📢 Overview
We've rolled out a powerful enhancement to the Net Terms feature in the Wholesale Pricing Discount app—merchants can now directly tag and manage which customers get access to Net Terms, all from within the app admin interface. No need to switch to Shopify Customers for tagging!
This saves time, simplifies workflow, and enhances operational efficiency.
🔧 How It Works
You can now select which customers are eligible for Net Terms by tagging them right in the app. Only customers tagged with the specified tag (e.g., wpdnet) will see the Net Terms checkout option.
➔ Steps to Tag Customers:
- Go to the Wholesale Pricing Discount app.
- Navigate to Net Terms in the left menu.
- Under the Customers section, click Edit customers.
- From the pop-up, search and select customers you want to tag.
- These customers will now be listed as tagged with
wpdnet.
✅ Once tagged, these customers will be able to check out using Net Terms, based on your settings.
🖼️ Example View in Admin
💡 Pro Tips
- Ensure that your Net Terms status is set to Enabled.
- Customize the Net Terms button label and message for better user experience.
- Combine with AReceivables to automate payment collection for Net Terms.