Hiding a bundle from B2B customers or specific tags

You can stop a published bundle from applying for wholesale buyers, or for any logged-in customer who carries a tag you choose. Bundlex has two independent customer exclusion settings for this, and you can use either one on its own or both together.

Both settings void the whole bundle for the excluded shopper. They won't see the discount on the product page, and the checkout discount is withheld too, so the customer pays your normal price.

Where to find the settings

1. Open the bundle (Volume Discount) you want to edit.
2. Expand the Widget settings section.
3. Scroll to the checkbox group near the bottom, the same group that holds "Limit discount to offer quantity".

You will see two checkboxes:

• Hide widget for B2B customers
• Hide widget for customers with these tags

Hide the bundle from B2B customers

Tick Hide widget for B2B customers to exclude buyers who are shopping as a company through Shopify's native B2B (Companies and Company Locations). When a B2B buyer is signed in to a company account, Bundlex skips the bundle entirely and they get your normal storefront pricing instead.

This is the right choice when you offer separate B2B pricing through Shopify B2B that should not stack with your Bundlex offers.

This only detects Shopify's native B2B

The toggle works with Shopify B2B only, which is a Shopify Plus feature. It relies on Shopify telling Bundlex that the cart belongs to a purchasing company, so it does not recognize wholesale or B2B buyers managed by a third-party app.

If your B2B setup comes from a third-party app such as Wholesale Hero or B2B Login rather than Shopify native B2B, the toggle will not catch those buyers. Instead, make sure those customers all share a customer tag and use the tag exclusion below with the same tag the app applies.

Hide the bundle from customers with specific tags

Tick Hide widget for customers with these tags, then list one or more customer tags. If a signed-in customer has any one of the tags you list, the bundle is withheld for them.

1. Tick Hide widget for customers with these tags.
2. In the tag field, type a tag and press Enter to add it. Repeat for each tag you want to exclude.
3. Save the bundle.

This is the right tool for wholesale customers tagged by another app, VIP groups, staff accounts, or any segment you maintain with customer tags.

How tag matching works

Each entry must match the customer's tag exactly. Partial matches do not count, and case is ignored:

• A listed tag of vip matches a customer tagged vip.
• It also matches VIP, because case is ignored.
• It does not match vip-gold, because the match is on the whole tag, not a partial or "starts with" match.

So to exclude both vip and vip-gold, add each one as a separate entry. Bundlex trims surrounding spaces and drops blank or duplicate entries, so a stray space won't quietly create a tag that never matches.

The checkbox follows your tags

The tag exclusion is active only while there is at least one tag in the list. If you tick the box but leave the field empty, nothing is excluded until you add a tag, and clearing every tag turns the exclusion off again.

Guest carts are never excluded by tags

The tag rule can only check a customer who is signed in. A guest checkout has no customer record, and therefore no tags, so the tag exclusion never applies to guests and they will still get the bundle.

There is no way to hide a bundle from an anonymous visitor by tag, because there is nothing to match against. The exclusion only holds while a shopper is identified by their account.

Using both settings together

The two settings are independent and combine with OR logic. A customer is excluded if either condition is true:

• the B2B toggle is on and they are a Shopify native B2B buyer, or
• they carry one of your excluded tags.

A common setup is to turn on the B2B toggle for Shopify native B2B and also add a wholesale tag, so buyers handled by Shopify B2B and buyers handled by a third-party app are both covered. For more on keeping B2B pricing separate from your offers, see stacking with other discounts.

Quick reference