March 31, 2023

Should you use Shopify Plus for Wholesale Accounts?

Let us just get this off of our chest real quick…. WE LOVE SHOPIFY!

This platform has made owning and operating an online business so much easier for businesses of all shapes and sizes. From side hustles to multi-million dollar e-commerce stores, Shopify has a plan that suits everyone who wants to sell online.

Today, we wanted to talk about something that’s rarely covered. Using Shopify Plus for wholesale channels.

While not talked about often enough, key features like customer tags, tiered pricing, quick order forms, and streamlined wholesale signups make Shopify the perfect partner for stores with a wholesale channel. Read on to learn more about those features and how we support the wholesale sign-up process with email flows for onboarding new wholesale users using Klaviyo.


Shopify Plus Features for Wholesale Retailers

Don’t like reading?  Check out the video below for a virtual tour of a wholesale account we set up for our client Gravallese Co. and how those benefits can help your business grow.

Tour of Shopify Plus Wholesale Features

Customer Tags

One of the key features of Shopify Plus for wholesale is the ability to add customer tags. Customer tags give you the ability to segment your customer base and apply different pricing, discounts, and promotions to different groups of customers. For example, you can create a customer tag for your wholesale customers and offer them a discounted price on your products. With a proper vetting process, you can truly keep your DTC customers separate from your wholesale ones.

Tiered Pricing

Another important feature of Shopify Plus for wholesale is tiered pricing. Tiered pricing lets you set different prices for different quantities of products. This is particularly useful for wholesale customers who are often buying large volumes of products at a time.

By setting tiered pricing, you can offer your wholesale customers a discount for buying in bulk, while still maintaining your profit margins on individual products.

Where’s the benefit in that?

Well, it will increase your overall sales volume and encourage wholesale customers to continue ordering from your store.

Quick Order Forms

Another feature that can be useful for wholesale customers is quick order forms. Wholesale customers that are short on time will LOVE this feature.

Instead of navigating through multiple product pages your wholesale customers can pick quantities of all of your products from one screen and move on to payment. This is extremely useful for those customers who buy more and do it consistently.

You know what they say, “time is money” and the quicker you make the ordering process, the happier your customers will be.


Wholesale Account login for Gravallese co.

Wholesale Signups

One of the most important aspects of managing a wholesale business is ensuring that you have a steady stream of new customers. To do this, you need to make it easy for potential wholesale customers to sign up and create an account with your store.

Shopify Plus offers a number of features to help streamline the wholesale signup process, including customizable signup forms and integrations with third-party apps like Klaviyo. Customizing your form means you can set up automatic verification and With Klaviyo, you can easily onboard new customers with a welcome email that invites them to make their first purchase while connecting with your brand

Interested in learning more about Klaviyo? Contact us and we’ll help you get started.

Email Flows for Onboarding New Wholesale Users

Finally, creating a streamlined onboarding process for new wholesale customers is important. Keep the positive experience from your website intact with automated emails that match your voice and brand.

Wholesale welcome email - designed in klaviyo by commence studio

With Shopify Plus and Klaviyo, you can create customized email flows that provide new wholesale customers with all the information they need to get started. This can include information on pricing, product catalogs, and other important details that will push them toward their first purchase and a sustainable relationship between your brands.

Customizable Checkout

Another fantastic feature exclusive to Shopify Plus is the ability to customize the checkout experience for wholesale customers. You can add fields for purchase order numbers, order comments, or special delivery instructions.

Automated Tax Exemptions

For tax-exempt wholesale customers, Shopify Plus can automatically apply tax exemptions to their orders based on their account settings. This simplifies the ordering process and reduces the risk of errors.


Shopify Plus is excellent for businesses of all sizes. By utilizing features such as customer tags, tiered pricing, quick order forms, customizable checkout, and automated tax exemptions, you can create a seamless experience for your wholesale customers and increase overall sales volume.

With the integration of Klaviyo, you can supercharge the onboarding process and create targeted email flows to provide new wholesale customers with all the information they need to get started.

If you’re looking for an agency well-versed in developing for Shopify Plus and Klaviyo set-up and management, then let’s set up a time to talk.