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

Are you using Shopify's B2B features?

Previously, we used the app to set up pricing for corporate accounts and B2B.

However, B2B functionality has now been added to Shopify's default settings, making it possible to use the app without it.

This time, we will introduce this B2B function.

Whether you're just starting out in B2B or considering switching from another platform, be sure to check this out!

On Shopify,Blended typeandDedicated store typeB2B is available in two forms:

• blendType
  • Operate D2C and B2B in one store
  • Centralizing data to improve operational efficiency
  • Inventory will also be centralized

• Dedicated store type
  • B2B only store
  • B2B storefront
  • Possible to separate inventory from D2C
  • Data is also stored separately for each store

You can freely choose which type of B2B to use, so you can choose the format that suits your store.

There are three main B2B setting items:

• enterprise
• personal
• price

Let's take a closer look.

Identify companies that will be B2B buyers.

Add companies that sell B2B products by going to "Customer Management" → "Company" in the admin panel.

Click "Add Company" in the upper right corner to set the company name, shipping address, payment timing, etc.

"Main Contact" and "Catalog" will be involved in setting up individuals and prices later, so if you haven't created them yet, you can ignore them.

Next, set the email address and name of the individual who will be logging in, and the company they belong to.

You can register from "Customer Management" or the new member registration screen on the e-commerce site.

One of the settings you will need to configure from the admin screen is to link your personal account with your company.

From your personal account settings screen

You can link them by selecting "Add Company" from the three dots on the right.

Finally, set the price.

You can set this from "Product Management" → "Catalog".

To create a catalog, click "Discounts on all products"and"Discounts on specific products only" Two patterns can be created.

If you want to apply this to all products, you can set a uniform discount rate (e.g., 10% off all products).

The final step is to assign a company to the catalog.

Under Manage Company Locations, select the company to which you want to assign this catalog discount.

Now you're ready for B2B!

Now companies, individuals and prices are all connected.

When you log in with an account where your company is set up,

The price displayed will include the discount rate of the catalog to which the product price is assigned.

For stores using Shopify Plus,

You get more B2B functionality than a regular store.

• Quantity Rules
• B2B Sign-Up Form
• Quick Order List
• B2B dedicated front desk
• Flow for each company
• B2B Staff Account

Among these, setting quantity rules is particularly important in B2B, so be sure to remember it.

You can set quantity rules from the pricing screen shown above.

Click "Manage Products and Prices" to go to the detailed settings screen.

You can set "Quantity rules" and "Quantity pricing" from this screen.

Quantity Rules: Maximum number of purchases, minimum number, increment (lot)

Price by volume: Discounted price when purchasing in bulk

Here you can set purchase quantity rules for each product, so set them according to the product!

In B2B stores, in addition to regular payments,

NP installment payment and Paid are now available.

Use the payment method that suits each B2B!

What did you think?

In recent years, many people would like to complete B2B transactions through e-commerce sites.

In recent years, Shopify has been putting a lot of effort into improving its B2B features, so we can expect more feature updates in the future!

Now is the perfect time to try out Shopify's B2B features!