Wholesale checkout rules guide

A price level sets what your B2B buyers pay. Checkout rules add what they must do to place an order, per level:

• Minimum order value and Maximum order value — the order value a buyer on the level must reach, or must not exceed. The level's handling fee is not counted toward the minimum: a buyer with 94.50 of goods and a 12.00 fee does not reach a 100.00 minimum. By default the maximum is measured on the goods too: a buyer can order goods up to the maximum, and the handling fee comes on top. When the level has both a maximum and a handling fee, Measure the maximum on (under the maximum) lets you choose Goods only (the handling fee comes on top) or Order total, including the handling fee. With Goods only, a buyer can order goods up to the maximum and the fee comes on top. With Order total, the fee counts toward the maximum, so goods can go up to the maximum minus the fee. For example, with a 200.00 maximum and a 12.00 fee waived from 500.00, goods of 196.02 (208.02 with the fee) pass with Goods only and are refused with Order total. With Goods only, a cart can exceed the maximum by up to one fee when the fee is not actually added (for example while the handling fee is switched off). A maximum must be above 0; leave the field empty for no maximum.
• Require a purchase order number — the buyer must enter a PO number before checking out.
• Hide payment methods — payment methods buyers on the level don't see at checkout.
• Net terms at checkout (Shopify Plus only) — Net 7, 15, 30, 45, 60 or 90 days, optionally only for orders of at least an amount.

You set them on the level's page under Settings → Wholesale pricing → Price levels, in the Order rules and Payment and checkout cards. Every buyer on the level gets the same rules. Retail customers, and B2B buyers on no level, are never affected. A level can also charge a handling fee (see Fees) and hide shipping options at checkout (see Shipping options).

Shopify enforces the rules itself, through small functions the app installs with Shopify (Wholesale order rules and Wholesale payment options; fees use a third, Wholesale fees, and shipping options a fourth, Wholesale shipping options). Nothing is added to your theme.

• At checkout, including express checkouts, on every Shopify plan. Buyers can always build their cart first; the rules are checked when they reach checkout. A buyer below the minimum sees, for example: Minimum order for Acme Berlin is 250.00 EUR. Your subtotal is 120.00 EUR. Above the maximum: Orders for Acme Berlin are limited to 5000.00 EUR. Your subtotal is 5120.00 EUR. Split the order or contact us. (the subtotal named is the amount the maximum was measured on: the goods, or the order total) Without a PO number: A purchase order number is required for Acme Berlin. Add it before checking out. The name is the buyer's company location, else the company.
• The PO number is Shopify's own purchase order field in B2B checkout. No extra cart field is needed.
• Buyers see a changed rule at their next checkout.

If the rules can't be read for any reason, Shopify lets the order through rather than blocking it.

Amounts are in your store currency. A minimum, a maximum or a net-terms threshold applies to carts in the store currency; a buyer who checks out in another currency is not held to the amount (the PO number rule and hidden payment methods still apply). Currencies without decimals, such as JPY, use whole amounts.

Hide payment methods: list method names separated by commas (up to 10). Each entry is matched against the method name at checkout, ignoring capitals, and a part of the name is enough: Bank Deposit hides “Bank Deposit”; COD hides “Cash on Delivery (COD)”. Shopify decides which methods a rule can hide. Manual methods such as Bank Deposit can be hidden. A buyer on payment terms is offered only card payment and “Choose payment method later”, so a rule has nothing to hide there. Below Shopify Plus, stores in the United States and Canada cannot hide credit card payment, only other methods; a method Shopify restricts stays visible. Check with a test order.

Shopify doesn't give apps a list of your payment method names, so copy them from Settings → Payments in Shopify admin (the card's Open payment settings button opens that page in a new tab). For Shopify's standard manual methods, click Bank Deposit, Cash on Delivery (COD) or Money Order under the field to add the name in one click.

Net terms at checkout need Shopify Plus: on Plus the level's page shows the Net terms at checkout select and the for orders of at least amount, and checkout pre-selects the terms for buyers on the level. On other plans the page says so instead; payment terms are then set on the company location at approval (Settings → B2B Company), as before.

The Fees for this level card on a level's page adds charges to the carts of buyers on the level:

• Handling fee per order (every Shopify plan) — a fixed amount added once per order, for example 15.00 EUR.
• Waived from order value — optional. The fee is only charged while the order value is below this amount, for example below 500.00 EUR. The order value is the total of the items before fees. Leave it empty to always charge the fee.
• Surcharge on every line (Shopify Plus only) — raises every item's price by a percentage for buyers on the level. On other plans the field is disabled. A surcharge saved while your store was on Plus stays on the level but is not applied, and the field says Saved, but not applied: needs Shopify Plus.

Amounts are in your store currency. If a cart is in another currency, the fee and the waiver amount are converted at Shopify's exchange rate. Items bought on a subscription are not counted and never carry the fee.

When the buyer sees it: in the cart and at checkout. The fee is added as soon as the buyer's cart is below the waiver amount and removed as soon as it reaches it; it never blocks checkout. In the theme cart the fee is included in one item's price. At checkout it shows as its own line, Wholesale handling fee, under that item. The app puts the fee on an item the buyer orders once when there is one. If every item is ordered in a larger quantity, for example 3, checkout shows “3 × Wholesale handling fee” at a third of the fee each, rounded up to the next cent, so the total can be up to a few cents above the fee, never below it.

The Wholesale handling fee product. The first time you save a fee, the app creates a product called Wholesale handling fee in your store (price 0, no shipping, no inventory tracking, tagged b2b-onboard-fee). The fee is charged through this product, so orders and reports show it as a normal line. It is kept off your sales channels and out of storefront search, and the order sheet never offers it. A channel Shopify adds automatically may still list it, at price 0. Keep the product while a level charges a fee:

• If you delete it, no fee is charged and the Fees card says The fee product was deleted in Shopify admin, so no fee is charged. Click Create it again to create a new one.
• If you archive it or set it to draft, Shopify still charges the fee; the Fees card says so and asks you to set it back to Active.
• You can rename it or change its tax setting. It is taxable when the app creates it, because a handling fee is usually taxed like the goods it ships with; company locations that are tax exempt in Shopify stay exempt. Whether a fee is taxable depends on where you sell, so check this for your store and change the product if needed.

Other apps. If another app on your store also changes carts (for example a bundles app), Shopify runs both.

Switching fees off: clear the fields on the level and save. What happens on save then says Remove the fees for this level from Shopify checkout. Deleting a level removes its fees too. The fee product stays in your store for later use.

If the fee can't be applied for any reason, Shopify lets the buyer check out without it rather than blocking the order.

The Shipping options for this level card on a level's page hides shipping options from buyers on the level, on every Shopify plan. List the names in Hide shipping options, separated by commas (up to 10, each up to 60 characters). Buyers on the level don't see the options you list at checkout. Retail customers, guests and buyers on other levels still see every option.

Use the shipping option names exactly as you named them under Settings → Shipping and delivery in Shopify admin; the card's Open shipping settings button opens that page in a new tab.

• How names match. Each entry is matched against the option name at checkout, ignoring capitals, and a part of the name is enough. Express hides “Express” and also “UPS Express Saver”, so pick names that are specific enough.
• A buyer always keeps at least one way to ship. If your entries match every option Shopify offers for a delivery method (for example every shipping rate), none of them is hidden.
• Your shipping profiles stay the source of rates. The app cannot add a rate or change a price. To give trade buyers their own rate, such as pallet or freight shipping, create it in Shopify under Settings → Shipping and delivery, then hide it on your retail levels and hide the retail rates on the trade level.

When the buyer sees it: at checkout. Buyers see a changed list at their next checkout; the cart is not changed.

The B2B Onboard shipping options customization. The first time you save a level with shipping options, the app adds a delivery customization called B2B Onboard shipping options to your store. You can see it under Settings → Shipping and delivery → Delivery customizations. Don't delete it while a level hides shipping options: without it every buyer sees every option, and Storefront readiness shows Shipping options as Missing in Shopify. To create it again, open a level that hides shipping options and click Create it again on the warning at the top of its checkout settings. Shopify allows 25 active delivery customizations per store; the app uses one, whatever the number of levels.

Switching shipping options off: clear the field on the level and save. What happens on save then says Remove the shipping options for this level from Shopify checkout. Deleting a level removes its shipping options too.

If the shipping options can't be read for any reason, Shopify shows the buyer every option rather than blocking the order.

Checkout rules need extra permissions that B2B Onboard only asks for when you use them. The first time you save a level with an order rule, Shopify asks you to grant access; payment options, fees and shipping options each ask for their own the first time you save one (fees need permission to change carts, shipping options permission to change delivery options). If one save needs more than one, Shopify asks for all of them in a single prompt. What happens on save says so before you save.

If you decline, nothing is saved and the page says: Checkout rules stay off until you grant access. Your buyers can still check out. Save again when you are ready to grant it.

If Shopify refuses to switch the rules on, the level's page shows Shopify did not activate checkout rules. followed by Shopify's reason, with a Retry button. Your rules are saved on the level either way.

To stop enforcing a rule, clear it on the level and save: an empty minimum, maximum or method list means no rule, and an unticked PO box means no PO number is required. Deleting a level removes its rules too.

If our support team switches checkout rules off for your store, fees and hidden shipping options stop too. The cards show Checkout rules are switched off for this store and are read-only until they are switched back on.

If you uninstall B2B Onboard, Shopify removes the functions, so the rules, fees and hidden shipping options stop applying. The Wholesale handling fee product stays in your store; you can delete it after uninstalling. Prices, companies and payment terms stay, as described in the wholesale pricing guide.