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
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Answers "what price does this account see" by comparing the saved wholesale price with the final price after category and role rules.
Find the wholesale customer [name or email]. For the products [product names or SKUs], show me the regular price, the wholesale price saved on the product for their role, and the price they actually pay after category and role discounts. Explain any difference. Remind me that quantity tiers and cart subtotal discounts are applied in the cart, so they are not in these numbers.
Pricing & wholesale
asks first
Works out new wholesale prices for a group of products from their regular price, shows old and new side by side, then saves them.
Find my published simple products that match "[search term]". For each one, show the regular price and the current wholesale price for the Wholesale Customer role. Work out a new wholesale price at [30]% off the regular price, rounded to 2 decimals. Show me a table of product, regular price, current wholesale price and new wholesale price, and wait for my OK. This replaces the current wholesale prices, so do not save anything until I confirm. Then set only the ones I approve.
Pricing & wholesale
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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
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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
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Sets a percentage off a whole category for a wholesale role, and checks a product in that category before and after.
Set a [15]% wholesale discount for the [wholesale_customer] role on the product category with ID [category ID]. Before you change anything, check what a customer in that role pays now for product [product ID], which is in that category. Show me the plan and wait for my OK, because this replaces any discount the category has for that role. After saving, check the same product again and show me the new price.
Pricing & wholesale
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Adds percentage tiers like 5% off 50 units and 10% off 100 units for a wholesale role, so bigger orders get better prices.
Add quantity discount tiers for the [wholesale_customer] role: [5]% off for [50] to [99] items in the cart, and [10]% off for [100] items or more. First show me how many quantity rules already exist in my pricing overview. Show me the exact tiers you will add and wait for my OK. If a tier is rejected because it overlaps an existing one, tell me which and stop, do not try to work around it.
Pricing & wholesale
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Looks at your recent wholesale order sizes, suggests a sensible threshold, then adds a discount when the cart passes it.
List my wholesale customers. Then look at their completed and processing orders from the last 90 days and tell me the average and typical order total. Suggest a cart subtotal threshold a bit above the average, and a discount to go with it. Show me your suggestion and the checkout label you will use, and wait for my OK. Then add the cart subtotal discount for the [wholesale_customer] role.
Pricing & wholesale
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Finds how many small wholesale orders you get, suggests a minimum order amount or quantity, and sets it for the role.
Look at orders from my wholesale customers over the last 90 days. Tell me how many were under [$150] and what share of wholesale revenue they made up. Suggest a minimum order subtotal, a minimum quantity, or both, for the [wholesale_customer] role. Show me your suggestion and wait for my OK, because this replaces the current minimum for that role. Then set it.
Pricing & wholesale
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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
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Checks which payment methods your wholesale customers really use, then sets the list a wholesale role can pick from at checkout.
Look at orders from my wholesale customers over the last 6 months and count them by payment method. Then suggest which payment methods the [wholesale_customer] role should see at checkout. Show me the counts and the final list of payment method IDs, like bacs or cheque. Wait for my OK, because this replaces the list that role has now. Then save it.
Pricing & wholesale
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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.
Reporting & insights
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Lists every order form with its status, pages and role access, gives the shortcodes, and totals what order forms sold this month.
List all my wholesale order forms with their status, where they are placed, and which roles can use them. For each published form, give me the shortcode. Point out any published form with no placement or one open to the public. Then show me total orders, revenue, refunds and average order value from order forms for the last 30 days and the 30 days before, and compare them.
Store setup & admin
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Copies an existing order form, renames it and limits it to one wholesale role, then gives you the shortcode for its page.
Show me my order forms. Duplicate the form "[form name]" as a new draft. Read the copy's full settings, then change only the title to "[Distributor Order Form]" and the allowed user roles to [distributor]. Keep every other setting exactly as it is. Show me the change and wait for my OK. Then save it as a draft and give me the shortcode so I can add it to a page.
Store setup & admin
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Creates a stripped-back order form with just the columns repeat buyers need, based on the layout of a form you already have.
Read the full setup of my order form "[form name]" so you can see how its columns are defined. Then create a new draft order form called "[Quick Reorder]" that has only these columns: product name, SKU, price, quantity and add to cart. Use the same column format as the existing form. Show me the column list and wait for my OK before you create it. Give me the shortcode at the end.
Store setup & admin
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Finds draft and duplicate order forms nobody uses and deletes them for good after you confirm the list.
List all my order forms with their status and placement. Find the drafts and any forms that look like duplicates, such as "copy" in the title or the same title twice. Show me each one with its ID, title, status and where it is placed. Deleting is permanent, so wait for my explicit OK on each ID. Then delete only the ones I confirm.
