Give B2B buyers a faster way to price, order and reorder
Company accounts, exclusive catalogs, tiered prices, billing periods and purchase order numbers can all be put into Shopify. First check whether the existing package can be done and what parts cannot be done before evaluating Plus.
Core B2B functions are no longer available only for Plus, please check the current package first.
For requirements like unlimited catalogs, company-specific assignments, and advanced payments, look at Plus separately.
Corporate customers, exclusive prices and orders are no longer scattered in the chat history
Supports purchase order numbers, draft orders and internal company approval processes.
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Customers can place orders by themselves, and sales can continue to follow orders.
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It is important to distinguish who can see what price and who can place an order.
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Don’t copy orders and customer information to the form again
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Able to manage more markets, teams and purchasing locations
Before and after customers place an order, at least these steps must be done smoothly.
Configure Net account period, payment method and credit rules according to business agreement.
Company Accounts and Purchasing Locations
- Configure contacts, addresses, tax and checkout rules by company and location.
- Migrate existing customers and order history to corresponding company locations.
- Limit viewable and manageable enterprise accounts by sales role.
Corporate Catalog and Exclusive Pricing
- Set available products and exclusive prices for different B2B marketplaces.
- Configure MOQ, maximum quantity, increments, and quantity price segments.
- Complex customer-level catalogs first check the quantity and allocation limits of the current package.
Checkout, billing period and order review
- Configure purchase order number, Net account period, payment method and draft order review.
- Let B2B buyers reorder, review past orders and track payment status from their account.
- Plus exclusive capabilities such as deposits and partial payments are evaluated based on the actual process.
First look at how complicated the procurement process is, and then how much you can customize.
Save collaboration costsBasic collaboration
Customers can check orders, invoices, addresses and purchase status on their own.
Assess by needs
B2B and DTC can share products, inventory, and a unified backend.
Monthly maintenance
The sales team can still be involved in quoting, placing orders on behalf of customers and servicing key customers.
- one-time project
- Manage own product and business catalogs
- Powerful integration
Standard solution
Connect ERP, CRM and fulfillment systems to reduce duplicate entry.
Assess by needs
Customer grouping and permission control make price and content display more accurate.
Monthly maintenance
Automate approvals, reminders, and order tasks with Shopify Flow.
- Flexible business bearing
- marketing tools
- one-time project
- one-time project
- Manage own product and business catalogs
- Powerful integration
Advanced plan
First sort out the real purchasing links, and then determine the page and function configuration.
Assess by needs
Complex catalogs, regional pricing and multi-currency requirements are confirmed during the architecture phase.
Monthly maintenance
Before going online, use real customer roles to complete the price inquiry and order placing process.
- Configure prices and permissions based on business rules
- Smooth system integration
- Real-time data synchronization
After the order comes in, it needs to be aligned with ERP, CRM, payment, and fulfillment.
Suitable for wholesale, distribution, corporate procurement and B2B+DTC mixed business.
Company account · Catalog price · Account period approval · System docking
These wholesale scenarios are more suitable for Shopify
Implementation scope is assessed by account, price, approval and system integration complexity.
- Wholesale and distribution network
- Enterprise Procurement Portal
- B2B and DTC hybrid store
- Teams that need to connect with ERP or financial systems
Four key processes must be carried out with real characters
Invite different companies and purchasing locations to log in and confirm that contact permissions, addresses, tax and account ownership are correct.
Company account
Identity and permission acceptance
Account
Check product visibility, exclusive prices, quantity rules and discounts on a customer-by-customer basis to avoid mispricing caused by catalog overlay.
List price
Product and pricing acceptance
Directory
From quick ordering to purchase order number, billing period, draft review and payment status, take a complete look at the real order.
Order process
Checkout and Financial Acceptance
Order
Simulate synchronization failures, duplicate data, and status conflicts to confirm that ERP, finance, and fulfillment systems can track and compensate.
System integration
Data and exception acceptance
Integrate
The four most important things to confirm before going online
Whether the feature requires Plus, how prices are allocated, who approves orders, and how ERP interfaces.
Not necessarily. Core capabilities such as company accounts, B2B catalogs, quantity rules, tiered prices, Net account periods, and purchase order numbers have covered multiple Shopify packages. If you need unlimited catalogs, direct catalog assignment to specific companies or locations, deposits and partial payments, and deeper checkout customisation, then evaluate Shopify Plus.
Yes. Hybrid stores can share merchandise, inventory, and order backends while offering different prices and buying rules by company, location, and B2B market. Before implementation, it is necessary to sort out tax, payment, inventory and customer service processes to avoid interference between the two types of customers.
Yes. Catalogs control available items and exclusive prices, and set minimum quantities, maximum quantities, increments, and quantity price brackets. The number of catalogs and distribution methods for non-Plus packages are limited. For complex customer-level pricing, you should first check the current package capabilities.
Net terms, purchase-order numbers and post-checkout draft-order approval can be configured around the business. Deposits, partial payments and milestone billing depend on Shopify Plus capabilities. We map the purchasing and finance workflow before configuring permissions, notifications and integrations.
Send us your current quotation and procurement process, and we’ll look at what’s most expensive first.
Customers can check orders, invoices, addresses and purchase status on their own.
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B2B and DTC can share products, inventory, and a unified backend.
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The sales team can still be involved in quoting, placing orders on behalf of customers and servicing key customers.
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