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Shopify PlusAugust 29, 2024·8 min read

B2B sales
on Shopify

Shopify Plus offers dedicated tools for wholesale and B2B sales management. Learn how to build an effective partner portal, configure dedicated price lists and automate wholesale orders.

BA
BrandActive Team
Shopify Plus Agency
B2B sales on Shopify

B2B in Shopify Plus — introduction

Shopify Plus offers a built-in B2B channel (Wholesale Channel) allowing direct wholesale customer management from Shopify admin. No separate store needed — B2B and B2C can run on one platform with separate configuration for each segment.

Key difference between standard Shopify and Shopify Plus for B2B:

  • Plus: dedicated B2B price lists, net payment terms, partner portal, Shopify Flow for automation
  • Standard: no native B2B features (third-party apps required)

Dedicated price lists for B2B customers

Shopify Plus allows creating unlimited price lists assigned to specific companies or customer segments. Each price list can include:

  • Individual prices per product and variant
  • Percentage or fixed discounts from standard price
  • Volume tiers — the more units, the lower the price
  • Currency appropriate for the customer's market

Price lists are assigned to "Company" in Shopify — each company can have multiple locations with different price lists, matching a typical multi-branch organisation structure.

Net Payment Terms

Key B2B feature in Shopify Plus: the ability to set deferred payment terms for wholesale customers:

  • Net 7, Net 15, Net 30, Net 60 — standard payment terms
  • Ability to set different terms for different companies
  • Automatic invoice generation with due dates
  • Integration with invoicing systems via API

Net payment terms are fundamental to B2B selling. Configuring them directly in Shopify Plus eliminates the need for separate billing systems for the wholesale channel.

Partner portal

Shopify Plus enables creation of a dedicated partner portal offering:

  • Separate front-end visible only to logged-in B2B customers
  • Personalised product catalogue (ability to hide B2C-only products)
  • Order history and invoices accessible directly in the portal
  • Multiple user management for one company with different permissions
  • Quick Order Form — fast addition of multiple products by SKU

B2B order automation with Shopify Flow

Shopify Flow (Plus-exclusive) allows B2B process automation without coding:

  • Automatic company tagging and price list assignment when conditions are met
  • Notifications for sales reps about new orders from strategic customers
  • Automatic CRM task creation for orders above a value threshold
  • Blocking orders that require manual review
  • Automatic export document generation

ERP and WMS integrations for B2B

Smooth B2B sales require tight back-office integration:

  • ERP (SAP, Comarch ERP, Optima) — synchronisation of inventory, price lists, customers and orders
  • WMS — automatic order passing to warehouse and shipping status tracking
  • EDI — handling electronic document exchange for major trade partners
  • CRM (Salesforce, HubSpot) — synchronisation of B2B customer data and transaction history

Summary

Shopify Plus is a complete platform for running B2B and B2C sales on one system. Built-in B2B tools eliminate the need for costly workarounds and separate systems, significantly simplifying operations.

Planning to launch or grow a B2B channel in Shopify Plus? Contact us — we will help design and implement a solution tailored to your business processes.

B2B Sales

Build a B2B portal
on Shopify Plus.

Certified Shopify Plus partner. End-to-end B2B implementations with ERP integration, dedicated price lists and partner portals.