# Limit the Payment Methods Wholesale Customers See

> Checks which payment methods your wholesale customers really use, then sets the list a wholesale role can pick from at checkout.

- Job: [Pricing & wholesale](https://storeagent.ai/mcp-recipes/job/pricing/)
- What it does: Asks first: changes your store, only after you say yes
- Time saved: ~15 min vs doing it by hand
- Requires: StoreAgent (free plugin, MCP on every plan) + Wholesale Suite
- Works in: Claude, ChatGPT, Cursor and any MCP client connected to the store through StoreAgent MCP
- Web page: https://storeagent.ai/mcp-recipes/wholesale-payment-methods/

## The prompt

```text
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.
```

## What happens when you paste it

You: Look at orders from my wholesale customers over the last 6 months and count them by payment method…

Assistant: 1,012 wholesale orders in 6 months: 71% Direct bank transfer (bacs), 24% Stripe card (stripe), 5% Cheque (cheque). No PayPal orders. Calling: `wholesale-suite/list-wholesale-customers`, `woocommerce/orders-query`, `wholesale-suite/map-payment-gateways`.

Assistant: This will make changes in WooCommerce. Do you want me to go ahead?

Assistant: Wholesale Customer now sees bank transfer, Stripe card and cheque at checkout. PayPal and cash on delivery are hidden for that role.

## Abilities this recipe calls

- **List wholesale customers** (`wholesale-suite/list-wholesale-customers`, read only, from Wholesale Suite): Lists wholesale customers with their role, last order date and lifetime spend.
- **Find orders** (`woocommerce/orders-query`, read only, from WooCommerce): Finds orders by status, customer, email or date, with the items in each order.
- **Map payment gateways** (`wholesale-suite/map-payment-gateways`, asks first, from Wholesale Suite): Sets which payment methods a wholesale role can use at checkout.

## Variations

Add one of these to the end of the prompt. Swap anything in [brackets] for your own details.

- Remove the payment restriction from that role so it sees all methods.
- Only allow [bacs] for the [Distributor] role.

## Related recipes

- [Spot Wholesale Prices Below Your Margin](https://storeagent.ai/mcp-recipes/wholesale-margins.md): Checks every wholesale price against retail so nothing sells at a loss after the last price change.
- [Put a Group of Products on Sale](https://storeagent.ai/mcp-recipes/bulk-sale-prices.md): Sets a sale price on every product you name, or that matches a search, and shows the old and new prices before anything changes.
- [Check What a Wholesale Customer Actually Pays](https://storeagent.ai/mcp-recipes/check-customer-wholesale-price.md): Answers "what price does this account see" by comparing the saved wholesale price with the final price after category and role rules.

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Part of the StoreAgent WooCommerce MCP Recipes directory: https://storeagent.ai/mcp-recipes/ (index for LLMs: https://storeagent.ai/mcp-recipes/llms.txt). Get StoreAgent free: https://app.storeagent.ai/sign-up/