Map account ownership, price sources, approval needs and ERP responsibilities before designing the customer interface.
Test company locations, permissions, catalogs, quantity rules, draft orders and payment terms with representative buyer roles.
Content and platform references reviewed on .
Start with company locations and buyer responsibilities
Map which buyers can place orders and which can manage account details. Record the location that owns the delivery address, terms and relevant business identifiers. A buyer who purchases for several branches needs a different journey from a consumer with several saved addresses.
Choose catalog rules before choosing a plan
B2B is available across Basic, Grow, Advanced and Plus, with differing capabilities. Direct company or location catalog assignments and advanced payment features are among the Plus distinctions. Compare the actual assortment and pricing requirements to the current plan table rather than treating every wholesale operation as Plus-only.
Make order entry reflect purchasing work
Document quantity increments, item minimums, purchase-order references, approval steps and repeat-order expectations. Review whether the buyer enters a few products or a long replenishment list. Test what happens when a previous order includes a discontinued item or a price that has changed.
Reconcile the order with sales and finance
Identify the authoritative customer, stock and price records in the connected systems. Confirm how order status, payment terms and fulfillment updates travel back to Shopify. Give staff enough context to resolve a failed sync without manually creating a duplicate order and breaking the audit trail.
Checks for this implementation
- Use representative company locations and permissions during testing.
- Validate the catalog, quantity and terms for each buyer type.
- Reconcile ERP identifiers and order meaning, not just record counts.
Common mistake to avoid
Treating B2B as a discounted DTC storefront overlooks account structures, approvals and downstream order requirements.
The result should feel simple to a wholesale buyer while remaining traceable for sales and operations teams.
Platform references
Continue with B2B and wholesale development, or discuss the requirements for your store.
