How to Set Up Wholesale Tiers and Net Terms on Shopify

Wholesale tiers and net terms are usually negotiated together as one package with a buyer, but they require two distinct configuration steps on Shopify, and walking through both in the right order avoids the confusion of trying to configure payment terms before pricing tiers even exist.

This tutorial focuses specifically on the hands-on setup steps, not a comparison of tools, walking through exactly what to configure and in what order to get both tiers and terms working correctly together.

This guide is a step-by-step setup tutorial for merchants wanting to configure wholesale tiers and net terms together on Shopify for the first time.

Quick Answer

Yes, setting up wholesale tiers and net terms together starts with defining and tagging your tiers, then configuring net terms per tier using native B2B's 7 to 90 day terms or Wholesale Pricing Discount B2B's net 15, 30, 45, or 60 day terms with automated reminders. The two configurations connect through the same customer tags, so tiers should be set up and tested first before layering net terms on top.

What Does This Setup Tutorial Cover?

This tutorial covers the specific, hands-on configuration steps for setting up wholesale tiers, defining discount percentages per customer tag, and net terms, assigning a payment window per tier, in the correct sequence so both work together correctly rather than being configured as two disconnected systems.

Who Should Follow This Setup Tutorial?

• Merchants setting up wholesale tiers and net terms together for the first time
• Businesses that have tiers configured but have not yet added net terms
• Sellers wanting a clear, sequential walkthrough rather than a general overview
• Distributors wanting different net terms for different pricing tiers
• Teams wanting to confirm they are configuring both systems in the correct order
• Companies wanting a repeatable setup process for onboarding future tiers
• Anyone wanting hands-on steps rather than a tool comparison

Why Following the Correct Setup Sequence Matters for Your Business

• Configuring net terms before tiers exist can create confusion about which term applies to which tier
• A clear sequence reduces the risk of a configuration step being skipped
• Testing tiers before adding net terms isolates any pricing issues before adding complexity
• This sequential approach makes troubleshooting easier if something does not work as expected
• Getting the order right the first time avoids a confusing rebuild later
• A documented sequence makes it easier to onboard a new tier and term combination later
• This tutorial-style approach reduces the trial and error often involved in a first setup

For a full breakdown of what Shopify includes natively and where it stops, see our comparison of native B2B versus third-party apps.

How to Set Up Wholesale Tiers and Net Terms on Shopify

Step 1: Prepare Your Store and Customer Tags

Define your tiers first, before touching any net terms settings, since net terms will be assigned per tier and need a stable tier structure to attach to.

• List each pricing tier and its discount percentage
• Decide the net term length appropriate for each tier
• Create a customer tag in Shopify admin for each tier

Step 2: Install and Configure Wholesale Pricing Discount B2B

Install Wholesale Pricing Discount B2B and configure the tier pricing first, confirming it works correctly before adding net terms on top.

• Connect the app and set up percentage discounts per customer tag
• Test tier pricing alone with a tagged test account before proceeding
• Confirm no two tags accidentally overlap in their discount configuration

Step 3: Create the Pricing or Discount Rules

Once tier pricing is confirmed working, add net terms per tier, along with any early payment discount or automated reminder configuration.

• Set net 15, 30, 45, or 60 terms per customer tag
• Enable automated payment reminders by email and SMS for each tier's term
• Set an early payment discount if you want to encourage faster settlement

Step 4: Test With a Tagged Test Customer

Test the combined tier and net terms setup with a tagged test account, confirming both the correct price and the correct payment term apply together.

• Place a test order per tier and confirm the tier discount applies correctly
• Confirm the invoice reflects the correct net term and due date for that specific tier
• Ask Sidekick which groups have net 30 terms to confirm the combined setup matches your intended structure

Step 5: Go Live

Once every tier and its net term test correctly together, publish the combined setup live and notify affected accounts of their specific terms.

• Publish the combined tier and net terms setup to your live store
• Notify each tier's accounts of their specific pricing and payment term together
• Monitor the first payment cycle to confirm reminders and terms apply correctly

Wholesale Tiers and Net Terms Setup Examples

Furniture Distributor (Furniture)
Problem: Attempted to configure net terms before finishing the tier setup, causing confusion about which term should apply to which incomplete tier.
Setup: Restarted the process following the correct sequence, tiers first through Wholesale Pricing Discount B2B, tested, then net terms layered on afterward.
Result: The setup went smoothly the second time, with each step building cleanly on the confirmed previous one.

Industrial Equipment Supplier (Industrial goods)
Problem: Wanted longer payment terms specifically for their highest tier as an incentive but had not yet finalized which customers belonged in that tier.
Setup: Finalized and tested tier assignment first, then configured the extended net 60 term specifically for the confirmed top tier.
Result: The incentive applied correctly and exclusively to the intended top-tier accounts, since tier assignment was solid before terms were added.

Read more case studies for our apps.

Best Practices

• Configure and test tier pricing before adding net terms on top
• Assign net terms per tier deliberately, not as an afterthought
• Test the combined setup, not just each piece in isolation
• Tie both tiers and terms to the same customer tag structure to avoid drift
• Document the setup sequence for onboarding future tiers or term changes
• Set automated reminders specific to each account's actual term length
• Monitor the first payment cycle closely after launching the combined setup

Summary

Setting up wholesale tiers and net terms together works best in a clear sequence, defining and testing tiers first, then layering net terms and any payment automation on top of that confirmed foundation. Following this order avoids the confusion of configuring payment terms before a stable tier structure exists to attach them to. For more on how native tools handle both tiers and terms, see our comparison of native B2B versus third-party apps.

For a guided setup combining wholesale tiers and net terms, try Wholesale Pricing Discount B2B.