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B2B · Shopify · Los Angeles

Shopify B2B setup for US brands that also sell wholesale

Your cafe accounts, grocery buyers and distributors each log in and see their own prices, minimums and terms.

Shopify B2B is the wholesale layer built into Shopify itself: company accounts with several locations, catalogs that set who sees which products at what price, quantity rules, price breaks and net payment terms. As a Shopify Partner in Glendale, we design those price lists with your sales team, load your trade customers, set up the reorder flow and push every wholesale order into Zoho Inventory and Zoho Books so invoices and stock stay honest.

  • Net 7 to 90built-in payment terms
  • 10 breaksvolume prices per product
  • 3 catalogsbelow Plus, unlimited on Plus
Book a Shopify B2B call Build a sample price list
Shopify Shopify PartnerAnd a certified Zoho Advanced Partner
You’ll talk to our senior team, not a call center.300+ projects · serving US clients since 2025
Ridgeline RoastersWholesale catalog Sample
  • House Blend2 lb bag, whole beanAny qty$24.00
  • Cold Brew Concentrate32 oz bottleAny qty$16.00
  • Swiss Water Decaf2 lb bag, whole beanAny qty$26.00
Price list
List price
Terms
Card at checkout
Catalog
Online store
SampleOne product set, three price lists. Buyers only ever see their own.

01Is Shopify B2B enough?

Who is Shopify B2B built for, and when does it fall short?

Shopify B2B suits brands whose wholesale buyers order the same catalog as shoppers, just at negotiated prices, in cases, on terms. It struggles when every quote is custom engineered or the price depends on a contract formula your ERP calculates. Here is how we sort it on a first call.

Where it earns its keep

  • Brands selling to shops and to shoppers. One product set, one inventory count, retail and trade prices living side by side in a blended store.
  • Reorder-heavy accounts. Cafes, salons, clinics and grocers who buy the same SKUs every few weeks love the quick order list and one-click reorders.
  • Tiered price lists. A handful of tiers (cafe, grocery, distributor) map neatly onto catalogs with a percentage off or fixed prices per variant.
  • Net terms without a separate portal. Buyers check out with Net 30 or Net 60, add a PO number, and pay later by ACH or a stored card.

Where we suggest something else

  • Hundreds of one-off price agreements. Below Plus you get three catalogs in total, so per-account pricing at scale means Plus, or keeping price logic in Zoho Inventory.
  • Configure-to-order quoting. Made-to-spec products with engineering review belong in a CRM quote flow; Zoho CRM quotes can still end as a Shopify draft order.
  • Deposits and split payments on a lower plan. Deposit rules and partial payments are Plus features, so we plan around them or budget for the upgrade.

02Shopify B2B services

What we set up when a US brand opens a Shopify wholesale channel

Turning B2B on takes a minute. Getting companies, catalogs, rules and terms right, so reps stop fixing orders by hand, is the actual project. These are the pieces we deliver.

  1. Price architecture

    We turn your spreadsheet of tiers and exceptions into a small set of catalogs, decide which use a percentage and which need fixed prices, and plan price breaks product by product.

    Delivered as a catalog map your sales lead signs off

  2. Company and buyer import

    Trade accounts become Shopify companies with ship-to locations, buyer contacts, location permissions, tax exemptions and the right payment terms on each location.

    Imported by CSV, then spot-checked per account

  3. Trade storefront

    Login-only collections, a quick order list on the product page, case pack messaging, a PO number field and reorder links in the customer account. Retail shoppers never see any of it.

    Theme changes kept in your Git repo

  4. Terms, invoices and collections

    Net terms per location, payment reminders, ACH and vaulted cards, draft orders for phone-in buyers, and a clear rule for which system owns the invoice.

    Tested with a live order before launch

  5. Automation and back office

    Shopify Flow rules on B2B orders (credit holds, rep alerts, tags), plus the sync to Zoho Inventory, Zoho Books and Zoho CRM so wholesale numbers reach finance the same day.

    Every rule documented with its trigger

03A wholesale reorder, line by line

What happens between a cafe’s purchase order and a paid invoice?

Below is one sample reorder from a cafe group on Net 30, written the way your bookkeeper would read it. Each row is a real step in Shopify or Zoho; the right-hand column is what that buyer still owes. Scroll and the entries post one after another.

  1. Storefront

    Buyer signs in and opens last month’s orderThe quick order list loads 48 bags of House Blend and 24 bottles of cold brew at Harbor Street’s catalog prices.

     $0.00
  2. Checkout

    PO 7781 entered, Net 30 applied48 bags hit the 48-unit price break at $16.25 each ($780.00); the cold brew comes in at the catalog’s $12.00 ($288.00). No card needed today.

    $1,068.00$1,068.00
  3. Inventory

    Sales order SO-00418 createdStock is committed at the Long Beach warehouse, so the retail store can’t sell those same bags twice.

     $1,068.00
  4. Inventory

    Packed, shipped, tracking sent backThe Shopify order flips to fulfilled and the buyer gets the carrier link by email.

     $1,068.00
  5. Books

    Invoice INV-2207 posted to receivablesSame Net 30 due date (Nov 13) and the buyer’s PO number on the face of the invoice, so their AP team can match it.

    $1,068.00$1,068.00
  6. Shopify

    Their AP clerk checks the open orderThe customer account shows Net 30, due Nov 13, with a pay button that works any day before then.

     $1,068.00
  7. Payments

    Buyer pays by ACH from their account pageShopify marks the order paid. No check in the mail, no card fee argument.

    −$1,068.00$0.00
  8. Books

    Payment applied, invoice closedThe payout later lands in the bank feed and matches against the same invoice. Nobody keyed anything twice.

     Paid

Sample data. Net terms in Shopify count from the day the order is placed, which is why the due date is Nov 13.

04Price list and volume tier builder

Try pricing one wholesale product the way Shopify B2B does

Pick a buyer tier or set your own: a catalog discount off retail, a minimum and a case increment, then up to three quantity price breaks. Move the order slider and watch which price the buyer actually pays, and whether checkout would accept the cart.

Sample tier:

House Blend, 2 lb bagRetail price $24.00 · Sample product

Quantity rules
Volume price breaks (fixed unit price at or above a quantity)

Leave a row’s quantity empty to drop that break. Shopify allows up to ten per product.

What the buyer sees Sample

House Blend, 2 lb bagMin 6 · sold in 6s

$16.25per bag$24.00

Volume pricing for this buyer
QuantityUnit priceOff retail
Line total
$780.00
Saved vs retail
$372.00

Working it out…

    Sample prices for illustration. In Shopify, once a quantity break applies, its fixed price replaces the catalog percentage for that product, and quantities count per variant, so 5 of one roast plus 5 of another don’t combine into a 10-unit break.

    05Shopify B2B + Zoho

    How Shopify wholesale orders connect to Zoho Inventory, Books and CRM

    Shopify is a fine place for trade buyers to order. Your receivables, warehouse counts and account history usually belong somewhere sturdier. These four links are the ones we build most often for wholesalers, using Zoho Flow for simple hops and custom code where volume or logic demands it.

    Company + locationsCRM account + contacts

    One account record, two systems

    New trade customers get approved in Zoho CRM first. Once a rep marks them approved, the Shopify company, its locations and buyer logins are created for them, with the right catalog and terms attached.

    B2B orderSales order

    Wholesale picks from the same shelf

    Every trade order lands in Zoho Inventory as a sales order tagged with the company and PO, so pallets and parcels come out of one stock count shared with retail and Amazon.

    Net terms + paymentInvoice + receivable

    Receivables your accountant trusts

    Zoho Books holds the invoice with matching terms and due date. When the buyer pays in Shopify, the payment is applied there too, and aging reports finally include wholesale.

    Price listsCatalog prices

    Prices maintained in one place

    If finance already keeps tiered prices in Zoho Inventory, we push them into the matching Shopify catalogs on a schedule, so a price change is made once and shows up for buyers the same day.

    Want the full store-to-back-office picture, including refunds and retail orders? See our Shopify and Zoho integration page.

    06What Shopify B2B costs

    Do you need Shopify Plus for B2B, or will a regular plan do?

    There is no separate B2B fee. Wholesale features come with your Shopify plan, and the gap between Basic, Grow, Advanced and Plus is mostly about how many catalogs you get and how flexible payments can be. Current plan prices sit on our Shopify pricing overview; the table below covers only what changes for B2B.

    Shopify B2B features by plan
    B2B featureBasic, Grow, AdvancedShopify Plus
    Companies, locations, buyer permissionsIncludedIncluded
    B2B catalogsUp to 3 active in totalUnlimited
    Catalog assigned straight to one companyNot availableIncluded
    Quantity rules and price breaksIncludedIncluded
    Net terms, reminders, ACH, stored cardsIncludedIncluded
    PO numbers, quick order list, reordersIncludedIncluded
    Deposits and partial paymentsNot availableIncluded
    Market-aware B2B storefront and checkoutAdvanced onlyIncluded

    Feature split as Shopify lists it for B2B in the US today. Shopify moves wholesale features between plans from time to time, so we re-read their plan table when we scope your catalog count.

    07B2B questions

    Shopify B2B and wholesale questions from US merchants

    Plans, catalogs, terms and how trade orders reach your books. Bring a sample of your current wholesale price sheet to the call and we can answer the rest against your real numbers.

    Ask about your wholesale setupOpen the tier builder →

    Does Shopify B2B require Shopify Plus?

    No. Basic, Grow and Advanced include the core B2B tools: companies with locations, B2B catalogs, quantity rules, volume price breaks, net payment terms, PO numbers and quick reorders. Plus adds unlimited catalogs, catalogs assigned directly to a single company, deposits and partial payments.

    How many B2B catalogs can I have on Basic, Grow or Advanced?

    Up to three active B2B catalogs in total, counted across all of your B2B markets. Shopify Plus allows an unlimited number. Three is enough for many brands with clear tiers such as cafe, grocery and distributor, but not for unique pricing per account.

    Can I sell wholesale and retail from the same Shopify store?

    Yes. Shopify supports a blended store, where retail shoppers and logged-in trade buyers share one storefront and see different prices, or a dedicated B2B store. We usually recommend blended for brands with one product range, and a separate store when trade buyers need a very different catalog or experience.

    What payment terms does Shopify B2B support?

    Net 7, Net 15, Net 30, Net 45, Net 60 and Net 90, counted from the day the order is placed, plus due on fulfillment. Terms are set per company location, and Shopify can send payment reminders. Buyers can pay later by card, a vaulted card on file or ACH in the US.

    How does volume pricing work in Shopify B2B?

    Inside a catalog you can give a product up to ten quantity price breaks, each with its own fixed unit price. Breaks apply per variant, must be above the minimum and a multiple of the increment, and once one applies the catalog percentage no longer changes that price.

    Is native Shopify B2B better than a wholesale pricing app?

    For most brands we start with native B2B, because prices, terms and reorders run through Shopify checkout with no extra app script on the storefront. An app can still make sense on a lower plan when you need per-customer pricing beyond three catalogs and Plus is not on the table yet.

    Can our sales reps place orders for wholesale customers?

    Yes. Staff can build draft orders for a company location, apply its catalog prices and terms, and send an invoice, and sales staff permissions can limit a rep to the companies they manage. Phone and email orders end up in the same flow as online ones.

    How do Shopify B2B orders get into Zoho Books and Zoho Inventory?

    We sync each wholesale order into Zoho Inventory as a sales order with the company and PO number, then into Zoho Books as an invoice with matching terms. Payments taken in Shopify are applied to that invoice, so receivables and stock counts include trade sales.

    How long does a Shopify B2B setup take?

    It depends on how many tiers, trade accounts and special terms you have and whether Zoho is part of the build. After the account and price review, every catalog, import and integration gets its own date in the BRD schedule before work starts.

    08How a B2B project starts

    From a messy price sheet to a signed wholesale plan

    Wholesale setups go wrong when one exception gets forgotten, so we collect them all before configuring anything. A brand with three tiers and standard terms is often scoped right on the call.

    B2B rollouts run over video with teams across the US, Canada and Latin America; sales teams near Los Angeles can walk through their accounts with us in Glendale.

    1. Discovery callWho buys wholesale today, how they order, and what your reps re-key by hand
    2. Account and price reviewEvery tier, special price, minimum and payment term collected from your sheets and ERP
    3. Catalog map & plan checkCatalogs, rules and terms laid out, plus whether your plan covers them
    4. BRD sign-off Fixed priceAccounts, catalogs, storefront changes and Zoho sync written down with dates

    Build, buyer testing and launch follow our standard project path. See how we work →

    09Let’s talk

    Tell us what you’re building. We’ll map the fix.

    Book a free consultation with Elite Tech Global. We review your Zoho, AWS, Shopify or WordPress setup, show where AI / SI agents can save time, and agree the next step. If we work together, every requirement and a fixed price go into a signed BRD before the build starts.

    Real people, one team. Led by co-founders Ikramul Karim and Khris Kakosimidi, and a 40+ member team across Zoho, AWS and AI.

    Get your free consultation

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