Define wholesale buyer rules
Map companies, buyer access, catalogue visibility, pricing and payment terms.
How we check it
Separate must-have rules from acceptable changes to the current workflow.
Shopify Plus and B2B
Plan a more complex Shopify operation.
Scope B2B, multi-market or advanced Shopify requirements around the workflows your business actually needs.
Prices cover the listed scope. Additional work and external costs are quoted separately.
Current B2B plan fitWholesale starts with
Wholesale starts with
your buying rules.
Shopify B2B is available on Basic, Grow, Advanced and Plus. Your catalogue, payment and buying-experience requirements determine which plan fits.
| Capability | Basic / Grow | Advanced | Plus |
|---|---|---|---|
| Companies & net payment terms | Available | Available | Available |
| Active B2B market catalogues | Up to 3 total | Up to 3 total | Unlimited |
| Direct company/location catalogue assignment | Not available | Not available | Available |
| Deposits & partial payments | Not available | Not available | Available |
| Contextual storefront & checkout through Markets | Not available | Available | Available |
Verify the actual store setup.
B2B catalogues on Basic, Grow and Advanced require new Shopify Markets. Discovery checks your buyer rules, ERP handoff and plan eligibility before an implementation quote.
Shopify Plus and B2B
What we’ll deliver.
Use two discovery workshops to map B2B buying requirements and define a feasible Shopify implementation plan.
- Wholesale rules are becoming difficult to manage.
- Several markets or systems need a coordinated plan.
- You need to confirm platform eligibility and costs first.
Check platform fit
Verify the proposed plan and integrations against the actual purchasing requirements.
How we check it
Record supported capabilities and unresolved questions without assuming feature availability.
Map the ERP handoff
Define required identifiers, order information and operational exceptions.
How we check it
Agree the source of truth and ownership of failed or unmatched records.
Prepare the implementation brief
Turn findings into a prioritised backlog with dependencies and cost considerations.
How we check it
Keep discovery deliverables distinct from a separately quoted enterprise build.
Your handover
Buyer/catalogue/terms matrix, capability findings, ERP data flow, implementation backlog and cost/risk register.
Included scope and boundaries
- 2 workshops
- B2B buyer/catalogue/terms matrix
- current-plan capability verification
- ERP data flow
- migration/implementation backlog
- cost and risk register
Outside this scope: Unverified plan capabilities, platform licences and fixed-price enterprise build before discovery
Scope and investment
Plan the work and the budget together.
$1,500 – $3,000 / discovery; implementation by quote
2–3-week discovery; build duration set afterwards
Additional costs
Shopify plan, ERP and connector charges separate
What changes the cost?
Catalogue, pricing, account and integration requirements determine the implementation scope after discovery.
Working with your budget
If the full scope is beyond your budget, we’ll prioritise the most useful work and agree a smaller first phase with you.
What we need from you
- Buyer structure
- ERP
- must-have purchasing rules
Share what is available. We’ll identify any missing access or inputs during scoping.
Published prices apply to the listed scope. Deliverables, timing, revisions and external costs are confirmed before work starts.
View a delivery checklist for this service
A wholesale buyer acceptance journey
An illustrative delivery approach to help you review the scope. This is a planning example, not a client case study.
| Stage | Example work | Acceptance or decision |
|---|---|---|
| Account access | An approved business buyer signs in under the correct company context. | Check who approves access and what an unapproved visitor can see. |
| Catalogue and terms | The buyer sees the agreed products, prices and payment conditions. | Verify requirements against the proposed platform and integration setup. |
| Order handoff | An accepted order reaches the operational system with the correct identifiers. | Reconcile exceptions and confirm the customer-service owner. |
View illustrative platform examples
Tools and delivery
Platform examples
Illustrative platform screens show the type of work and reporting. These are not client results.
Shopify Plus
B2B catalogue and company access
Review company access, assigned catalogues and purchasing terms.
Shopify
Product catalogue management
Organise product titles, stock, publication status and catalogue structure.
Shopify Flow
Order and customer automation
Make order rules, conditions and staff notifications explicit.
HubSpot
Lead ownership and deal pipeline
Give each enquiry an owner, a next action and a clearly defined stage.
Optional delivery walkthroughs · illustrative
Project walkthroughs
All project walkthroughsFrom idea to something you can inspect.
Explore eight illustrative projects, from the initial brief to delivery and acceptance. Businesses and data in these walkthroughs are fictional.
Shopify experience
Solenne Home
A considered storefront, from catalogue to checkout.
Illustrative project
Explore the walkthroughCompare related services
- Build or redesign a store
An agreed theme, layouts and catalogue.
- Change the theme experience
Custom sections or a separately scoped theme.
- Move from WooCommerce
Data migration and feature replacement.
Before you decide
Questions worth asking.
Do my B2B requirements justify this platform and your service?
Use discovery to map your wholesale buying rules before deciding the platform setup. The listed price covers discovery, not a completed implementation. Document customer access, catalogue visibility, negotiated pricing, payment terms, tax and operational integrations, then compare feasible options and ongoing costs against the requirements.
Do I always need Shopify Plus for B2B?
No. Compare the capabilities in the plan table above with your catalogue, buyer and payment requirements before choosing the plan.
What do I receive from discovery?
A B2B requirements matrix, an agreed integration flow, costs/dependencies and an implementation scope. Separate must-have requirements from acceptable workflow changes and unresolved platform questions.
Can I assess a wholesale buying journey before commissioning the build?
Use the scenario below to define acceptance. A working platform-specific demonstration and relevant project evidence should then be reviewed before a major implementation commitment; this planning example is not a live wholesale store.
What is the starting budget and what is separate?
$1,500 – $3,000 / discovery; implementation by quote. Shopify plan, ERP and connector charges separate These are published USD prices. The written quote must state the complete cost, payment schedule and applicable taxes.
When can the work begin and what do you need from me?
2–3-week discovery; build duration set afterwards. To scope the work, prepare: Buyer structure; ERP; must-have purchasing rules. The schedule starts after the required access, inputs and approvals are ready.
How are revisions, extra work and support agreed?
Use the listed deliverables and exclusions as the starting point. The quote must state acceptance checks, review rounds, payment stages, cancellation arrangements and any ongoing support. Requested additions need an agreed cost and schedule before implementation.
Getting started
Start with the right questions
Plan my projectLet’s scope your next step.
Tell us where you are, what needs to change, and what success would look like for your business.