Top Shopify B2B Features to Streamline Your Wholesale Operations

1. Custom Pricing & Wholesale Discounts

Shopify B2B allows businesses to offer custom pricing and wholesale discounts tailored to different customer groups. This ensures that high-volume buyers, resellers, and long-term business clients receive pricing that reflects their purchasing power.

Tiered Pricing for Different Customer Groups

• Shopify enables customer-specific pricing based on factors such as order volume, customer type, and negotiated terms.
• Merchants can create price lists that automatically apply different pricing levels for wholesalers, distributors, or bulk buyers.
• Shopify Plus users can manage multiple pricing tiers within the same store, eliminating the need for separate wholesale platforms.

Automating Pricing Adjustments with Shopify Scripts & Third-Party Apps

• Shopify Scripts (available on Shopify Plus) allows merchants to apply dynamic pricing rules, such as:
  • Percentage-based or fixed discounts for different customer groups.
  • Volume-based discounts that activate automatically at checkout.
  • Custom pricing adjustments based on order history or customer tags.
• For non-Shopify Plus users, third-party apps like Bold Custom Pricing, Wholesale Club, and Pricing by Customer can automate wholesale pricing.
• Merchants can also integrate ERP or CRM systems to synchronize pricing data across multiple sales channels.

By leveraging these features, businesses can efficiently manage wholesale pricing while ensuring a seamless buying experience for their B2B customers.

2. Company Profiles & Customer-Specific Pricing

Shopify B2B allows businesses to manage wholesale customers more effectively through company profiles and customer-specific pricing. These features enable merchants to streamline bulk ordering, account management, and pricing customization for different business clients.

Creating Company Accounts with Multiple Buyers Under One Profile

• Shopify B2B lets businesses create company profiles where multiple buyers from the same organization can place orders under a single account.
• Merchants can assign specific roles and permissions to different buyers, such as purchasing, invoicing, or account management.
• This feature simplifies order tracking, reducing confusion and improving coordination for B2B buyers.

Setting Custom Price Lists Per Business

• Shopify B2B enables merchants to create customized price lists for each business client or customer group.
• Different pricing structures can be assigned based on:
  • Order volume or purchase frequency
  • Contract-based agreements
  • Customer tags or business type (wholesalers, distributors, retailers)
• Price lists ensure that customers see the correct pricing once they log in, without needing manual adjustments.

By leveraging company profiles and customer-specific pricing, businesses can efficiently manage relationships with multiple buyers while maintaining control over pricing strategies tailored to each wholesale client.

3. Bulk Ordering & Quick Order Forms

For wholesale buyers, placing large orders quickly and efficiently is essential. Shopify B2B provides bulk ordering capabilities and quick order forms to streamline the purchasing process.

How Shopify Simplifies Bulk Ordering for Wholesale Buyers

• Shopify B2B enables buyers to add multiple products in large quantities to their cart without browsing individual product pages.
• Merchants can provide bulk pricing that adjusts dynamically based on order volume.
• The Shopify admin panel allows businesses to manage bulk inventory updates and ensure seamless fulfillment for high-volume orders.

Apps That Help Streamline Large Orders and Quick Order Forms

To enhance the bulk ordering experience, Shopify integrates with various apps, such as:

• Quick Order by SolverCircle – Allows wholesale customers to add multiple products to their cart via a simple form.
• B2B Wholesale Club – Enables tiered pricing, bulk order forms, and customer segmentation.
• OrderLogic – Sets minimum and maximum order quantities for wholesale purchases.
• Wholesale Quick Order – Provides a one-page bulk order form, improving order efficiency.

With these features and apps, Shopify ensures that wholesale buyers can place orders quickly while merchants maintain smooth operations and inventory control.

4. Net Payment Terms & Flexible Checkout Options

B2B transactions often require custom payment terms and flexible checkout options beyond standard online payments. Shopify B2B accommodates these needs by offering invoicing, delayed payments, and alternative payment methods.

Offering Net Payment Terms Like Net 30, Net 60 for B2B Customers

• Shopify B2B allows merchants to offer net payment terms, such as:
  • Net 15, Net 30, Net 60, or custom terms, where buyers can receive products and pay later.
  • Automated invoicing for businesses that require structured payment cycles.
• Merchants can set specific payment terms per company or customer account, ensuring smooth financial transactions.

Supporting Invoicing, Bank Transfers, and Other B2B-Friendly Payment Methods

• Shopify integrates with payment solutions that support bank transfers (ACH), wire payments, and offline invoicing.
• Third-party apps like PayWhirl, B2B Payments by Apruve, and Charge Me Later allow businesses to automate invoicing and credit-based payments.
• Businesses can offer checkout flexibility, including split payments or deposit-based orders, to accommodate different B2B buyers.

By incorporating net payment terms and flexible checkout options, Shopify B2B ensures that wholesalers have the financial flexibility they need while maintaining a steady cash flow for merchants.

5. Private & Password-Protected Wholesale Stores

Many wholesale businesses prefer to keep their pricing and product catalogs hidden from the general public. Shopify B2B allows merchants to create private, password-protected wholesale stores that are accessible only to approved buyers.

Setting Up a Wholesale-Only Storefront for Verified Businesses

• Shopify allows merchants to restrict access to their wholesale store using password protection or customer login requirements.
• Businesses can create a dedicated wholesale storefront separate from their main store or use Shopify Plus to manage both DTC and B2B from the same store.
• Only pre-approved, verified wholesale buyers can access the store, ensuring that pricing and bulk discounts remain exclusive to business customers.

Using Shopify’s Built-In B2B Features or Third-Party Apps for Restricted Access

Shopify offers built-in B2B tools for account-based access, but merchants can also use third-party apps to enhance control:

• Wholesale Lock Manager – Restricts access to specific pages, products, or collections for verified wholesale buyers.
• B2B Wholesale Club – Allows tiered pricing and login-based wholesale store access.
• Locksmith – Enables password protection, invite-only access, and customer segmentation for different business types.

With these features, businesses can protect wholesale pricing, maintain exclusivity, and ensure only legitimate buyers can access their B2B offerings.

6. Automated Workflows & Order Management

Handling bulk orders, customer approvals, and invoicing manually can be time-consuming. Shopify B2B simplifies this through automation tools like Shopify Flow, helping businesses reduce manual work and streamline operations.

How Shopify Flow Automates Manual B2B Processes

• Shopify Flow (available on Shopify Plus) allows merchants to set up automated workflows to manage tasks such as:
  • Approving new wholesale customers based on specific criteria.
  • Sending custom email notifications for order updates and invoices.
  • Applying bulk discounts automatically when order volume thresholds are met.
  • Tagging high-value B2B customers for VIP support.

Managing Inventory, Bulk Fulfillment, and Customer Segmentation Efficiently

• Shopify B2B integrates with inventory management systems to prevent overselling and ensure accurate stock levels for wholesale buyers.
• Bulk fulfillment tools allow merchants to process large orders faster by automating shipping, invoicing, and tracking updates.
• Customer segmentation helps businesses categorize buyers based on order history, location, or industry, allowing for personalized pricing and promotions.

By leveraging automated workflows and order management tools, Shopify B2B helps wholesalers save time, reduce errors, and improve overall efficiency in their operations.

7. Integration with ERP & CRM Systems

For wholesale businesses, seamless integration between Shopify, ERP (Enterprise Resource Planning), and CRM (Customer Relationship Management) systems is essential for managing operations efficiently. These integrations help synchronize inventory, streamline order processing, and enhance customer relationships.

Why Connecting Shopify with ERP and CRM Systems is Crucial for Wholesale

• ERP systems centralize business operations, ensuring real-time inventory tracking, automated reordering, and efficient supply chain management.
• CRM systems help businesses track customer interactions, manage B2B client relationships, and personalize marketing efforts.
• Integration eliminates the need for manual data entry, reducing errors and improving operational efficiency.

How Integrations Help with Inventory, Accounting, and Order Tracking

• Inventory Management – Shopify integrates with ERP solutions like NetSuite, SAP, and Brightpearl to provide real-time stock updates across multiple locations.
• Accounting & Billing – Integrations with QuickBooks, Xero, and Sage automate invoicing, tax calculations, and financial reporting.
• Order Tracking & Fulfillment – CRM and ERP connections ensure that wholesale orders are processed accurately, with real-time shipment tracking and automated updates for B2B buyers.

With these integrations, businesses can manage wholesale operations more efficiently while delivering a seamless experience to their clients.

8. Multi-Location Inventory & Global Selling

Wholesale businesses often operate from multiple warehouses and serve customers in different countries. Shopify B2B provides tools to manage multi-location inventory and global sales seamlessly.

Managing Multiple Warehouses and Inventory Locations

• Shopify allows businesses to assign inventory to specific locations, ensuring stock availability across warehouses, retail stores, and distribution centers.
• Merchants can set up automated fulfillment rules to ship orders from the nearest warehouse, reducing shipping costs and delivery times.
• Integration with inventory management apps like Stocky, Skubana, and TradeGecko ensures accurate stock levels and replenishment alerts.

Supporting Global B2B Sales with Multi-Currency and Multi-Language Features

• Shopify Plus enables businesses to sell in multiple currencies, displaying prices in the buyer’s preferred currency.
• Shopify’s multi-language support allows merchants to offer localized experiences, making it easier for international wholesale clients to navigate and place orders.
• Integration with third-party tax and compliance tools ensures accurate tax calculations for global B2B transactions.

By leveraging multi-location inventory management and global selling capabilities, Shopify B2B empowers wholesalers to expand internationally while maintaining smooth logistics and operational control.