.
   • Hide “Pay later” when unpaid invoices pass the credit limit.
   • Button text – shown with the terms, for example “Pay later (Net 30)”.

The button shows the customer’s available credit. Pay later orders ship to the customer’s default address, so buyers need one. With review on, add shipping to the draft order before sending the invoice. Without review, orders carry no shipping charge, so invoice shipping separately. Net terms work in your store currency only.

Tax exemption and VAT ID

Tax exemption uses Shopify’s own customer tax exemption, so checkout removes tax automatically.

1. Tick Exempt these customers from tax and choose up to 20 customer tags. The card shows how many customers will be exempted.
2. Optional: tick Ask for a VAT or tax ID in the cart and add the SP VAT ID block to your cart page. The ID is saved to the customer and added to the order. Tick Require a VAT ID for Pay later orders to make it required for net terms orders.
3. Click Save. Exemptions apply from the customer’s next checkout and update whenever their tags change.

⚠️ Heads up: an exemption you set yourself in Shopify is never removed by the app. Before uninstalling, turn tax exemption off and save, so the app can remove the exemptions it added.

API access

API keys let your ERP, PIM or other systems manage pricing rules, price lists and order limits.

1. Click Create API key, enter a Name, and choose Read only or Read & write.
2. Copy the key right away and store it safely. You won’t be able to see it again.
3. Give the key and the Base URL shown on the card to your developer, along with the API documentation.

Each key allows 2 requests per second, and changes reach your storefront within a minute. You can have up to 10 active keys. Click Revoke to stop a key immediately. This can’t be undone.