Discount expiration
Activate discount expiration so company discounts in your Shopify B2B program automatically expire after a validity period you set.
Activating discount expiration
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Go to the Customer Discount Group and click on the expiration toggle button [1], and then set the validity period in the input box [2].
- The expiration applies at the Company level. Two different Companies having the same Customer Discount Group may expire at different times.
- The Company level timer starts immediately when the Company is approved.
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Create a new Company and set the Approved Date by using the "Set to Today" button.
It will open a small dialog box, where you can click "Confirm" to set the current date.
Then select the Customer Discount Group of your choice.
Handle special use cases
- You can override the Customer Discount Group level expiration settings by using the following company level settings.
- You can set any date by clicking on the date. If the new date is in the past, then all the customers belonging to this company will immediately expire.
Minimum & maximum order value rules
Set minimum and maximum order value rules that control when wholesale discounts apply to B2B orders in your Shopify store.
Shopify Sidekick and the app
Ask Sidekick about your wholesale applications, a customer's wholesale status, your customer discount groups and onboarding forms, and let it draft a new discount group or an application decision for you to confirm.