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B2B and wholesale
Verify catalogs and volume pricing by company, location and role. Connect inquiries, quote approval, orders, payment terms and return records.
For · Wholesale, B2B operations and transaction integration owners
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Buyers & accounts
Identify who buys for each location.
InputProcurement needs and rolesOutcomeAccount, location and access model
Which B2B roles need defining before prices?
Identify company, location and contact roles for inquiries, orders, approval and payment. Build catalogs and terms around them, separating platform, app and manual responsibilities.
- Test a buyer and a user without procurement access.
- Define handling for disabled locations and changed contacts.
Quote approval and credit controls must not all be assumed to be native plan capabilities.
Which identities should be used for a first B2B order test?
Test the buying company, location and contact role instead of relying on an administrator view. Check products, prices, orders and terms after sign-in, with an outside identity as a control.
- Record the company, location, contact and role.
- Compare an authorized buyer, another location and a retail visitor.
Administrator visibility does not establish buyer visibility. Validate real permissions in an authorized store.
Articles & checklists for this step
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Catalogs & quotes
Map buyer identity to a valid offer.
InputBuyer access and product scopeOutcomeCatalog, quantity and confirmed quote
How do you verify that a B2B catalog reaches the intended buyers?
Check assignment conditions, product scope and the actual buying location together, then test quantity rules, price breaks, cart and checkout. One price screenshot does not establish every buyer’s offer.
- Record the current catalog and market or location assignments.
- Test minimum quantity, the first price break and a quantity below it.
Assignment options and limits depend on current capabilities and plan. Minimum order quantity is not automatically the first pricing threshold.
How do minimum quantity, quantity rules and price breaks differ?
Minimums define the purchase threshold; quantity rules define permitted quantities and increments; price breaks define unit prices at specified quantities. Test by location, catalog, currency and quantity through order lines.
- Check below, at and above each threshold.
- Verify that minimum quantities are not mistaken for price breaks.
Verify current catalog capabilities; illustrative prices are not quotations.
How should an inquiry become a traceable quote and order?
Link inquiry, quote version and order identity. Agree specifications, quantity, currency, validity and delivery, then compare confirmed terms with order lines and retain reconfirmation after changes.
- Record who approved the quote and its scope.
- Compare page choices with the resulting order.
Validate the actual app, code or manual process supporting quotes and orders.
Articles & checklists for this step
Verify a Shopify B2B quote before creating an order
Verify the quote revision the buyer confirms
Change a test request from 60 to 72 units. Record the inquiry reference, quote revision, company location, SKU, unit and freight terms. Open the earlier confirmation link and check that the buyer can confirm the revised quote.
Trace checkout or the draft to an order
Use the checkout or draft flow chosen for the project. Match the confirmed revision to the draft and order identifiers that exist. Compare the location, products, quantities and agreed prices.
Track invoicing, due dates and funds separately
Record invoice delivery, when payment is due and funds received. For a percentage deposit on a Plus draft, check the merchandise subtotal as the deposit base. Tax and shipping are excluded from that base. Check the balance and release conditions against the agreed terms. If you accept bank transfers, record where buyers see the option. Match the bank receipt to the order amount and currency before recording payment.
Test timeouts and duplicate handoffs
Simulate a timeout on order creation. Look up the original request or known order before retrying. Deliver the same order event to the ERP twice and verify that it creates a single business record.
Hypothetical acceptance test
Keep redacted copies of the original quote, the revised quote, the buyer confirmation, the Shopify order and the ERP receipt. Tie them together with the inquiry reference.
Use a test company location to check the enabled bank transfer method in three flows. For automatic submission without payment terms, look at the initial checkout. For deferred payment terms, check when the buyer goes to pay. For drafts submitted for review, approve the draft, send a test invoice and check the buyer’s payment link.
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Orders & payments
Validate order and fulfillment after agreement.
InputConfirmed offer and locationOutcomeOrders, terms and delivery records
How should first-order terms and partial fulfillment be checked?
Use the confirmed location and offer for a controlled order. Compare payment terms, receivables, shipped quantities and notifications, recording ownership for partial delivery or failed payment.
- Link order, payment and warehouse identities.
- Check amounts and quantities after edits or cancellation.
Order creation, invoicing and settlement are separate events.
Articles & checklists for this step
Verify catalogs, volume pricing and payment on the first B2B order
Run a first order from two buying locations and check that access, price and payment records match the same transaction.
Confirm the company and buying location
Record the signed-in company, current buying location and visible catalog. Repeat the product and price check from a second location.
Count active market catalog assignments
Count assignments in the current Markets experience. Basic, Grow and Advanced allow three active assignments. One active catalog assigned to two active B2B markets uses two slots. With no other assignments, one slot remains.
Verify pricing for a single company location
If one location needs its own prices and a slot is available, create a B2B market with the Company locations condition, select only that location and assign a catalog to the market. Verify prices while signed in for that location. Then confirm an excluded buying location and a retail shopper in the same region do not get those prices. Assigning a catalog directly to the location requires Plus.
Test the minimum and the first price break
Try the minimum order, the first valid price break and a quantity just below it. Compare the actual unit price in the cart and checkout.
Reconcile invoices and funds received
Record the draft, payment terms and funds received. Compare due dates on a net-30 test order and one due on fulfillment. Net 30 starts on the order date. If the second order ships in batches, payment is due after all items are fulfilled. Use the order record to assign shipment, partial fulfillment and refunds.
- Check public evidence for a configuration to quote project
- Verify a Shopify B2B quote before creating an order
- Check minimum orders and volume pricing thresholds
- Shopify Grow single-location catalog setup
- Diagnose Shopify B2B catalog price differences
- Reconcile company catalogs, quantity prices and invoices
- Verify reorders, returns and orders on terms
- Shopify B2B accounts and reorders
- Shopify self-serve return requirements
- Shopify B2B payment terms
- Shopify Markets setup for company locations and catalogs
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Aftercare & reconciliation
Resolve exceptions and retain evidence.
InputOrders, shipments and receivablesOutcomeReturn reconciliation and approved evidence
How do you reconcile a partial B2B return?
Use the same order and line items to check the request, handling, refund and receivable changes separately. Record roles, quantities and timing, then verify external-system updates when an ERP or app is involved.
- Compare original quantities, previously handled items and the new request.
- Reconcile final platform, payment and external-system states.
A submitted request does not establish a completed refund or receivable update. Validate terms, eligibility and integrations from actual records.
How can B2B validation become publishable experience?
Retain scenarios, configuration, failures and outcomes within the actual scope. Confirm permission and remove sensitive procurement data before publication, labeling methods and examples accurately.
- Connect location, catalog and order scenarios in one evidence chain.
- Check which responsibilities and results may be disclosed.
A teaching checklist is not a client success case; project evidence must come from the participants.
Articles & checklists for this step
Three checks after the first B2B order
Check order access across two locations
Set up two test locations for one company. Sign in as a location admin, an ordering-only contact and a user without access to the location. Record the order history, reorder actions and return options each role can see.
Reorder from an earlier purchase
Choose a variant with a changed price, availability or quantity rule and reorder it from the order history. Check the current location, catalog, price, quantity rules and payment terms at checkout. Record the PO reference and any differences.
Reconcile a partial return
If self-serve returns are enabled, submit a partial return from an eligible order and verify the request, review and receipt. Match the receivable or refund, quantity received and restock record to the order and return.
Hypothetical QA scenario: reorders and partial returns across two locations
One company has locations A and B. An ordering-only contact at A has a fulfilled, unpaid net-30 order for 10 units at $50 each, with a return request for two units awaiting review. The current A catalog lists the variant at $60 with a minimum of 12 and increments of six. The B catalog excludes the variant.
Open the A order as the ordering-only contact and as an authorized location admin. Compare order access and return options. Use Buy again at A and record the $60 price and quantity validation. Run a separate cart and checkout under B, check whether the variant can be ordered and record where it is blocked.
Record the return status before and after review and the quantity received. Reconcile the customer account balance, Shopify receivable or refund, and inventory against the original order. Where an app or ERP handles payment terms, record the credit or balance adjustment and when it posted. Save redacted role, cart and reconciliation records.
Check public evidence for a configuration to quote project
Trace configuration and estimating within one project
Open the brand’s product page from the implementation case. Check the modules, specifications, configurator and estimate or project contact entry against the same delivery.
Check each implementation claim separately
Record evidence separately for public configuration and enquiries, company accounts, native wholesale checkout and ERP. Match each item to a live page, redacted implementation record or authorised case description.
Use a sample enquiry to verify scope
Give the implementation team a sample product, variant, quantity and delivery location. Ask how the buyer’s selection, quote revision, confirmation and downstream handoff are recorded.
Public evidence from TERMINO
The WESWOO case documents the Framer frontend, Shopify Storefront API, module data and project enquiries. The brand’s product page shows modules, dimensions, configuration and estimating. Its partnerships page serves dealers and architects.
Learn from project examples
TERMINO · Content and commerce data
- Business problem
- A modular kitchen needs spatial and configuration guidance before estimate, showroom or project enquiry.
- Implementation described in the published case
- The case uses Framer for narrative and configuration, connecting module, price and availability data through Shopify Storefront API.
- Acceptance question for a new project
- Match the configuration summary to module records. If a commerce query fails, do explanations, contact paths and the chosen configuration remain usable?
Maintained by WESWOO · 2026-11-12
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