Setup Guide

Get Wholesale Harmony running on your store in minutes. No developer needed — everything is guided with copy-paste snippets.

~15 min setupNo coding requiredFree professional setup available
Prerequisite
Enable Legacy Customer Accounts

Enable Legacy Customer Accounts

The registration modal requires Legacy (Classic) Customer Accounts. New Customer Accounts use a separate authentication domain that doesn't support custom registration modals.

  1. 1Go to Settings > Customer accounts in your Shopify admin
  2. 2Under "Customer accounts", select "Classic customer accounts"
  3. 3Choose whether accounts are optional or required
  4. 4Click Save
Step 1
Enable Wholesale Pricing

Enable Wholesale Pricing

Activate the Shopify Function that powers automatic checkout discounts. This lets approved wholesale customers see their special pricing throughout your store — on product pages and in cart.

  1. 1Open the Wholesale Harmony app in your Shopify admin
  2. 2Navigate to the Setup page
  3. 3Click "Enable Wholesale Pricing"
  4. 4The discount function will activate automatically
Step 2
Enable Storefront Pricing Display

Enable Storefront Pricing Display

Enable the Wholesale Pricing app embed in your theme so customers can see their discounted prices on product pages and collection pages. Without it, customers won't see their discounted prices until checkout.

  1. 1Click "Open Theme Editor" from the setup page
  2. 2In the left sidebar, click the App embeds tab (puzzle piece icon)
  3. 3Find "Wholesale Pricing" and toggle it ON
  4. 4Configure display settings (optional)
  5. 5Click Save
Step 3
Create Customer Types

Create Customer Types

Define different wholesale customer categories with unique pricing, registration forms, and approval rules. You need at least one customer type to enable wholesale registration.

  1. 1Go to the Customer Types page in the app
  2. 2Click "Add Customer Type"
  3. 3Set a name (e.g., Retailer, Distributor, VIP)
  4. 4Configure the discount percentage or fixed amount
  5. 5Set minimum order values and quantity rules
  6. 6Customize the registration form fields
  7. 7Click Save
Step 4
Theme Integration

Theme Integration

Connect Wholesale Harmony to your theme. This includes adding the registration modal, updating login links, and optionally enabling server-side price hiding.

Option A: Request Free Professional Setup (Recommended)

Our team will add the registration modal, update your login links, and configure server-side price hiding — all included free of charge.

  1. 1Click "Request Free Theme Setup" on the setup page
  2. 2We'll handle the entire integration for you
  3. 3You'll be notified when it's complete

Option B: DIY Setup

If you prefer to do it yourself, there are three tasks:

Task 1: Add Registration Modal

  1. 1Open your Theme Editor
  2. 2Click on the Header section in the left sidebar
  3. 3Click "Add block" at the bottom of the Header settings
  4. 4Switch to the "Apps" tab and select B2B Registration
  5. 5Enter your backend API URL and Google Places API Key
  6. 6Click Save

Task 2: Update Account Links

  1. 1Edit your theme code (header.liquid or sections/header.liquid)
  2. 2Find the account login link in the mobile menu (~line 185)
  3. 3Replace it with the provided code snippet from the setup page
  4. 4Find the desktop account link (~line 460)
  5. 5Replace it with the provided desktop snippet
  6. 6Save the file — both locations must be updated

Task 3: Server-Side Price Hiding (Optional)

  1. 1For maximum security, prices can be completely invisible in page source
  2. 2Edit sections/main-product.liquid — wrap the price block with the provided Liquid conditional
  3. 3Edit snippets/card-product.liquid or snippets/price.liquid for collection pages
  4. 4This ensures prices never appear in HTML source for guests
Step 5
Test Your Setup

Test Your Setup

Verify everything is working correctly before going live. Run through the checklist to make sure registration, pricing, and approvals are functioning.

  1. 1Visit your storefront while logged out
  2. 2Click the Account icon in the header
  3. 3Verify the registration modal appears
  4. 4Test on both mobile and desktop
  5. 5Submit a test registration
  6. 6Check that it appears in your Customers page under "Pending"
  7. 7Approve the test customer and verify pricing activates
Optional
Configure Guest Pricing

Configure Guest Pricing

Control what non-logged-in visitors see for product prices on your storefront. Choose from 5 guest pricing modes.

  1. 1Go to Settings > Guest Pricing in the app
  2. 2Choose your preferred mode:
  • Show Regular Prices — display standard retail prices
  • Tease Savings — hint at wholesale discounts to encourage sign-up
  • Custom Discount % — show a custom percentage off
  • Login Required — prompt visitors to log in before viewing prices
  • Hide All Prices — completely remove pricing for guests

Ready to get started? Install Wholesale Harmony and follow these steps.

Install Wholesale Harmony← Back to Home