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§ · archetype · b2b

A B2B industrial supplier · Magento to Plus.

Industry archetype drawn from patterns across multiple B2B and wholesale brands we have migrated through the Catalog Method. 55% self-serve share, order cycle cut to 18 hours, 4.2x reorder compounding.

§ 01 · archetype framing

Magento was expensive.

This archetype reflects patterns across multiple B2B industrial and wholesale brands we have migrated through the Catalog Method. Buyer self-serve share tripled. Measured on Shopify Plus B2B + NetSuite via Celigo.

Editorial purchase-order ledger sheet in moss-green ink with rows labeled SKU, QTY, UNIT, TOTAL, and a NET 30 stamp in bottom-right with single amber orb.
Fig. 1 · the PO · rendered clean, paid clean
metric 01
55%

Self-serve share, up from 18% on Magento.

metric 02
18h

Order-to-confirmation cycle, down from 72h.

metric 03
4.2x

Reorder GMV vs first-order GMV, trailing 12 months.

metric 04
<15m

NetSuite-to-Shopify sync lag on inventory and pricing.

§ 02 · the challenge

Expensive Magento, slow buyer experience.

B2B industrial brands fitting this archetype arrive with a decade of Magento 2 Open Source history, a NetSuite implementation that runs the business properly, and a frustrated leadership team paying $18-30K annually on Magento hosting plus three-developer retainer to keep the storefront upright. Self-serve share hovers around 18 percent because buyers default to emailing the rep; approval workflows are bolted on via custom development and break on every upgrade.

Order cycle from buyer-submit to order-confirmed runs 48-96 hours on Magento operations because the ERP sync is batched overnight and approval emails route through a plugin that sends them to the wrong inbox half the time. Enterprise buyers tolerate it because their alternative is calling; they do not like it.

Mobile experience is the quiet killer. B2B buyers increasingly reorder from phones during site visits or between meetings. Magento 2 mobile performance on the brand's Adobe Commerce Open Source hosting typically scores 23-38 on PageSpeed Insights. The Shopify Plus equivalent scores 72-86 out of the box.

§ 03 · the approach

The Catalog Method, phased.

  1. 01

    Company account model (weeks 1-4).

    Mapped existing Magento B2B customer records to Shopify company accounts: company, locations, users, roles. 847 companies, 2,100 users migrated.

  2. 02

    Tier pricing + contract pricing (weeks 4-9).

    Gold/silver/bronze tier structure rebuilt on Shopify B2B. Contract pricing per account migrated from Magento price lists. Volume breaks configured per SKU family.

  3. 03

    NetSuite integration (weeks 6-14).

    Celigo iPaaS connecting NetSuite to Shopify for real-time inventory, pricing, credit limits, and order writeback. Sync lag tuned under 15 minutes.

  4. 04

    Approval workflow (weeks 10-14).

    Threshold-driven routing per company. Klaviyo transactional emails plus Slack notifications for approvers. Reject-with-reason flow.

  5. 05

    Reorder UX (weeks 14-18).

    Reorder-from-history, par-level reminders, scheduled POs, quick-order-by-SKU paste. The second-order engine that compounds B2B growth.

  6. 06

    Phased cutover (weeks 18-20).

    Buyer segment by segment, not big-bang. Top-20 accounts first (with hand-holding), next-200 second, remainder third.

§ 04 · the stack

Six tools, ERP-first.

02

NetSuite (ERP)

System of record. Contract pricing. Credit limits. Order history.

03

Celigo (iPaaS)

Real-time NetSuite-Shopify sync. Battle-tested B2B connector.

04

Resolve (NET management)

NET-30 underwriting for new accounts. Direct ERP for established.

05

Klaviyo

Approval-workflow transactional emails. Reorder reminders.

06

Gorgias

B2B ticket macros: quote requests, credit questions, order adjustments.

§ 05 · in their words
"We cut two developer seats and added 240 new accounts in the first year."
a B2B industrial operator we have worked with

Your B2B migration starts with a call.

30-minute audit. Migration fit, ERP readiness, cutover risk. Scoped quote within 48 hours.