[2023 latest] Explain how to start the B2B function in SHOPIFY! [SHOPIFY PLUS]

Are you using B2B features on Shopify?

Previously, we operated by using apps to set up business accounts and B2B pricing.

However, now Shopify has built-in B2B features by default, so you can use them without any apps.

This time, we’ll be introducing these B2B features.

Whether you’re just getting started with B2B or considering switching from another platform, be sure to check this out!

On Shopify, you can use B2B in two ways: the blended model and the dedicated store model.

• BlendedModel
  • Operate both D2C and B2B in a single store
  • Increase operational efficiency by unifying data
  • Inventory is also unified

• Dedicated store model
  • B2B-only store
  • A storefront designed specifically for B2B
  • It is possible to separate inventory from D2C.
  • Data can also be stored separately for each store.

You can freely choose which type to use B2B with, allowing you to select the format that best fits your store.

There are three main B2B setting categories as follows.

• Company
• Individual
• Pricing

Let's take a closer look.

Set up the companies that will act as B2B buyers.

From "Customer Management" → "Company" on the admin screen, add the companies that will conduct B2B sales.

From the "Add Company" button in the top right, set up details such as company name, shipping address, and payment timing.

"Main Contact" and "Catalog" will be set up later for individuals and pricing, so you can ignore them for now if you haven't created them yet—this won't cause any issues.

Next, set up individuals, i.e., the email addresses and names of the people who will log in, and which company they belong to.

You can register this information either from "Customer Management" or from the new member registration screen on the EC site.

As a setting item from the admin screen, it is necessary to link individual accounts to companies.

From the individual account settings screen,

You can link them by selecting 'Add Company' from the three-dot menu on the right.

Finally, set the pricing.

You can set this up from 'Product Management' → 'Catalog'.

When creating a catalog, you can set up two patterns: one for applying discounts to all products and another for applying discounts only to specific products.

When applying to all products, you can set a uniform discount rate (e.g., 10% OFF all products).

Finally, assign the company to the catalog.

From 'Manage Company Locations', select the company to assign this catalog discount to.

This completes the B2B setup!

With this, the company, individual, and pricing are all linked together.

When you log in with an account that has a company set up,

The price displayed will reflect the discount rate of the catalog assigned to the product price.

In stores using Shopify Plus,

you can use more B2B features than regular stores.

• Quantity rules
• B2B-specific sign-up form
• Quick Order List
• B2B-only front
• Flow for each company
• B2B staff account

Among these, setting up quantity rules is especially important for B2B, so be sure to remember this setting.

You can set up quantity rules from the pricing settings screen mentioned earlier.

From "Manage products and prices," you can jump to the detailed settings screen.

From this screen, you can set up "Quantity rules" and "Volume pricing."

Quantity rules: Maximum and minimum purchase quantities, and increments (lots)

Volume pricing: Discounted price when purchasing in bulk

Here, you can set purchase quantity rules for each product, so let’s configure the settings to match each product!

In B2B stores, in addition to regular checkout,

NP Postpay and Paid are also available as payment options.

Let’s use the checkout method that best fits each B2B situation!

How was this article?

In recent years, haven’t more people wanted to complete B2B transactions through EC sites?

Recently, Shopify has been putting a lot of effort into enhancing B2B features, so we can expect even more updates and improvements in the future!

Be sure to take this opportunity to try out Shopify’s B2B features!