How to set discount rates and fixed prices using 【Shopify Plus】 B2B features

For those using Shopify Plus, B2B settings can be managed from the store management screen as a feature of Shopify.

This time, I will explain the B2B pricing settings in a bit more detail!

Many people may not be aware of this, so please read on not only if you are considering implementation but also if you are already using the B2B features!

1. Different Pricing Settings for Each Customer

In B2B transactions, it is common for prices to vary depending on the customer and the terms of the contract.
With Shopify Plus, you can set special price lists for customer tags and groups.
This allows only specific clients to purchase products at discounted or wholesale prices, eliminating the hassle of manual price adjustments.

2. Quantity-based pricing (Volume Discount)

This feature automatically adjusts prices based on the quantity purchased to encourage bulk buying.
For example, you can easily implement pricing such as "10% off for purchases of 100 or more."
This is expected to attract large customers and increase the average purchase price.

3. Diversification of payment and settlement by invoice

In B2B transactions, not only credit card payments but also invoice payments are important.
With Shopify Plus, you can set it up so that customers can choose 'Invoice Payment' at checkout.
Additionally, it is possible to offer a variety of payment methods, such as credit card payments and bank transfers, all in one store.

1. Setting up the company and customers
Set up B2B customers as company and company location
If migrating existing customer data to B2B, execute the migration process


2. Creating a catalog
Create a catalog to manage dedicated pricing and product availability for B2B customers
Set up volume pricing and quantity rules


For detailed instructions on the above settings, please refer to another article!

There are two patterns for creating a catalog.
"How to set a discount rate" and "How to set a fixed price for each product" are the two patterns.

To set the discount rate, when creating a catalog, you can select "Price Reduction" in the "Overall Adjustment" section and specify what percentage of discount to apply.

The difference between price reduction and price increase is as follows.

Price Reduction: The product price is discounted
Price Increase: The product price is marked up.

Click the text link "Manage" at the top right of the product and pricing section.

Click "Manage Product and Pricing".

By changing the price section, it is possible to set a fixed price.

*Even if a discount rate is set, the fixed price takes precedence.

The B2B catalog allows you to import only specific products using CSV, and at that time, you can also set a fixed price.

For more details on creating catalogs using CSV, please refer to here.

This time, we introduced the pricing settings for B2B features available in Shopify Plus!

If you want to use different discount rates for each product,
you cannot set the discount rate for each product.
However, by setting a fixed price after the discount for each product, it is effectively possible to sell at a price that applies the discount for each product!

The B2B feature is one of the convenient functions of Shopify Plus.

You can set it up without introducing an app, so if you're interested, please consider implementing Shopify Plus!