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Wholesale advanced

Edit the wholesale guide and customer-specific pricing

Use the guide editor to control what customers see and when a product or price should be specific to one account instead of everyone.

5 min read Updated Managers controlling wholesale catalog visibility

Set product visibility and customer-specific prices in the wholesale guide editor, then check the saved guide before customers order.

For the order workflow that uses this catalog, see Place, fulfill, bill, and manage wholesale orders.

Quick facts

Start here

  • Default guide entries work for most customers.
  • Customer-specific entries help when one buyer needs a different list or price.
  • Guide cleanup matters because the order page reflects what you publish here.

Step 1: Review the default guide first

Start in Wholesale Guide and review the products most customers should see.

Use the guide editor to control the shared catalog first, then add customer-specific changes only where they are truly needed.

Step 2: Add customer-specific differences only where they help

  • Use customer-specific guide rows when one buyer should see a product or price that others should not.
  • Keep the default guide simple so it stays easy to maintain.
Customer-specific pricing should be the exception layer on top of a clean default guide, not a replacement for it.

Related guides

Keep going

Wholesale 6 min read

Place, fulfill, bill, and manage wholesale orders

Create the order, update picked quantities during fulfillment, and use the customer account view to track open balances and credits.

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Wholesale 4 min read

Turn recipes into wholesale products

Use the recipe itself as the sellable product, add it to the guide, and know why an item may still not appear on the wholesale order screen.

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Wholesale follow-up 4 min read

Create wholesale surveys and route response notices

Create a wholesale survey, add questions on its detail page, and choose who receives response notices.

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Wholesale follow-up 4 min read

Update wholesale email automations and surveys

Review each trigger and enablement state, update the email copy, and link a survey only to the follow-up that uses it.

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