Wholesale Pricing Discount - FAQ

Overview on types of discounts

Examples

  • Percentage Discount. Ex: 25% off of a product

  • Individual Pricing. Ex: $9.99 for a specific product

  • Volume Discount. Ex: if buy 10, the price is $9 per product. If buy 20, the price is $7 per product.

1. How do I create a percentage discount?

A) Enter the customer tag for customers who should receive the discount. The customers tag will be case sensitive.

B) Enter the percentage discount you’d like to be applied for the ‘customer tag’ group.

C) Select the products/collections/etc that you would like to apply the discount. You can choose your entire store, specific products or collections.

D) Set minimum order quantity or minimum order amount ($$) for the discount to be applied. The minimum order amount can be for whatever currency you choose. This step is optional.

E) Next, you can choose your shipping rate. We have the ability to set shipping as either the default rate or a flat rate if specific conditions are met. This is also an optional step.

Click save to create a discount group! Our screenshot below will outline the steps so you have a better understanding.

2. How do I tag customers?

A) Go to your store admin panel and from side panel, click on “Customers”.

B) From your customer list, click on customer whom you want to tag.

C) In the next window, you will see customer details. Find the “Tags” section.

4) Enter tag(s) for the customer. Tags will be case sensitive for future use.

5) Click Save.

3. Does the tag need to be case sensitive?

Yes. The customer tag needs to be case sensitive to apply the discount.

4. How does the discount work with a products price?

The discount will be applied to base (compare at) price of the product by default.

If a product has only a sale price, discount will be applied to it.

5. What if a customer has multiple discount tags that conflict?

If a customer has two tags, the app automatically applies the maximum discount tag (minimum price) for the customer.

If there are minimum cart requirements set on multiple discount groups, it will always match with the higher discount group.

6. I have special shipping rates for my customers. What's the best way to set it?

A) You can set specific shipping rates based on your customer tags.

B) Select “Flat Rate on Entire Order” from shipping section.

C) Set a flat rate.

D) Set condition based on total order ($$) amount or total weight of the cart. (This is optional).

E) Shipping rate will be applied if the condition is met.

If you have even greater shipping needs, we have Advanced Shipping in our professional plan. We have the ability to set shipping fees at specific ranges or by a percentage of the total. It can also be set by weight, or cart total.

Here is a demo video of Advanced Shipping

https://www.youtube.com/watch?v=XMhwtz-mPJo&feature=youtu.be

7. Can I set minimum cart requirements for the discount to be applied?

Yes, you can set A) minimum cart quantity, B) minimum order amount ($$) for the discount to be applied, or C) both.

8. Does Wholesale Discount Pricing create duplicate variants?

No, Wholesale Discount Pricing never creates duplicates for variants :)

9. How does Wholesale Pricing Discount work?

1A) Wholesale Pricing Discount creates a draft order with an open status.

2) Discounts will be applied to all line items based on logged in customer tag.

3) When the payment is received for it, status for the draft order will change from open to complete and an order will be created. This process is handled by Shopify itself.

10. How do I invite staff to integrate my theme with Wholesale Pricing Discount?

A) On your Shopify admin page, click "Settings > Account".

B) On the Staff members section, click "Add staff account".

C) To add us:

  • Enter "Wholesale Pricing Discount" in the name field and themes@wholesalehelper.io in the Email field.

  • Uncheck the checkbox titled "This staff account will have full permissions".

D) Limit access to the following, as per screenshot below :

GENERAL

  • Orders

  • Draft Orders

  • Products

  • Customers

  • Apps

ONLINE STORE

  • Themes

Click "Send Invite"

11. What is the Theme Update policy?

There is no charge for the first time Basic theme update. Here is a link to the setup that we do complimentary and typically takes ~2 hours of development. You can also set it up yourself if you like, although we highly recommend we do it as it is complex and we have a lot of experience doing the theme update.

For themes with extensive javascript, it may take an additional 2-4 hours of custom development which we do have to charge for, though, we offer the first two ours complimentary.

We are a business and hope you respect the fact that it is hard to spend ~6 hours of custom development ensuring the theme update is done correctly without any payment from a merchant. If a merchant uninstalls, we spend 6 hours and do not receive anything. This is why we do the first 2 hours for free as a sign of good faith and to add value. We cannot do 6 hours for free. We hope you view us as a partner and respect this.

If you decide to start afresh with a new theme for your store (after we have already set up one theme) we will have to make an update as well.

If you would like to setup WPD on a test/development store and then set up on your client's store, we do count the client's store as a 2nd theme update. We have to spend double custom development time so do need to charge for this.

We also apply this charge if you uninstall the app and want us to re-update a new theme or the same theme in case our changes have been lost. to re-install the same theme. This is only if the theme code is not saved)

For schedule and pricing:

1st Time Theme Updates

  • Basic: Free

  • Advanced: $40 per hour. 1st two hours for free.

2nd theme update after 8 months

  • Basic: Free

  • Advanced: First 4 hours free. After it is $40 per hour.

2nd theme update within 8 months

  • Basic: $40

  • Advanced: $40 per hour. 1st hour for free

3+ Theme updates

  • Basic: $40

  • Advanced: $40 per hour. 1st hour for free

Typically what we see from Themes:

  • Basic (no extensive Javascript): ~2 hours

  • Advanced (includes features with extensive javascript like Cart Drawer, Quick View, Compare, wishlist, etc): ~4-6 hours

  • Advanced with multiple templates (multiple templates for products/collections and extensive javascript) - ~5-7 hours.

Payment can be sent to sethshopifyapps@gmail.com via PayPal.

A) Include the following details in the "message" field of your PayPal payment

  • Your Shopify domain name

  • The name of the new theme to be edited.

B) Once payment has been sent simply get in touch with our support team at themes@wholesalehelper.io to carry out your additional theme update.

12. How do I enable customer accounts?

A requirement for Wholesale Pricing Discount to work is for customer accounts must enabled. This is to ensure that customers can log into your store using an email + password and will have the appropriate wholesale pricing applied to their account.

Follow the steps below to enable customer accounts:

  • From your Shopify admin section got to “Settings >Checkout”.

  • In the Customer Accounts section check either "Accounts are optional"or "Accounts are required".

  • Click Save.

You're now good to go. Customers can sign up and login to your store.

For a more detailed explanation please check out the official Shopify documentation.

13. How do I enable Net 15/30 Orders for my website?

A) Go to the setting screen from the App dashboard > More > Settings in the admin area.

B) Make sure this is checked: “Net 15/30 Orders Enabled”.

C) You can personalize other settings i.e., confirmation message, thank you message, net terms, net order button text, etc. (Optional).

D) The Net Orders feature requires a small theme update (FREE). Please email us on themes@wholesalehelper.io with a subject 'Enable Net Orders' and include your Shopify Domain inside the message. Also please send us developer access again with all of the same permissions previously sent in case it has been removed. Check FAQ #10 for how to send a staff access.

14. How do I show/hide Net 15/30 orders button for a customer?

To show Net 15/30 button, a customer must be tagged with "wpdnet" tag. You can simply remove "wpdnet" tag to hide the button for a customer.

15. How does Net 15/30 Orders work?

A) Customers tagged “wpdnet” will be able to see a Checkout with Net X Terms button on your cart page.

B) When a user clicks Net Order button, a modal popup will come up with all the summary of the wholesale order

.

C) The customer can enter shipping details, choose a delivery date, choose a payment mode etc. on the summary form.

D) Once the customer clicks “Place order” button on the summary window, the app creates a draft order in the admin area.

E) You can now edit the draft order as needed along with emailing an invoice or collecting credit card details from the customer.

F) You do not need to offer net 15 or 30 terms. You can set the terms to however you choose.

16. Can I offer other terms instead of Net 15 or 30?

Of course! You can set any terms for Net Orders. They are saved as unpaid draft orders. You can take payment via credit card, email invoices, add shipping details etc. as you like.

17. How do I add shipping with Net 15/30 checkout?

You can simply edit shipping details within the draft order.

18. My Net Orders aren't working - what's wrong?

Please ensure that the following steps have been completed.

  • Ensure all of the following steps for installation have been completed.

  • Ensure that you have accepted the permissions for "Draft Orders" (Check the settings page for more).

  • If still having trouble, contact us themes@wholesalehelper.io if you need us to take a deeper look.

19. Why is there is no “Net Order” button showing up on the cart page?

A) The “Net Orders” button is only visible to a customer tagged with “wpdnet”. If the customer is without this tag, button won’t be available.

B) Ensure “Net Orders” are enabled in the settings window from the admin area of the app.

C) Ensure the theme is fully updated. The “Net Orders” feature requires a small theme customization (FREE). Please send us a staff access as explained in the FAQ #8.

20. How are manual orders handled by the app?

A) Create a discount group with a customer tag. Apply the discount you want to set and save it.

B) Go to Shopify Admin > Orders > Drafts and click on the “Create order” button.

C) Create a draft order with a customer tag for which a discount group has already created.

D) Go to the app > More > Manual Orders

E) Find the draft order you recently created either by its name or ID and click on it to open.

F) Click on the “Apply prices to Draft order” button to apply discounted prices.

21. How can I find a draft order using its ID?

A) Go to Orders > Drafts and click on the order you want to edit with the app.

B) Copy the draft order ID from the address bar as shown in below screenshot.

C) Go to the app dashboard > More > Manual Orders.

D) Paste the ID inside search box and click search icon.

E) Click on it to apply wholesale pricing.

22. How does Individual Pricing work with the app?

Individual pricing is perfect if you want to set specific prices for customers as opposed toa percentage discount. For example, you may want product A to be $9.87.

A) If you want to override the default discount given to a customer tag, you can use Individual Pricing.

B) It works based on the product variants.

C) You can set different prices for each customer tag as shown in below image.

5) It automatically displays individual pricing on each place according to what you set here. No need to do any extra settings for this.

23. Does individual pricing override the other main discount group tag?

Yes. individual pricing overrides the default discount for a specific customer tag.

24. How do Volume Discounts work?

Volume discount is perfect if you want to give greater discount based on a customer buying more. For example, if customer buys 10 of Product B, the price is $9 per product. If they buy 20 of Product B, the price is $7 per product.

A) Volume discount is available in the enterprise version of the app.

B) Under “Discount Group”, Go to Volume Discount and click “Select Product(s)”

C) Select number of products you want to add.

D) Click “Add more” to add more discount tiers to a product.

E) Don’t forget to click “Save”.

F) Volume discount will override a default group discount when a product quantity (including all variants) matched with any given condition.

G) If you select “Products” under the “Discount Content” section, all products you want to apply a volume discount should be added in a discount group for the volume discount to work.

H) If you set a group discount to 50% and want to apply an extra 10% discount when a user orders 5 quantities, set a volume discount to 60% for the product.

Here is a demo video

https://www.youtube.com/watch?v=WP5_FVqm_dc

I) By default, a volume discount doesn’t provide extra discount over the group discount or the individual prices. However, if you want to apply extra discount over them, please check the box “Apply extra volume discount on individual pricing and in addition to the group discount set” under settings screen as shown in the screenshot below.

25. How can I set a message for a volume discount?

A) From the app dashboard, go to more > settings.

B) Find the input box “Volume discount message” and set your message. See the screenshot below.

C) It will be displayed on the cart page of your storefront like below.

26. How to display a volume discount on the product page?

A) When you subscribe to the enterprise plane, please send us an email to themes@wholesalehelper.io do theme updates for this version. It is free of charge :).

B) We will configure the code to match your store theme so and a users can/will see a table with of volume discounts as shown in the screenshot below.

27. How are volume discounts displayed on the order form?

A) If you have enterprise plan for Wholesale Pricing Discount and Wholesale Order Form (https://apps.shopify.com/single-page-order-form) installed we will do integration for free to show volume discount on the order form as well.

B) After the integration, a user will be able to see a volume discount in a tooltip as shown below.

28. Do you have Import/Export for Volume Discounts?

Yes, here is a demo video here

https://www.youtube.com/watch?v=CVzxu4MeTFA

29. How Do I automatically tag customers once they come to my site.

A) Go to Settings section

B) Scroll to the bottom and check Enable Wholesale Sign Up Form

C) Select the tag,you would like to be automatically assigned to the new user. You can also customize the message users see.

Users can go to your store url/apps/wpdapp. For example, https://testpasta.myshopify.com/apps/wpdapp

Once the user signs up, they will automatically be tagged.

30. How can I set a message for flat rate shipping?

1) From the app dashboard, go to more > settings.

2) Find a box titled “Flat rate shipping message” and set the message. See the screenshot below.

3) The message will be displayed on the cart page when a condition is not satisfied as below.

31. How can I set a minimum quantity message to apply a discount?

A) From the app dashboard, go to more > settings.

B) Find a box titled “Minimum quantity message” and set the message. See the screenshot below.

C) The message will be displayed on the cart page when a condition is not satisfied as below.

32. How can I set a minimum amount message to apply a discount?

1) From the app dashboard, go to more > settings.

2) Find a box titled “Minimum price message” and set the message. See the screenshot below.

3) The message will be displayed on the cart page when a condition is not satisfied as below

33. How can I set a custom shipping text for a flat rate shipping?

A) From the app dashboard, go to more > settings.

B) Find a box titled “Custom shipping text” and set the message. See the screenshot below.

C) The message will be displayed on the checkout page and in the draft order as shown below.

34. How can I offer a user different payment terms (options) on the net order form?

A) If you want to offer different payment terms (options) like Net 15, Net 30 etc. on the net order, you can set comma separated options from the settings screen as shown in below screenshot.

B) It will be displayed as dropdown field on the net order form.

C) You can find this information under the “Notes” field in the draft order.

D) If you want to hide this, just uncheck the box below.

E) Don’t forget to click “Save”.

35. How do I hide the delivery date picker on the net order form?

A) By default, the app will display a delivery date picker on the net order form. However, if you want to hide it, just uncheck the box “Show a delivery date picker on the net order form”.

B) If user selects a delivery date, you will be able to see it under the “Notes” field in a draft order.

36. How does minimum cart amount work to apply discount?

A) When you set a minimum cart requirement based on the amount for a discount group, by default, the app will match the set amount with the original cart total.

B) If you want to match it with the discounted total, please check the box as show in the image below.

C) A user will only receive the discount if the condition is satisfied.

37. How can I apply discount on the original (sale) price?

A) By default, the app will apply discount based on a compare at price of the product.

B) However, if you want to apply discount based on the original price of the product, please check the box as shown in the image below.

38. Where can I set the emails to send and receive a confirmation message when user places a net order?

A)From the app dashboard, go to more > settings.

B) Find settings as shown in the image below under “Net 15/30 Orders” section and set emails respectively.

C) If you don’t want to send or receive a confirmation email, just uncheck the box for each email respectively.

39. How do I prevent the cart being emptied when a user comes back from the checkout page to the cart page or places a net order?

A) From the app dashboard, go to more > settings.

B) Find the checkboxes as shown in screenshots below and check them to stop cart from being emptied.

C) If you don’t want to send or receive a confirmation email, just uncheck the box for each email respectively.

40. I want to remove the strikethrough prices and “Sale” badge/text from my store. What should I do?

  • These are built-in features of a theme. If you want to remove them from your entire store, we need to do some manual developer customization. Generally, it requires ~1 hour of custom development. We do charge $40 hourly.

  • If you have a complex theme, the custom development may take more time (and $$) based on the complexity. We always send an estimated time before starting changes in such cases.

  • If you want us to make the changes for you, please send us an email to themes@wholesalehelper.io with subject “Remove strikethrough prices” and include your store URL in the email. Also please be specific whether you want to remove them for all of your customers or only the wholesale customers.

  • Please note, it is not possible to remove strikethrough prices from a checkout page and invoice emails since these are handled by Shopify.

41. Will WPD work if I have a custom theme?

For custom complex themes, we may need to charge for the theme update as it can take ~4 or more hour of manual development. If we believe your theme requires this amount of customization, we will always let you know with a price quote before completion.

42. How do I make a customer tax exempt?

Go to Customers > Edit> check Customer is Tax Exempt.

43. What is the Fastest way to do Manual Orders?

We recently made this update to do manual orders even fast.

In your dashboard, create order.

Then apply a customer (that has discount tags), products they'd like to order and save.

Once saved, it will be a draft order. Click more actions and then Apply Wholesale Pricing Discount. It will apply the discount tag for the customer to the order.

Apply Wholesale Pricing Discount
Wholesale Discounts now showing

**Only % off discounts and individual pricing will work with manual orders.

Here is a demo video too

44. What are the pricing plans and features for Wholesale Pricing Discount?

45. Does the Order Printer App show line by line item wholesale discounts

Yes it shows each item discount and total.

46. Can we add a shipping message on the cart page?

Yes, just let us know and we can add it for you. We can do this on the cart page, not checkout page.

47. Can we do partial fulfillment?

Yes

A) You can click 'mark as fulfilled'

B) Then adjust the quantity to 0 for items you would not like to fulfill.

48. Can I charge for shipping freight after an order goes through.

With Shopify's announcement of the new additions to Edit Order API, we believe this will be possible. Please email us themes@wholesalehelper.io so we can add you to a list once this is available.

49. I still need help! What do I do?

Email us any question to seth@wholesalehelper.io. We will get back to you as soon as we can!

50. Do you offer free installation and support?

We are here to help and offer complementary support for 2 hours when you install one of our apps. This typically equals a few emails explaining product features, 1-2 potential small customizations and a basic theme update.

If you need more help, we are here and available. We do have to charge for this additional time as we cannot offer unlimited free support. Our team has server, software, people, design, and marketing costs.

In order for us to operate effectively and serve you (and your customers) for the long term, we need to charge for additional support needs. As a fellow business, we hope you understand our perspective.

51. How does Minimum Cart Requirements work?

If a minimum cart requirements is setup, the price in the cart will be based on the retail price, until the minimum cart amount (in your currency) is crossed. After the currency amount crosses the minimum, the price per product will be based on the discount.

52. What are your normal support hours?

Our support hours are Monday - Friday 9am EST to 5pm EST. We always aim to respond within 1 business day but typically respond much much quicker :)

Contents
1. How do I create a percentage discount?
2. How do I tag customers?
3. Does the tag need to be case sensitive?
4. How does the discount work with a products price?
5. What if a customer has multiple discount tags that conflict?
6. I have special shipping rates for my customers. What's the best way to set it?
7. Can I set minimum cart requirements for the discount to be applied?
8. Does Wholesale Discount Pricing create duplicate variants?
9. How does Wholesale Pricing Discount work?
10. How do I invite staff to integrate my theme with Wholesale Pricing Discount?
11. What is the Theme Update policy?
12. How do I enable customer accounts?
13. How do I enable Net 15/30 Orders for my website?
14. How do I show/hide Net 15/30 orders button for a customer?
15. How does Net 15/30 Orders work?
16. Can I offer other terms instead of Net 15 or 30?
17. How do I add shipping with Net 15/30 checkout?
18. My Net Orders aren't working - what's wrong?
19. Why is there is no “Net Order” button showing up on the cart page?
20. How are manual orders handled by the app?
21. How can I find a draft order using its ID?
22. How does Individual Pricing work with the app?
23. Does individual pricing override the other main discount group tag?
24. How do Volume Discounts work?
25. How can I set a message for a volume discount?
26. How to display a volume discount on the product page?
27. How are volume discounts displayed on the order form?
28. Do you have Import/Export for Volume Discounts?
29. How Do I automatically tag customers once they come to my site.
30. How can I set a message for flat rate shipping?
31. How can I set a minimum quantity message to apply a discount?
32. How can I set a minimum amount message to apply a discount?
33. How can I set a custom shipping text for a flat rate shipping?
34. How can I offer a user different payment terms (options) on the net order form?
35. How do I hide the delivery date picker on the net order form?
36. How does minimum cart amount work to apply discount?
37. How can I apply discount on the original (sale) price?
38. Where can I set the emails to send and receive a confirmation message when user places a net order?
39. How do I prevent the cart being emptied when a user comes back from the checkout page to the cart page or places a net order?
40. I want to remove the strikethrough prices and “Sale” badge/text from my store. What should I do?
41. Will WPD work if I have a custom theme?
42. How do I make a customer tax exempt?
43. What is the Fastest way to do Manual Orders?
44. What are the pricing plans and features for Wholesale Pricing Discount?
45. Does the Order Printer App show line by line item wholesale discounts
46. Can we add a shipping message on the cart page?
47. Can we do partial fulfillment?
48. Can I charge for shipping freight after an order goes through.
49. I still need help! What do I do?
50. Do you offer free installation and support?
51. How does Minimum Cart Requirements work?
52. What are your normal support hours?