Shopify for B2B and wholesale

Shopify B2B and Wholesale Solutions

Shopify B2B and wholesale experiences built around company accounts, catalogs, pricing, approvals and the systems sales teams already use.

The buyer problem

What B2B and wholesale customers need to decide with confidence.

Wholesale buyers expect account-specific products, prices, terms and ordering tools, while sales and operations teams need clean data and exceptions they can manage. Copying a DTC journey rarely covers company roles, approvals, bulk entry or ERP dependencies.

Company accounts and catalogs

Customer-specific pricing

Quantity and payment rules

Buyer and sales-team workflows

Relevant Shopify solutions

Connect customer decisions with the operating model behind them.

Company account journeys

Design account, location and buyer-role flows around real responsibilities.

Catalog and price rules

Make customer-specific assortments and terms predictable.

Efficient order entry

Support quantity rules, quick ordering and repeat purchases without sacrificing clarity.

Connected operations

Align Shopify B2B data with ERP, CRM, inventory and fulfillment ownership.

Planning the storefront

Build wholesale around the buyer, company location and agreed terms.

A B2B specification starts with who can buy, which assortment they can see and how the order will be approved, paid and fulfilled. Those answers determine the catalog model and the Shopify plan requirements.

Account structure

Map companies and locations before importing buyers.

Identify buyers who order for one location and those who manage several. Document location-specific addresses, permissions and payment terms. Decide how a new trade account is reviewed and how access is removed when a buyer leaves the business.

Deliverable: a company, location and buyer-permission map with an onboarding process.

Catalog planning

Choose the plan from the pricing requirement.

Shopify B2B is available on Basic, Grow, Advanced and Plus. Direct catalog assignments to individual companies or company locations require Plus. Match the required catalog structure and payment workflow to current plan features before treating wholesale as an automatic reason to upgrade.

Deliverable: a plan-fit assessment for catalogs, account rules and payments.

Order workflow

Make quantity and payment rules explicit.

Record pack increments, minimum quantities, purchase-order references and the path from order placement to invoice or payment. Identify which exceptions need sales-team review. Test repeat orders against current availability and prices rather than assuming an old order can be copied unchanged.

Acceptance check: representative buyers receive the correct products, quantities, terms and order status.

Connected systems

Reconcile the wholesale order with the back office.

Name the system that owns customer identifiers, catalog prices, stock and invoice status. Map those records to Shopify and define how failed updates are found and repaired. Agree whether a manual sales order follows the same process as a self-serve purchase.

Bring to discovery: price lists, account examples, ordering rules and the ERP or finance workflow.

Technology choices

B2B and wholesale tools are selected after the workflow is understood.

These are tools and platform features to evaluate for the requirements described on this page. The scope identifies which are appropriate, which are unnecessary and who will maintain them.

Check Shopify’s B2B features by plan when choosing the account and catalog model.

Shopify B2BCompanies and company locationsCatalogsPayment termsERP and CRM APIsShopify Flow
Verified client feedback
“HE IS SIMPLY THE BEST!”

Shopify B2B expert to build out dawn from scratch · Upwork review

Read the supporting review
Evidence standard

Relevant proof, without invented claims.

Projects, technologies and review excerpts are linked only where the source material supports the connection. Commercial outcomes are not implied without client verification.

B2B and wholesale questions

Decisions worth resolving before implementation.

Share representative company accounts, price lists, quantity rules and payment terms. Include the order handoff to sales and finance so the scope reflects wholesale operations as well as the storefront.

Discuss your store
Does Shopify B2B require Shopify Plus?+

No. B2B is available on Basic, Grow, Advanced and Plus. Feature limits differ, and direct company catalogs and advanced payment options require Plus. Confirm the catalog and payment requirements against Shopify’s current plan comparison.

Can DTC and B2B share one store?+

Yes, when catalog, pricing, navigation, account and operational rules are designed for both customer types.

How are ERP dependencies handled?+

Define source-of-truth rules, mappings, update timing, retries and exception ownership before implementation.

Should we use a blended DTC and B2B store or separate stores?+

Compare shared catalog and operational needs with the differences in pricing, content, access and ownership. A shared store may simplify maintenance; distinct businesses may need separate operations. Test the actual buyer journeys before deciding from appearance alone.

How should wholesale order minimums be scoped?+

Distinguish a minimum quantity for an individual item from a minimum value across an order. Identify increments, exclusions and which buyers the rule applies to. Map each requirement to a supported native setting or implementation and test mixed baskets.

What should an ERP integration reconcile?+

Reconcile business identifiers and order meaning, including company location, currency, tax context, quantities, prices and payment status. Track exceptions with enough context for staff to resolve them. A successful API response is not proof that the receiving team has a usable order.

Build for the category

Turn industry context into a better Shopify experience.

Share the current store, target customer and the commercial constraint the next phase needs to solve.

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