Use case for BSS B2B Solution

Keep Wholesale Pricing Consistent in Shopify POS

Staff tap a B2B Price tile in Shopify POS to apply Custom Pricing, Price List and Quantity Break rules to a trade customer's cart at a market or showroom, using BSS B2B Solution on the Platinum plan.

  • App: BSS B2B Solution
  • Business model: Manufacturer or brand
  • Key feature: Shopify POS integration

Last updated

Reviewed by Hoa Nguyen, Senior Marketer. Last reviewed

Shopify POS logo beside a tablet and a phone running the Shopify POS app with smart grid tiles
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The problem

Trade customers also buy in person at a market, a showroom or a pop-up, and they expect the price they get online. Staff who key discounts by hand make mistakes, and the in-person price drifts from the online price.

The outcome

With the customer and products in the POS cart, staff tap the B2B Price tile and the matching Custom Pricing, Price List or Quantity Break discounts are applied to each line. Trade buyers see the same pricing logic in person as online.

how it works

How it works

  1. Check the plan

    The POS integration is part of the Platinum plan. On other plans the tile shows an upgrade prompt.

  2. Add the BSS B2B POS app

    In Shopify admin go to Sales channels > POS > Settings > General > POS app, select BSS B2B POS and click Add to put the smart grid tile on your POS device.

  3. Build the cart

    In POS add the customer and the products. The B2B Price tile stays inactive until the cart has at least one item.

  4. Tap the B2B Price tile

    The app checks your rules for that customer and applies the matching discounts to each cart line. Tap the tile again to remove them.

  5. Complete the sale

    Review the discounted lines and check out as usual.

To keep wholesale prices consistent in Shopify POS, add the BSS B2B POS app to your POS device and have staff tap the B2B Price tile after the customer and products are in the cart. The tile loads your BSS B2B Solution rules and applies Custom Pricing, Price List and Quantity Break discounts to each line, so a trade customer pays the same price at the counter as on your website.

This guide is for manufacturers, wholesalers and brands that also sell in person: market stalls, a showroom, a trade counter or a pop-up. It explains who needs this, the setup in five steps, a worked example, and the limits that decide whether the tile fits your rules, including that staff must tap it and that rules aimed at collections or markets do not work at POS.

Who this is for

The POS tile fits you if several of these are true:

  • Trade customers visit your showroom, trade counter, stall or warehouse and expect their wholesale price.
  • Staff currently look up a price or type a discount by hand, and two people give two answers.
  • You already maintain wholesale rules in BSS B2B Solution for the online store and do not want a second price list for the till.
  • Your in-person trade rules are based on who the customer is (a tag or a specific account) and on products, not on a collection or a market.
  • Staff attach the customer to the sale before they take payment.

If you place orders for buyers from the back office instead of at a till, see place orders on behalf of customers.

Shopify POS logo beside a tablet and a phone running the Shopify POS app with smart grid tiles
Shopify POS running on a tablet and a phone with smart grid tiles, where the B2B Price tile is added.

Why this matters

In person, prices get negotiated at the till. A trade buyer who bought a product online last week at the wholesale price notices when the showroom quotes something else, and a salesperson who has to guess a discount will sometimes guess low and sometimes high. Each mistake either costs margin or a conversation, and they pile up across staff, shifts and locations.

Putting the same rules behind a tile removes the guesswork. The rules are the ones you already maintain for the storefront, so there is one set of prices to keep right, and a rule change reaches the counter without anyone retraining the team on new numbers. The staff member decides when to apply the tile, which keeps a human in control of exceptions such as a walk-in who is not a trade account.

How to set it up with BSS B2B Solution

POS pricing uses the rules you already have, plus a small device setup. Check the plan first: the integration is part of the Platinum plan, and the tile shows an upgrade prompt on lower plans.

Step 1: Build the rules the till will use

Create the Custom Pricing, Price List or Volume Pricing rule as usual, and target it at a customer tag or specific customers. At POS only the tag and customer targeting and product conditions work, so avoid specific markets and product collections in the rules you want at the till, and do not rely on company-location targeting there.

Custom Pricing rule editor in BSS B2B Solution with Customer tags selected and the VIP tag added
A Custom Pricing rule targeted at a customer tag: the same rule can be applied at POS.

Step 2: Add the BSS B2B POS app

In the Shopify admin open Sales channels > POS > Settings > General > POS app and select BSS B2B POS.

POS Apps list in Shopify admin showing BSS B2B POS by BSS B2B Solution
Select BSS B2B POS in the POS app settings.

Step 3: Add the smart grid tile

Click Add next to the smart grid tile so the B2B Price tile appears on your POS device. Do this for each device that staff use.

BSS B2B POS app settings with the smart grid tile marked Not added and an arrow pointing to the Add button
Add the smart grid tile to your POS device.

Step 4: Build the sale and tap the tile

In POS add the customer and the products to the cart. The tile asks for at least one item before it is active. Tap B2B Price: the app loads your rules, matches them to the customer and the cart, and applies the discount to each line as a fixed amount, so the POS cart shows the discounted price and labels the line Custom Pricing. Tap the tile again to remove the discounts.

Shopify POS home screen on a phone showing the B2B Price tile with the hint Add at least one item to use
The B2B Price tile on the POS home screen, inactive until the cart has an item.

Step 5: Check the cart and take payment

Review the discounted lines and complete the sale as usual. If the tile shows “Couldn’t check discounts. Tap to retry”, for example after a brief network drop, tap it again, because it does not retry on its own.

Shopify POS cart with two items discounted to 10.00 each and labelled CUSTOM PRICING, with the customer name hidden
The cart after the tile applies Custom Pricing to each line.

What the tile decides for each line

When staff tap the tile, the app checks which of your rules match the attached customer and each product in the cart. Customer matching works on customer tags and specific customers. If a Price List rule and a Custom Pricing rule both match the same variant, the Price List is used and Custom Pricing is skipped, the same as online, and the rule priority decides between rules of the same type. Quantity Break rules apply to carts that reach a tier. Lines that match no rule keep their normal price.

Training the team

The tile is a manual step, so the process matters more than the technology. Give staff a one-line routine: attach the customer, add the products, tap B2B Price, check the lines, take payment. The step people forget most often is attaching the customer first, because without a customer there is nobody to match the rules against. Show them the retry message once, so it does not look like a fault during a busy afternoon.

Example: a ceramics maker at a trade show

This example uses illustrative numbers, not results from a real store. A ceramics manufacturer sells mugs to retailers at a trade show. Its online wholesale rule gives customers tagged `wholesale` 40% off all products. A mug retails at $25, so the wholesale price is $15.

A boutique owner, already a tagged customer, buys 24 mugs. The staff member searches for the customer, adds 24 mugs, and taps the B2B Price tile. Each line drops from $25 to $15, so the 24 mugs cost $360 instead of $600. A second visitor who is not a trade account buys one mug at $25, and the staff member does not tap the tile. A third buyer is a tagged customer who also qualifies for a quantity break tier, so the staff member checks that the cart total matches the same cart priced online before charging the card.

The maker also runs a separate rule on an “Imperfect seconds” collection. That rule targets a collection, so it does not apply at POS. The maker handles seconds by adding a tag-based rule for those products, which does work at the till.

Works well with

POS pricing reuses the rules behind your online wholesale prices:

The wholesale pricing hub lists the pricing guides. Glossary entries that help: wholesale price, price list and quantity break.

Limits and common mistakes

  • Staff must tap the tile. The discount is not applied automatically. The tile applies or removes it on demand, so train staff to attach the customer first and then tap.
  • Only three pricing modules work at POS. Custom Pricing, Price List and Quantity Break are applied. BOGO, Discount Code, Extra Fee and Shipping Rate are not, so check the cart total if a promotion depends on them.
  • Some rule conditions do not work at POS. Rules with specific markets or product collections do not work, and company-location rules never match. Customer tags, specific customers and product conditions without collections do work.
  • It is a pricing aid, not a checkout lock. Nothing prevents staff from selling at the retail price, so treat the tile as a process your team follows.
  • The tile does not retry on its own. If it cannot load the rules, tap it again before you take payment.
  • Check the price at the till. Test a sale for each rule type before opening day, comparing the line prices with the same customer’s online prices.
  • Platinum plan. On other plans the tile shows an upgrade prompt.

Setup checklist

  • Confirm the shop is on the Platinum plan and Shopify POS is set up.
  • Review each rule you want at the till and remove collection and market conditions.
  • Target the rules at customer tags or specific customers.
  • Add BSS B2B POS under POS app settings and add the tile on every device.
  • Test a sale with a tagged customer, a retail customer and an empty cart.
  • Compare each line with the same customer’s online price.
  • Write a one-line staff procedure: customer, products, tap B2B Price, check the lines, take payment.
  • Show staff what the retry message looks like.

Plans and requirements

The POS integration needs the Platinum plan of BSS B2B Solution, Shopify POS on your store, and the BSS B2B POS app added to each device. See the BSS B2B pricing page for plans and the 14-day free trial on paid plans. The Shopify POS guide shows the setup screens, and how rule priority works explains which rule wins. Install BSS B2B Solution from the Shopify App Store and start with one tag-based rule.

key features

What makes it work

Three pricing modules at POS

Custom Pricing, Price List and Quantity Break rules apply to POS carts.

Same rules as online

Customer matching works with customer tags, specific customers and logged-in customers, so you do not rebuild rules for the shop floor.

Clear states on the tile

The tile shows when the cart is empty and when it could not load your rules, with a Tap to retry message.

Line-level discounts

Discounts are applied to each cart line as a fixed amount, so the POS cart shows the discounted price.

Set this up with BSS B2B Solution

Install BSS B2B Solution from the Shopify App Store, then follow the guide to turn this on in your store.

faq

Frequently asked questions

Is the discount applied automatically in POS?

No. Staff tap the B2B Price tile after the customer and products are in the cart. The tile then applies or removes the discounts. This keeps the decision with the person at the till. If the tile cannot load your rules it shows a retry message, and the tile does not retry on its own, so tap it again.

Does BOGO or a discount code work at POS?

No. The POS integration supports Custom Pricing, Price List and Quantity Break only. Buy One Get One, Discount Code, Extra Fee and Shipping Rate rules are not applied at POS. If your wholesale promotion depends on one of them, check the cart total before you complete the sale.

Which rules do not work at POS?

Rules that target specific markets or product collections do not work at POS, and rules aimed at company locations do not match there. Customer tags, specific customers and product conditions without collections do work. Review any rule you want at POS and remove those conditions or add a separate rule.

Which plan do I need?

The Platinum plan includes the POS integration. On a lower plan the tile shows an upgrade prompt. You also need Shopify POS on your store and the BSS B2B POS app added to the POS device, which takes a few clicks in the Shopify admin under POS settings.

Do I need a separate price list for POS?

No. The tile uses the Custom Pricing, Price List and Quantity Break rules you already maintain for the online store, so there is one set of prices to keep right. You only need to check that the rules you want at the till do not depend on collections, markets or company locations.

Why does the tile stay inactive?

The B2B Price tile needs at least one item in the POS cart before it becomes active, and the rules depend on who is buying, so attach the customer first. If the tile shows Couldn't check discounts, the app could not load your rules, for example after a brief network drop. Tap the tile to try again.

What happens if a Price List and Custom Pricing both match?

For the same variant the Price List is used and Custom Pricing is skipped, the same as on the storefront. The rule priority, from 0 to 99 where the lowest number wins, only decides between rules of the same type. Test a cart for each rule type so the till prices match your online prices.

How does the discount show in the POS cart?

The tile applies the discount to each cart line as a fixed amount, so the POS cart shows the discounted line price, labelled Custom Pricing. Staff can tap the tile again to remove the B2B discounts before taking payment, for example when a walk-in turns out not to be a trade account.

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