Shopify B2B & Wholesale SetupBuilt for How You Actually Sell

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Why Shopify B2B & Wholesale Setup Breaks Differently Than a Standard Store

Shopify was built for direct-to-consumer selling first, and it shows the moment you try to bolt wholesale onto a standard store. Retail customers expect one price, one checkout flow, and instant payment. Wholesale buyers expect negotiated pricing by customer or company, minimum order quantities, net-30 or net-60 payment terms, purchase orders instead of credit cards, and a completely different browsing experience often ordering hundreds of SKUs at once from a spreadsheet-style interface rather than a typical product grid. Trying to serve both audiences through a default Shopify setup usually means wholesale customers see retail pricing, can’t order in bulk efficiently, or end up needing manual invoicing outside the platform entirely.

The technical challenge is that pricing, not products, is what needs to be customer-specific. A single SKU might need three or four different price points depending on which company account is logged in, what volume tier they qualify for, and whether a custom quote has been negotiated. Get this wrong and you either expose wholesale pricing to retail shoppers, or wholesale buyers see prices that don’t match what was agreed. Shopify’s native B2B functionality (available on Shopify Plus) or third-party wholesale apps can solve this, but only when company accounts, price lists, and payment terms are configured correctly against your actual pricing structure not just installed and left on defaults.

The other overlooked piece is the ordering experience itself. Wholesale buyers reordering the same 50 products every month don’t want to click through a retail-style catalogue they want quick-order forms, CSV upload, saved carts and reorder history. Building this properly also means thinking about how B2B traffic affects your store’s technical foundation: pricing rules and quantity break logic can slow down collection and product pages if built inefficiently, which is where speed optimization and B2B setup need to be considered together, not as separate projects. And because B2B often means connecting to an ERP or accounting system for invoicing and net terms, this is typically paired with proper app integration work rather than left as a standalone app install.

What’s Included

What Our Shopify B2B & Wholesale Setup Services Cover

B2B Strategy & Pricing Structure Audit

We map your current wholesale pricing, customer tiers, minimum order quantities and payment terms, then design how that structure translates into Shopify's B2B or wholesale app framework.

Company Accounts & Custom Price Lists

We set up company profiles, customer-specific and volume-based pricing, so each logged-in wholesale account sees only their negotiated prices never default retail pricing.

Net Terms & Purchase Order Checkout

We configure net-30/60/90 payment terms, purchase order-based checkout, and invoicing workflows so wholesale buyers can order without a credit card at checkout.

Quantity Breaks & Minimum Order Rules

We build tiered quantity pricing and MOQ (minimum order quantity) rules by product or collection, encouraging larger orders while keeping the storefront logic clean and accurate.

B2B Ordering Portal & Quick Order Forms

We set up a dedicated wholesale ordering experience quick-order grids, CSV bulk upload, saved carts and reorder history built for buyers ordering dozens of SKUs at once.

DTC + Wholesale on One Store

We configure your store so retail and wholesale customers see the correct pricing, catalogue and checkout experience from a single Shopify instance, without needing two separate platforms.

B2B Tools & Platforms We Work With

01

Shopify Plus B2B (Native)

For Shopify Plus merchants, we configure Shopify's native B2B functionality company accounts, price lists, payment terms and self-serve ordering without needing third-party wholesale apps.

02

Wholesale Pricing Apps

For merchants on standard Shopify plans, we implement and configure dedicated wholesale/B2B apps to unlock custom pricing and account-based access that Shopify doesn't offer natively.

03

Quantity Breaks & Volume Pricing Apps

We set up tiered pricing rules so discounts automatically apply as order quantity increases, tested against real product and collection structures.

04

Net Terms & Invoicing Integrations

We connect payment terms and purchase order checkout to your accounting or ERP system, so invoices and payment tracking happen without manual reconciliation.

05

Customer Tagging & Segmentation

We use customer tags and metafields to control exactly which pricing, products and content each account type retail or wholesale can see.

06

Matrixify for Bulk Price Lists

For stores with large, complex wholesale catalogues, we use Matrixify to bulk-manage price lists and product-customer pricing relationships efficiently.

Related Services

Pair with

Shopify App Integration & Automation

ERP, invoicing & workflow connections

Shopify Speed Optimization

Keep pricing logic from slowing down your store

Shopify Store Setup & Migration

Full replatforming & launch support

FAQ

Frequently asked questions

No. Shopify Plus has native B2B functionality, but standard Shopify plans can achieve the same outcome custom pricing, company accounts and quantity breaks using the right combination of wholesale apps.

Yes. That's the setup we build most often — one store, one product catalogue, with pricing and ordering experience that changes automatically based on whether a customer is logged into a retail or wholesale account.

Yes. We configure purchase order-based checkout and net-30/60/90 payment terms so wholesale buyers can order without paying upfront, with invoicing tracked through your accounting system.

Most B2B setups take 3–6 weeks depending on catalogue complexity, number of pricing tiers, and whether ERP or accounting integration is part of the scope.

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