shopify_b2b
Sell wholesale without the phone calls
Native Shopify B2B with customer-specific price lists, net terms, and self-serve reordering, wired to the ERP and the freight rules behind them, so your reps stop keying orders out of voicemail and email.
80% less wholesale admin time, bilingual wholesale brand.Read the case study- Company accounts and buyer rolesincluded
- Customer pricing and catalog rulesincluded
- Net terms and PO checkoutincluded
- Reorder from historyincluded
+2 more deliverables below
symptoms
The problem
“Our reps spend the morning typing orders out of voicemail and email.”
Your most expensive people are doing data entry, and every transcription is a chance to ship the wrong quantity to the wrong address.
“Every customer has different pricing and it lives in a spreadsheet.”
One person knows which tier a buyer is on. When they are away, quotes go out wrong or not at all.
“Wholesale buyers keep asking for a PDF order form.”
They are asking because your storefront cannot show them their price, their terms, or what they ordered last time.
deliverables
What you get
Built on native Shopify B2B where possible, so you are not renting a wholesale app forever, and wired to the systems the orders have to reach.
Company accounts and buyer roles
Multiple buyers per company, each with their own login, permissions, and approval path to a shared account.
Customer pricing and catalog rules
Per-company or per-tier pricing, volume breaks, and currency handling, with products gated so each buyer sees only what they are allowed to purchase.
Net terms and PO checkout
Payment terms, purchase order numbers, and credit limits at checkout instead of forcing a card payment.
Reorder from history
One-click reordering off past orders plus saved lists, which is what actually removes the phone calls.
Freight, shipping, and claims
Live LTL and parcel rates at checkout for pallets and oversized goods, carrier rules by account, and a claims path that does not start with someone rereading an email thread.
ERP sync and custom integrations
Orders land in your ERP with the right customer record, price, and terms, and anything without an off-the-shelf connector gets built rather than worked around.
the_big_picture
One order, the whole route
The portal is the front door. The same team wires the pricing, freight, and support running behind it.
free_first_step
Start with a free look at your wholesale flow
Bring the way wholesale orders reach you today. The free assessment reviews it with read-only access and puts in writing what a portal would change and what it would not.
what_happens_after_the_order
A portal moves the ordering. Claims and questions still land somewhere.
Self-serve ordering removes the phone calls that start an order. It does not touch the ones that come after it: a short shipment, a damaged pallet, an invoice query. For the same manufacturer whose dealers now order themselves, we consolidated those into one desk with the account history attached.
See how wholesale support scales- Less time spent handling each wholesale claim
- 70%Less time spent handling each wholesale claim
- B2B claims centralized in one desk
- 100%B2B claims centralized in one desk
- Tickets lost to personal inboxes
- 0Tickets lost to personal inboxes
- Monthly review generation rate
- 5xMonthly review generation rate
proof
Shopify B2B Wholesale Portal Development case studies
- 0third-party apps
Bilingual Wholesale Brand
A native Shopify B2B portal with bilingual ordering and no third-party wholesale apps.
Read the case study - 90days, two scopes
Pet Nutrition Manufacturer
A centralized HubSpot help desk and a D2C organic foundation delivered as two scopes in 90 days.
Read the case study
questions
Shopify B2B Wholesale Portal Development FAQs
What does B2B portal development actually involve?
Less custom software than most people expect. On Shopify the portal is company accounts, buyer roles, customer-specific price lists, net terms, and a reorder flow, most of which is configuration rather than code. The build work sits at the edges: pricing rules your ERP owns, catalog visibility per customer, and the sync that keeps both sides honest. A typical B2B portal is a scoped implementation measured in weeks, not a ground-up platform project.
Is Shopify a good wholesale ecommerce platform?
For most manufacturers, wholesalers, and distributors, yes, and the reason is boring: you get wholesale and retail on one catalog, one inventory pool, and one admin instead of running two systems that disagree. Where Shopify struggles is deeply conditional pricing, complex quote-to-order workflows, and configurable products with dependent options. We will tell you which side of that line your catalog falls on before you commit, because the honest answer sometimes is that your ERP should stay the pricing brain and Shopify should just present it.
Do we need Shopify Plus for B2B?
For native Shopify B2B, yes. Company accounts, price lists, and net terms are Plus features. If you are not on Plus and do not want to move, the alternative is an app like SparkLayer on a standard plan, which covers most wholesale requirements at a lower platform cost. We will tell you honestly which side of that line you fall on, because the Plus upgrade only pays for itself at a certain order volume.
Can we run wholesale and retail on the same store?
Yes, and it is usually the right call because you share one catalog, one inventory pool, and one admin. Buyers log in and see their pricing; retail customers see retail pricing. The complexity is in tax handling, shipping rules, and making sure wholesale pricing can never leak to a retail session. That is solvable but it needs deliberate configuration rather than defaults.
How do net terms work if our ERP holds the credit limit?
We sync the credit limit and current balance from the ERP into the storefront so checkout can enforce it. A buyer over their limit gets stopped at checkout with a clear message rather than placing an order that finance later cancels. The sync direction matters: the ERP stays the system of record for credit, and Shopify reads from it rather than trying to own it.
What if our pricing is genuinely complicated?
Define complicated. Volume breaks, per-company pricing, contract pricing, and currency variation are all normal and handled. Where it gets harder is pricing that depends on real-time calculation in the ERP, for example freight-inclusive pricing that changes by destination and weight. That case needs a live pricing call at cart time, which we can build, but it is a different scope than loading price lists.
Will our sales reps lose visibility into their accounts?
The opposite, if it is set up right. Reps get a view of their accounts, can place orders on behalf of a buyer, and see order history in one place instead of their own inbox. The concern behind this question is usually commission, so we make sure rep attribution is recorded on portal orders too. Self-serve reordering typically moves reps from data entry to actual selling rather than removing them.
How long before buyers actually use it?
Build is typically four to six weeks. Adoption is the harder half, and it depends on migration rather than technology. What works is loading each buyer their order history first, so their first login shows something familiar they can reorder in one click, then onboarding accounts in waves rather than emailing the whole book at once. Expect meaningful adoption over one to two ordering cycles, not the first week.
next_step
Stop paying reps to retype orders
Bring your price list structure and a sample of last month orders. We will tell you what native Shopify B2B can and cannot do for your pricing.