# Sell wholesale with B2B on Shopify

Level: Advanced. About 90 minutes. Plans: Basic, Grow, Advanced and Plus; direct catalog assignment, deposits and unlimited catalogs need Shopify Plus. Checked against Shopify's documentation on 2026-10-08.

**Short answer:** B2B is built into the Basic, Grow, Advanced and Plus plans at no extra cost, though some features are Plus-only [1][2]. Create each wholesale customer under **Customers** > **Companies**, build a price list under **Markets** > **Catalogs**, set payment terms on each company location, then add the buyers and send them the B2B access email [3][4][5][6].

## Before you start

B2B on Shopify lets wholesale buyers sign in and order at their own prices and payment terms. It is available on the Basic, Grow, Advanced and Plus plans, and B2B features cost nothing extra on those plans [1][2]. Some features differ by plan [1]:

- **All four plans:** companies and company locations, quantity rules and price breaks, net payment terms, draft orders, PO numbers and Shopify Flow automations.
- **Basic, Grow and Advanced:** up to 3 active B2B catalogs across all B2B markets, and your store must use the new Shopify Markets.
- **Advanced and Plus:** checkout and storefront content that changes by market.
- **Plus only:** unlimited catalogs, catalogs assigned directly to a company or location, deposits, partial payments and payment requests per fulfillment.

Check these requirements first [2]:

- Customer accounts must be turned on. Legacy customer accounts can't be used for B2B customers or orders.
- Checkout customizations made in the `checkout.liquid` file don't work with B2B.
- Accelerated checkouts such as Shop Pay, Apple Pay, Google Pay and Amazon Pay don't work for B2B orders.
- Local delivery, pickup points, tipping and subscriptions aren't available at B2B checkout. Pickup in store, abandoned checkouts and gift cards are off by default and need a request to Shopify Support.
- An order can have at most 500 line items.

Decide whether you want a blended store (wholesale and retail in one store) or a separate wholesale-only store before you start [7].

As a worked example, picture a candle shop that sells retail online and wants to give 12 gift shops a 40% wholesale discount on Net 30 terms.

## Steps

1. **Create a company.** From your Shopify admin, go to **Customers** > **Companies** and click **Add company**. Enter the company name, choose a main contact with an email address, and enter the shipping and billing addresses [3].
2. **Fill in the company's settings.** On the same form, pick catalogs under **Catalogs**, terms under **Payment terms**, and order options under **Checkout**. Optionally add a tax ID and **Tax settings** under **Taxes**, then click **Save** [3].
3. **Add more locations if needed.** For a buyer with several stores, open the company, click **Create new location** in the **Locations** section, enter the addresses and location name, and click **Save** [3].
4. **Create a catalog.** Go to **Markets** > **Catalogs** and click **Create catalog**. Enter a **Title** (buyers don't see it), choose **All products** or **Specific products**, click **Continue**, and click **Save** [4].
5. **Set the wholesale prices.** In the catalog, use the **Overall adjustments** drop-down to choose **Price decrease** and enter a percentage. For set prices, click **Manage** > **Manage products and pricing** and enter prices in the **Price** column. Fixed prices override the percentage [4].
6. **Activate the catalog.** In the **Status** drop-down, select **Active**, then save [4].
7. **Assign the catalog to buyers.** On Shopify Plus, open the catalog, select **Company location** from the drop-down under the title, click **Add a company location**, pick the locations and click **Done** [4]. On Basic, Grow and Advanced, add the catalog to a B2B market instead: open the market, click the **+** icon next to **Catalogs**, select the catalog, click **Save** and then **Done** [8].
8. **Set payment terms.** Open the company, click the location, click the **Edit** icon in the **Payment terms** section, choose **No payment terms**, a **Net** period (7 to 90 days) or **Due on fulfillment**, and click **Save** [5].
9. **Choose how orders arrive.** On the location, under **Orders submission** in the **Customizations** section, choose **Submit all orders as drafts for review** if you want to approve each order, or **Automatically submit orders**. Click **Save** [3].
10. **Add the buyers.** Open the company, click the vertical menu in the **Customers** section, and click **Add customer**. Pick the location and the permission (**Ordering only** or **Location admin**), then click **Save** [6].
11. **Test as a buyer.** Create a test company with one location and a test customer, log into your store as that customer, and place a test order. Check the prices, payment terms and checkout settings [9].
12. **Invite your buyers.** Open the company, click **Send B2B access email** in the **Customers** section, select the customers, click **Preview email**, then click **Send email** [6].

## Check your work

- The test order from step 11 shows the catalog price, not your retail price, and the payment terms you set [9].
- Each buyer shows a location and a permission on the company page. A buyer with no locations shows as "No access" [6].
- Each company location has no more than 25 catalogs, counting market and direct assignments [8].
- If you chose draft submission, test orders arrive as drafts for you to review [3].

## Common problems

- **"Buyers see retail prices."** The order must be linked to a company location when it is placed, or retail rates apply [2]. Check that the buyer is added to a location and that the location's catalog or market catalog is active [6][4].
- **"I can't assign a catalog straight to a company."** Direct assignment is Plus-only. On other plans, assign catalogs through a B2B market [1][8].
- **"I can't add a fourth catalog."** Basic, Grow and Advanced allow 3 active catalogs across all B2B markets. Remove or draft one before adding another [1].
- **"Shop Pay doesn't show for wholesale buyers."** Accelerated checkouts don't work with B2B [2].
- **"I need a deposit up front."** Deposit requirements on company locations are only on Shopify Plus [5].
- **"An app stopped working for wholesale orders."** Some third-party apps don't support B2B. Contact the app developer [2].
- **"Old buyers are regular customers."** Move existing customers and their order history to companies with Shopify's built-in migration tool, or select **Add customer's orders to this location** when adding them [7][6].

## Further reading

- Shopify B2B features by plan [1]
- Setup checklist for blended B2B stores [7]

## Sources

1. [Shopify B2B features by plan](https://help.shopify.com/en/manual/b2b/getting-started/plan-features), Shopify Help Center, accessed 2026-10-08
2. [Requirements and considerations for using B2B](https://help.shopify.com/en/manual/b2b/getting-started/considerations), Shopify Help Center, accessed 2026-10-08
3. [Creating companies](https://help.shopify.com/en/manual/b2b/companies-and-customers/creating-companies), Shopify Help Center, accessed 2026-10-08
4. [Creating and managing B2B catalogs](https://help.shopify.com/en/manual/b2b/catalogs/creating-catalogs), Shopify Help Center, accessed 2026-10-08
5. [Payment terms for B2B](https://help.shopify.com/en/manual/b2b/checkout-and-orders/payment-terms), Shopify Help Center, accessed 2026-10-08
6. [Adding customers to companies](https://help.shopify.com/en/manual/b2b/companies-and-customers/adding-customers), Shopify Help Center, accessed 2026-10-08
7. [Setup checklist for blended B2B stores](https://help.shopify.com/en/manual/b2b/getting-started/blended-store-checklist), Shopify Help Center, accessed 2026-10-08
8. [Creating and managing B2B catalogs with Markets](https://help.shopify.com/en/manual/b2b/markets/catalogs), Shopify Help Center, accessed 2026-10-08
9. [Testing your B2B setup](https://help.shopify.com/en/manual/b2b/getting-started/testing), Shopify Help Center, accessed 2026-10-08

Source page: https://webmerchants.net/guides/b2b-wholesale