Wholesale and B2B features for ShopifyWhat the app does.
Each item below is built and checked on a real store. A tag means Helm Pro. Volume tiers, case packs, the quick order form, applications, and account questions start on Helm Starter. Works with Shopify Sidekick on every plan, including Free. Thepricing page is the plan comparison.
Pricing at checkout
Write the price, check the preview, publish it. The buyer pays the figure you previewed.
A price from a sentence
Type “Wholesale gets 20% off, 25% on orders over $1,000.” ShopHelm turns that into a rule and shows what each group pays at quantity 1, 10, and 50 before you publish. Percentage off, fixed amount off, fixed price, and volume tiers, on the whole store, a collection, a product, or one variant.
Prices applied at checkout
Rules run inside Shopify’s checkout as a Shopify Function, so the buyer pays the price you previewed. One rule applies per line. You choose how competing rules resolve: best price, priority, or most specific. Discounts do not stack.
A price for one house accountHelm Pro
Set a contract price for one customer on a product or variant. Import and export them as CSV. That price overrides the group rule.
The wholesale terms
Case pack, MOQ, net 30, and the catalog limits a house account expects.
Case packs and MOQ
Sold in a case pack, a minimum quantity per item, and a minimum order value, set per group. Enforced at checkout with a message the buyer can read.
Net 30 and other termsHelm Pro
A “Pay by invoice” option that only approved buyers see at checkout. Net 7 to 90 on the order, an open balance per buyer, and a credit limit enforced at the cart. Tax exemption by group.
Wholesale-only productsHelm Pro
Products or collections that only the groups you choose can see and buy. Hidden on the storefront and refused at checkout for everyone else.
QuotesHelm Pro
Quotes for Shopify B2B companies, with an approval policy, turned into a draft order.
What buyers see
Guests see retail. A signed-in house account sees their price.
The house price on the product page
Prices hidden from guests. “Your price” on product pages for signed-in buyers, and a quick order form: search, quantities, their prices, add to cart.
Wholesale applications
A registration form you share. Each applicant gets a recommendation to approve or reject. Approving tags the buyer and emails them.
Drafts and your own AI
ShopHelm can draft a change. You decide when it is published.
Questions and drafts
Ask which accounts have gone quiet. ShopHelm can draft a pricing change. It is not published until you approve it on the Pricing page. A Monday email lists the week’s drafts.
A connection for your own AI
Connect your own AI with OAuth or a token. It can read each feature and stage a draft for you to approve. On Helm Pro, a switch you control allows direct changes, with a dry run, an audit trail, and one-click revert.
Works with Shopify Sidekick
Ask Sidekick about your wholesale business. Sidekick reads your setup. It does not change prices.
Answers in the Shopify admin
Sidekick is the assistant built into the Shopify admin. Ask what wholesale rules you have, whether applications are waiting, whether invoices are overdue, and what a customer pays. Each answer links to the page in ShopHelm. Ask Sidekick to create a rule and the rule builder opens with the request filled in. Nothing changes until you review the preview and save. Sidekick reads only. Included on every plan. It is not a ShopHelm draft, and it is not your own AI connected over MCP.
Checks and moving over
See what one buyer pays, and bring an existing price list with you.
Health check and View as customer
The health check finds conflicting rules, gaps, and orphaned rules, with one-click fixes. View as customer shows any buyer’s prices, terms, and minimums.
Switch from another app
Import a CSV export from another wholesale app and see every price that would change before you import.