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Wholesale customers are differentiated from retail customers by the customer tag you add to their account in your Shopify admin. A wholesale customer must be logged in to their tagged account to see wholesale prices.

Account experience settings

In your Shopify admin, go to Settings > Checkout and accounts and click edit next to Account experience. There are two options to choose from:

• Show login link shown in online store and checkout: This option will allow customers to log into their wholesale account on your storefront while still giving them the option to checkout as a guest. We generally recommend choosing this option, especially if you sell to both wholesale and retail customers.
• Require all customers to log in before checkout: This option requires customers to log into their accounts before accessing the checkout. This option can be useful if you only sell to wholesale customers since it prevents customers from checking out as guests.

Click here to learn more about setting up and managing new customer accounts with Shopify.

Creating a wholesale contact form

Add a wholesale intake form to your store to gather information about new wholesale customers. All themes include the option to create a page with a contact form template so that customers can email you directly through your website. Add custom fields to the contact form to collect details relevant to your business. For assistance adding a contact form or creating custom fields, you can reach out to your theme developer.

Sending account invitations

If your wholesale customers do not have customer accounts in your Shopify admin, you can send them an invitation to create an account. Once they have completed the account setup, you can add the correct customer tag to their account.

Adding a customer tag to an account

In the Customers section of your Shopify admin, select the customers who are eligible for a wholesale discount that you have created in the app. Add the customer tag to their account to allow them to access their discounted prices.

Only one customer tag can be added per customer account, with the exception of Net Terms tags. Customer tags are case sensitive and must be less than 20 characters in total, including spaces. 

Using apps to automate the registration process

You can automate the wholesale registration process by using a third-party app to tag customers for wholesale pricing based on your own criteria.

Customer Fields allows you to create customized fields for your registration page to sort retail customers from wholesale customers. The app can also be set up to automatically tag customers who have filled out the registration form and met custom requirements.