Wholesale basics

Keystone offers robust features for creating a wholesale or B2B storefront. These features allow you to restrict access to certain products, pages, and pricing information, ensuring an exclusive experience for approved customers.

Key functionalities include:

• Hiding prices, products, and blog posts using tags

• Setting minimum order amounts

• Displaying different prices to different customers using third-party apps

Setting Up Account Restriction Feature

Restriction tags are case sensitive!

Restriction tags like approved are case-sensitive and must match exactly between the theme editor and tag system. For example, if the theme uses Approved, the tag must also be Approved—approved or APPROVED won't work.

Hiding Prices with Tags

1. In your Shopify theme’s Account Settings, enter a tag for Hide prices tag (e.g., hide price).

2. Products with this tag will not display prices or an Add to Cart button to unauthorized customers.

Hiding Products with Tags

1. In Account Settings, enter a tag for Hide products with tag (e.g., hide product).

2. Visitors who are not logged in or approved will not see products with this tag.

Hiding Blog Posts with Tags

1. In Account Settings, enter a tag for Hide blog posts with tag (e.g., hide blog).

2. Unauthorized visitors will not be able to view blog posts with this tag.

For more details, visit: Account Restriction Features.

Restricting Checkout Below a Certain Subtotal

1. In the Theme Editor, navigate to Theme Settings > Cart.

2. Set a Minimum Order Amount (e.g., 10000 for $100.00).

3. Leave blank to allow all orders without a minimum.

Restricting Your Shopify Theme for Wholesale Ordering

1. Open the Theme Editor by clicking Customize next to the relevant theme.

2. Click Theme Settings (gear icon near the top left).

3. Scroll down and click Account.

Setting Which Customers See Restricted Content

Show Restricted Content Based on Tags

1. In Account Settings, enter a tag for Matching tag (e.g., approved).

2. In your Shopify admin, go to Customers, find the customer, and add the approved tag.

3. Approved customers will see restricted content when logged in.

Show Restricted Content for B2B Users

1. In Account Settings, check Enable B2B customers.

2. B2B customers (Shopify Plus only) will see restricted content when logged in.

For more information on B2B accounts, visit: Shopify B2B Help.

Displaying Different Prices to Different Customers Using Applications

• Install a wholesale pricing app from the Shopify App Store (e.g., B2B Wholesale Hub or Wholesale Pricing Discount B2B).
• In the Theme Editor, navigate to App Embeds and toggle on your application.

Automating Wholesale Workflows

You can use an application like Flow to automate:

• Wholesale signups – Automatically tag customers who register via your wholesale form

• Pricing tiers – Apply custom discounts based on order history or customer tags

• Inventory alerts – Get notified when wholesale products are low in stock

• Order approvals – Require manual approval for large wholesale orders

• Post-purchase follow-ups – Send thank you emails or invoices automatically