B2B selling on Shopify requires quantity logic that standard retail does not need. Your wholesale accounts expect minimum order quantities, case pack sizes, and potentially different rules per account tier — all of which Shopify does not enforce natively.
B2B Quantity Rules Shopify Merchants Need
- Minimum order quantity — see how to set MOQ on Shopify
- Case pack / quantity increments — see selling in case packs
- Maximum per customer — allocation caps for high-demand items
- Tiered rules by account type — silver/gold/platinum tier with different minimums
Using Customer Tags for B2B Tiers
Shopify customer tags are the foundation of tag-based B2B rules. Assign tags during wholesale account approval: ‘wholesale-silver’, ‘wholesale-gold’, ‘wholesale-platinum’. Each tag gets its own Fold rule with the appropriate minimum.
Full setup for the tag-based approach: wholesale and retail quantity rules from one store.
Setting Up Tiered Minimums
Fold supports multiple simultaneous rules with tag conditions. Create:
- Rule 1: Silver accounts — minimum 6 units per product
- Rule 2: Gold accounts — minimum 12 units per product
- Rule 3: Platinum accounts — minimum 24 units per product, increments of 12
Fold evaluates which rule applies based on the logged-in customer’s tag at checkout.
Combining MOQ with Minimum Order Value
Many B2B stores use both a minimum unit count and a minimum order value. Minimum order value rules in Fold enforce a basket spend floor (e.g. £500 minimum) on top of per-product quantity rules.
What About Shopify B2B (Plus)?
Shopify Plus includes native B2B features: company profiles, price lists, net payment terms. These are valuable for large-scale wholesale. For merchants on standard plans who need quantity enforcement without the Plus subscription, Fold delivers the same checkout-level control via Shopify Functions.
Frequently Asked Questions
Can I approve wholesale accounts automatically?
Tag assignment is manual by default from Shopify admin, or automated via a wholesale application form app. Fold reads whatever tags are assigned at checkout.
Do rules apply at draft order checkout?
Fold’s Functions-based rules apply at the standard Shopify checkout. Draft orders bypass standard checkout and are not subject to Functions validation.
Install Fold to enforce B2B order rules on Shopify — minimums, case packs, and tiered rules by customer tag.
