Can I create multiple wholesale pricing rules?

Yes, you can create as many pricing rules as needed. Use priorities to control which rule takes precedence when multiple rules could apply to the same customer or product.

What pricing methods can I use?

You can apply a percentage discount, subtract a fixed amount, or use Fixed price to set prices independently of the retail price. You can also build a variant-level price list or upload prices in bulk using CSV or Excel.

Can I exclude customers or products from a rule?

Yes. You can exclude customer tags, individual customers, products, or collections. An exclusion always takes priority when the rule's targeting would otherwise match.

Will customers see the original price alongside the discounted price?

You choose how prices display. We recommend showing both the original and discounted prices for transparency, which helps customers see the value of their wholesale discount.

How do I apply wholesale pricing to specific collections only?

In the product selection step, choose 'Specific collections' and select the collections you want the rule to apply to. This allows targeted pricing for specific product categories.

How many rows can I upload in one price file?

Use one of the provided SKU, barcode, or variant ID templates. We recommend up to 500 rows per CSV or Excel file and splitting larger price lists across multiple uploads.

Can a pricing rule run only during selected dates?

Yes. Choose a start date and optionally set an end date if the rule should stop automatically. Check these dates when an expected price is not appearing.

Can volume and wholesale discounts be combined?

Yes. In Settings > Discounts, select 'Combine volume and wholesale discounts for any product' to apply a volume tier on top of the wholesale or price-list price. Leave it unselected if the volume tier price should replace the wholesale price once its quantity is reached.

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Pricing Guide

Configure Wholesale Pricing Rules

Create targeted wholesale pricing for selected customers, markets, products, or collections using standard discounts, variant-level prices, or CSV and Excel uploads.

Start Configuration

Before you begin: Open BMT B2B Wholesale Pricing in Shopify Admin and have your customer tags, markets, products, collections, or price file ready.

Video Tutorial

Watch the setup walkthrough, then use the updated steps below to configure every current pricing option.

Step-by-Step Guide

Follow the current BMT app workflow to configure targeting, pricing, optional volume discounts, active dates, and storefront verification.

Step 1

Create a B2B Pricing Rule

Open BMT B2B Wholesale Pricing in Shopify Admin, go to Pricing, and start a new rule.

Open the BMT B2B Wholesale Pricing app in Shopify Admin
Go to Pricing
Click Create B2B pricing rule

Step 2

Configure General Settings

Define the rule, its priority, the checkout message, and whether it is active.

Enter a clear name, such as 'VIP Wholesale' or 'Distributor Pricing'
Set the priority; 0 is the highest priority
Enter the message customers should see in their cart at checkout
Use the Status field in the Summary panel to keep the rule Active or inactive
Review the Summary panel as it updates with your targeting and pricing choices

Step 3

Choose the Applied Customers

Select which customers should receive the pricing rule.

Choose All customers, Logged in customers, Non-logged in customers, or Customers with tag
For tagged customers, enter the required Shopify customer tag
Advanced Plan: select Exempt these customers from tax at checkout when required
Tax exemption must also be enabled in your Shopify tax settings

Step 4

Exclude Customers

Prevent selected customers from receiving the rule, even when they match the applied-customer settings.

Exclude customers by Shopify customer tag
Select individual customers to exclude when needed
Anyone matching an exclusion is never subject to the rule

Step 5

Select Markets

Apply the rule across all Shopify Markets or only selected markets.

Choose All markets for store-wide coverage
Choose Specific markets to limit the rule
Search for a market and check each market you want to include

Step 6

Configure Wholesale Pricing

Turn on Wholesale Pricing, then choose one pricing method for the rule.

Set up price rule — use the same pricing logic across targeted products
Set up price list — configure prices for individual product variants
Upload prices (CSV/Excel) — configure many variant prices at once

Step 7

Option A — Set Up a Price Rule, Exclusions, and Display

Apply the same pricing logic across targeted products, exclude items when needed, and choose how wholesale prices appear.

Percent off — reduce original prices by a percentage
Amount off — subtract a fixed amount from each applicable item
Fixed price — set prices independently of the retail price
Enter the value in Discount per item
Apply the rule to All products, Specific products, or Specific collections
Use Exclude products for individual products that must not receive the rule
Use Exclude collections for collections that must not receive the rule
Choose Show new price only to display only the wholesale price
Choose Show new price and Original price to display both prices

Step 8

Option B — Set Up a Price List

Use a price list to configure pricing for individual product variants.

Select Set up price list
Search for a product or click Browse
Add the required products and set pricing for individual variants
Add product or collection exclusions if needed
Choose how the new price should be displayed

Step 9

Option C — Choose an Upload Template

Use Upload prices (CSV/Excel) to configure many variant prices at once.

Choose an SKU, barcode, or Shopify variant ID price template
Download a Discount template for percentage or fixed-amount discounts
Download a Fixed price template for final selling prices
The app recommends up to 500 rows per file; split larger lists across uploads

Step 10

Complete and Upload the Price File

Fill in the selected template, upload it, and review the imported pricing.

Discount files include the identifier, Type, and Value
Use percentage with 10 for 10% off, or fixed_amount with 5 for 5 off
Fixed price files include the identifier and Final Price
Click Add file or drag and drop the completed CSV or Excel file
Review the uploaded pricing before saving the rule

Step 11

Configure Volume Discount (Optional)

Turn on Volume Discount only when you also want quantity-based pricing for this rule.

Enable Volume Discount to add quantity-based pricing
Leave it turned off when volume-based pricing is not required

Step 12

Set Active Dates, Review, and Save

Choose when the rule runs, review the Summary panel, and save the configuration.

Choose the Start date for the pricing rule
Select Set end date and specify a date if the rule should stop automatically
Confirm the name, priority, customers, markets, pricing, products, and price display in Summary
Save the pricing rule
Return to B2B Pricing Rules and use the toggle to activate or deactivate it

Quick Checklist

Review these essentials before relying on the rule for wholesale customers.

Step 1

Confirm the rule has a clear name, the correct priority, and the intended customer targeting and exclusions.

Step 2

Check the market selection, pricing method and values, and included or excluded products and collections.

Step 3

Confirm the price display option and active dates, then make sure the saved rule is Active.

Step 4

Verify the expected wholesale price and customer message on the storefront and in the cart.

Common Issues & Solutions

Check these settings first if a rule is missing, conflicting, or calculating unexpectedly.

Rule not appearing in store

Solutions:

Ensure the rule is Active rather than Draft
Confirm the rule's start date has passed and its end date has not passed
Verify the customer and market match the targeting criteria
Check whether the customer, product, or collection is excluded
Review the product targeting and selected pricing method

Multiple rules conflicting

Solutions:

Review priority order settings for all active rules
Check customer and product targeting overlaps
Ensure rule logic doesn't create conflicts
Test with a single rule first, then add others gradually

Discount not calculating correctly

Solutions:

Confirm the selected type: percent off, amount off, or fixed price
Check the value entered for each product or variant
Review the price-list upload identifiers and columns
Remember that a fixed price above the original price leaves the original price unchanged

Frequently Asked Questions

Common questions about creating wholesale pricing rules

Discount Settings

Choose how volume discounts interact with wholesale and price-list prices.

Settings → Discounts

Combining Discounts

Use Combine volume and wholesale discounts for any product to choose whether both discounts apply together.

Combining on: a volume tier is applied on top of the wholesale or price-list price.
Combining off: once the tier quantity is reached, its price replaces the wholesale price.

With combining off, a volume tier that discounts less than your wholesale rule can make buying more cost more per item. It also overrides price-list prices at that quantity.

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