B2B Wholesale Setup Guide

Create separate product catalogs and pricing for wholesale and retail customers without managing multiple stores.

Use Case

You sell to both retail customers and wholesale buyers. You need to:

• Show wholesale products only to approved wholesale customers
• Hide retail-only products from wholesale buyers
• Offer different payment options for each customer type

Prerequisites

• Wholesale customers tagged with Wholesale in Shopify
• Wholesale products tagged with Wholesale
• Retail-exclusive products tagged with Retail
• Rulebase installed and app embed enabled

Rule 1: Hide Wholesale Products from Retail

Goal

Prevent retail customers from seeing wholesale-only products.

Configuration

Conditions (WHEN):

• Customer Tags → does not contain → Wholesale

Targets (TARGET):

• Product Tag → Wholesale

Action (THEN):

• Hide

What This Does

Customers without the “Wholesale” tag won’t see products tagged “Wholesale.” Only approved wholesale buyers see the wholesale catalog.

Test

Simulate a retail customer (no tags) and verify wholesale products are hidden.

Rule 2: Hide Retail Products from Wholesale

Goal

Show wholesale customers only business-focused products, removing consumer items from their view.

Configuration

Conditions (WHEN):

• Customer Tags → contains → Wholesale

Targets (TARGET):

• Product Tag → Retail

Action (THEN):

• Hide

What This Does

Wholesale customers see only wholesale products, creating a clean B2B shopping experience.

Test

Simulate a wholesale customer (with Wholesale tag) and verify retail products are hidden.

Rule 3: Wholesale Payment Options

Goal

Show net payment terms (invoice, bank transfer) only to wholesale customers.

Configuration

Conditions (WHEN):

• Customer Tags → does not contain → Wholesale

Targets (TARGET):

• Payment Method → Bank Transfer
• Payment Method → Net 30 Terms

Action (THEN):

• Hide

What This Does

Retail customers only see standard payment options (credit card, PayPal), while wholesale buyers can choose invoice payment.

Test

Simulate checkout for both customer types and verify correct payment options appear.

Rule 4: Require Login for Wholesale Products

Goal

Force customers to log in before seeing wholesale pricing.

Configuration

Conditions (WHEN):

• Login Status → is not logged in

Targets (TARGET):

• Product Tag → Wholesale

Action (THEN):

• Redirect → /account/login

What This Does

Guest customers clicking on wholesale products are redirected to login, ensuring only authenticated users see wholesale pricing.

Test

Browse as a guest and click a wholesale product link. Verify redirect to login page.

Advanced: Multi-Tier Wholesale

Scenario

You have multiple wholesale tiers (Silver, Gold, Platinum) with different product access.

Gold Tier Exclusive Products

Conditions (WHEN):

• Customer Tags → does not contain → Wholesale-Gold
• AND
• Customer Tags → does not contain → Wholesale-Platinum

Targets (TARGET):

• Product Tag → Gold-Exclusive

Action (THEN):

• Hide

Platinum Tier Exclusive Products

Conditions (WHEN):

• Customer Tags → does not contain → Wholesale-Platinum

Targets (TARGET):

• Product Tag → Platinum-Exclusive

Action (THEN):

• Hide

What This Does

Creates a tiered access system where higher-tier customers see more products.

Best Practices

Tagging Strategy

Use consistent tags:

• Wholesale - General wholesale customers
• Wholesale-Silver - Entry-level wholesale
• Wholesale-Gold - Mid-tier wholesale
• Wholesale-Platinum - Top-tier wholesale
• Retail - Retail-only products

Rule Organization

Name rules clearly:

• “Hide Wholesale from Retail”
• “Hide Retail from Wholesale”
• “Gold Tier Access”

This makes management easier as you add more rules.

Testing Checklist

Before publishing:

• Test as guest customer
• Test as retail customer (logged in, no wholesale tag)
• Test as each wholesale tier
• Verify payment options in checkout
• Check product collections display correctly

Troubleshooting

Problem: Wholesale customers see retail products

• Check: Is the customer properly tagged with Wholesale?
• Check: Are retail products tagged with Retail?
• Check: Is Rule 2 active and published?

Problem: Retail customers see wholesale pricing

• Check: Is Rule 1 active?
• Check: Are wholesale products properly tagged?
• Check: Is the app embed enabled in your theme?

Problem: Payment options not filtering

• Check: Are you testing in the actual checkout (not cart)?
• Check: Is your Shopify plan compatible with payment customizations?

Upgrade Path

This guide works with Rulebase Core plan ($29/month). The free Validation plan lets you design and test these rules before upgrading.

Related Guides

• VIP Customer Experience - Premium customer perks
• Regional Payment Options - Location-based payment filtering
• Getting Started Guide - Basic rule creation

Need help? Contact support or refer to the Features Documentation.