Pricing & wholesale
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Checks every wholesale price against retail so nothing sells at a loss after the last price change.
List my wholesale roles. Then compare the wholesale price for every role against the regular retail price for each published product. List any product where the wholesale discount is more than 40%, or where a role has no wholesale price at all. Sort by the biggest discount first.
Reporting & insights
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Counts every wholesale pricing rule by level and spot-checks real prices for a customer in each role, so you know what is actually live.
Give me an overview of my wholesale pricing. List each wholesale role with how many members it has and if it is tax exempt. Show how many pricing rules I have at product, category, role, per-user and quantity level, and tell me if any count was cut short. Then pick one customer from each role and check the price they pay on [5] of my best-known products against the regular price. Point out anything that looks wrong, like a role with no discount at all.
Pricing & wholesale
asks first
Sets role-specific prices for a tier like Distributor, based on your existing wholesale prices, without touching the main wholesale role.
List my wholesale roles. For the products matching "[search term]", show the regular price, the Wholesale Customer price, and the current price for the [distributor] role. Propose a [distributor] price at [10]% below the Wholesale Customer price. Show me the full table and wait for my OK. This replaces any current [distributor] prices on those products. Then set only the ones I approve.
Pricing & wholesale
asks first
Shows what a sample customer pays now, sets a flat percentage off every product for one role, then checks the new prices.
I want the [Gold] wholesale role to get [25]% off the regular price of every product. First list my wholesale roles and show the pricing rule overview. Pick one customer in that role and show me what they pay now on [3] products. Then tell me exactly what you will change and wait for my OK, because this replaces any flat discount the role has now. After saving, check the same 3 products again and show me before and after.
Pricing & wholesale
asks first
Shows which wholesale roles are tax exempt now and switches exemption on or off for the roles you choose.
List my wholesale roles with their member counts and whether each is tax exempt. I want the [Distributor] role to be tax exempt on wholesale-priced products and the [wholesale_customer] role not to be. Show me what will change and wait for my OK. Then make the change and list the roles again so I can see the result.
Pricing & wholesale
asks first
Restricts a wholesale role to the shipping methods you choose, like free shipping or local pickup.
For the [wholesale_customer] role, I want checkout to offer only [free_shipping] when zone-based shipping does not apply. Map that non-zoned shipping method to the role and set it as wholesale only. Show me exactly what you will add and wait for my OK. If the method ID is not registered in my store, stop and tell me.
Store setup & admin
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Sets up a new wholesale role, like Gold or Distributor, with its discount, minimum order and tax setting in one pass.
List my current wholesale roles. Then create a new wholesale role called "[Gold Wholesale]" with the key [gold_wholesale]. Give it a flat [20]% discount off every product, a minimum order subtotal of [$500], and make it [not] tax exempt. Show me every step you will take and wait for my OK. Then do them in order and list the roles again at the end.
Customers
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Ranks wholesale customers by lifetime spend and moves the top ones into a higher-tier role after you check the list.
List my wholesale customers in the [wholesale_customer] role, sorted by lifetime spend, highest first. Show the top [15] with their name, email, lifetime spend and last order date. Tell me if the list was cut short. Suggest who should move into the [gold_wholesale] role. Wait for my OK on the names. Warn me that this replaces every role the customer holds now, so skip anyone who is also staff. Then move only the ones I confirm.
Catalog & products
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Limits which wholesale roles can see a set of products, like trade-only bulk packs for distributors.
Find my products matching "[bulk pack]". Show me each one with its SKU, status and price. I want them visible only to the [distributor] wholesale role. Show me the list and wait for my OK, because this replaces the current role visibility on each product. Then set it. Remind me that this does not change if retail customers can see the products, that is a separate setting.