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B2B & Wholesale Workflows

Custom catalogs, account-specific pricing, approval chains, rep-assisted ordering, and invoicing for merchants selling to other businesses.

The Problem

B2B ordering is manual and slow. Wholesale customers email orders, your team re-enters them, and everyone waits for confirmations that should be instant.

Pricing and catalog logic doesn’t fit. You need customer-specific pricing, volume tiers, and restricted catalogs but Shopify’s native B2B features don’t go far enough.

Approvals and invoicing are handled outside Shopify. Purchase orders, credit approvals, and net-terms invoicing happen in email or spreadsheets because the tools don’t exist in your storefront.

What Changes

B2B That Runs Like B2B

We build custom B2B workflows on Shopify that let your wholesale customers browse their catalog, see their pricing, place orders, and manage their account without your team manually processing every transaction.

Restrict products, pricing, and minimums by customer account or company.

Volume discounts, negotiated rates, and account-level pricing that updates automatically.

Multi-step approval workflows for large orders, new accounts, or credit-limit checks.

Let sales reps place orders on behalf of customers with proper attribution and controls.

Generate invoices, manage payment terms, and track receivables within the Shopify ecosystem.

Implementation

STEP 01 B2B Workflow Mapping

B2B Workflow Mapping

We document your current wholesale process, pricing structure, and customer account requirements.

STEP 02 Build & Configure

Build & Configure

We develop custom B2B features, company account logic, and ordering flows.

STEP 03 Launch & Onboard

Launch & Onboard

We deploy, train your sales team, and onboard key wholesale accounts.

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