WHOLESALE

Wholesale made simple inside Shopify

Quantum gives you a clean wholesale pathway that works on every Shopify plan. You set up three pages with their own page templates, one menu item, one wholesale collection, one product tag, and one customer tag. Retailers read your wholesale information, sign in or create an account, then submit their wholesale application while logged in. You approve them with one tag, and wholesale pricing stays private for approved retailers only. Quick Order links to a dedicated Wholesale orders page first, then approved retailers continue into your assigned Wholesale collection.

Start setup Read FAQs

Important: do not use the Default page template for your Wholesale pages. Create three separate page templates so each page stays independent.

Why this is worth it
You get a polished Wholesale dropdown in your header, a clear retailer pathway, and a simple approval system. Approved retailers move from Wholesale information to application, approval, Quick Order, and then into the assigned Wholesale collection.

Step by step setup

Follow these steps in order.

  1. 1
    Turn on customer accounts
    Go to Settings, then Customer accounts, and enable customer accounts. Retailers must log in so Quantum can identify approved wholesale customers correctly.
  2. 2
    Create three pages
    Create Wholesale information, Apply for wholesale, and Wholesale orders. Then create one page template for each page.
  3. 3
    Assign your pages in Header settings
    In the Theme Editor, open Header and assign your Wholesale information page, Apply page, and Wholesale orders page.
  4. 4
    Create the Wholesale menu item
    In Content, then Menus, create a top level item titled Wholesale. Add child links for Wholesale information and Apply for wholesale. Do not add a separate Log in link.
  5. 5
    Add the page sections
    Add QT Wholesale info to the Wholesale information page, QT Wholesale apply form to the Apply page, and QS Wholesale Orders Gateway to the Wholesale orders page.
  6. 6
    Create the Wholesale collection
    Go to Products, then Collections, create your Wholesale collection, and publish it to Online Store. Then assign it inside the Wholesale collection URL setting in the Wholesale Orders Gateway.
  7. 7
    Create wholesale products
    Duplicate the retail products, set your wholesale prices, tag them wholesale-only, add them to the Wholesale collection, and make sure each one is also available to Online Store if retailers will buy through the storefront.
  8. 8
    Set up taxes for your region
    Go to Settings, then Taxes and duties, and make sure your store is collecting tax in the country or region where your business is required to collect it. If your store is not collecting taxes there, tax will not be added at checkout.
  9. 9
    Check tax on each wholesale product
    On each taxable wholesale product, keep Charge tax on this product enabled. Tax collection is controlled in Shopify admin, not by the theme.
  10. 10
    Approve retailers
    Review the application, then tag approved customers with wholesale-approved.
  11. 11
    Test the full journey
    Log in as an approved retailer, open Wholesale, click Quick order, then Open quick order, and confirm the assigned Wholesale collection loads correctly and tax is added at checkout for the region where your store collects tax.
What retailers experience
They read Wholesale information, sign in or create an account, apply while logged in, wait for approval, then return through the Wholesale menu and Quick Order to reach the assigned Wholesale collection.

Pages and templates

Create three pages and give each page its own page template.

Wholesale information

Add the built in QT Wholesale info section and fill in the wholesale terms.

Apply for wholesale

Add the QT Wholesale apply form. This page is login gated, so retailers must sign in or create an account first.

Wholesale orders

Add the QS Wholesale Orders Gateway. Approved retailers continue from here into the assigned Wholesale collection.

Header settings to assign

Assign all three Wholesale pages in your Header section.

Assign these links
  • Wholesale information page
  • Apply for wholesale page
  • Wholesale quick order page
This avoids broken links if Shopify keeps older page handles.

Menu to create

Create a top level Wholesale menu item.

Exact structure
  • Wholesale → Wholesale information page
  • Wholesale information → Wholesale information page
  • Apply for wholesale → Apply page
Do not add Log in as a separate menu item.

Wholesale products and collection

Approved retailers reach wholesale products through the assigned Wholesale collection.

Product tag
wholesale-only
Use this on wholesale products only.
Wholesale collection setup
  • Create your Wholesale collection
  • Publish it to Online Store
  • Assign it in the Wholesale Orders Gateway section
If the collection is not available to Online Store, Open quick order can lead to a 404 page.
Wholesale product setup
  • Duplicate the retail product
  • Set the wholesale price
  • Keep it Active
  • Add the wholesale-only tag
  • Add it to the Wholesale collection
  • Make it available to Online Store
  • Keep Charge tax on this product enabled if tax should apply
Tax notes
  • Go to Settings, then Taxes and duties
  • Set up tax collection for the country or region where your business is required to collect tax
  • If your store is not collecting taxes in that region, tax will not be added at checkout
  • Keep Charge tax on this product enabled on each taxable wholesale product
  • Tax collection is controlled in Shopify admin, not by the theme
Keep wholesale products out of normal browsing
  • Do not link the Wholesale collection in public menus
  • Keep retail collections separate from the Wholesale collection
  • Let approved retailers access wholesale through the Wholesale menu and Quick Order flow

Approving retailers

Approval is one simple customer tag.

Customer tag
wholesale-approved
After this tag is added, Quantum treats the customer as an approved wholesaler.
Approval flow
  • The retailer signs in or creates an account
  • They apply while logged in
  • You review the application email
  • You find the customer in Shopify
  • You add the wholesale-approved tag

FAQs

Simple answers for merchants setting up wholesale for the first time.

Do I need to add Log in to the Wholesale menu

No. Quantum includes the Log in link automatically inside the Wholesale panel.

What is the Wholesale orders page for

It is the Quick Order gateway page. Approved retailers continue from there into the assigned Wholesale collection.

Why did Open quick order show a 404 page

Usually because the Wholesale collection is not assigned, the collection is not published to Online Store, or the products inside it are not available to Online Store.

Should wholesale products be available to Online Store

Yes, if approved retailers are meant to buy them on the storefront through the Wholesale collection.

How do I make Shopify charge tax

Go to Settings, then Taxes and duties, and make sure the store is collecting taxes in the country or region where your business is required to collect them. Then keep Charge tax on this product enabled on taxable wholesale products.

Does this require Shopify B2B

No. Quantum wholesale is tag based so it works on every Shopify plan.