Wholesale & B2B Setup
Setting up a wholesale or B2B store on Shopify requires a tailored approach to meet the needs of businesses buying in bulk. Whether it’s configuring Shopify Plus’s built-in B2B features, integrating third-party solutions, or building custom tools from scratch, we ensure your store is ready to handle complex workflows and larger orders.
Why choose us.
for Wholesale & B2B Setup
Experience in Native Shopify B2B
If your store is on Shopify Plus, we'll help you provide a great B2B customer experience, and streamline and automate your operations.
Having worked with more than 10 Shopify Plus stores, we’ve also worked extensively with Shopify’s native B2B features, like custom pricing, customer-specific catalogs, and advanced net payment options. Our experience allows us to create scalable automations with Shopify Flow, custom theme features to provide a highly converting user experience, such as portals and bulk order pages, and anything that could elevate your B2B operations.
Experience in Custom Solutions
Instead of only relying on costly apps that cost a lot, may not work reliable, or don't suit all of the store's B2B needs, we can create custom solutions. We have extensive experience on these features, having created them for several Shopify stores.
So if your store is not on Shopify Plus, we can still create features like a custom ordering portal, tiered pricing logic, or bulk discounting systems, fully tailored to your business requirements. With a lot of ways to easily customize them in the future, without a need for extra development.
B2B Design Research
Selling to businesses has different challenges and opportunities. To create a conversion-optimized site, we use existing research on what works for the B2B user, and what doesn't. For example, ways to easily calculate the total price when ordering large quantities. Or ways to easily compare a large amount of product features.
This research is based on multiple businesses in wholesale, manufacturing, and other B2B industries. Combined with our own experience in multiple industries, we can produce a highly engaging design that will help customers easily find what they need, place their order, and have a seamless post-purchase experience.
Optimized Frontend
Wholesale and B2B features heavily depend on frontend development. The theme is affected in order to add features like volume discount tables, pricing messaging, bulk order pages, and others. Especially if the store is also operating as a B2C website and receiving a lot of traffic, you don't want the speed and conversion rate affected.
We mitigate this risk using our expertise in Shopify theme development, and methods such as the Liquid-first approach. Not only is the B2C aspect of the store not affected, but the new B2B features are also seamless, with fast page load speeds, a great user experience, and conversion-optimized.
Our process.
Understanding your business needs
We start by learning about your B2B operations, including customer types, order sizes, and workflows. This allows us to design a solution that aligns with your business model.
Platform configuration and setup
Using Shopify Plus’s B2B features or third-party tools, we configure your store for wholesale operations. This includes setting up customer-specific pricing, bulk ordering, payment terms, etc..
Custom development and testing
If native features or apps don’t meet your requirements, we'll design build custom solutions. This stage includes integration with your existing ERP or CRM systems. Extensive testing ensures everything works seamlessly.
Post-launch optimization and support
After your B2B store is live, we monitor its performance and make any necessary adjustments. We also provide ongoing support to address any issues and optimize workflows as your business grows.
Tools and methods.
Shopify Flow and backend development
B2B and wholesale operations sometimes require a lot of automation.
We use Shopify Flow to build processes that are either necessary, or very helpful in saving a lot of time managing the store.
When Flow isn't sufficient, we deploy custom apps in platforms like Google Firebase or Fly.io. These are scalable and can handle any amount of traffic and orders.
Shopify Plus B2B features
It's true that Shopify Plus comes with a much higher monthly fee. However, it offers powerful B2B tools, such as customer-specific pricing, volume discounts, and tax-exempt checkout options.
These features are fully native and supported by themes and the Admin API.
The biggest advantages are 1) there's no need for the frontend of the site to be heavily customized, and 2) much more room for pricing option customization.
Third-party apps
For non-Plus stores or when native features aren’t enough, we integrate third-party tools to extend your store’s functionality.
This usually includes certain wholesale apps that provide features like custom pricing, a customer portal, bulk ordering screens, etc.
Integrating these apps is usually done by their support but it's a difficult process. So we closely monitor the theme's code while this happens.
Frequently Asked Questions.
What features does Shopify Plus offer for B2B natively?
Except for native features used on all stores, such as discounts and draft orders, Shopify Plus also offers:
- Setting up companies
- Customer accounts belonging to companies
- Price catalogs for companies
- Payment terms
- Purchase order numbers
- Quantity rules and volume pricing
Of course, these are only a few. There are more features to unlock with Shopify Plus.
What if I don’t use Shopify Plus?
Even without Shopify Plus, we can set up B2B functionality using third-party apps or custom-built solutions. While these require more development, we ensure the end result meets your business needs.
In fact, it's usually more cost-effective to use these solutions, until the store scales significantly.
Can I manage both retail and B2B customers in one store?
Yes, we can set up a hybrid store that caters to both retail and wholesale customers. In fact this is very common on our existing clients.
Features like customer tagging and custom pricing ensure each group sees the appropriate catalog and pricing.
Can you integrate my ERP or CRM system?
Yes, we’ve worked with a variety of ERP and CRM systems to sync inventory, manage orders, and track customer relationships. Integrations are customized to fit seamlessly with your Shopify store.
You can check out our integration and custom app development services for more details.
Let's talk about Wholesale & B2B Setup
