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Ecommerce

Shopify B2B and wholesale: which plan and features do you need?

How to sell wholesale on Shopify: native B2B features by plan, catalogs and price lists, net terms, blended or separate stores, and when custom work helps.

Cover image for the article Shopify B2B and wholesale: which plan and features do you need?
Key takeaways
  • Shopify's native B2B features are available on the Basic, Grow, Advanced and Plus plans, but not on Starter or Retail.
  • Most B2B features work on all those plans, including companies, catalogs, net payment terms, self-serve ordering and Shopify Flow.
  • Below Plus, you can have up to 3 active catalog assignments across B2B markets; Plus removes that limit and allows catalogs per company.
  • Deposits, partial payments and payment requests per fulfillment are Plus-only features.
  • Decide early whether wholesale lives in your main store or a separate one, because it shapes catalogs, themes and reporting.

Can you run B2B and wholesale on Shopify, and which plan do you need?

Yes. Shopify's native B2B features are available on the Basic, Grow, Advanced and Plus plans, and most of them, including companies, catalogs, net payment terms and self-serve ordering, work on every one of those plans. You need Shopify Plus when you want more than three active catalog assignments, catalogs assigned to individual companies, or deposits and partial payments. Before choosing, decide whether wholesale should share your retail store or run separately, because that choice shapes catalogs, themes and reporting.

Our Shopify development team sets up wholesale for brands moving from email-and-spreadsheet ordering to self-serve buying.

Which B2B features are available on each plan?

According to Shopify's B2B features by plan page, B2B is not available on the Starter or Retail plans. The key differences between the plans that include it are:

FeatureBasic, Grow, AdvancedPlus
Companies, locations and customer permissionsYesYes
Catalogs, quantity rules and price breaksYesYes
Active catalog assignments to B2B marketsUp to 3Unlimited
Catalogs assigned directly to companiesNoYes
Net payment terms and payment remindersYesYes
Deposits, partial payments, payment requests per fulfillmentNoYes

The same page notes that contextual checkout and storefront customisation through Shopify Markets are available on the Advanced and Plus plans. Check it again before you commit, because plan features change.

How are wholesale customers set up?

Shopify's B2B features guide describes companies and company locations, each with their own settings such as payment terms, shipping addresses, contact permissions, catalogs, tax exemptions and checkout options. Buyers are added as contacts of a company. A company account request form lets new businesses apply, so you can review them before they see wholesale prices.

How do catalogs and price lists work?

A catalog defines which products a group of buyers can see and at what price, either as fixed prices or as a percentage adjustment. Quantity rules set minimums, maximums and order increments, and quantity price breaks reward larger orders. Plan catalogs around real customer groups, such as stockists, distributors and key accounts, rather than one catalog per customer, especially below Plus where active catalog assignments are limited.

Should wholesale share your retail store?

Blended storeSeparate wholesale store
One catalog of products and one theme to maintainA different range, branding or ordering experience
B2B buyers log in to see their prices and termsRetail and wholesale reporting fully separate
Simple when products and content overlapUseful when wholesale needs quick-order pages and different navigation

Most brands with the same products for both audiences start blended. Brands whose wholesale buyers order by case, by SKU list or from a different range often prefer a separate store.

What does self-serve ordering look like?

  • Logged-in buyers see their own catalog, prices and payment terms.
  • Quick order lists and easy reorders speed up repeat purchases.
  • Purchase order numbers can be added at checkout.
  • Orders on net terms are paid later, with reminders on the due date.
  • Vaulted cards let company locations save payment methods for checkout.

Which payment options matter for wholesale?

Net terms, such as payment within 30 or 60 days, are part of B2B on all supported plans, according to Shopify's plan comparison. Shopify Plus adds deposit requirements for orders on terms, partial payments and payment requests per fulfillment, which matter for large or made-to-order wholesale orders. Decide your credit policy first: who gets terms, what limits apply and how late payments are handled.

How do tax and shipping work for wholesale buyers?

Company locations carry their own settings, including tax exemptions, so a reseller with a valid exemption can be set up once and checked out correctly each time. Shipping for wholesale is often different from retail: larger parcels, pallets, freight carriers or collection from a warehouse. Set up shipping profiles and rates that reflect real wholesale costs, and decide whether some buyers arrange their own collection. Test a full order for each type of buyer before inviting customers, including invoices and any tax documents your accountant needs.

Which mistakes slow wholesale launches down?

  • Too many catalogs: one per customer quickly becomes unmanageable, and below Plus it hits the assignment limit.
  • Unclear credit policy: offering terms before deciding limits and follow-up for late payments.
  • Retail-first navigation: wholesale buyers want search, SKU lists and reorder, not lifestyle pages.
  • No onboarding: buyers used to emailing orders need a short guide and a contact for the first orders.

What should you track after launch?

Watch the share of wholesale orders placed online instead of by email, average order value by customer group, overdue invoices on terms, and the time your team spends on order entry. Those numbers show whether self-serve ordering is saving time and where buyers still need help.

When are apps or custom development needed?

Native features cover a lot, but some wholesale processes need more:

  • Quotes that need sales approval before an order is placed.
  • Prices or stock that must come from an ERP or warehouse system.
  • Customer-specific products, artwork or configuration.
  • Complex shipping, freight or pallet rules.

Our ecommerce development and custom software teams build these extensions through Shopify apps and APIs, keeping the native B2B features as the foundation. If stock is shared with physical shops, our guide to syncing a POS with Shopify without stock errors covers that side.

How should you roll wholesale out?

  1. List your wholesale customer groups, prices, minimums and payment terms.
  2. Choose blended or separate, and the plan that covers your catalogs and payment needs.
  3. Set up companies, catalogs and terms for a few trusted customers first.
  4. Test ordering, invoices, tax and shipping end to end.
  5. Invite the rest of your buyers with a short guide to ordering online.

Frequently asked questions

Do we need Shopify Plus to sell wholesale?

Not always. Shopify's help center says B2B is available on the Basic, Grow, Advanced and Plus plans, and most B2B features work on all of them. Plus becomes necessary when you need more than three active catalog assignments, catalogs per company, deposits or partial payments.

Can wholesale and retail customers use the same store?

Yes. Shopify supports blended stores, where B2B customers log in and see their own catalogs, prices and payment terms while retail shoppers see normal prices. A separate wholesale store makes sense when the range, branding or ordering process is very different from retail.

How do wholesale customers get access?

You create companies and company locations for them, add their contacts as customers, and assign catalogs and payment terms. Shopify also offers a company account request form, so new buyers can apply and you approve them before they can see wholesale prices.

Can Shopify handle net 30 or net 60 payment terms?

Yes. Net payment terms are part of Shopify B2B on all supported plans, together with payment reminders. Deposit requirements and partial payments for orders on terms are available only on Shopify Plus.

When do we need custom development for B2B?

When your process goes beyond the native features: complex quoting and approvals, pricing rules from an ERP, customer-specific products, or integration with a warehouse or accounting system. Start with native features and apps, and build custom pieces only where they clearly save time or errors.

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