Wholesale-only pages for trade customers

Trade and wholesale customers often need more than the public site: price lists, spec sheets, marketing assets and ordering guides. If those customers are Shopify customers, one tag in Shopify can open a trade section on your WordPress site.

In Shopify

1. Tag approved trade customers wholesale. Do it by hand on the customer, from RedeemID → Customers in WordPress (which writes to Shopify), or with Flow when a customer joins a B2B company if your plan has B2B.
2. Remove the tag when an account is closed. Access on WordPress ends when Shopify reports the change.

In WordPress

1. Create a Trade level matching wholesale. See Access levels.
2. Put the trade content in its own category or post type and make it require Trade, or set Only the levels ticked below to Trade on each page. See Paywall rules.
3. Protect the price list and spec sheet PDFs with Members holding Trade, so a forwarded link doesn’t work. See Protected files.
4. Add a Shopify Log In button to the trade landing page, with the level’s members’ home set to the trade section.

Anyone without the level sees only each item’s teaser, in feeds and the REST API too, and site search matches locked items on their public text only. Give trade pages a teaser that says nothing you mind showing. See Where locked content stays hidden.

Limits

• Product blocks show standard prices. RedeemID’s product and collection blocks show the same prices to everyone. Wholesale ordering at trade prices happens in Shopify.
• One person per account. A buyer’s colleagues each need their own Shopify customer with the tag.
• WordPress can’t approve a trade customer by itself. Every grant is a tag in Shopify.