A Shopify B2B agency building Plus that automates your wholesale channel
Company accounts, custom price lists, net payment terms, and purchase order workflows, all running natively on Shopify Plus. Replace manual B2B with a self-serve wholesale portal your buyers actually use.
Manual B2B kills your team before it scales your revenue
Most B2B wholesale programs run on email, spreadsheets, and custom invoices. Every new trade account adds hours of operational overhead. Shopify Plus B2B removes the manual layer entirely.
- Pricing negotiated by email, then manually applied per orderEach buyer gets a custom quote. No self-serve.
- Orders placed by phone, fax, or a separate wholesale formSales reps transcribe orders manually into the system.
- Net terms tracked in a spreadsheet, invoices sent manuallyCollections require a dedicated operations resource.
- Approval workflows done by forwarding emails to managersNo audit trail. Orders lost in inboxes.
- B2B and DTC run on separate platforms, separate inventoryDouble the tools, double the errors, double the cost.
- Custom price lists auto-apply per company account on loginEach buyer sees their contracted price. No intervention needed.
- Buyers self-serve 24/7 via a dedicated B2B storefrontPlace orders, view history, download invoices, no rep required.
- Net 30/60/90 configured per company, invoices auto-generatedPayment terms enforced at checkout. Enterprise resource planning syncs automatically.
- Shopify Flow routes approvals above threshold to managersFull audit trail. Approved instantly below the limit.
- B2B and DTC share one Shopify Plus organization, one inventory poolOne platform, unified data, full channel visibility.
The complete B2B on Shopify Plus workflow, built natively end to end
Click any stage to see exactly how Shopify Plus handles that step, from first company setup to final enterprise resource planning sync. Every node is a capability Redefine configures and tests before your B2B channel goes live.
The Shopify Plus organization admin creates a company account and assigns buyer contacts. Each company gets its own credit limit, payment terms, and assigned price list. Contacts receive a self-registration invite. Setup takes under five minutes per company with no developer involvement after initial configuration.
Shopify Plus B2B data model, every entity, every relationship
B2B on Shopify Plus is built on a native data model, not a bolt-on. These entity relationships drive every capability your wholesale buyers see, from price at login to invoice at payment.
Six B2B capabilities Redefine configures, tests, and launches in your Plus program
Not a feature list. Each card represents a tested, production-configured capability your wholesale buyers interact with from day one.
Company Account Management
Create unlimited company accounts with multiple buyer contacts per company. Assign roles (Admin or Buyer), set individual spend limits, and manage all B2B relationships from a single Shopify Plus organization admin. No third-party customer relationship management required for account management.
Custom B2B Price Lists
Build tiered price lists for every segment, retail, trade, wholesale, and distributor. Prices apply per-variant with percentage discounts or fixed amounts. Each company account auto-loads its assigned price list at checkout. No coupon codes, no public sales, no pricing errors.
Net Payment Terms
Net 30, 60, and 90 payment terms configured natively, no external invoicing application needed. Due dates are calculated automatically at order time. Buyers check out without a credit card and receive payment instructions. Enterprise resource planning integration triggers invoice creation at fulfillment.
Purchase Order Workflows
Buyers submit orders with a purchase order number and custom notes. Shopify Flow routes high-value orders to a manager for approval before fulfillment begins. Low-value orders auto-approve. Full audit trail stored in the order record. Purchase order numbers flow through to enterprise resource planning and invoicing systems automatically.
B2B Buyer Portal
Buyers log in to a dedicated company storefront showing their contracted prices, available catalog, order history, and invoices. No consumer pricing is visible. Reorder from past purchase orders in two clicks. Designed for wholesale buyers who order regularly and need a self-serve portal, not a generic storefront.
Shopify Flow B2B Automation
Beyond approval routing, Flow handles: new company welcome notifications, credit limit alerts, tier upgrade triggers when spend thresholds are hit, reorder reminders for accounts with 90-day inactivity, and low-inventory alerts for B2B stock-keeping units. Zero code. Configured by Redefine during the implementation sprint.
A Shopify Plus wholesale trade program rebuilt natively
A high-volume home furnishings brand serving both direct-to-consumer buyers and a professional trade program for interior designers and commercial buyers, a true B2B and DTC co-existence requirement.
The trade program ran on manual pricing emails and custom invoices. Each new trade account required hours of setup. B2B and DTC inventory was tracked separately, causing oversell and operations friction.
- Trade price lists auto-apply on buyer login
- Enterprise resource planning inventory sync eliminates oversell
- Net 30 payment terms configured natively
"Our trade buyers now place their own orders at 2am without waiting for a sales rep to send a custom quote. The pricing is right, the history is there, and the invoices generate automatically. It changed how we operate."
Shopify Plus migration from legacy platform, B2B company accounts configured for 200+ trade accounts, tiered price list deployment (consumer, trade, designer, commercial), and Dynamics 365 enterprise resource planning integration for real-time inventory and invoicing.
What separates a Shopify B2B agency from one that has done a handful of wholesale setups
B2B on Shopify Plus is not a simple feature toggle. Most agencies understand the company account user interface. Few understand how to architect price lists at scale, configure approval workflows correctly, or integrate enterprise resource planning payment terms without a third-party application.
Common questions about Shopify Plus B2B
The questions operations leaders ask before committing to a Shopify Plus B2B implementation.
Yes. Native B2B on Shopify, including company accounts, custom price lists, net payment terms, and purchase order workflows, is exclusively available on Shopify Plus. Standard Shopify plans cannot access these features. If your current plan is not Plus and you are evaluating B2B, we can help you assess the business case for upgrading alongside your B2B implementation.
Yes, and this is one of Shopify Plus B2B's most important advantages. B2B and DTC operate within the same Shopify Plus organization, sharing one inventory pool and one admin. B2B buyers log into a dedicated company-specific storefront that shows only their contracted prices and catalog. DTC customers see your standard public store. No separate platform, no synced inventory, no double maintenance.
Shopify Plus supports unlimited company accounts within your organization. Each company can have multiple buyer contacts, each with their own login and optional spend limit. Whether you have 20 trade accounts or 2,000, the architecture scales without additional cost per company. Price list complexity (number of unique lists, variant count per list) is where planning matters most at scale, which Redefine scopes in discovery.
Yes, both natively. Buyers can enter a purchase order number at checkout, which flows through to the order record, enterprise resource planning sync, and invoicing. Net payment terms (Net 30, 60, 90, or custom) are configured per company account. Buyers complete checkout without a credit card and receive payment instructions. Due dates are calculated automatically and visible in the company portal order history.
A focused B2B configuration engagement, company accounts, price lists, net terms, approval workflows, and buyer portal setup, runs 4 to 8 weeks depending on the number of price lists, integration complexity (enterprise resource planning connection for net terms), and buyer portal customization requirements. If B2B is part of a broader Shopify Plus development engagement, it is scoped within the 12-week delivery timeline.
See your B2B wholesale channel running on Shopify Plus within weeks, not months
In a 30-minute consultation, we scope your company accounts, price list structure, and enterprise resource planning integration needs. You leave with a clear timeline and delivery estimate before any commitment.
No commitment. No pitch. Partner with a Shopify B2B agency for a scoped B2B plan before anything is signed.
We will review your workflow and send a scoped proposal within 3 business days.