You can manually set sale prices on individual products without using discount codes.

When you put a product on sale for a lower price, you might want your customers to be able to see the original price, so they see the price comparison. To show a sale price in your online store, your product details need to include a sale price and the original price, called the compare-at price.

Steps to manage

1. From your Shopify admin page, click Products > open the product detail you want

2. Scroll down to Pricing part, enter the sale price to Price field. For example: 90$

3. Enter a larger price to the Compare-at price field

4. Click Save

5. Click the product Preview so you can see how the product is listed on your storefront

Enable app embeds on theme

To apply the lock to your site, please make sure the app is integrated into the theme.

Steps to manage

1. From the App dashboard page > Navigate the App status section > Click Enable:

1. Click on the Enable button, you will be redirected to the Theme customize page > App embeds section > Turn on the slider to activate our app in your theme:

1. Click Save to update the theme

Back to the app, click Refresh to update the changes:

Disable app embeds on theme

Steps to manage

1. From the App dashboard page > Navigate the App status section > Click Disable:

1. Click on the Disable button, you will be redirected to the Theme customize page > App embeds section > Turn off the slider to deactivate our app in your theme:

1. Click Save to save the changes.

Back to the app, click Refresh to update the changes:

What is wholesale pricing?

Store owners can offer wholesale prices for specific customers and customer groups. Our app allows users to customize the discounts based on customer groups and products. These discounts can be applied to any number of products, collections, or the entirety of your store.

These discounts can be set as percentages, or specific amounts on selected collections, products, or customers. The inclusion of wholesale specials will increase your store’s wholesale revenue, by showing them how much they save, while also being able to cater to retailers who aren’t buying in bulk.

What is volume pricing?

Volume discount pricing means providing discounted prices for bulk purchases. It’s a pricing model that product manufacturers and service providers use to encourage individuals or businesses to purchase multiple units or large quantities of a single product.

It’s a win-win strategy for the seller and the buyer. The seller can reduce their inventory, while the buyer takes the opportunity of quantity discounts to optimize their cost.

The discount becomes greater as the number of units sold increases, meaning the original price per unit goes down.

Example:

10-19 products = 10% discount

20-29 products = 20% discount

30-39 products = 30% discount

40-49 products = 40% discount

50 products ++ = 50% discount

What is difference between Wholesale pricing and Volume pricing?

What is wholesale price?

Wholesale pricing is what you charge retailers who buy products in large volumes.

The goal of wholesale pricing is to earn a profit by selling goods at a higher price than what they cost to make.

For example, if it costs you $5 in labor and materials to make one product, you may set a wholesale price of $10, which gives you a $5 per unit gross profit.

What is retail price?

The retail price is what retailers set as the final selling price for consumers.

Retail pricing is all about the customer. These customers don’t purchase the item to resell it but to use it.

The fundamental objective for a retailer when setting a price is to maximize the profit while setting a price that customers will be ready to pay.

What is the difference between wholesale and retail price?

In order to show the quick order form on your online store, you must create a new template file in your theme.

Steps to manage

• Open your theme > Click “Edit theme code”

• Under the Template folder, create a new file with the “Page” template

• Choose the liquid template type.

• Create a new liquid file called samitaWS-QuickOrderForm

• Copy the codes and paste them into this file

• Click “Save” to finish creating this new file.

• IMPORTANT step: Go back to the Sami Wholesale app, open the Settings > Theme integration section so the latest codes are being pushed to the theme/app data

December, 2025

Version 3.7.5

🎉 NEW FEATURES

🚀 Get Started with Samita Wholesale Pricing

Welcome to Samita Wholesale Pricing – the all-in-one Shopify solution to manage B2B customers, offer flexible pricing, streamline bulk orders, and customize the purchasing experience for wholesale buyers.

Whether you’re selling to retailers, distributors, or VIP customers, our app equips your store with tools to support volume discounts, registration flows, quick orders, and more.

Steps to manage

1. Open the app > From the app’s dashboard page, choose Wholesale Pricing > click on the Create new wholesale pricing button

2. Enter the title (only you can view the title) > select status Active if you want to make the pricing work on the site

3. In Customer conditions section > Apply to Customers : select Customer tags > enter tag “wholsale customer

Step to manage:

1. Go to the Tax display page > Click on the Tax display setting you have created:

1. Scroll down to the bottom of the page and check on your right-handed bar, there is a Design section:

• Display price type: Manage how the pricing should be displayed, you can either show only price with/without tax or both prices:

• Ratio between Excl tax & Incl tax font size: Set the font size ratio between the two prices (only applies if you’ve selected “Both prices” in the Display Price Type setting). By default, the app uses a 1:1 ratio, meaning both prices will appear with the same font size. You can change to other ratios available in the dropdown list.

• Change color for the pricing:

1. Click Save to update the changes.

If in the Tax Exempt General section, you select EU VAT API option, you will be able to select which countries in EU will be validated for this VAT ID things.

Step to manage:

1. In the Tax exempt general section, tick on EU VAT API:

1. Scroll down to the bottom of the page, there is a section called Select EU VAT for specific countries > Toggle it on and a list of countries will show up:

1. Tick on the countries you want to be validated only and Save:

Then in the cart, there will be only those selected countries appear in the list:

You can select the country that issued your Tax ID before entering it. The app will then validate whether the Tax ID matches the format and rules of the selected country.

• If you disable this Select EU VAT setting in the app (toggle off the setting) or don't choose any countries for validation, there will be no country list shows up in the cart anymore. Then when a customer fills out a VAT ID, the app will validate the entered VAT ID against all EU countries. As long as the VAT ID is valid in any one of them, the order will be tax-exempt and be able to checkout.

How to search file in your theme ?

In order to get the Sami Wholesale app to work in your theme, you need to manually add a search file for the app to enable the app data in your theme. Kindly review this document to know how to set it up.

1. From the Shopify admin page, choose the Online Store folder > Themes

Delete Wholesale Pricing(s)

Steps to manage

1. From the app admin page, click Wholesale Pricing

2. Tick on the checkbox of the Wholesale Pricing(s) you want to delete > More options (...) > Select Delete Wholesale pricing(s)

Duplicate a Wholesale Pricings

Step to manage

1. From the app admin page, click Wholesale Pricing

2. Tick on the checkbox of the Wholesale Pricing(s) you want

3. Click Duplicate Wholesale Pricing(s) button

Now new Wholesale Pricing is created. You can view and edit the Wholesale Pricing based on your needs.

Since the app automatically generates a discount code on the checkout page, a discount label will be displayed as shown below:

You can personalize this Discount label into another content you like.

Step to manage:

1. Go to the app > Settings page > General tab.

2. Navigate the Checkout discount methods section > Edit the Discount label:

1. Save the changes and check the result in the front store:

The discount label will also be updated in Shopify Discounts:

Solution 1

1. From the app admin page, click Volume Pricing

2. Tick on the checkbox of the Volume Pricing(s) you want to activate

This article shows you how to how to set the Samita Registration form to automatically create subscribed customers accounts after the form is submitted.

First, please follow the steps in to integrate Samita form data with Shopify customer data

Second, follow the steps below to enable the function you want

Steps to manage

1. In the Registration form editor, click Settings > Integration

2. Click Shopify >

Delete a volume pricing

Step to manage

Discount Groups

When you create a wholesale/volume pricing, the app allows users select one type of discount. It is how you calculate the discount price applied to products.

There are three Discount Groups (also known as discount types/discount method) available in our app.

• Percent off

Solution 1

1. From the app admin page, go to Wholesale Pricing page.

2. Tick on the checkbox of the Wholesale Pricing(s) you want to activate/deactivate.

The Quick Order Form is a feature that allows you to show all wholesale products on a page so that the customers can easily check and purchase them.

This document will show you how to create and display the form in your front store.

Step 1: Create a Quick Order Form in the app

Steps to manage

When the discount is applied to products and customers add product to checkout page to purchase, the order will be processed with a discount code applied directly in the order.

Sami Wholesale uses Draft order API as checkout method. The discount will be shown at checkout as below:

With this Checkout discount method, all products in the order will receive one discount code that matches the discount shown on the front store. You can find automatically generated discount codes at Shopify Discounts folder:

This discount code cannot be edited or deleted. If removed, the customer’s order will no longer have the discount applied.

The Draft Order API checkout method will create draft orders in your store whenever a customer proceeds to checkout on the storefront.

Step to manage

1. On the Extra fee page, click on the Customize Extra fee table button

2. Set up to show the extra fee table on what page. Tick on the checkbox you want.

Step to manage

1. From the app admin page, click on the Settings section in the Navigation bar > Translations

1. Select the part you want to edit text: Volume Pricing table, Discount box, Quick order form table, Cart Drawer

Optional: Click Add Languages in case you want to translate the text into another language

Duplicate a Registration form

Steps to manage

1. From the app admin page, click Registration form

The app allows you to override tax data for specific regions. This setting works the same as the Tax override setting in Shopify Taxes and Duties.

To find this setting in the app, kindly go to the Settings section of the Tax display setting:

Navigate the Override Tax Setting field > Find the country/region you want to set Tax-override > Click on the Action icon:

You can apply tax settings to products based on their collections.

If a product belongs to multiple collections, the app will use the tax settings from the collection that was created first (sorted by created at date).

Can users apply discount to only wholesale customers?

Yes, it is possible.

Our app allow users to create discounts and apply to tagged customers.

Also, you can create wholesale registration form for customers to sign up. Customers fill out the form, sign up and tagged “wholesale” automatically

With Sami Wholesale, you can let customers apply an additional discount code when proceeding to checkout. Please enable the Box Discount feature in the app to display the discount box on your theme’s cart page.

1. Open the app > click Add-on Features section in the Navigation bar > Wholesale cart > Turn it on and click Setup Wholesale cart to open the settings inside it.

2. Change the cart template to Cart page. Please note that the "Cart page" refers to your theme’s cart page. The app itself only provides a cart drawer, but it also supports displaying the discount box on your theme’s cart page:

Once customers choose to pay later, we will create draft order/invoice for their orders so they can pay for it later. You can view the draft orders created from this payment term here:

1. From the app dashboard page > Payment term > Set up payment term.

2. On the Payment term page > Click on the View draft orders button:

Is your app compatible with all theme?

Yes! Our app compatible with all Shopify themes.

What is the installation process?

1. Add the app to your Shopify store from Shopify app store. Here is the app link for your installation.

2. Create new wholesale pricing/volume pricing in the app

3. Integrate the app into the copy theme to check the function on the front store

In addition to displaying discounts on the storefront for customers to view and purchase directly at the reduced price, the app now also allows admins to create draft orders with the discounted price already applied. This makes it much easier for you to manage wholesale orders on behalf of your customers from the admin side.

Step to manage:

1. Create wholesale pricing in the app. Read this to set up one first.

2. Go to the Orders folder in Shopify > Drafts section > Choose Create order:

1. Manage the order for your customer. Choose product + set up customer information and other necessary information:

1. Click Save to finish the order:

1. Click on More actions setting to Apply Wholesale Discount from the app:

1. Choose the market you set up discounted price for the order. This action is required if you already configured wholesale pricing for specific markets in the app:

If you set up to apply wholesale pricing for "all markets", please bypass this step and click Preview immediately:

1. Apply the discount:

1. Reload the site to update the changes:

1. Done! The discount is automatically applied, and the appropriate order tags are also added to the draft order, making it easier for you to track and manage all related order details:

There are 3 Discount Types Options for Volume Discounts

• Apply Volume Pricing per Variant (Discount applies to each specific variant)

• Apply Volume Pricing across a Group (Mix and match products for discount)

• Apply Volume Pricing within Product Group

Type 1 : Apply Volume Pricing per Variant (Discount applies to each specific variant)

The discount applies only when a customer buys two or more units of the exact same product variant — meaning the same size, color, and style. For example, purchasing two 'Large Red' shirts will qualify for the discount, but buying one 'Large Red' and one 'Medium Blue' shirt will not."

e.g: Product T-shirt has 2 colors red and white. The customer buys 2 of the same large Red shirt, he gets a discount of 10%

If the customer buys 2 of the same large White shirt, he will get a discount of 15% The customer buys 2 items, 1 Red T-shirt, and 1 white T-shirt, he gets no discount. Note: It’s required for a customer to buy separate quantity for each color

Type 2: Apply Volume Discount across a Group (Mix and match product variants)

The discount applies when customers purchase any combination of variants within the same product group.

For example, buying any 2 units of the same item in any size or color will qualify for the discount.

This means you could mix and match variants, such as one 'Large Red' shirt and one 'Medium Blue' shirt, and still receive the price break."

Note: It’s required for a customer to buy quantity of each product separately to qualify for the Pricing Discounts. Quantity can be the sum of different variants of the same product in the cart.

Type 3: Apply Volume Discount within Product group

The discount applies only to products that belong to a specific group you’ve set. Customers can purchase any 2 products from this group in any variant (size, color, or style), to qualify for the price break.

For example, if the group contains T-shirt A and T-shirt B, a customer could buy one 'Large Red' T-shirt A and one 'Medium Blue' T-shirt B and still receive the discount.

Note: the discount is only applied to the selected products. And this rule is applied for products you set in a volume pricing setting only. The app cannot mix product groups in other volume pricing settings to receive discount.

With Sami’s Wholesale cart, you can collect additional information from customers before they proceed to checkout by enabling a form in the cart. Follow the steps below to set up this form.

Step to manage:

1. Open the app > click Add-on Features section in the Navigation bar > Wholesale cart > Turn it on and click Setup Wholesale cart to open the settings inside it.

2. Click on the Cart form tab > Enable cart form:

1. Set up condition for this cart form, manage who can view this cart form by usng the Apply to Customers setting:

• All customers: everyone will see this cart form

• Logged-in customers: only who login to your store can see the form in this cart

• Non logged-in customers: vice versa of the "logged-in customers"

• Customer tags: only who login to your store with the tag (you set up there) can see the form in this cart.

If you select the “All customers” condition but want to hide this form from specific customers with certain tags, you can exclude them by using the Exclude customer option.

1. Set up fields for the form in the Elements section. You can add more field (or remove fields) to get the information you want from customers.

1. Save when the setup is done. You can check the result in the front store now.

Add Samita Registration form to a specific page

1. Open the app > click Registration form > open the form you want

2. Click Publish tab > click Other Page

3. Select publication type (form code type) and copy the form code

1. Go to the Shopify admin page, click Online stores > Themes > Pages, open to the page detail you want to add the form

2. Please click on the HTML symbol (<>) on the top right of the content box > Paste the shortcode into the field

1. Save the page to apply the change

You also can manage how many times the Shipping rate should be applied.

Currently, there are two options:

• Limit number of times this rule can be applied in total

• Limit number of times this rule can be applied per customer

This setting works based on the Customer condition in the Shipping rate feature. Depending on the customer condition you select, the setting will appear.

If you choose the “All customers” option, the “Limit number of times this rule can be applied in total” setting will appear.

If you choose the “Logged-in customers” option or “Customer tags” option, the “Limit number of times this rule can be applied per customer” setting will show.

So how to understand these settings work?

1. Limit number of times this rule can be applied in total

This setting limits the number of times that the Shipping rate works in your store. And it’s applied for all customers.

Tick on this rule, you’re allowed to enter a number for the time this Shipping rate will be applied on your store.

For example, you add “10” in this input field:

The Shipping rate will appear and be applied to 10 customers when they place orders in your store. It will stop for the 11th customer, which means the 11th customers can buy your products without paying the Shipping fee.

2. Limit number of times this rule can be applied per customer

This setting limits the number of times that the Shipping rate is applied to a customer. And it’s applied based on the customer condition in the Shipping rate setting (Logged-in customers or Customer tags)

Tick on this rule, you’re allowed to enter a number for the time this Shipping rate will be applied to a customer.

For example, you add “5” in this input field:

The Shipping rate will appear and be applied 5 times for 1 customer when that customer places orders in your store. It will stop for the 6th purchase. Each customer will be applied this shipping rate 5 times like that, no limitation on the number of customers.

There are two options to add products to the quick order form:

• Specific products: Manually select product one by one to show them in the form.

• Specific collections: Browse which collections will be shown in the form.

Note: You can only add maximum of 5 collections to the form.

Then in the front store, you can sort the products/collections by this filter:

With the Sami Wholesale Pricing app, you can offer your wholesale discounts not only on your online store but also directly in your retail store using Shopify POS.

How it works

When you integrate Sami Wholesale Pricing with Shopify POS, your wholesale customers can get their special pricing when they buy in person.

• Wholesale prices are automatically synced to your POS.

• Approved wholesale customers can check out at their discounted rates right at the counter.

• Orders placed via POS are tracked the same way as online wholesale orders.

1. Add Sami Wholesale to POS

• On Smart grid section > Add tile:

• In the App tile section, choose App and you will see POS apps you have already added in Shopify admin > Select Sami Wholesale:

That's how you set up and add Sami Wholesale app to POS. From there, you can create orders from POS with the app's discounts.

Tutorial Video

Since the app will show a Tax section in the theme cart, you can customize/style it by using this setting in the app.

• From App dashboard page > Tax Exempt > Customize Tax exempt input:

• Edit color for the texts and background of the Tax input field:

• To edit/translate text for this section, kindly manage it in the Translation setting of the app (Settings section > Translation > Cart drawer tab)

To make a B2B order on POS, kindly follow the below steps:

1. Add products to cart:

1. Go to the app to check the discount information. The discounted pricing and other features (like extra fee or payment terms) will be auto-applied if the products and customer account are all qualified for the discount:

1. If the discount isn't applied, kindly check the customer information and market condition again.

1. After making sure that the discount is applied correctly, please click on "Apply wholesale discount" and check the information once again in POS cart and checkout:

1. Proceed to checkout with the order and discounted pricing. That's how you create a B2B order via POS.

If you no longer want to apply the discount to the order, please go back and click "Remove wholesale discount":

Design payment button:

Step to manage:

1. From the app dashboard page > Payment term > Set up payment term.

2. On the Payment term page > Click on the Settings button:

3. Enable the Pay Later button.

4. If you want to set the Pay Later button with same color and style as the Checkout button, tick on this setting below:

If you want new color for the button, please untick it to see other color settings:

For further customization, kindly use the Custom CSS box (developer zone).

5. Click Save.

Edit button text and add translation for the text:

Not only you can edit the button color, you also can edit the button content and add translation for it in the Translation setting of the app.

Kindly go to Settings section > Translation > Payment term tab:

Don’t forget to click Save to save the changes.

The Payment term feature allows you to show the Draft orders list of each customer on the Account page. Customers need to login to your store to view the Account page and check the draft orders related to the payment term they are using.

This feature is supported using Shopify’s new Customer Account Extension UI, which means your store must use New login type of Shopify to be able to use this feature.

For further information, kindly review the document.

1. From the app dashboard page > Payment term > Set up payment term.

2. On the Payment term page > Click on the Settings button:

3. Click on Customer account section > Go to Customer account:

4. On the Checkout and Customer account page in Shopify theme, navigate the Sami Wholesale app section > Click on the icon “+” to add a section for the Draft order list:

5. The Draft order section is successfully created in the theme, kindly click Save > Add the section to Menu:

6. Set up section name for this Draft order list in the Menu list and click Save:

6. Everything is all set, you can login to the store and check the result. Make sure that you are using new login type of Shopify:

Steps to manage

1. Open the app > From the app’s dashboard page, choose Wholesale Pricing > click on the Create new wholesale pricing button

2. Enter the title (only you can view the title) > select status Active if you want to make the pricing work on the site

3. In Customer conditions section > select customers to apply the pricing

4. In Product conditions section > Apply to Products: Specific products, enable set pricing for products variants > there will be an input field appeared for each product you selected. Fill out the value you want to give and select the discount type next to it.

If your product has variants inside it, please turn on this setting and set up price for each product variant

6. Click Save

After all, go to the online store to check the result.

On the front store, the discount price shows up for each product variant. Please see the video below for more details.

Finally, Sami Wholesale can work in POS now. However, there are still some key points to keep in mind about this integration.

1. Supported features: Wholesale, Volume, Payment Terms, Extra Fees

Even though Sami Wholesale has a lot of features related to B2B feature, we only support applying 4 features which are Wholesale pricing, Volume pricing, Payment terms and Extra fee to POS. For other features (Order limit, Shipping rate) are not yet enabled in POS.

• For Wholesale pricing: You can review in this

• For Volume pricing: Customers can change quantity of the cart item to reach the price break or add properties..

• For Extra fee: it will be applied as custom items and applied along with the discounted pricing

• For Payment term: The "Pay later" button will show up at cart page

Click on it, there will be a notification about a draft order creation. You then can clear the cart.

1. You still have to configure everything in the Sami Wholesale app (from Shopify admin); the POS only pulls the data and applies it.

2. When you add the app to POS, if your current plan doesn’t include this feature, you’ll see a warning message: “You need to upgrade your plan to use this feature.” (This POS integration is only available on the Gold plan of the app)

Otherwise, it will show option: “Wholesale B2B pricing, volume discount, quantity break.”

The app syncs tax data from your Shopify store to retrieve region-specific tax information (e.g., by country or state).

• This synchronization automatically runs once when you create your first tax display setting in the app.

• If you later make changes to tax settings in Shopify, you’ll need to open the app and manually click "Sync" to update the tax data.

To do this, kindly go to the Settings section of the Tax display setting:

In the Sync with Shopify tax and duty settings field > Click on the Synchronize button:

The integration between the app data and Shopify will be completed.

This function will help you manage different wholesale prices for multiple products of your store.

Step to manage:

Step 1: Create a CSV file containing the list of products with the proper wholesale prices.

After the form is submitted, a new customer account will be created in Customers of your Shopify store. The data filled on the form will also be added to customer detail.

To achieve that, all you need to do is to link all of your form elements to the customer properties.

Below are the common customer properties:

• first name

• last name

In order to let the customers see the obvious change in the prices, the app supports showing the old prices of the products next to the new prices under the cross-out format. Please follow the below instructions to better know how to set it up.

Steps to manage

1. From the app admin page, click on the Settings section in the Navigation bar > General

1. There are two options to show cross-out prices: Show the old product prices as cross-out prices and Show the compare-at-price prices as cross-out prices.

Steps to manage

1. Open the app > From the app’s dashboard page, choose Wholesale Pricing > click on the Create new wholesale pricing button

2, Enter the title > select status Active if you want to make the pricing work on the site

3. In Customer conditions section > Apply to Customers : select Customer tags > enter tag “wholsale customer

We created this article for the purpose of showing you how to add the form data to the tag field of Customer data. Simply, this function allows you to automatically add tag “wholesale” to Shopify customer detail after the Samita Registration form is submitted.

Then you can easily manage customers with tag “wholesale“.

Firstly, please make sure the form data is connect with Shopify customer data.

Approach 1

Steps to manage

Step to manage

1. Go to the Extra fee setting > Create new extra fee > Configure the customer condition, and products to apply with this Free shipping rule:

2. Set up details for the Free shipping rule.

Attach PDF file to the Draft order email notification:

Our app supports sending email notification to merchants and their customers once customers choose to pay later (using payment term). In the email, we will also attach a PDF file to it.

Please set it up in the Payment terms setting > Settings tab > Notifications > Tick Attach PDF file setting in both Merchant and Customers sections:

In order to publish the Quick Order Form in your front store, there are two steps you need to manage.

Step 1: In the app

1. In the Quick order form setting > Click on the Display tab > Navigate the Display on Page section, choose the page you want the form to show on.

Tax Exempt Setup on Cart helps you configure how the tax ID is validated in the cart.

There are 3 options for this setting, you can tick all or tick on specific feature(s) you want to apply only.

• Required Tax ID Field on Cart: When enabled, customers must enter a valid Tax ID in the cart before proceeding to checkout.

If you don't tick on this setting in the app, the Tax ID field will not be validated, and

Duplicate a Quick order form

Steps to manage

1. From the app admin page, click Quick Order Form

Step 1: Set up Google reCaptcha v2/v3 Site Key and Secret Key

Firstly, in order to activate reCaptcha v2 on your form, please make sure that you have filled out Site key and Secret key in the app’s Settings.

Note: If you have not finished this task yet, please read article to get Google reCaptcha Site key and Secret key and fill them in the app’s settings.

Get mail notification when there is a customer request to use payment term to pay for the order later. Kindly follow this document to know how to manage.

1. From the app dashboard page > Payment term > Set up payment term.

2. On the Payment term page > Click on the Settings button:

3. On the Payment term Settings page > Click on Notifications tab.

This setting will help you send email to admin/store owner once a customer choose to pay later. Click on Merchant section and set up email address you want to use to receive email notifications:

4. If you want to attach PDF file of the draft order regarding this payment term, please tick on the setting

How are discounts calculated?

When you create a wholesale pricing, the app allows users select one type of discount. It is how you calculate the discount price applied to products.

There are three Discount Groups (also known as discount types/discount method) available in our app.

• Percent Of

This function will help you manage different volume prices for multiple products of your store.

Step to manage:

Step 1: Create a CSV file containing the list of products with the proper volume prices.

The file can be in xlsx format, too

• In the file, you need to set up column fields as follows:

Column A: Id (Volume pricing ID)

This field helps you make sure that the products and prices you set up for this volume pricing are all included in one Volume pricing ID

For example, you want to set up 10 products for this volume pricing, make sure that you put the same ID for each product row.

Column B: Name (Name of the volume pricing you set up)

Column C: Type (Volume pricing type)

There are two types of volume pricing you can manage: quantity or amount.

e.g: quantity

Column D: Status

Column E: Apply to Customers

In this column, you will have to write down the type of customer condition you want to apply to the customers.

e.g: Customer tags, Logged in customers, Non-logged in customers or All customers

Column F: Customer tags (Name of the customer tag)

Column G: Exclude Customer tags

Column H: Apply to Products

In this column, you need to select the product condition for the volume pricing.

e.g: All products

Column I: Apply to Product variants

Enter TRUE

Column J: Product Collection Ids (for product condition “specific collection”)

Column K: Product Ids

In this column, you have to enter the Ids of the products you want apply the volume pricing for.

To find the product Id, please go to the Products folder of Shopify > Click on the product you want > Check the URL of that product page, the product Id is at the end of the link:

Column L: Product variant Id

You have to enter the product variant Id if you want to set up pricing for each variant of the product.

Same as the product Id, you click on the product you want > navigate the product variant section and click on it. The variant Id is in the tail of the page URL:

Column M: Product tag (for the product condition “product tag”)

Column N: Start date (volume pricing starts working on..)

Column O: End date (volume pricing stops working on..)

Column P: Discount type

Type 1: variant

Type 2: accross_group

Type 3: within_each_group

Column Q: Discount group (Type of discount)

There are 3 types of discounts. Enter one of the below data:

Percent, Amount or Fixed

Column R: From Qty/Amount

Column S: To Qty/Amount

Enter the quantity number for the price break. Please write down the values for the range thresholds (from and to) in order to set up the applicable quantity/price range.

e.g: Buying from 10 to 20 units to get 10% off

Then write in the From Qty/Amount column as "10"

and write in the To Qty/Amount column as "20"

Column T: All (all customers condition) – (Default column)

Column U: Customer condition type you have chosen.

All customers – all

Logged in customers – logged

Non-logged in customers – non logged

If the customer condition is customer tag, you write as follow:

e.g: Customer tags – wholesale

The column name will be “wholesale"

After finishing the file setup, please Save it.

Step 2: Upload the file to the app

1. From the App dashboard page, click on Volume Pricing section

2. Click on the Import button on the Volume Pricing page

3. Upload the file

You also can download the example file to see what information you need to provide in the file.

4. View the file information > Click Upload and preview

5. Succeed

Example case

Create Volume Pricing for all products on the store.

• If customers buy from 5 product units, they will get 50% discount.

• The Volume Pricing will be applied to customers who has tag with “wholesale”

Steps to manage

1. Open the app > click Volume Pricing > click Create new Volume pricing button > Select the Quantity option

2. Enter the title (only you can view the title) > select status Active if you want to make the pricing work on the site

3. In the Customer Conditions section > Apply to Customers , select Customer tags > enter tag “wholesale“ (or any texts you like)

4. In the Market condition, choose which market you want to have this volume pricing applied (All markets or Specific market)

1. In the Product Conditions section > Apply to Products, select Specific products and manually browsing products you want to the setting:

1. In the Discount Groups section > Discount range, select Percent > Enter the discount percentage value in the Discount per item field.

Example: 50% Percent Off would mean that an item that originally cost $100 would now cost $50.

For further information on this Discount format, please refer to this .

1. Set up quantity break for the volume pricing. Configure value for Quantity from and Quantity to so customers can know how many product units they need to add to cart to have volume pricing applied.

If you want add more quantity breaks, kindly click on Add range to set up more:

1. In the Discount Types section, select one of 3 options.

By default, Volume Pricing is applied based on the total quantity of each variant separately in the cart (Free plan)

You can change the option according to your requirements (Silver and Gold plans)

For further details, kindly review this .

1. Click Save

Design and display Volume pricing table

You can use these settings in the app to control the pricing table visibility in the product page. And also style the table to match your theme style:

Don't forget to Save the change

Not only creating discounted prices based on the bulk product quantity, Sami Wholesale also supports you in creating discounted prices based on the order amount (the total prices of the order). Kindly read this document to know how to set it up.

Step to manage

1. On the Volume Pricing feature page > Click Create new Volume pricing > Select the Amount option

1. Enter the title for the Volume pricing (only you can view the title) > Toggle on/off the Status setting to make it as Active or Draft (work or not work in the front store).

2. In the Customer condition section, choose the best option that you want to apply on the customers.

• All customers: Everyone can get this volume price

• Logged-in customers: Only customers who log in to your store can get this volume price

• Non logged-in customers: On the contrary of the Logged-in customers

• Customer tags: Create a customer tag and require the customers to log in to your store and have this tag added to their accounts before getting this volume price

You also can exclude the customers you don’t want them to see the discount

1. In the Market condition, choose which market you want to have this volume pricing applied (All markets or Specific market)

2. Product condition: Set up products to have the volume pricing. There are 4 options: All products, Specific products, Specific collections (products in collection), Product tag

You also can exclude the products you don’t want to have the discount applied to.

1. Discount Groups: Configure the Volume pricing details.

• Choose the discount type you for the volume pricing. There are 3 types of discounts for you to manage: Percent, Amount or Fixed price. to understand more about these discount types.

Note: If you use the Fixed price option, the new fixed price needs to be cheaper than the old price

• Configure Amount range for the volume pricing. Set up value for Amount from and Amount to so customers can know how much the order value must be to receive discounts, then add to cart to have the discount applied.

For example, order amount from 100d to 500d will get 20% off.

Click Add more price break to get many more price break rules:

• In the Discount Types section, select one of 3 options.

By default, Volume Pricing is applied based on the total quantity of each variant separately in the cart (Free plan)

You can change the option according to your requirements (Silver and Gold plans)

For further details, kindly review this .

1. Click Save

Design and display Volume pricing table

You can use these settings in the app to control the pricing table visibility in the product page. And also style the table to match your theme style:

After finishing everything, don't forget to Save the changes.

Set up Google reCaptcha v2 Site Key and Secret Key

Step 1. Go to the Google Recaptcha platform here.

Step 2. Sign up your google account to access to reCaptcha dashboard.

Step 3. When registering a new website, the form will open and you need to fill in all the details correctly then submit the form.

1. Label – Type a suitable label that co-related your site name and later remembrance.

2. reCaptcha Type – Select reCAPTCHA v2 > “I’m not a robot Checkbox“

3. Domain – The Shopify store domain, where you will use these keys like

4. Owners – You don’t need to change this, it’s set by default according to the logged-in account. If you want to report more email addresses, you can add multiple email accounts here

5. Alerts – You can enable it to get email alerts to owners, in case there is any problem on your website such as reCaptcha misconfiguration or increase suspicious traffic.

1. Click Submit.

Step 4. After submitting the form, you will get the newly generated Site Key and Secret Key as below.

Now, you can use the site key and secret key above to configure the Google reCaptcha setting in our app.

Set up Google reCaptcha v3 Site Key and Secret Key

Step 1. Go to the Google Recaptcha platform .

Step 2. Sign up your google account to access to reCaptcha dashboard.

Step 3. When registering a new website, the form will open and you need to fill in all the details correctly then submit the form.

1. Label – Type a suitable label that co-related your site name and later remembrance.

2. reCaptcha Type – Select reCAPTCHA v3

3. Domain – The Shopify store domain, where you will use these keys like

1. Click Submit.

Step 4. After submitting the form, you will get the newly generated Site Key and Secret Key as below.

Now, you can use the site key and secret key above to configure the Google reCaptcha setting in our app.

The Order Limit feature helps you set up a condition that the customers need to satisfy before being able to place the order and checkout.

Please kindly review this document to better know how to set up a limit rule for your products.

Step to manage

1. From the App Dashboard page > Click on the Order limit feature > Setup order limit

2. On the Order limit page, click Create new order limit

3. Set up the title for this order limit to differentiate it from others (in case you will create several of them). Set up the status for this feature as active or draft (if you don’t want to publish it immediately).

4. In the Customer condition section, choose the best option that you want to apply on the customers.

• All customers: Everyone can get this order limit

• Logged-in customers: Only customers who log in to your store can get this order limit

• Non logged-in customers: On the contrary of the Logged-in customers

• Customer tags: Create a customer tag and require the customers to log in to your store and have this tag added to their accounts before getting this order limit.

You also can exclude the customers you don’t want them to see this limit.

5. Set up products to have this limit. There are 4 options: All products, Specific products, Specific collections (products in collection), Product tag

You also can exclude the products you don’t want to have this limit applied to.

6. Configure the details of the order limit.

* Currently, there are 3 types of order limit:

• Apply order limit to each product variant: Customers need to add a proper number of this product variant quantity before being able to checkout.

• Apply order limit to each product: Customers need to add a proper number of this product quantity (with any variants inside) before being able to checkout.

• Apply order limit to all products in the order: Customers need to add a proper number of products to sucessfully place an order (with any variants, any products inside)

* Choose the scope of this order limit. You can set up an order limit based on product quantity, product amount or product weight

Each of them will have an input to set up the limit range (from … to … of items).

7. Click Save

Set up Google reCaptcha v2 Site Key and Secret Key

Step 1. Go to the Google Recaptcha platform here.

Step 2. Sign up your google account to access to reCaptcha dashboard.

Step 3. When registering a new website, the form will open and you need to fill in all the details correctly then submit the form.

1. Label – Type a suitable label that co-related your site name and later remembrance.

2. reCaptcha Type – Select reCAPTCHA v2 > “I’m not a robot Checkbox“

3. Domain – The Shopify store domain, where you will use these keys like

4. Owners – You don’t need to change this, it’s set by default according to the logged-in account. If you want to report more email addresses, you can add multiple email accounts here

5. Alerts – You can enable it to get email alerts to owners, in case there is any problem on your website such as reCaptcha misconfiguration or increase suspicious traffic.

1. Click Submit.

Step 4. After submitting the form, you will get the newly generated Site Key and Secret Key as below.

Now, you can use the site key and secret key above to configure the Google reCaptcha setting in our app.

Set up Google reCaptcha v3 Site Key and Secret Key

Step 1. Go to the Google Recaptcha platform .

Step 2. Sign up your google account to access to reCaptcha dashboard.

Step 3. When registering a new website, the form will open and you need to fill in all the details correctly then submit the form.

1. Label – Type a suitable label that co-related your site name and later remembrance.

2. reCaptcha Type – Select reCAPTCHA v3

3. Domain – The Shopify store domain, where you will use these keys like

1. Click Submit.

Step 4. After submitting the form, you will get the newly generated Site Key and Secret Key as below.

Now, you can use the site key and secret key above to configure the Google reCaptcha setting in our app.

2. Add Goolgle reCaptcha to Samita form

1. From the app admin page, click Registration Form

2. Open the form you want > Click Settings > Google reCapthca

3. Enter the site key and secret key created

4. Click Save

What is the difference between reCAPTCHA v2 and v3?

This feature lets you display product prices either with tax included or without tax. By default, the app uses the tax settings from Shopify and display that information to the front store, however, you can also override them with settings in the app.

When enabled, the app automatically replaces your store’s original product prices with the adjusted prices (either including or excluding tax, as you’ve set).

If you’ve set up wholesale pricing within the app, the same rule applies and wholesale prices will also be shown either with or without tax, depending on your tax display settings.

Kindly follow these steps below to know how to configure this Tax display feature in Sami Wholesale.

Step to manage:

1. From the App dashboard page > Click on Tax display section > Set up tax display:

1. In the Tax display setting page, set up name for this Tax setting and manage its status by toggling on and off slider.

If you configure multiple tax-exempt settings, a Priority option will appear as shown below. This allows you to set the order of precedence. The higher the number, the higher the priority of that tax setting.

1. In the Apply to setting, you can manage on which page you want the Tax display to be shown: Product page, Cart page, other pages (Collection page, Search page...)

1. Decide How Tax Is Charged: How pricing is calculated based on the Include sales tax in product prices option in Shopify. When this option is turned on, Shopify will automatically display product prices inclusive of tax.

There are two theories for this setting:

• When this option is disabled (default setting):

  • The base price is treated as Tax-excluded price.

  • The price including tax = Base price + applicable tax.

  • Example: Base price = $100, tax = 10% → Price excluding tax = $100, Including tax = $110.

1. Customer condition: Choose which type of customers will be able to see this Tax display.

Everyone who accesses your store (All customers) or specific logged-in customers only (Logged-in customers or Customer tags)

1. Product condition: Manage which products should display prices with this tax setting.

1. Click Save to finish the setup.

Step to manage

1. From the App Dashboard page > Click on the Shipping rate feature > Setup shipping rate

2. On the Shipping rate page, click Create/Add new shipping rate

3. Set up the title for this shipping rate to differentiate it from others (in case you will create several of them). Set up the status for this feature as active or draft (if you don’t want to publish it immediately)

4. In the Customer condition section, choose the best option that you want to apply on the customers.

• All customers: Everyone can get this shipping rate

• Logged-in customers: Only customers who log in to your store can get this shipping rate

• Non logged-in customers: On the contrary of the Logged-in customers

• Customer tags: Create a customer tag and require the customers to log in to your store and have this tag added to their accounts before getting this shipping rate.

You also can exclude the customers you don’t want them to see this fee.

5. Set up products to have this shipping fee. There are 4 options: All products, Specific products, Specific collections (products in collection), Product tag

You also can exclude the products you don’t want to have this fee applied to.

6. Configure the details of the shipping rate.

You can add as many ranges of shipping fees as you want. However, when two shipping rate rules apply to the same products or customers, the lower shipping rate will take precedence.

• Select the scope for this shipping fee: Quantity, Amount, or Weight

• Enter the range for the shipping rate, the app will based on this range to show the proper shipping fee on the checkout page

• There are two formats for the shipping fee: Percent or Flat rate

Percent: The Shipping fee is calculated based on a percentage of the total order amount.

Flat rate: The Shipping fee is applied as a fixed price no matter how much the total order costs.

7. Click Save

During the checkout process, the app may occasionally lag, displaying the error message “Something Went Wrong. What Happened? This Invoice Is Not Available Yet, Please Try Again Later.”

When there is a delay in execution, the cart items are not recognized, resulting in this error. It is crucial to remember that this problem only affects apps that employ draft orders. You can click this link to learn more about this mistake and how it occurs in other apps that use draft orders.

This is a result of a recent modification to Shopify’s invoice creation process for draft orders. The app creates and transfers your discount to Shopify’s checkout via draft orders. But now, it takes a little longer for Shopify to process this, which can result in these problem messages showing up.

So what should we do in this case?

1. You can try duplicating the theme you’re using and apply our Sami Wholesale app to that new theme to see if the checkout process works fine again.

2. Contact our Support team ([email protected]) immediately to get a proper support. We will try customizing codes to your theme to change the process time of creating draft order so as to match the way Shopify deals with the checkout process.

The Extra fee helps you charge customers a fee to prepare a special order. For example, one product in your store needs some specific ingredients to prepare which causes you a lot of work and time to manage. This feature will help you create an additional fee and inform the customers about it by a notification popup in the cart.

Step to manage

1. From the App Dashboard page > Click on the Extra fee feature > Setup extra fee

2. On the Extra fee page, click Create new extra fee

3. Set up the title for this extra fee to differentiate it from others (in case you will create several of them). Set up the status for this feature as active or draft (if you don’t want to publish it immediately)

You also can customize a name for the extra fee (the one will show for the customers)

4. In the Customer condition section, choose the best option that you want to apply on the customers.

• All customers: Everyone can get this extra fee

• Logged-in customers: Only customers who log in to your store can get this extra fee

• Non logged-in customers: On the contrary of the Logged-in customers

• Customer tags: Create a customer tag and require the customers to log in to your store and have this tag added to their accounts before getting this extra fee

You also can exclude the customers you don’t want them to see this fee.

5. Set up products to have this extra fee. There are 4 options: All products, Specific products, Specific collections (products in collection), Product tag

You also can exclude the products you don’t want to have this fee applied to.

6. Configure the details of the extra fee. There are 2 types of extra fees.

• All applicable items: The extra fee will be calculated based on the total products in the cart.

• Per item: The additional fee will be applied based on each product in the cart.

* Choose the scope of this extra fee. You can set up a fee based on product quantity, product amount, or product weight

Each of them will have an input to set up a range for this fee (from … to … of items)

You can set a fixed price for this fee or set it as a percent amount based on the order subtotal.

7. Click Save

1. Open the app > click Volume Pricing > click Create new Volume pricing button

1. Choose Quantity or Amount type for the Volume pricing and start configuring settings inside.

2. In Customer conditions, select customers to apply the volume pricing (All customers or logged-in customers)

3. Set up Market, choose to show the volume pricing in which location.

4. In Product conditions section, to show the volume pricing for a specific variant of product only, select Specific products > Click on the product that has variants you want, all variants of that product will be added by default:

If you want only 1 or some variants to have this volume pricing applied, please tick on it only and untick the unwanted ones > Select:

1. The Product condition is now set for only one variant of the product only > Set up Quantity break for the Volume pricing as usual. Add more ranges if you want more than one quantity break for this volume pricing:

1. In Discount Groups section, select discount type

2. On the right-handed bar, enable Show Table on Product Page option [optional]

3. Click Save

When the customers don’t satisfy the order limit, there will be a message popup shows up to remind them to reach the correct number of products to be able to place an order.

The app supports you in customizing this popup box due to your liking.

On the Order limit page, please click on the Customize message popup button. Design the popup with the colors and texts.

You can edit the text for the Popup box in the Translation setting of the app.

Please go to the Settings page > Translations > Choose Order limit option. Set up new text or add new language for the popup in this setting:

You can edit the texts in the popup box and translate to another language in the Translation setting.

After finishing, please click Save to keep all the changes.

With Payment term feature, Sami Wholesale Pricing allows your B2B customers to pay for the order later or on a specific date in the invoice you send to them instead of paying immediately on the checkout page.

Once the feature is activated, a Pay later button will be placed on the cart page of your store. Click on the button, the app will create draft order and clear the cart:

To know how to set it up, kindly follow the below guidelines.

Tax-exempt feature allows you to exclude taxes from a customer's order. The app will display a tax section in the cart (cart drawer and cart page of your theme) as well as in our Quick Order Form, where customers can enter their tax ID before checkout to receive a tax exemption.

For better understanding how to set it up, kindly follow the below instruction:

Step to manage:

1. From the App dashboard page > Click on Tax exempt section > Set up tax exempt:

1. In the Tax exempt setting page, set up name for this Tax setting and manage its status by toggling on and off slider:

If you configure multiple tax-exempt settings, a Priority option will appear as shown below. This allows you to set the order of precedence. The higher the number, the higher the priority of that tax setting.

1. In the Tax exempt general section, you will set up how the tax exempt should function in your store.

• At the moment, the app supports validating 5 types of tax ID, tick on the type you want the app to work with (you can tick all or some types only):

• To recognize which order has tax-exempt, you can set up an order tag here. This tag will be auto-added to the customer's order once their order has been tax-excluded from the app:

• Decide How Tax Is Charged: This option help you add a Discount to Exclude Tax from Product Prices:

You can choose to apply a discount to each item to exclude the tax portion from the product price. If this option is enabled, the system will automatically apply a discount equivalent to the tax amount, as shown in this example:

Example:

• Original product price: $100

• Applied tax rate: 10%

• Discount applied to exclude tax: ~$9.09

=> Final product price after discount: $100 - $9.09 = $90.91 (10% tax on $90.91 is approximately $9.09, so the total remains $100)

Note: If the product already has an existing discount (e.g., wholesale pricing), the tax-exempt discount will be added on top of the current discount.

1. In the Customer condition section, you can choose which type of customers will get this tax-exempt applied.

It can be for everyone accesses your store or only some specific customers who login/login with tag:

1. Tax Exempt Setup on Cart: This setting helps you configure how the tax ID is validated in the cart.

There are 3 options, you can tick on all or only specific ones:

1. Select EU VAT for specific countries: Choose which countries within the EU will require Tax ID validation. to get more information about this setting.

1. After finishing the setup, click Save.

Step 1: Create a registration form in the app:

1. From the App admin page, click Registration Form

2. Click on the Create new registration form button > Select available template the app provides you

Step 2: Start building the form with settings inside

1. Elements: This tab is used to set up Header, Body and Footer for the form.

You can set up more fields for the form in this setting by clicking on the Add elements button.