Set up wholesale customers, catalogs, prices and ordering. Check your Shopify plan before moving data or connecting stock and order systems.
Custom catalogs
Volume pricing
Repeat and bulk orders
Use Shopify B2B company accounts, catalogs, and pricing rules to show buyers the right products, prices, and purchasing options.
Accounts, catalogs, quotes, and repeat orders
Sync order, customer, and inventory events through webhooks, with retries and manual recovery for failed tasks.
Order, customer, and inventory synchronisation
Validate signatures and permissions, and restrict sensitive fields to protect private B2B data.
Verify the sender and limit access to data.
Keep buyer-facing inventory, pricing, and catalogs in sync, with defined cache lifetimes and latency expectations.
Agree how often stock should sync, then test it.
Choose hosting that fits your order volume, markets and maintenance needs.
Choose hosting around your order volume and maintenance needs.
Back up the data and check the import before switching over.
Move the data in batches and test a purchase before switching over.
Import companies, customers, catalogs and orders in batches. Check that the records still link correctly.
Plan fallback options for sign-in, quotes and ordering so buyers can continue if something fails.
Plan queries and sync jobs around catalog size and traffic.
Decide when prices, stock and permissions refresh.
Log sync failures and retries so order or customer data issues are easier to trace.
Use the Storefront API with React or Vue if you need a custom storefront. Keep Shopify for day-to-day management. Review the Shopify Headless overview.
A catalog sets what buyers can see and what prices they pay.
Basic, Grow and Advanced allow up to three active catalog assignments across active B2B markets. One active catalog assigned to two active markets counts twice. Plus removes the limit and adds company-specific catalogs, deposits and partial payments.
Net 30 starts on the order date. With due on fulfillment, payment is due once all items in the order are fulfilled. Shopify payment terms
Payment methods: Choose options available for your market and checkout, such as PayPal.
Draft orders: Review the purchase and send an invoice from the draft.
Order review: Check quantities, prices and payment terms before confirming.
Volume pricing: The catalog price changes at the quantity thresholds you set.
Repeat orders: Buyers reorder from their history at current prices and availability.
Wholesale and retail display: Plus can tailor the theme by customer type. Advanced and Plus can tailor storefront and checkout by market.
Consider apps for additional quoting or credit workflows. Check cost, permissions and data compatibility first.
Check which product, company, price and order data your ERP can connect. Then test how to retry failed updates and reconcile records.
Decide who can buy, who approves orders and where buyers check progress.
Invite approved buyers and assign their company, location and ordering permissions.
Choose direct checkout or draft-order review. Confirm quantities, pricing and terms before accepting an order.
Customers can view order history, payment status, shipment progress and other information
Use company accounts for purchasing permissions and catalogs for prices.
Discuss wholesale pricing
Organise buyers by company and location. Set marketing segments separately from ordering permissions.
Automatically applies step pricing based on quantity purchased, provides volume discounts, and encourages bulk purchasing
Use Shopify Flow to tag orders and send payment reminders. Test the workflow before turning it on.
Buyers can enter a purchase order number at supported checkouts to simplify reconciliation.
Choose the plan, then test migration and ordering with real company accounts, prices and orders.
For sales that start with product configuration and an estimate, see the TERMINO project enquiry workflow. WESWOO built the Framer storefront, connected product data through Shopify Storefront API, and provided entry points for estimates and B2B enquiries.
