Migrating from Legacy Wholesale Tiers to v2

What was v1?

ShipWave's original wholesale system (v1) used four hardcoded pricing categories. Each category had a name and a fixed discount percentage. Customers were assigned to one of the four categories, and all products received the same category discount. While simple, this system was limited—you couldn't set per-product pricing, volume tiers, net terms, or other advanced B2B features.

What is v2?

The v2 system replaces the four fixed categories with unlimited customer groups. Each group can have its own default discount (percentage, fixed amount, or fixed price), plus product-specific pricing rules, volume tiers, shipping rules, net terms, and order limits. V2 also adds wholesale applications, theme blocks, import/export, and test mode.

Running the migration

Go to Admin → Wholesale → Settings and click Run Migration. A confirmation dialog will explain what the migration does. Click Confirm to proceed. The migration is safe to run and does not delete your v1 configuration—it creates new v2 data alongside it.

What the migration creates

The migration automatically:

Creates a "Wholesale" customer group with a Shopify tag matching your v1 configuration.
Converts each v1 category's discount into product-scoped pricing rules on the new group.
Converts any v1 quantity breaks into volume tiers on the new group.
Sets the group's default discount based on your most common v1 category.
Updates the configuration version from 1 to 2.

Verifying after migration

After the migration completes:

Go to Admin → Wholesale → Groups and verify the "Wholesale" group was created with the correct settings.
Check the Pricing Rules tab to ensure your product-specific discounts migrated correctly.
Check the Volume Tiers tab to ensure quantity breaks migrated correctly.
Enable test mode and verify pricing on your storefront with a test customer.
Once verified, disable test mode to go live with the v2 system.

Legacy fallback

The migration does not delete your v1 configuration. If you encounter any issues, the legacy settings are still accessible at Admin → Settings → Wholesale. However, once you've verified that v2 is working correctly, the v1 settings are no longer used—the system always uses the v2 customer groups and pricing rules when the config version is set to 2. You can safely ignore the legacy page.

FAQs

Can I run the migration multiple times?

Yes. The migration is idempotent—running it again won't create duplicate groups or rules. It safely checks for existing data before creating anything new.

Will my customers notice any change?

No. The migration preserves the same pricing your customers were receiving. Their Shopify tags remain the same, and the discount amounts are identical. The only change is the underlying system that calculates the discounts.

Can I go back to v1 after migrating?

The migration is designed to be one-way. While the legacy settings page still exists, the system uses v2 once migrated. If you need to revert, contact ShipWave support for assistance.

Do I need to re-tag my customers?

No. The migration creates the customer group with the same Shopify tag that was used in v1. Your existing tagged customers will automatically be recognized by the new system.

Migrating from legacy wholesale tiers to v2