Getting Started with Wezy Wholesale & Volume B2B

This guide will walk you through every feature of the Wezy Wholesale & Volume B2B app — from installation to managing B2B pricing rules, volume discount tiers, Quick Order CSV imports, the wholesale registration form, and order controls. Everything is powered by native Shopify Functions for maximum performance and reliability.

Step 1: Installation & App Embed

After installing the app from the Shopify App Store, you need to enable the Wezy App Embed in your theme. This is what allows wholesale prices, volume badges, and discount information to render natively on your storefront.

1. Open your store's Theme Editor (Online Store → Themes → Customize).
2. Navigate to the App Embeds tab in the left sidebar.
3. Find "Wholesale B2B Prices" under the Wezy app and toggle it ON.
4. Click Save. The App Status on your dashboard will switch to On (green badge).

1

Click "Enable" in App Status

2

Toggle "Wholesale B2B Prices" ON

Step 2: Dashboard Overview

Once installed, the Dashboard is your central control panel. It provides a guided setup checklist, real-time performance stats, and quick access to all features.

The Setup Guide walks you through four steps:

1. Wholesale Pricing — Create your first B2B discount rule.
2. Integrate Theme — Enable the App Embed (covered above).
3. Volume Pricing (optional) — Set up quantity-based tiers.
4. Add Volume Table (optional) — Display volume grids on product pages.

Step 3: Managing B2B Wholesale Rules

The B2B Rules page is where you create and manage customer-specific wholesale discounts. Rules can be filtered by status: All, Active, or Draft.

Creating a New Wholesale Rule

Click "Create Rule" to open the rule editor. Each field allows you to precisely define who gets the discount, on which products, and how much.

Here is a breakdown of every field:

Once all fields are configured, click Save. The rule becomes active immediately and your Shopify Discount Function will start applying the wholesale price during checkout.

Order Controls: Minimum Order Quantity (MOQ) & Value

The Order Controls section in the sidebar lets you enforce minimum requirements before B2B discounts are applied. This prevents small or retail-sized orders from receiving wholesale pricing.

• Minimum Order Value (MOV): Cart total must meet or exceed a dollar threshold (e.g., $500) before the wholesale discount activates.
• Minimum Order Quantity (MOQ): Total number of items in the cart must reach a set number (e.g., 10 units) to unlock wholesale rates.

Storefront Result

Once a rule is active and the customer is logged in with the matching tag, wholesale pricing appears automatically on the storefront — both on the product page and in the cart.

Volume & Tiered Pricing

Volume pricing rewards customers who buy in larger quantities. Unlike B2B rules (which are tag-based), Volume Pricing applies to everyone based on how many of a given product they add to cart.

Navigate to Volume Pricing in the sidebar and click "Create Rule". Configure your quantity thresholds and corresponding discounts. For example:

Adding the Volume Table App Block

To display the volume pricing tiers directly on your product pages:

1. Open the Theme Editor and select a product page template.
2. Click Add Block inside the Product Information section.
3. Select "Wezy Volume Table" from the app blocks list.
4. Position the block beneath the product price. The table auto-populates with your active volume tiers.

Quick Order & CSV Import

The Quick Order feature gives wholesale customers a dedicated storefront page for rapid cart building — either by uploading a CSV file or by reordering past purchases.

CSV Bulk Import

Enable Quick Order from the app sidebar. This creates a proxy page on your storefront (e.g., /apps/wezy-quick-order) where B2B customers can:

• Upload a .csv file with two columns: SKU and Quantity.
• The parser validates each SKU against your store catalog in real-time.
• Valid items are automatically added to the Shopify cart via Ajax API.
• Invalid SKUs are flagged with clear error messages.

One-Click Reordering

On the same Quick Order page, logged-in customers can view their Past Orders and instantly duplicate a previous cart with one click. This is essential for B2B clients who place recurring weekly or monthly orders of the same products.

Wholesale Application Form

Wezy includes a fully customizable "Apply for Wholesale Access" registration form. This lets new B2B customers submit their business information directly from your storefront.

Application form fields include:

• Company Name (required)
• Email Address (required)
• First Name / Last Name (required)
• Phone Number (required)
• Business Type — dropdown selection
• Website — optional company URL
• Tax Exemption Permit — file upload (max 10MB)
• Message — free-text field for the applicant to describe their business

Reviewing Applications

When a potential B2B customer submits the form, their application appears in the Applications section of the Wezy sidebar. From there you can:

• Approve — Automatically creates a customer account (if needed) and assigns the wholesale tag.
• Reject — Declines the application with an optional reason.
• View all submitted business details including uploaded tax documents.

Troubleshooting & FAQs

If discounts are not appearing or the app is not behaving as expected, check the following:

• App Embed is Off: Verify the App Status badge on the Dashboard shows On (green). If it's red, go to Theme Editor → App Embeds and toggle Wezy on.
• Customer is not logged in: B2B rules require the customer to be signed into their account. Tags are only checked for authenticated sessions.
• Wrong customer tag: Tags are case-sensitive. Ensure the tag in Wezy matches exactly what is set on the customer profile in Shopify Admin (e.g., VIP ≠ vip).
• Discount title conflict: If you see "Title must be unique for automatic discount," another rule or app is using the same discount name. Rename your Wezy rule to resolve.
• Prices not updating on storefront: Clear your browser cache or wait ~30 seconds for CDN propagation after saving a new rule.
• Conflicting scripts: Legacy B2B or discount apps may interfere. Disable other wholesale apps before testing.