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Creating wholesale discounts

Emily avatar
Written by Emily
Updated over 2 weeks ago

Setting up collection-wide wholesale discounts is a quick and easy process. On the top right of the homepage, click the Add discount button to open the discount creation page.

Discount details

Create a customer tag and add a percentage discount that will be available to any customer with the corresponding customer tag on their account.

Discount details settings in Wholesale Club where a discount level can be set and a tag name can be created.


Customer tag

This tag is used to show specific customers their exclusive discounted prices. Make sure that the tags you use for your wholesale discounts match the tags you add to your customer accounts. 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 21 characters or fewer. This limit includes spaces.

For example, if you enter "wholesale" in the app, do not tag customer accounts with "Wholesale".


Discount %

This is the discount percentage you will make available to customers with the corresponding customer tag.

Example:

Customer tag: Gold

Discount percentage: 50%

Result: Customers with the tag “Gold” receive 50% off the retail price of applicable collections when logged in.

Choosing your collection

Next, select the collections that are eligible for the wholesale discount you have created. There are two options when choosing your collection: Select collections and Select all collections.

A setting in Wholesale Club where a discount can be targeted at specific collections.


Click Select collections to choose specific collections to be eligible for the wholesale discount you're creating. Click Select all collections to make every collection in your shop eligible for the wholesale discount you're creating.

When you target a collection, every product within that collection will be discounted. If you’d like to exclude specific products from the discount, it’s best to make a new collection that doesn’t include them. You can then target the new collection instead.


Different discounts for different collections

Sometimes, different discount percentages are required for different collections. In order to achieve this, simply create two separate wholesale discount tags that are named the same thing, but target different collections with different discount percentages. Here's an example:

Tag 1

Customer tag: Gold

Discount percentage: 50%

Targeted collection: “Decor”

Tag 2

Customer tag 2: Gold

Discount percentage: 40%

Targeted collection: “Furniture”

Result

Customers tagged with “Gold” will receive a 50% discount on the Decor collection and a 40% discount on the Furniture collection.

This is how the above example would appear in the app after being set up:

The Wholesale Club dashboard showing different discounts with the same tag targeting different collections.

It's worth noting that changes or updates made to your discounts will not take effect immediately due to the syncing process between the app and your store. The app needs to re-sync every time a change is made. You can monitor syncing progress on the app dashboard.

Want to set fixed discounts for specific products and variants? Click here to learn about the Custom Prices feature addition.

Percentage Discounts vs. Custom Prices

In B2B Wholesale Hub, you can set percentage discounts for standard sale campaigns or use Custom Prices for flat rate pricing.

Can I limit the number of times a customer receives the discount?

Sadly, no. While Shopify has a setting to allow you to 'limit number of times each customer can use this discount', this setting will not apply to our discounts.

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