Business buyers order in larger quantities. They ask for different prices. They may need payment terms, quotes, approval, or multiple buyers under one company account.
Shopify B2B management is done through WhatsApp, email, spreadsheets, and manual discount codes. It works for a few buyers, but as orders increase, pricing gets complicated, and someone sends the wrong quote.
A B2B buyer should log in and see the right products, prices, quantity rules, and checkout flow. Shopify B2B features like company profiles, catalogs, quantity rules, volume pricing, payment terms, and draft orders help store owners manage this from the Shopify admin.
I get the most questions from Shopify B2B merchants on two things: Order management and custom pricing. In this blog, I will explain how to set up B2B properly and manage bulk orders and custom pricing.
Is B2B on Shopify only for Plus users?
No. B2B is not only for Shopify Plus users. It is available on Basic, Grow, Advanced, and Shopify Plus plans.
On Basic, Grow, and Advanced, merchants can use companies, catalogs, quantity rules, price breaks, net payment terms, draft orders, and PO numbers. Plus, merchants get more advanced control, like unlimited catalogs and direct catalog assignment to specific companies or company locations.
How to set up B2B on Shopify perfectly?
Step 1: Go to Companies in the Shopify admin
Go to Customers > Companies > Add company.
Here, add the basic company details:
Company name
Company ID
Main contact
Shipping address
Billing address
Location ID
B2B works through company profiles and company locations. Shopify’s setup flow also lets you add the main contact, address details, catalogs, payment terms, and checkout settings while creating the company.
Step 2. Add the main B2B customer
Next, select the main contact for that company.
You can either:
Choose an existing customer profile
Create a new customer profile
Make sure the customer profile has an email address. By default, the main contact gets ordering permission. That means they can place orders for the company after logging in.
Step 3. Add company location details
After adding the company details, add the company location.
This is important when a B2B buyer has:
Multiple branches
Different shipping addresses
Different billing details
Different payment terms
Different pricing rules
Step 4. Create or assign a B2B catalog
Go to Markets > Catalogs
This is where you manage B2B product access and pricing.
You can use catalogs to control:
Which products B2B buyers can see
Which products are hidden
Fixed product prices
Percentage price adjustments
Quantity rules
Volume pricing
To assign a catalog to a company location, open the catalog, choose Company location from the dropdown under the title, click Add a company location, select the location, and click Done.
Step 5. Add products and pricing to the catalog
Inside the catalog, go to the Products and pricing section.
From here, you can:
Include products
Exclude products
Adjust product prices
Set fixed prices
Add quantity rules
Add volume pricing
A good tip here is to start with fewer products. Don’t add your full catalog from day one unless every product is ready for wholesale pricing.
Step 6. Set payment terms
Go to: Customers > Companies
Open the company or company location and find the Payment terms section.
You can set payment terms like:
Due immediately
Net 7
Net 15
Net 30
Net 45
Net 60
Net 90
Due on fulfillment
Shopify also lets you set payment terms at the company location level, so different locations can have different payment rules if needed.
Step 7. Configure checkout settings
While creating or editing the company, configure the checkout settings.
Use this area to decide how B2B buyers should place orders.
You can manage things like:
Direct checkout
Draft order submission
Shipping address options
PO number requirements
Manual review for large orders
Step 8. Test the B2B buyer login
Before making the setup live, test it like a real buyer.
Check if the buyer can:
Log in properly
See the correct catalog
View the right B2B pricing
Order in the right quantity
Access payment terms
Complete or submit the order
I always test this before launch because most B2B issues come from small setup mistakes.
Step 9. Check plan limits before building too much
Also, check your Shopify plan before creating a large B2B setup.
On Basic, Grow, and Advanced plans, Shopify allows up to 3 active catalogs across B2B markets. Direct catalog assignment to company locations and unlimited catalogs are available only on Shopify Plus.
Now I will explain bulk order management. This is key to every Shopify B2B commerce brand.
How to manage B2B bulk orders on Shopify?
1. Set minimum order quantities
I always set a minimum order quantity because it helps me avoid small wholesale orders that do not support my client’s margin.
Use minimum quantity rules when you want to protect profit margins. For example, a skincare brand may set a minimum order of 24 units. A packaging brand may allow orders only in sets of 50, 100, or 250.
2. Use quantity increments
Quantity increments help buyers order in the right multiples. This keeps the bulk orders easy to add. For example:
The buyer cannot order 27 units
Buyer can order 25, 50, 75, or 100 units
3. Add volume pricing
Volume pricing gives buyers better rates when they order more. Here’s a simple setup that I always use:
25 units: Base wholesale price
50 units: Small price break
100 units: Better price break
250 units: Strongest bulk price
4. Make repeat ordering easier
B2B buyers know what they want, and they do not browse like retail shoppers.
Here’s what I do when I work with B2B stores to improve repeat ordering:
Quick order forms
Reorder options
Product tables
Saved company details
Clear variant selection
Fast add-to-cart options
5. Use draft orders for offline or custom bulk orders
Not every B2B order comes directly through the storefront. I have experience with buyers ordering through:
Email
Phone calls
Sales reps
WhatsApp
Purchase orders
In these cases, draft orders work well. You can create the order manually, assign the company, apply the right pricing, add the PO number, and send the invoice.
How to manage Shopify B2B pricing?
1. Use Shopify B2B apps
Apps can help with Shopify B2B pricing when native features are not enough. Apps like Wholesale Hero B2B Pricing helped me with advanced Shopify B2B pricing setup on collection pages.
Don’t create a separate price for every buyer. It will become hard to manage.
Instead, I start with simple pricing groups like:
Retailer
Distributor
VIP wholesale
High-volume buyer
3. Use catalogs for B2B custom pricing
This has helped me a lot. Catalogs help you show different prices to different buyers.
For example, one catalog can give 10% off to retailers. Another catalog can show fixed distributor prices for selected products.
4. Use percentage pricing for simple wholesale discounts
Always remember that percentage pricing works well when your product margins are similar.
You can create pricing like:
Retailer: 10% off
Wholesaler: 15% off
Distributor: 25% off
5. Add volume price breaks for bulk buyers
Volume price breaks connect pricing with order quantity. This means the buyer gets better pricing only when they order more. This helps to increase AOV.
For example:
50 units = standard wholesale price
100 units = better price
250 units = best price
6. Review shipping before finalizing pricing
Your Shopify B2B pricing setup should not ignore shipping. Large B2B orders may need special packing or an extra handling cost.
A price may look profitable before shipping. But after fulfillment, I have experienced that the margin can shrink fast.
Build a Shopify B2B setup that grows with your buyers
If I want to set up a perfect B2B setup in 2026, I would start with the basics. Create company profiles, assign customers correctly, build simple catalogs, add quantity rules, and use custom pricing where it makes sense.
My best advice is not to try to create a perfect wholesale system on day one. Create a clear system first. Then improve it as real B2B buyers start ordering.
FAQs
1. Can I sell wholesale on Shopify?
Yes. You can sell wholesale on Shopify using Shopify B2B features like companies, catalogs, custom pricing, quantity rules, payment terms, and draft orders.
2. Which is the best Shopify wholesale app to manage my B2B business?
Shopify B2B Apps like Wholesale Hero B2B Pricing and Wholesale Gorilla are good choices to manage your Shopify B2B commerce businesses.
3. How to sell B2B wholesale products on Shopify?
First, create company profiles, assign B2B customers, set up catalogs, add wholesale pricing, create quantity rules, and configure payment terms. I suggest starting with one simple wholesale catalog first, then adding more pricing tiers once real buyers start ordering.
4. Can you import an old invoice into a Shopify B2B account?
Shopify supports importing B2B orders through the GraphQL Admin API, and you can also migrate existing customer order history into a company location in some cases.
5. Do I need Plus to set up my B2B wholesale business in Shopify?
No. B2B is available on Basic, Grow, Advanced, and Plus, but Plus gives more advanced options like unlimited B2B catalogs, direct catalog assignment to companies, deposit requirements, and partial payments.
Vineet is an experienced content strategist with expertise in the ecommerce domain and a keen interest in Shopify. He aims to help Shopify merchants thrive in this competitive environment with technical solutions and thoughtfully structured content.
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About the author
Vineet Nair
Vineet is an experienced content strategist with expertise in the ecommerce domain and a keen interest in Shopify. He aims to help Shopify merchants thrive in this competitive environment with technical solutions and thoughtfully structured content.