WHAT IS IT?
A Wholesale / B2B Pricing campaign gives your business customers their own price ladder, tiered discounts, or quantity breaks that ONLY they can see and use. Retail shoppers keep paying the normal price; your tagged wholesale segment unlocks the lower tiers.
Unlike a Tiered Quantity Discount (which any shopper gets), a Wholesale campaign is gated behind customer eligibility and is built around B2B realities: margin-aware pricing, per-order limits, a price floor, and protection against ever selling below cost.
HOW IT DIFFERS FROM TIERED QUANTITY & TIERED UNIT PRICING
Tiered Quantity Discount:
- Everyone gets it
- % or $ off price, quantity threshold, no profit safety
Tiered Unit Pricing:
- Everyone gets it
- A new fixed unit price, quantity threshold, and no profit safety
Wholesale / B2B Pricing:
- ONLY eligible B2B customers get it
- Off price OR off margin (cost-aware), quantity OR spend threshold
- Profit protection + price floor
HOW THE PRICING WORKS
A Wholesale campaign has two decisions that shape everything else.
1) What it is based on Price vs Margin
- Price-based: the discount comes off the normal selling price. Simple (e.g., "25+ units → 25% off").
- Margin-based: the discount is taken from your margin (selling price minus cost), so you never give away more than you can afford. Needs each product's Cost per item set in Shopify. Products with no cost are skipped or priced normally, per your "no cost" rule.
Margin example: Selling price $50, cost $30 → margin $20.
A "40% off the margin" tier gives $8 off → customer pays $42, you keep $12 margin.
2) What is the threshold for Quantity vs Spend
- Quantity: tiers unlock at unit counts (10–24, 25–49, 50+).
- Spend: tiers unlock at dollar amounts spent on the campaign products ($250–$499, $500+).
Each tier is a range (min, max) and a value (% or $). Turn on "Limit per order" to cap a tier with a max quantity.
WHEN TO USE IT
- Gated reseller pricing: Customers tagged "wholesale": 10+ units → $42 each
- B2B segment discount: B2B segment: buy 25+, save 25%
- Spend-based trade pricing: Spend $500+ on the catalog → 35% off
- Negotiated key accounts: Specific customers: fixed $/unit breaks
- Members-only pricing: Logged-in customers unlock a B2B ladder
- Loyalty wholesale: Repeat buyers (5+ orders) get the top tier
STEP-BY-STEP: CREATE A WHOLESALE / B2B PRICING CAMPAIGN
Scenario used in this guide:
Customers in the "Wholesale" segment get a quantity ladder on the Canvas Tote ($49.99 retail), price-based:
10–24 units → 15% off
25–49 units → 25% off
50+ units → 35% off
Retail shoppers always pay $49.99.
Step 1: Go to Create Campaign
From the Discount Prime sidebar, click Campaigns → Create Campaign.
Step 2: Choose Campaign Type
Under the "Discounts & Promotions" filter, click the Wholesale / B2B Pricing card.
Step 3: Pick a Scenario (Optional)
Picking a template pre-fills eligibility, pricing basis, threshold, and the tier table — you just adjust the numbers.
- Margin-based quantity tiers → segment-gated, margin-based, qty tiers (25% / 40% / 60% of margin)
- Margin tiers by spend → segment-gated, margin-based, spend tiers
- Negotiated margin (key accounts) → specific customers, fixed $ margin breaks
- Loyalty margin → open to all, but only after 5+ orders
- Members-only margin → logged-in customers only
- Customer-tag price tiers → segment-gated, price base, % tiers (our scenario)
Step 4: Name Your Campaign
Enter a name like: Wholesale – Canvas Tote Quantity Breaks
Step 5: Set Customer Eligibility (Required)
This is what makes it wholesale. Choose who unlocks the pricing:
- Specific customer segments, e.g., the "Wholesale" segment (used in this guide)
- Specific customers hand-picked accounts (negotiated deals)
- Logged-in customers, any account holder
- All customers open (usually paired with a purchase-history condition)
Tip: For loyalty pricing, add a purchase-history condition, such as "number of orders >= 5," so only proven repeat buyers reach the wholesale tiers.
Step 6: Select Products
Click Browse products and choose the products (or collections/tags/vendors) this pricing applies to.
Step 7: Choose Pricing Basis & Threshold
- Based on: Price (this guide) or Margin
- Threshold: Quantity (this guide) or Spend
If you choose Margin, the Discount Details section appears with a cost-sync banner and a warning if any selected products are missing their Cost per item.
Step 8: Build the Tier Table
Add one row per tier. For each, set From qty, To qty (optional), and the discount value.
Tier 1: 10 → 24 → 15%
Tier 2: 25 → 49 → 25%
Tier 3: 50 → (no max) → 35%
Warning: Percentage tiers are capped at 99%. Higher tiers should offer a larger discount than lower tiers.
Step 9: Profit Protection & Price Floor (Recommended for Margin)
- Prevent selling below cost — never let a tier push the price under the product's cost (set a minimum margin in $ or %).
- Price floor — a hard minimum price no tier can go below.
- "No cost" rule — for products with no Cost per item: skip them, or apply the discount anyway.
Step 10: Storefront Widgets (Optional)
- The tier table on the product page shows eligible customers their price ladder.
- Progress bar "Add 3 more to unlock 25% off" on the product page and/or cart.
These are only shown to eligible customers when "Show only to eligible" is on.
Step 11: Schedule & Save
Set start/end dates if needed, then click Save.
STEP-BY-STEP: VERIFY THE CAMPAIGN WORKS
Verification:
Retail (not in segment), 30 Totes → $49.99 each → no discount (gated)
Wholesale segment, 5 Totes → $49.99 each → below tier 1 (needs 10)
Wholesale segment, 10 Totes → $42.49 each (15% off) → tier 1
Wholesale segment, 25 Totes → $37.49 each (25% off) → tier 2
Wholesale segment, 50 Totes → $32.49 each (35% off) → tier 3
Step 1: Test as a Retail Customer
In an Incognito tab (logged out or as a non-wholesale account), add 30 Totes. The price stays $49.99 each.
Step 2: Log In as a Wholesale Customer
Log in to an account in the Wholesale segment. The product page should now show the tier table widget.
Step 3: Cross Each Tier
Add 10 → 25 → 50 units and confirm the per-unit price drops at each threshold (15% → 25% → 35%).
Step 4: Verify Profit Protection (Margin campaigns)
If using the margin base, add a low-margin product and confirm the discount is clamped so the price never drops below cost / the minimum margin you set.
Step 5: Deactivate and Verify Reversion
Deactivate the campaign. The wholesale customer should now see the standard $49.99 price without a tier table.
TIPS & COMMON MISTAKES
- Eligibility is mandatory. A wholesale campaign with "All customers" and no purchase-history condition is just a public quantity discount. Gate it with a segment, specific customers, or logged-in users.
- Margin-based needs costs. Set the cost per item on your products in Shopify, then use "Sync now" so the campaign can compute margin-based prices. The Discount Details warning tells you how many products are missing a cost.
- Always set a price floor on margin campaigns. It stops a thin-margin SKU from being priced down to near zero.
- Show widgets only to eligible customers. Keep "Show only to eligible" on so retail shoppers never see the B2B ladder.
- Spend vs quantity: pick the threshold that matches how your buyers order (case counts → quantity; PO value → spend).











