Trade accounts, wholesale ordering & business workflows
Shopify B2B built around how your customers buy.
Trade customers may need different products, prices and purchasing steps from retail shoppers. We plan and build Shopify B2B and wholesale experiences around those requirements, connecting the online order journey to the account, stock and fulfilment processes behind it.
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The starting point
Make the trade rules clear before the build.
Start with how the business sells today: account approval, agreed pricing, order quantities, payment arrangements and the people authorised to buy. We map those needs to the available Shopify capabilities and supporting tools, checking plan requirements and compatibility before choosing the setup.
- 01Map the account and purchasing model
- 02Configure the catalogue and commercial rules
- 03Build an efficient ordering experience
- 04Connect and launch the trade workflow
01Shopify B2B & Wholesale
Map the account and purchasing model
Define who buys, what they can see and how an order is agreed.
Review company accounts, locations and the people involved in purchasing. Work through new account requests, approval steps and the information your team needs to manage a trade relationship. Decide whether retail and wholesale belong in one experience or require a more separate approach based on the actual operating model.
02Shopify B2B & Wholesale
Configure the catalogue and commercial rules
Make products, pricing and ordering requirements understandable to the buyer.
Plan relevant catalogues, customer-specific pricing and quantity rules using the capabilities available for the chosen setup. Review how tax information, delivery arrangements and payment terms should be presented. Check the exceptions with the people processing orders so the website does not promise something operations cannot fulfil.
03Shopify B2B & Wholesale
Build an efficient ordering experience
Help returning trade buyers find products and place accurate orders.
Design product information and navigation around repeat purchasing as well as first-time research. Consider quick-order tools, useful account information and reordering where the requirements justify them. Test realistic baskets on the devices buyers use, including the visibility of stock, minimums and any approval steps.
04Shopify B2B & Wholesale
Connect and launch the trade workflow
Check the full journey from account setup to the systems behind the order.
Validate customer and order data with the relevant accounting, inventory or ERP setup. Test representative accounts, permissions and commercial rules before inviting a wider group of buyers. Train the team responsible for account changes and document how pricing, access and exceptions will be maintained.
Four stages. Clear accountability.
From finding the issue
to putting it right.
Agree the work, carry it through and check the result. Each stage has a clear purpose.
Understand
Get to know the business, review the detail and find the underlying issues.
Prioritise
Agree the scope, commercial priorities and the order of work.
Implement
Make the changes, check the detail and put the work into use.
Review
Look at what changed and agree the next practical improvement.
Shopify B2B & Wholesale
Your questions.
Clear answers.
Do we need Shopify Plus for B2B?
That depends on the B2B features and commercial rules you need, and the capabilities available on your plan. We verify current Shopify requirements during discovery and compare native features with suitable alternatives before recommending a setup.
Can retail and wholesale customers use the same store?
That can be an option, but the right structure depends on catalogues, pricing, content and operations. We compare a combined store with a more separate trade experience and explain the implications for your team.
Can different customers have different prices?
We start by documenting the pricing rules, then check how the chosen Shopify plan and tools can support them. Complex agreements, quantity breaks and external price lists need careful validation before the build is scoped.
Can trade orders connect to our existing ERP?
Potentially, where suitable interfaces and permissions are available. We review the account and order mapping, ownership of pricing and stock, and the handling of exceptions as part of the integration scope.
The wider picture
More capability.
Less overhead.
Development, marketplace management, advertising and reporting are often spread across several people or suppliers. We bring the work together to reduce duplication, cut coordination time and help lower your existing overhead.
Websites · Marketplaces · Business systems
Ready to put
things right?
Tell us what is holding the business back.
We’ll work out the practical next step together.