Migration guide: Shopify
Wholesale Pricing Discount to Crate
The app stops at discount rules inside your retail store. For $50/month Crate gives buyers a branded portal on your own domain, their own prices and a place to reorder.
Wholesale Pricing Discount applies wholesale prices inside your Shopify store. Crate gives buyers their own portal, prices for each account and repeat ordering, connected to the same catalog.
14-day free trial. No credit card required.
Written by Crate. Sources reviewed .
Why businesses pick Crate over Wholesale Pricing Discount
- A separate wholesale portal buyers log in to, instead of discount rules in your retail store.
- Per-customer prices and private-label products visible only to the customers you choose.
- Standing orders (Growth) and reorder from history for every buyer.
- Invoices with payment terms through Shopify, QuickBooks Online or Crate. Crate Starter is $50/month, Growth $80/month.
The app may still fit if you only need a simple tag-based discount and no portal.
Cost: Wholesale Pricing Discount vs Crate
| Plan | Price |
|---|---|
| Wholesale Pricing Discount Basic | $24.99/month |
| Wholesale Pricing Discount Professional | $44.99/month |
| Wholesale Pricing Discount Global | $64.99/month |
| Crate Starter (up to 10 active buyers) | $50/month |
| Crate Growth (up to 50 active buyers, standing orders, invoicing) | $80/month |
| Crate Plus (more than 50 active buyers) | $150/month |
The app's Shopify App Store listing shows plans from $24.99/month to $64.99/month.[1]
Card payments carry no Crate fee. ACH on Crate invoices is 0.5%, capped at $5.
See Crate plansSwitching is quick: four steps
Crate imports your Shopify, Square or Clover catalog, and reads customer and product spreadsheets in any column layout. Run both tools side by side until it looks right.
- 01
Connect your store or upload products
Connect Shopify, Square or Clover and your catalog syncs into Crate, variations included. No store? Upload a product spreadsheet with a name and price for each item.
- 02
Upload your customer list
Upload the customer export as a CSV, in whatever column layout your old tool produced. Crate matches the columns for you. Each wholesale account needs a business name and an email. Choose their payment terms, such as Net 30, as you import.
- 03
Set each account's prices
Recreate your price lists and individual customer prices in Crate. Send us your price export and we will help you set them up.
- 04
Invite buyers when you are ready
Run both tools side by side while you check prices. When it looks right, send each buyer an invite to their portal. They set a password and order from their own portal.
Keep in mind
- Turn off the app's discount rules after buyers move to Crate so retail checkout is unaffected.
What to export from Wholesale Pricing Discount
| Data | How to get it |
|---|---|
| Products | Nothing to export. Connect your Shopify store to Crate and the catalog syncs. |
| Pricing | The app's Enterprise plan includes CSV export of pricing. On other plans, keep the rules you set up as your reference.[1] |
| Customers | Export customers from Shopify (Customers, then Export).[2] |
| Orders | Orders are Shopify orders, so history stays in Shopify.[3] |
How Wholesale Pricing Discount maps to Crate
| In Wholesale Pricing Discount | In Crate |
|---|---|
| Customer tag pricing | Customer tier |
| Volume discount | Price sheet with quantity breaks |
| Net terms | Payment terms on the account |
Sources
- 1. Wholesale Pricing Discount B2B on the Shopify App Store
- 2. Shopify: export customers
- 3. Shopify: export orders
Based on each provider's published information on the review date, not a hands-on test. Plans and features change, so check with the provider.
Send us your Wholesale Pricing Discount export
Start a trial, upload your customer list and we will help you set up prices before your buyers move.
14-day free trial. No credit card required.
Nice Coffee Roasters, a Shopify roaster in Los Angeles, on running wholesale with Crate.
From Shopify merchants
“Any roaster or whoever asked if they should switch to Crate, I would say yes, 100%.”
Doug Meils, owner and head roaster, Nice Coffee Roasters
4.8 out of 5 on G2 (2 reviews)“User friendly, constantly getting better, easy and amazing customer service. Also, saved us some money.”
Doug M., Owner/head roaster, Nice Coffee Roasters, review on G2
“It stands inbetween software that costs 10x more, and software that does very little. Crate does a LOT for the money, and helps me run my business efficiently.”
Elliott K., Director, small business, review on G2