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🚚Set Up Your Wholesale Shipping Rate

Create custom shipping fee rules for B2B customers based on order quantity, amount, or weight.

A Shipping Rate rule sets the shipping price at checkout for matching customers, based on the cart quantity, amount or weight. The rule Name is the shipping line customers see at checkout.

Open Shipping Rate and add a rule

  1. In the Shopify admin, open the B2B Solution app and go to B2B pricing › Shipping Rate.

  2. Make sure the switch next to the Shipping Rate title is On.

  3. Click Add rule above the rule list. If you have no rules yet, click Add shipping rate instead.

Open Shipping Rate and add a rule
Open Shipping Rate and add a rule

The rule page (New shipping rate rule) is one page with the sections below, plus a Make Shipping Rate live card (see Save and make it live).


Rule

Name the rule
Name the rule
Field
Options
What it does

Name

Text

This is the shipping line customers see at checkout, for example "Wholesale shipping". If you leave it empty, it is written for you from the customers, for example "Shipping rate for tag wholesale". Give each rule its own name — a name another rule already uses is not saved.

Status

Enable / Disable

Only enabled rules apply on the storefront. The rule list shows a status badge per rule (Active, Scheduled, Expired).


Customers

Choose who gets this rate
Choose who gets this rate
Field
Options
What it does

Customers

All (logged-in and not-logged-in customers), Logged-in customers, Not-logged-in customers, Specific customers, Customer tags

Choose who gets this shipping rate. Use Customer tags (for example wholesale) to cover a whole group.


Products

Field
Options
What it does

Products

All products, Specific products, Specific variants, Collections, Product tags

Choose which products the rule covers.


Markets

Field
Options
What it does

Markets

All markets, Specific markets

Limit the rule to the Shopify Markets you manage in Shopify admin › Settings › Markets. Keep All markets to apply the rule everywhere. Use Specific markets for different rates per region, for example a flat rate for domestic and a higher one for international.


Rule settings

Set the rate ranges
Set the rate ranges

Choose Charge shipping by:

Option
What it measures

Quantity range

Number of items in the cart

Amount range

Total cart amount in your store currency

Weight range

Total cart weight (also choose the Unit)

For each range, fill in:

Field
Options
What it does

From / To

Numbers

The range the rate covers. Leave To empty for no upper limit. On the last range this makes sure every cart gets a rate.

Rate type

Percentage, Flat rate

Percentage is a percentage of the cart amount. Flat rate is a fixed shipping fee. For a free-shipping range, use a Flat rate of 0.

Value

Number

The percentage or flat amount. Required.

Click Add rate to add the next range and build a tiered structure.

Usage limits (optional)

Under Usage limits, tick either or both:

  • Limit number of times this rule can be applied in total — caps total use across all customers.

  • Limit number of times this rule can be applied per customer — each customer can benefit only a set number of times.


Exclusions and schedule (optional)

This section is collapsed by default — click it to open. It opens automatically when the rule already has exclusions.

Field
Options
What it does

Exclude customers

None, Specific customers, Customer tags

These customers never get this rate, even if they match Customers. For example, exclude the tag staff.

Exclude products

None, Specific products, Collections, Product tags

These products don't trigger the rule, even when other products in the cart do. Variants can't be excluded.

Schedule

Start date and time; optional end date and time

Run the rule only inside a time window. The list badge shows Scheduled before the start and Expired after the end.


Save and make it live

  1. Click Save in the save bar. The rule is created and the page reopens with the Make Shipping Rate live card at the top. (When you reopen a saved rule later, the same card sits in the right sidebar and shows a Live or Not live yet badge.)

  2. Check every row of the card until it shows Live:

    • Rule saved

    • Rule is enabled — shows Rule is disabled if the status is off. A scheduled rule waits for its start date; an expired rule needs new dates.

    • Shipping Rate module is on — click Turn on module if it is off.

    • App embed is on in your theme — click Open theme editor, turn on the B2B Solution app embed, save, then click Check again.

Make Shipping Rate live checklist
Make Shipping Rate live checklist
  1. Test it: log in to your storefront as a matching customer, add products the rule covers and go to checkout. The rate shows as the shipping line with your rule name.


Manage rules

  • Edit — click the rule name in the list.

  • Quick edit — use the row action Quick edit (or select several rules and choose Edit status) to change a rule's name, status or Applies to (Customers with tag, Specific customers, All customers or Logged-in customers) without opening it.

  • Duplicate — to reuse a setup across markets, customer groups or product lines, open a saved rule and click Duplicate, then confirm. The copy keeps customers, products, variants, markets, usage limits and rates, and opens in a new tab. Give it a unique name, adjust it and click Save.

  • Delete — from the rule list.

  • Search — use the search box above the list.

Export your rules

  1. Go to B2B pricing › Shipping Rate. Click Export above the rules list, or select rules and choose Export from the bulk actions. (Export in the page header also works.)

  2. In the Export rules window, choose what to export: Current page, All records, Selected records (when you have ticked rules) or the records matching your search (when a search is active).

  3. Under Export as, choose CSV or Excel, then click Export rules.

  4. The export runs in the background with a progress message. When it finishes, click the download link.

Export rules window opened from the rules list
Export rules window opened from the rules list

Download links expire after 24 hours — run the export again to get a new link. Shipping Rate rules can be exported but not imported.


Choose which rate applies

When several rules match, go to Shipping Rate › Settings to decide which rate wins and what it is based on. See Settings for Shipping Rate.

What customers see

On the checkout, the configured wholesale shipping rate appears automatically when the customer and cart match the rule.

Troubleshooting: the rate doesn't show at checkout

Check that:

  • Shipping Rate and the app embed are On.

  • The rule is Enabled and not scheduled or expired.

  • Its usage limit is not used up.

  • The customer and market match the rule.

  • The cart falls in one of your ranges (counted on Entire order or Applied products only, as set in Settings).

Still stuck? Chat with us — the team can check your theme for free.

If you need further assistance, please feel free to reach us at support@bss-b2b.solutions or Live Chat.

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