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Shopify B2B Wholesale: The Complete Guide for 2026

DH
Dennis Hegstad
Founder, sonarID · March 30, 2026
Shopify B2B wholesale setup guide 2026

B2B commerce on Shopify used to be a workaround. Merchants who needed wholesale pricing used password-protected pages, manual draft orders, or third-party apps bolted onto DTC stores. The experience was clunky for buyers and operationally expensive for sellers.

That changed. Shopify's native B2B tools — available on Shopify Plus — are now a first-class commerce platform for wholesale and trade selling. If your business sells to retailers, distributors, or business customers alongside your DTC channel, this guide will walk you through what is now possible and how to structure it.

What Shopify B2B Actually Does

Shopify's B2B feature set includes:

  • Company profiles: Create a company record that holds multiple locations, contacts, and payment terms — the core unit of B2B relationship management
  • Custom price lists: Assign specific pricing tiers to companies. A retailer in your network gets 40% off MSRP. A distributor gets 50% off. Each company sees only their pricing.
  • Payment terms: Offer Net 15, Net 30, Net 60, or other custom terms on a per-company basis. Buyers can check out without paying immediately.
  • Self-serve B2B portal: Buyers log in with their own credentials and place orders without calling your sales team.
  • Quantity rules: Set minimum order quantities, case packs, and increment requirements per product per price list.
  • Draft orders: Your team can create draft orders for buyers, share them as links, and let the buyer review and confirm.
  • This is a complete wholesale infrastructure. For most B2B use cases below $50M in wholesale revenue, this is sufficient without any additional apps.

    Setting Up Shopify B2B

    The setup flow is straightforward but has a few critical decisions to get right at the start.

    Step 1: Enable B2B in your Shopify admin

    B2B is available on Shopify Plus. Navigate to Settings > Wholesale and B2B to enable it. If you are on a lower plan, you will need to upgrade or use a third-party wholesale app.

    Step 2: Create your company structure

    Each B2B buyer relationship is represented as a company. Companies can have:

  • Multiple locations (a national retailer with regional distribution centers)
  • Multiple contacts (different buyers at the same company)
  • Location-specific payment terms and shipping addresses
  • When creating a company, assign:

  • A price list (or create one first — see Step 3)
  • Payment terms
  • Tax exemptions if applicable
  • A shipping address for each location
  • Step 3: Build your price lists

    Price lists are the engine of B2B pricing. You can create:

  • Percentage-off lists: All products discounted X% from retail price
  • Fixed-price lists: Specific prices set per product
  • Volume-based rules: Quantity breaks per SKU
  • Most merchants start with two or three tiers: wholesale (40–45% off), distributor (50–55% off), and trade/affiliate (20–25% off). You can add more tiers as your buyer mix grows.

    Step 4: Invite buyers

    Once a company is set up, invite the buyer contacts via email. They will create a login and access your B2B-only storefront. The storefront shows only their negotiated pricing and any products you have made visible to them.

    You can control B2B catalog visibility separately from your DTC catalog. Products can be B2B-only, DTC-only, or available to both.

    Step 5: Configure the B2B checkout

    The B2B checkout has different requirements than DTC. Configure:

  • PO number field (most B2B buyers require this)
  • Shipping carrier options (often different from DTC)
  • Order confirmation templates that include payment terms
  • Whether to show or hide retail pricing on invoices
  • Managing B2B Operations Day-to-Day

    Once your B2B channel is live, the operational workflow centers on a few repeating tasks.

    Reviewing and approving new company applications: If you allow self-registration, set up an approval workflow so you can vet new buyers before granting access and pricing. Use Shopify Flow to tag incoming B2B applications and notify your sales team.

    Handling purchase orders: For buyers paying via Net terms, orders arrive with payment due in 15–60 days. Shopify tracks outstanding payment obligations per company and can send payment reminders. Integrate with QuickBooks or Xero for accounts receivable reconciliation.

    Managing reorders: B2B buyers reorder predictably. Use Shopify's order history per company to spot reorder cadences and proactively reach out before buyers go elsewhere.

    Running promotions: You can create B2B-specific promotions — additional discount codes, seasonal price list adjustments, or limited-time product availability — without affecting your DTC pricing.

    Scaling B2B with the Right Tools

    For most wholesale operations up to about $10M annually, Shopify's native tools are sufficient. Beyond that threshold, you may want to layer in:

  • ERP integration (NetSuite, Acumatica): For complex inventory management, multi-warehouse fulfillment, or finance workflows
  • EDI capability: For large retail partners who require electronic data interchange for orders and invoices
  • Quoting tools: For high-value B2B accounts where pricing is negotiated per-order rather than from a price list
  • Shopify's B2B API is well-documented and supports custom integrations for most of these needs.

    The Hybrid DTC + B2B Strategy

    Many Shopify merchants run both channels from a single store. The advantage is operational simplicity — one admin, one inventory system, one fulfillment workflow. The challenge is keeping the two experiences distinct.

    Best practices for hybrid operations:

  • Keep B2B and DTC pricing completely separated (no overlap in price list logic)
  • Build separate email flows for B2B vs. DTC customers
  • Tag B2B company contacts differently from DTC customers in your marketing tools
  • Avoid showing B2B pricing to DTC visitors (Shopify handles this natively via login)
  • Why B2B Intelligence Matters

    One of the underrated advantages of running B2B on Shopify is that you get the same enrichment opportunity on B2B buyers as DTC customers. When a new company places its first order, knowing who they are — is this a boutique with strong social presence, a distributor with a celebrity clientele, a retailer with a high-profile founder — is strategically valuable.

    SonarID's order enrichment applies to B2B orders as much as DTC. A retailer who happens to be run by a known influencer or investor is worth knowing about before you ship a commodity wholesale order. The relationship-building opportunity is the same.

    The Bottom Line

    Shopify B2B in 2026 is a legitimate wholesale platform for most SMB and mid-market brands. The decision to invest in it now versus waiting is straightforward: if you have a wholesale channel that currently lives outside Shopify, migrating it in gives you cleaner operations, better data, and a unified customer view.

    Set up the company structure correctly from the start — price lists, payment terms, contact hierarchy — and it scales cleanly as your buyer network grows.

    Frequently asked questions

    Do I need Shopify Plus for B2B features?

    Yes, Shopify's native B2B features (company profiles, price lists, payment terms) require Shopify Plus. Merchants on lower plans can use third-party wholesale apps instead.

    Can I run B2B and DTC on the same Shopify store?

    Yes. Shopify supports hybrid DTC and B2B from a single store. B2B buyers log in to see their pricing; DTC visitors see standard retail pricing.

    Ready to know who is buying from you?

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    End
    DH
    Written by
    Dennis Hegstad
    Founder, sonarID