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§ · b2b · wholesale

B2B is catalog, not commerce.

A wholesale, trade, and distributor ecommerce practice that treats company accounts, NET-30, catalog pricing, and approval workflows as platform features. Shopify Plus B2B builds, ERP integration, reorder UX, EDI-readiness.

§ 01 · the B2B litmus test

Five signals tell you if your B2B brand is self-serve ready.

Most B2B brands still take orders by email and spreadsheet. The ones that grow fastest moved buyers onto self-serve portals and watched their sales reps close 3x the accounts. These five signals tell you whether the operation is ready. Measured inside your Shopify Plus, your ERP, and your CRM.

signal 01 · self-serve share

60%+

Share of orders placed directly by buyer without rep involvement. Below 30% means the self-serve portal is not working.

signal 02 · reorder rate

55%+

Share of accounts that reorder within 90 days. Below 35% means reorder UX is broken.

signal 03 · order cycle time

under 24h.

Average order-to-confirmation time. Above 72h signals broken approval workflow or ERP sync.

signal 04 · credit utilization

70-85%.

Average NET-30 credit limit utilization. Low means limits are too high; high means too low and blocking orders.

signal 05 · ERP sync lag

under 15 min.

Time between ERP inventory change and Shopify update. Above 2 hours means overselling is inevitable.

§ 02 · company accounts

A B2B buyer is a team, not a person.

Company accounts on Shopify B2B model a real enterprise buyer. Company, locations, users, roles. Parent companies with branches. Cost centers. Approver hierarchies. The model matches how buyers actually purchase.

Editorial purchase-order ledger in moss-green ink showing columns SKU, QTY, UNIT, TOTAL and a NET 30 stamp in bottom-right with amber accent.
Fig. 1 · purchase order · the buyer's work, made easy
§ 03 · catalog per buyer

Every buyer sees a different catalog.

Tier pricing, volume breaks, contract pricing, MAP enforcement. A buyer tied to a 30% tier sees prices 30% below MSRP; a contract buyer sees their negotiated price; a prospect sees MSRP. The catalog knows who is looking.

mechanic 01

Tier pricing.

Gold, silver, bronze tiers (or your naming). Price lists tied to account. Auto-upgrade on volume.

mechanic 02

Volume breaks.

Buy 12, pay X; buy 48, pay Y; buy 144, pay Z. Cart calculates live.

mechanic 03

Contract pricing.

Negotiated price list per account or per SKU family. Override default tier. Expires on contract end.

mechanic 04

MAP enforcement.

Minimum Advertised Price enforcement at the buyer's storefront. Prevents channel price erosion downstream.

§ 04 · approval workflows

Orders route. People sign.

Purchaser submits. Approver signs. Buyer notes, quantity adjustments, rejection with reason. Transactional emails at every step. Zero enterprise buyer orders without it.

  1. 01

    Purchaser submits.

    Cart, buyer notes, PO number field. Submit for approval.

  2. 02

    Approver notified.

    Email + in-app notification. Full PO visible with line items, notes, total.

  3. 03

    Approver decides.

    Approve, reject with reason, or return for revision. Adjust quantities if allowed.

  4. 04

    Order commits.

    Order posts to ERP, credit limit updates, buyer and approver receive confirmations.

§ 05 · NET-30, credit limits

Cash on commit or pay in thirty.

NET-30 is table stakes for enterprise buyers. Manage in-house or offload to Resolve or Kriya. Credit limits enforce at cart. Past-due accounts trigger order holds.

option 01

Managed NET (Resolve, Kriya).

Third-party underwrites. Pays you in 1-2 days. Chases collections. 2-3% transaction fee.

option 02

Direct NET from ERP.

Credit limits and terms sit in NetSuite or SAP. Shopify reads them at cart. You collect; larger brands prefer this.

option 03

Hybrid.

Resolve on new accounts (fast onboarding); direct on established (lower cost). Best of both.

§ 06 · ERP integration

Shopify reads. ERP owns.

In most B2B operations, the ERP is the book of record. Shopify becomes a read-write mirror. Inventory, contract pricing, credit limits, order history all live in NetSuite, SAP, Acumatica, or Microsoft Dynamics. Shopify is the shop window.

01

NetSuite.

Celigo for iPaaS, or direct API. Real-time inventory, contract pricing, order writeback.

02

SAP.

Boomi or Workato. Enterprise SAP S/4HANA or SAP Business One. Complex catalog support.

03

Acumatica.

Native connector. Distribution-heavy brands; strong multi-warehouse.

04

Dynamics 365.

Microsoft D365 Business Central or F&O. Direct API or Power Platform orchestration.

§ 07 · reorder is the growth engine

The second order is the business.

B2B acquisition is slow and expensive. Retention and reorder are the compounding engine. Four mechanics move reorder rate from 35% to 55%+.

mechanic 01

Reorder from history.

One-click reorder of prior PO. Adjust quantities, confirm, submit. Turns a 20-minute order into a 30-second one.

mechanic 02

Par-level reminders.

Buyer sets minimum stock levels. System emails reminder when consumption suggests reorder.

mechanic 03

Scheduled POs.

Recurring PO scheduled monthly or quarterly. Edits before each run. Zero-effort ongoing supply.

mechanic 04

Quick order by SKU.

Paste SKU+quantity list. Bulk cart. For buyers who already know the PO they need to place.

§ 08 · the Catalog Method

Six layers, bottom-up.

  1. L1

    Company account structure.

    Company, locations, users, roles. Parent-branch hierarchy. Cost centers.

  2. L2

    Catalog and pricing tiers.

    Tier pricing, volume breaks, contract pricing, MAP enforcement.

  3. L3

    Approval workflow.

    Purchaser submits. Approver signs. Transactional emails at every step.

  4. L4

    Payment terms.

    NET-30, NET-60, credit limits. Resolve, Kriya, or direct from ERP.

  5. L5

    ERP integration.

    NetSuite, SAP, Acumatica, Dynamics. Real-time inventory, pricing, credit.

  6. L6

    Reorder UX.

    Reorder from history, par-level reminders, scheduled POs, quick-order SKU paste.

§ 09 · four shapes

Pick the shape.

Stack: Shopify Plus B2B, Celigo or Boomi for iPaaS, Resolve for NET, Klaviyo, Gorgias.

diagnose

B2B audit

2 weeks

Self-serve check, catalog review, approval workflow audit, ERP integration review, 90-day roadmap.

most picked
build

Catalog build

12-20 weeks

Shopify Plus B2B: company accounts, tiers, approvals, ERP, reorder UX.

retrofit

ERP integration

6-10 weeks

NetSuite, SAP, Acumatica, Dynamics. Real-time inventory, pricing, credit.

partner

Full partnership

12 months

Dedicated pod: Shopify B2B, ERP ops, buyer onboarding, rep dashboard, CRO.

§ 10 · the fit check

We turn down more B2B projects than we take.

we're right for you if
  • $500K+ monthly revenue wholesale or B2B
  • NetSuite, SAP, Acumatica, or similar ERP in place
  • Willing to migrate to Shopify Plus B2B
  • NET-30 and approval workflows already a reality
  • Leadership sponsor driving the migration
  • Real ICP of 50+ active wholesale accounts
we're wrong for you if
  • ×Under 10 wholesale accounts (use Shopify standard plus discount tiers)
  • ×No ERP, no interest in building one
  • ×Custom requirements needing SAP Commerce or Magento B2B
  • ×Refusal to invest in buyer training
  • ×Sales-rep-only culture with no self-serve interest
  • ×Treats agency as task-taker, not partner
§ 11 · sales rep still matter

Self-serve does not mean no rep.

The best B2B operations pair self-serve for routine reorders with human reps for new accounts and complex orders. The rep dashboard is the glue. Pipeline, account health, open POs, opportunity flags.

view 01

Account health.

Days since last order, YoY revenue, credit utilization, open support tickets. Rep sees red flags before they become churn.

view 02

Order on behalf.

Rep places an order on behalf of buyer. Submitted to their approval workflow. For buyers preferring phone.

view 03

Quote builder.

Custom quotes outside standard tier pricing. Approval from management. Draft order handoff to buyer.

view 04

Commission dashboard.

Real-time commission tracking. Rep sees what they are owed. Reduces the friction reps feel toward self-serve.

§ 12 · what we commit

You own everything.

Shopify store, ERP integration code, company account data, rep dashboard, every creative asset. Day one and on exit. 30-day pause clause, no exit fee.

§ 13 · questions

Eight answers.

What does a B2B ecommerce agency actually do?

A B2B ecommerce agency builds and runs the operating stack for a wholesale, trade, distributor, or manufacturer brand selling to business buyers. That means Shopify Plus B2B storefront engineering with company accounts and user role hierarchies, tier-specific catalog pricing, approval workflow engines for purchases over threshold, NET-30 and credit limit enforcement via Resolve or Kriya, ERP integration with NetSuite, SAP, Acumatica, or Microsoft Dynamics, EDI-ready data flows for enterprise partners, reorder UX tuned to recurring buyer behavior, and sales rep dashboards for account management.

What is the Catalog Method?

Our six-layer operating model for DTC B2B brands. Company account structure first because a B2B buyer is a team, not an individual. Catalog and pricing tiers second because every customer sees a different catalog. Approval workflow third because purchases over threshold route through an approver. Payment terms fourth with NET-30, NET-60, and credit limits. ERP integration fifth because B2B data lives in NetSuite or SAP, not in Shopify. Reorder UX sixth because the second order compounds B2B growth. Bottom-up because a beautiful catalog without company accounts is a catalog nobody can order from.

How much does a B2B ecommerce agency cost?

Pricing is scoped to engagement shape. B2B brand audit: 2 weeks. Catalog Method build on Shopify Plus B2B: 12-20 weeks. ERP integration engagement: 6-10 weeks. Full B2B partnership: 12 months with a dedicated pod. Book a 30-minute call and we send a scoped quote within 48 hours. Scope moves price, not the conversation. B2B builds carry more ERP and compliance complexity than DTC so the scoping call is longer and more technical.

Should we migrate from Magento or legacy B2B to Shopify Plus?

For most brands under $100M ARR, yes. Shopify Plus B2B at its current maturity handles company accounts, catalog pricing tiers, NET-30, and approval workflows natively. The total cost of ownership runs 40-60 percent less than Magento Commerce or legacy BigCommerce B2B because the app ecosystem reduces custom development. We run a fit assessment on the intro call against your specific requirements: multi-entity accounting, multi-warehouse, EDI partners, custom checkout, contract pricing complexity. Brands above $100M ARR or with deep custom ERP workflows sometimes need Adobe Commerce or enterprise platforms.

How do company accounts and user roles work on Shopify B2B?

Shopify B2B models the buyer as a company, not a customer. A company has locations (ship-to addresses), users (people logging in), and roles (ordering agent, approver, viewer). A buyer logs in and sees the catalog and pricing tier associated with their company. Purchases over a threshold route to the approver role for sign-off before submission. Payment terms and credit limits sit at the company level. The model handles distribution hierarchies where a parent company has multiple branches ordering under shared terms.

Do you integrate with NetSuite, SAP, or Acumatica ERP?

Yes. ERP integration is the heart of any B2B build. We integrate Shopify Plus with NetSuite, SAP, Microsoft Dynamics, Acumatica, and QuickBooks Commerce via iPaaS tools like Celigo, Boomi, or Workato, or via direct API for higher-volume operations. The integration covers real-time inventory, tier-specific pricing, contract price lookup, credit limit enforcement, order writeback, and customer account sync. Shopify can sit as source of truth, as a mirror, or as orchestrator depending on which system is the operational record.

Can you handle NET-30 payment terms and credit limits?

Yes. NET-30 and NET-60 are table stakes for B2B. We integrate Resolve or Kriya for managed NET programs where a third party underwrites the terms and pays you immediately; or we build direct NET workflows where the credit limit and terms sit in your ERP and Shopify reads them at checkout. Purchase orders route through approval workflows, credit limits enforce at cart, and past-due invoices trigger order holds automatically. Collection workflows handle NET-60 aged receivables without your team chasing payment manually.

How do approval workflows work for B2B purchases?

A purchasing agent submits an order; purchases above a company-configured threshold route to an approver role (typically finance, procurement, or department head). The approver sees the full PO with buyer notes, can adjust quantities, approve, reject, or return for revision. The workflow lives inside Shopify B2B with transactional emails at each step, plus Slack or email notifications where the brand integrates. Approval adds 0 to 48 hours to the order cycle; enterprise buyers expect it and abandon brands that skip it. Approval workflows are the single feature Magento B2B brands cite as the hardest to replicate when migrating.

Start with a B2B audit.

30-minute call. Scoped quote within 48 hours.