Shopify B2B Features for eCommerce Excellence

Brittany Linn

Brittany Linn

In the ever-evolving world of eCommerce, businesses engaging in B2B transactions require a tailored and feature-rich platform to thrive. Shopify is without a doubt a frontrunner in the eCommerce industry. It offers an array of B2B functionalities designed to elevate the online business experience for wholesalers, distributors, and manufacturers. In this blog post, we’ll delve into additional features that make Shopify an indispensable tool for B2B success.

A promotional webpage for Shopify for Enterprise aimed to help you discover all the latest Shopify B2B Features and how to leverage them to position your eCommerce business for sustained success.
Shopify for Enterprise: Empowering Top Brands

Customizable Wholesale Storefronts

Shopify’s commitment to B2B excellence is evident in its provision of customizable wholesale storefronts. These storefronts allow businesses to maintain a distinct brand identity while providing a secure and personalized environment for authorized clients. You can choose from a range of themes and templates. Moreover, there is an option to customize layouts, and even add your branding elements for a truly bespoke online presence.

Customized Shopify Themes by Trellis

Tiered Pricing and Minimum Order Quantity (MOQ)

The flexibility in pricing structures remains a standout feature, with Shopify enabling businesses to implement tiered pricing models. This functionality, coupled with the ability to set minimum order quantities, encourages larger purchases and rewards customer loyalty. Businesses can easily set up different pricing tiers for specific customer groups, ensuring that loyal clients benefit from exclusive discounts.

Quick Order Forms for Efficient Transactions

We all recognize the importance of time efficiency in B2B transactions. That’s why Shopify’s Quick Order Form feature enables clients to rapidly add multiple products to their carts. This streamlines the ordering process, making it efficient and user-friendly for both buyers and sellers.

You can easily customize the Quick Order Form to showcase your most popular products. Facilitate bulk ordering with just a few clicks.

Easy Integration with ERP Systems

Shopify goes beyond being a standalone platform by allowing seamless integration with Enterprise Resource Planning (ERP) systems. This integration ensures real-time data synchronization, enhancing order processing, inventory management, and overall operational efficiency. Businesses can connect their Shopify store with popular ERP solutions, reducing manual data entry and ensuring accuracy across all systems.

The image features a split design with a quote and text on the left, and a photograph on the right. On the left, there's a testimonial quote praising "Trellis" for building a "fully custom Shopify store" for "August Home", highlighting Shopify B2B Features
Testimonial from the Trellis Client on Shopify Integrations

Tailored Account Management

You can create custom accounts and assign different roles/permissions to your team members for effective B2B relationship management. This feature facilitates collaborative decision-making and provides transparency throughout the order fulfillment process. Admins can set permissions for team members, ensuring that sensitive information is accessed only by authorized personnel.

Automated and Customizable Discounts

Shopify’s B2B features include automated discount capabilities. It empowers businesses to apply discounts strategically based on customer type, order quantity, or specific products. Moreover, the flexibility in discounting enables businesses to adapt to market demands and implement targeted pricing strategies. Merchants can set up rules for automatic discounts or create personalized discount codes for specific clients. It’s a great way to foster loyalty and incentivize repeat business.

Effortless Reordering with Saved Carts

The Saved Carts feature is particularly valuable for B2B customers with recurring orders. Businesses can save their order configurations, simplifying the reordering process and enhancing customer loyalty by reducing friction in subsequent transactions.

Screenshot of a point-of-sale interface with a dark theme. A red rectangle highlights the 'View saved carts' button, which indicates there is '1 saved cart'. Other options visible are 'Open drawer', 'Add gift card', 'Ship to customer', 'Local Delivery', and 'Local Pickup'. On the bottom, there's an option to 'Add title'. The top right shows buttons for 'Clear cart' and 'More actions', with a checkout section indicating a total of $0.00 for 0 items. The user 'sebastien rankin' is shown as connected at the bottom.

Customers can easily replicate past orders, add or remove items as needed, and proceed to checkout swiftly, streamlining the purchasing experience.

Company Profiles

Shopify’s B2B features extend to the management of company profiles. This functionality allows businesses to organize and maintain detailed profiles for each corporate client. Consequently, it streamlines communication and ensures a personalized experience. You can include essential information such as billing details, shipping preferences, and contact information within the company profile. Thus, your company is able to create a centralized hub for efficient B2B interactions.

Customer-Specific Product Publishing

Businesses can take customization to the next level with Shopify’s customer-specific product publishing feature. This allows sellers to curate and display a personalized catalog for each customer. In particular, you can tailor the browsing experience to individual client needs. Moreover, this feature allows merchants to showcase specific products and create exclusive promotions. You can also highlight relevant items based on each customer’s purchase history and preferences.

Net Payment Terms

Shopify recognizes the importance of flexible payment terms in B2B transactions. With Net Payment Terms, businesses can set up payment schedules that align with their financial strategies. It will foster trust and facilitate smoother transactions. Sellers can also establish credit terms. In particular, you can specify when payments are due. Consequently, it will help both parties manage cash flow effectively and build strong long-term partnerships.

Checkout to Draft

The Checkout to Draft feature enhances the order review process. Instead of completing the checkout immediately, businesses can move orders to a draft status. This will allow for a final review before payment.

Additionally, such a feature helps prevent errors and ensures accuracy in B2B transactions. Merchants can review orders for accuracy, and update quantities or products if needed. This will help you communicate seamlessly with clients before finalizing the transaction. Moreover, this way you significantly minimize the risk of mistakes in complex B2B deals.


Shopify‘s commitment to providing a comprehensive B2B solution is evident in its extensive feature set. From customizable storefronts to advanced order management capabilities, Shopify empowers businesses to succeed in the competitive world of B2B eCommerce.

By leveraging these features, enterprises can not only streamline their operations but also build lasting relationships with clients and partners. Agencies like Trellis and Growth Spark can help you maximize the value of Shopify features tailoring and customizing them for your business needs.

Contact Trellis to create a strategy to position your eCommerce business for sustained success.

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