Summary
A brief outline of the wholesale features Keystone has to offer.
Setting up account restriction features
If you have a wholesale or B2B storefront, you may want to hide certain products or pages from visitors who are not signed up. This can help protect your pricing and product information, as well as create a more exclusive experience for your customers.
Setting which content to restrict
Using Keystone you have a few options to control what content is restricted. You can hide products and blog posts using tags or restrict your entire site to approved customers.
Hiding prices with tags
From within the Account settings in your Shopify theme:
Enter a tag for Hide prices tag. E.g. "hide price"
Now Products with the designated tag will not be visible to any customer
You can also apply this to a specific customer to achieve the same result
Any product that has prices hidden will also have add to cart hidden as well
Hiding products using tags
From within the Account settings in your Shopify theme:
Enter a tag for Hide products with tag. E.g. "hide product"
Now visitors who are not logged in or not approved will not be able to products with tag "hide"
Hiding blog posts with tags
From within the Account settings in your Shopify theme:
Enter a tag for Hide blog posts with tag. E.g. "hide blog"
Now visitors who are not logged in or not approved will not be able to blog posts with tag "hide"
For more details, visit this page for a full break down on account restriction features:
https://app.intercom.com/a/apps/fnubgeik/knowledge-hub/article/10559089.
Restricting your checkout below a certain subtotal
Minimum order amount - Restrict your car below a certain subtotal:
Within your theme editor navigate to 'Theme settings'
Click 'Cart'
Select minimum order amount
Enter the value without a currency symbol or decimal point. E.g. $100.00 would be 10000. Leave blank to allow all orders without a minimum.
How to restrict your Shopify theme for wholesale ordering
There are a number of settings inside the Keystone Shopify theme that will help you restrict your storefront to logged in users. To navigate to these settings
Open the theme editor by clicking Customize next to the relevant theme
Click Theme settings (gear icon near top left)
Scroll down and click Account
Setting which customers see restricted content
Using Keystone you can choose to show restricted content based on customer account tags or with B2B customer accounts.
Show restricted content based on tags
From within the Account settings in your Shopify theme:
Enter a tag for Matching tag. E.g. "approved".
Navigate to your Shopify admin > Customers > Find the customer you want to mark as approved > Add tag > Enter "approved" and click save.
Customers that are now logged in using this account will be able to see any restricted content
Show restricted content for B2B users
Currently B2B accounts are limited to Shopify Plus stores. Refer to Shopify for more information on B2B accounts: https://help.shopify.com/en/manual/b2b.
From within the Account settings in your Shopify theme:
Check Enable B2B customers
Customers that are logged into a B2B account will be able to see any restricted content.
Displaying different prices to different customers using applications
This can be done within your theme editor after installing your application via the Shopify app store.
Setup:
Within your theme editor navigate to 'App embeds'
Toggle on your application
Two of the applications we recommend: