Create a rule

Steps

1. Go to Wholesale Pricing in the app menu
2. Click Create rule
3. Fill in the rule details (see fields below)
4. Click Save

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Rule fields

General

Field	Description
Title	Internal name for your reference (not shown to customers)
Status	Active or Inactive. Inactive rules are saved but not applied
Priority	Higher number = wins when multiple rules match the same customer

Discount

Field	Description
Discount type	Percent off / Amount off / Fixed price
Discount value	The percentage, dollar amount, or fixed price
Per-variant pricing	Enable to set a different discount per product variant

Customer eligibility

Option	Who it targets
All customers	Everyone (including guests)
Logged-in customers	Any customer with an account
Guest visitors	Customers not logged in
Customer tags	Only customers with specific tags

Optionally, add Excluded customers to block specific individuals even if they match the tag.

Product eligibility

Option	What it targets
All products	Your entire catalog
Specific products	Search and select individual products
Specific collections	All products in selected collections
Product tags	All products with matching tags

Active dates

Set a Start date and/or End date to automatically activate or deactivate the rule on a schedule.

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Tips

• Give your rules descriptive titles like "Gold Members — 25% off All Products" so they're easy to manage later.
• Use Priority to control which rule wins when customers qualify for multiple rules. E.g. a VIP rule with priority 10 beats a general rule with priority 1.
• To temporarily pause a rule without deleting it, set Status → Inactive.