Process Wholesale comparison
Process Wholesale vs Shopify native B2B
Shopify B2B now comes with the Basic, Grow and Advanced plans, but below Shopify Plus it stops at three catalog assignments and keeps customer-level pricing for Plus. Process Wholesale gives approved customers wholesale prices in the store you already have, with up to 100 price groups, a signup form with approval, a bulk order form and wholesale-only checkout rules, from $14.99 a month and without setting each buyer up as a company. Shopify B2B is still the better fit if you sell to companies with several buyers and locations.
The short version
Choose Process Wholesale when
- You need more than three wholesale price groups and are not on Shopify Plus. Enterprise ($44.99) and Professional ($89.99) allow up to 100 discounts, each assigned by customer tag.
- You want to price a single customer without Plus. A discount can be assigned to one customer or to a whole group.
- You want buyers to apply through a signup form, upload a resale certificate, and wait for your approval.
- You want a minimum order amount, wholesale-only shipping rates and hidden payment methods set in one place.
- You want discounts by cart total, by total cart quantity, for repeat customers, or priced at cost plus a markup.
- Your store uses legacy customer accounts and you want to keep them.
- You would like it set up for you. Describe the program in a sentence and Ada, the app’s AI agent, prepares it for your approval.
Shopify B2B may suit you better if
- You sell to companies with several locations, or several buyers who each need their own permissions.
- You want net terms in the regular checkout, with PO numbers, saved cards or, in the United States, ACH payments.
- Three price groups are enough and you would rather not add an app. Shopify B2B costs nothing beyond your Shopify plan.
At a glance
| Process Wholesale | Shopify B2B | |
|---|---|---|
| Price groups | 1 discount on Starter. Up to 100 on Enterprise and Professional, assigned by tag. | Up to 3 active catalog assignments across B2B markets on Basic, Grow and Advanced. Unlimited on Plus. |
| Pricing for one customer | Any plan: give a discount tag to a single customer | Shopify Plus only: a catalog assigned to a single company |
| Volume pricing | Quantity breaks, cart total tiers and cart quantity tiers on every plan | Quantity price breaks on every plan |
| Wholesale applications | Signup form with approval on every plan. Custom fields and file uploads on Enterprise and up. | A company account request form built with Shopify Forms |
| Wholesale-only shipping and payment methods | Set in the app, on Enterprise and up | In a blended store, B2B and retail buyers see the same options by default. Shopify points to apps such as Checkout Blocks to split them. |
| Order rules | Minimum order amount, or minimum quantity for the cart or per product, on Enterprise and up | Quantity rules per variant: minimum, maximum and increments |
| Customer accounts | New and legacy customer accounts | New customer accounts only. Legacy accounts cannot be used for B2B customers and orders. |
| Who counts as wholesale | A customer you approve, marked with the B2B customer tag | A customer attached to a company location |
| Fixed prices per product | Price lists with CSV import, on Professional | Catalogs, which set prices and which products a buyer can see |
| Bulk ordering | Quick Buy order form with reordering, on Enterprise and up | Quick order lists on product pages, and reorders from the customer account |
| Net terms | Net 7 to Net 90, through the Quick Buy order form, on Enterprise and up | Net 7 to Net 90 or due on fulfillment, at checkout, on every plan |
| Tax exemption | One setting makes every wholesale customer tax exempt, on every plan | Set per company |
| Setup | Ada, the app’s AI agent, prepares the setup from a one-line description for your approval | Companies, catalogs and B2B markets, each set up in the Shopify admin |
| Cost | $14.99 to $89.99 a month, with a 14-day free trial | Included with the Basic, Grow, Advanced and Plus plans |
Three catalogs, or a hundred price groups
This is the limit to check first if you are below Shopify Plus. On Basic, Grow and Advanced, Shopify B2B allows up to 3 active catalog assignments across your B2B markets, and the same catalog assigned to two markets counts twice. Assigning a catalog straight to one company, for customer-level pricing, is a Shopify Plus feature.
Process Wholesale counts discounts instead, and the ceiling is far higher. Enterprise and Professional include up to 100, and each one is its own customer tag, so a store can run separate pricing for distributors, retailers, trade accounts and a handful of key customers without changing its Shopify plan. Professional adds price lists, which set a fixed price per variant, and cost plus markup.
Customer tags are lighter than companies
Shopify B2B is built around companies. You create a company for each business you sell to, add its locations and the people who buy for it, and attach pricing through catalogs assigned to B2B markets. B2B buyers have to sign in with new customer accounts, because legacy accounts cannot be used for B2B customers and orders.
Process Wholesale is built around customer tags. A buyer applies through a signup form, you approve them, and the app marks them with the B2B tag. A second tag decides which discount they get. At cart and checkout, Shopify automatic discounts that the app maintains read those tags and apply the wholesale price. Your product prices in Shopify are not changed, and it works with whichever customer account type you already use.
Companies suit buyers that are organizations, with several people and addresses behind one account. When your wholesale buyers are single accounts sorted into price groups, tags are the lighter way to run it: approve the customer, pick their discount and they are set up.
Wholesale rules at checkout
Process Wholesale adds the rules wholesale usually needs, on Enterprise and Professional: a minimum order amount or quantity, wholesale-only shipping rates and hidden payment methods. Each is set in the app and applies only to logged in customers tagged B2B, so retail checkout is untouched. Net terms are offered through the Quick Buy order form: the buyer picks one of up to three terms you offer, and the app creates a Shopify draft order with that term.
In a blended Shopify B2B store, retail and B2B buyers see the same payment and delivery options by default, and Shopify’s help center points to apps such as Checkout Blocks to show each group something different. Shopify B2B does put net terms in the regular checkout on every plan, with payment reminders through Shopify Flow, and keeps deposits and partial payments for Shopify Plus.
What Process Wholesale adds
- Price groups without Plus. Up to 100 discounts, each assigned by tag, on Enterprise and Professional.
- More ways to discount. Besides flat discounts and quantity breaks: tiers by cart total or total cart quantity, loyalty discounts for repeat customers on Enterprise, and cost plus markup on Professional.
- Applications and approval. A wholesale signup form with an approval queue on every plan, with custom fields and file uploads on Enterprise.
- Wholesale-only checkout rules. A minimum order amount, hidden payment methods and wholesale-only shipping rates, set in one app.
- Either customer account type. New or legacy, so you do not have to switch to use it.
- Gated content. Wholesale-only pages, collections and products on Enterprise, and hidden prices for the public on Professional.
- Setup and follow-up. Ada prepares the whole program from a description, and Professional lists wholesale customers who have stopped ordering so you can email them.
Where Shopify B2B is the better fit
Shopify B2B is the right tool for some stores, and it is worth knowing which.
- Company structure. Companies with several locations, and location-level permissions for the people who buy.
- Payments at checkout. Net terms in the regular checkout, PO numbers, saved cards and, in the United States, ACH.
- Quantity increments. A minimum, maximum and increment per variant, for selling in case packs. Process Wholesale sets minimum quantities at checkout and has no increment rule.
- Systems. B2B APIs for ERP and accounting integrations.
Process Wholesale plans
Every plan starts with a 14-day free trial and is billed in USD through Shopify. Each plan includes everything in the one before it.
| Plan | Price | What it includes or adds |
|---|---|---|
| Starter | $14.99 / monthor $152.90 per year (save 15%) | One flat or tier discount (quantity breaks included), the wholesale signup form with approval, a wholesale price table on product pages, tax exemption and wholesale discounts on draft orders. |
| Enterprise | $44.99 / monthor $431.91 per year (save 20%) | Up to 100 discounts, the Quick Buy order form with reordering, loyalty discounts, variant level discounts, a custom signup form with file uploads, wholesale-only pages, net terms, minimum order amount and quantity, hidden payment methods and wholesale shipping rates. |
| Professional | $89.99 / monthor $809.91 per year (save 25%) | Price lists with CSV import, cost plus markup pricing, hidden prices for visitors who are not wholesale customers, full analytics and an at-risk customer list with recovery emails. |
How Process Wholesale works
- Set up in one prompt. Describe the wholesale program you want and Ada, the app’s AI agent, prepares every change for your approval. Approve in one click, and revert whenever you like. If you would rather have a person do it, the support team will set it up for you or walk you through it on a call.
- Built on Shopify’s own checkout. Wholesale prices are applied by Shopify automatic discounts that the app keeps up to date, so your product prices are never rewritten and retail shoppers see no change. Wholesale customers see their prices in a table on product pages and in the Quick Buy order form, while your theme’s own price on collection and search pages stays the retail price.
- You decide who gets in. Buyers apply through the signup form and wait as pending until you accept them. Their discounts can be assigned automatically at that moment.
- Net terms without leaving Shopify. On Enterprise and Professional, buyers pick a term such as Net 30 in the Quick Buy order form, and the app creates a Shopify draft order with that term. Terms are offered there, not in the regular cart.
- Fits the store you have. It works with new and legacy customer accounts and Online Store 2.0 themes, and no feature requires Shopify Plus.
Getting started with Process Wholesale
Setup takes six steps, and Ada can do most of them for you.
- Install Process Wholesale and pick a plan. Every plan starts with a 14-day free trial. The app only prices customers who carry both the
B2Btag and a discount tag, so you can test with one customer account before you move anyone else. - Recreate your pricing. Describe the program to Ada and approve the setup it prepares, or create a flat discount or a tier discount for each price group yourself. On Professional you can also import a price list from a CSV file of up to 50,000 rows.
- Bring your wholesale customers over. Import existing Shopify customers on the Customers page, accept them, and assign discount tags in bulk or automatically on approval.
- Add the storefront pieces. In the theme editor, add the Product Wholesale block to your product template and the signup form to a page. On Enterprise and Professional, add the Quick Buy order form to a page as well.
- Set your checkout rules. On Enterprise and Professional, set a minimum order amount or quantity, net terms, wholesale shipping rates and any payment methods to hide.
- Place a test order. Log in as a tagged customer and check the price at checkout.
Each step is covered in the Process Wholesale help center.
Common questions
Is Process Wholesale the same as Shopify B2B?
No. Process Wholesale is a separate app. It identifies wholesale customers by the B2B customer tag and applies their prices with Shopify automatic discounts that the app maintains. Shopify B2B identifies them by company and prices them with catalogs.
How many wholesale price groups can I have without Shopify Plus?
With Process Wholesale, up to 100 on Enterprise ($44.99 a month) and Professional ($89.99), each assigned to customers by tag, and 1 on Starter ($14.99). With Shopify B2B on Basic, Grow or Advanced, up to 3 active catalog assignments across your active B2B markets.
Do I need Shopify Plus for either one?
Not for Process Wholesale: no feature is limited to Shopify Plus. Shopify B2B has been available on the Basic, Grow and Advanced plans since April 2, 2026, but unlimited catalogs, catalogs assigned to a single company, deposits and partial payments remain Plus features.
Can I keep legacy customer accounts?
With Process Wholesale, yes. It works with both new and legacy customer accounts, with a signup form for each. Shopify B2B buyers must sign in with new customer accounts, and legacy accounts cannot be used for B2B customers and orders.
Can I reuse prices from a Shopify B2B catalog in Process Wholesale?
Yes, on the Professional plan. The price list CSV import accepts a Shopify B2B catalog export with SKU, Handle and Fixed Price columns without changes, up to 50,000 rows per file.
Is Shopify B2B free?
It is included at no additional cost on the Basic, Grow, Advanced and Plus plans, with the limits above on the first three. Process Wholesale starts at $14.99 a month with a 14-day free trial.
How we compared
Details about Shopify B2B come from Shopify’s help center and changelog as they read on November 11, 2026. Shopify changes plan features from time to time, so check the pages below before you decide. Shopify is a trademark of Shopify Inc. Casual Ecommerce makes Process Wholesale and is not affiliated with Shopify.
Try Process Wholesale free for 14 days
Install Process Wholesale from the Shopify App Store and pick a plan. Plans start at $14.99 a month, and there is a demo store linked from the listing.