B2B Guide

B2B on Shopify Plus: Native Features, Real Limits & When It Replaces Your ERP-Era Stack

B2B is no longer Plus-only — so when is Plus actually worth it? The five real gaps, a 3-year TCO comparison and what an ERP-era migration really takes.

May 26, 2026·Updated July 2026·30 min read·
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Key Insights in 60 Seconds

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B2B is no longer Plus-only — since April 2, 2026 it is included on Basic, Grow, Advanced and Plus.
Basic and up get companies, 3 active catalogs, volume rules, net terms, vaulted cards and ACH.
Plus adds unlimited catalogs, per-company assignment, deposits and partial payments — that is the real upgrade.
Five real gaps: multi-level approvals, hard credit limits, EDI/punchout, contract pricing, quote redlining.
One store vs expansion store: one wins on inventory and admin, expansion stores on B2B-only UX.
Plus is $2,500/mo on a 1-year term, $2,300 on 3-year; 3-yr TCO beats Adobe Commerce.
Migration breaks at the customer graph — map company → location → buyer before prices.
Upgrade trigger is catalogs, not GMV: past 3 catalogs or per-company pricing means Plus.

What You'll Learn

1What Plus actually adds
2Adobe Commerce replacement
3Five real gaps
4Functions: the real gate
5Store vs expansion store
63-year TCO at $5M

The Mental Model: B2B on Shopify Is Customer-Graph Commerce

Key takeaway

The single most useful frame for B2B on Shopify — on Basic, Grow, Advanced or Shopify Plus — is that it is not a separate store, a separate login portal, or a separate codebase. It is the same storefront, the same admin and the same checkout — re-interpreted through a customer graph. Every B2B object hangs off a company: companies have locations, locations have buyers, and prices, catalogs, payment terms and tax rules are bound to that triple rather than to individual customer emails.

Company
The contracting entity. Pricing tier, payment terms, tax exemption, catalog access and credit are all bound here — not to individual emails. One company, many people.
Location
Ship-to and bill-to under the company. A retail chain with 40 stores = 1 company, 40 locations. Per-location pricing, shipping addresses and tax rules are first-class.
Buyer
The person logging in. Inherits the company-and-location context: same prices, same catalog, same net terms. Role and permission control what they can submit on their own.

The three-level customer graph (Company → Location → Buyer) is the schema every B2B feature on Shopify binds to. Pricing, catalogs, terms, tax and shipping all attach at the company-and-location pair — never at the individual buyer.

You must set up your B2B customers as companies to use Shopify B2B. Companies control all of the customizations that apply to your customer experience, such as pricing, products, store content, payments, and delivery options.
Shopify Help Center — Creating and managing B2B customers using companies ·

Once that model clicks, the rest of the feature set stops looking arbitrary. Catalogs and price lists scope what a company sees and pays — our Shopify wholesale pricing guide covers the models and the math for setting those price lists without eating the margin. Net terms and PO-on-checkout are how a company-level attribute changes the checkout. Draft orders are how a sales rep operates against the same graph.

If the question you keep asking is "where do I create the B2B store?", you are still in the old mental model — there is no separate B2B store to create. There is one storefront that behaves differently depending on which company is logged in.

This article assumes that frame and focuses on what it means in practice: what B2B on Shopify covers natively in 2026, which parts of it actually require Plus since the April 2026 plan change, where the feature set stops, what Shopify Functions unlock, when you should still pick a separate expansion store, and where it lands on cost against Adobe Commerce and BigCommerce B2B Edition. If you are still deciding whether B2B is even the right question for your business, the B2B vs B2C explainer covers that step.

Do You Need Plus for B2B? The 2026 Plan Boundary

Key takeaway

Start with the one screen that used to be the whole article: do you actually need Plus, or does the native B2B already on your plan cover it? Shopify's own wording is unambiguous — "B2B features are included at no extra cost on the Basic, Grow, Advanced, and Shopify Plus plans" — so the table below is the real decision, and everything after it is implementation detail.

Included on Basic, Grow, Advanced and PlusPlus only
Company profiles, company locations and buyer rolesUnlimited B2B market catalogs (non-Plus is capped at 3 active catalogs across all B2B markets)
Up to 3 active catalogs with tailored pricing, assigned via MarketsDirect catalog assignment to a specific company or company location — true customer-level pricing
Volume discounts and quantity rulesDeposit requirements and partial payments at checkout
Net payment terms, payment reminders, ACH (US) and vaulted credit cardsPayment requests per fulfillment
Self-serve ordering, draft orders and Shopify Flow automationsCheckout UI extensions on the information, shipping and payment steps, plus the Checkout Branding API
B2B selling in all 10 Horizon themes, no custom codeCustom apps containing Shopify Function APIs; 9 expansion stores; organization-level admin

Two caveats the two-column split hides. Starter is not on Shopify's list of B2B plans — the enumeration is Basic, Grow, Advanced and Plus. And not every B2B gate is a Plus gate — Shopify's B2B plan-features documentation puts contextual checkout and contextual storefront with Shopify Markets on the Advanced and Plus plans, so the middle tier matters too.

With that settled, two screens remain for anyone weighing the upgrade: does your vertical match the pattern, and does your workflow hit the Plus line above? If both come back yes, the rest of the article tells you what to build.

Industry fit: where B2B on Shopify is a clear yes, and where it isn't

Key takeaway
VerticalFitWhy
Wholesale distribution (consumer goods, beauty, apparel)StrongCatalog-led reorder, company-tier pricing, light contracting — native feature fit.
Food & beverage wholesaleStrongStanding orders, route reps on POS, net terms, per-location pricing — well-trodden Plus pattern.
Light manufacturing & CPGStrongConfigurable products via metafields, draft-order quoting, ERP sync via middleware.
D2C brand adding wholesale armVery strongSingle store, shared inventory, B2B-only catalog and checkout — fastest payback profile.
Building materials & industrial supplyMixedCatalog and reorder work well; freight, will-call and complex shipping usually need a Function or app.
Medical / regulated B2BMixedPlus works, but buyer verification, controlled-substance gating and HIPAA-adjacent flows need partner apps and review.
Heavy industrial / capital equipment (CPQ-led)WeakQuote redlining, contract escalators and engineer-to-order configurators sit better on Adobe Commerce or a dedicated CPQ.
Procurement-platform-driven (Ariba, Coupa primary channel)Weak without integratorNative portal underused; investment goes into EDI/punchout integration rather than buyer UX.

The pattern is straightforward: B2B on Shopify is the right answer when the buyer-rep workflow is the bottleneck, and a harder sell when the bottleneck is contract complexity or procurement-platform plumbing. Use the table as a fit screen before the platform demo, not after.

Four buyer profiles: match your situation to the right setup

Key takeaway

Match your situation to one of the four profiles below. Note that the axis is catalog and pricing complexity, not revenue — a $20M distributor selling from one shared price list needs less platform than a $3M brand running per-customer contracts.

1
Under 3 catalogs — you do not need Plus at all
Run native B2B on Basic, Grow or Advanced: company profiles, up to 3 active catalogs across your B2B markets, volume discounts and quantity rules, vaulted credit cards, ACH and net payment terms are included at no extra cost — the catalogs on these plans require your store to be using new Shopify Markets. Add a wholesale app only for what the native set genuinely misses, not for B2B itself.
2
More than 3 catalogs or per-company pricing — this is what Plus is for
The moment you need a fourth active catalog, a price list assigned directly to one company or location, or deposits and partial payments at checkout, the native set on Basic, Grow and Advanced stops and Plus starts. That, not revenue, is the upgrade trigger. Implementation is still measured in weeks, not quarters.
3
Complex contracts — Plus + Functions + 1 approvals app
This is where Plus earns its price a second time: any store can install a public App Store app containing Functions, but only Plus stores can run a custom app built on the Function APIs — and bespoke cart-transform or payment logic is exactly that. Expect two or three Functions plus one approvals app for multi-step buyer workflows, with NetSuite or SAP sync through a middleware layer (Celigo, Boomi, custom) rather than direct point-to-point.
4
Enterprise with EDI / punchout — feasible with a system integrator
Plus B2B is technically capable at this scale, but the gap list (EDI partners, punchout connectors, hard credit limits, complex contract pricing) demands a Plus Partner system integrator and a real middleware budget. Do the gap analysis before signing; the platform decision is the smaller half of the cost.

If native B2B on Basic, Grow or Advanced does not stretch far enough — per-company prices on the same checkout as retail, for instance — the B2B on Shopify wholesale guide covers the app and draft-order patterns that fill that gap below Plus (Wholesale Gorilla, B2B/Wholesale Solution, SparkLayer).

Business Outcomes: What KPIs Move After Migration

Key takeaway

For any P&L owner, the platform debate is downstream of one question: what changes in revenue and team-hours after migration? The pattern across mid-market Plus B2B implementations is consistent enough to put numbers around — with the caveat that the magnitude depends on your starting point.

Reorder rate +15–40% in 2 quarters
Self-serve reorder plus saved order history is the single biggest revenue lever after portal launch. Easiest KPI to measure and the one to anchor the business case on.
Sales-rep time per order −40–60%
Routine reorders move off the rep's plate. Re-deploy freed hours into new-account opening and basket expansion rather than cutting headcount in year one.
Order-entry error rate −60–80%
Buyer-entered orders with company-bound pricing eliminate manual-rekey errors that drive returns, credit memos and AR friction. Often the fastest soft-cost win.
Cost-to-serve per order — down meaningfully
Rep time, error-handling and AR-friction reductions compound. Magnitude depends on order volume and prior tooling; budget around the first three KPIs, treat this as outcome.
AOV mixed; revenue-per-buyer up
Net terms and saved carts raise AOV; self-serve reorder of small repeat baskets can lower it. Watch revenue-per-buyer instead — it almost always rises post-launch.

These ranges come from partner-published case studies and the consistent pattern in Plus B2B implementations the editorial team has reviewed. Treat them as planning anchors, not commitments — a paper-order shop sees larger lifts than a team already digitised on Magento.

3-Year TCO: Plus B2B vs Adobe Commerce vs BigCommerce B2B Edition

Key takeaway

The honest 3-year TCO comparison below uses a stylised mid-market scenario: $5M B2B GMV, 200–500 active companies, native quoting, one approvals app, no EDI, no NetSuite middleware. Real merchants vary; the structure of the comparison does not. Three platforms are compared: Plus B2B, Adobe Commerce and BigCommerce B2B Edition.

Cost component (3 years)Shopify Plus B2BAdobe CommerceBigCommerce B2B Edition
Platform / license fee~$83K–$90K ($2,300–$2,500/mo × 36)~$120K–$200K (license tier)~$60K–$100K
Implementation~$40K–$120K (Plus Partner, 8–14 wks)~$150K–$400K (longer build cycle)~$50K–$150K
Custom dev (Functions / modules)~$20K–$60K (2–3 Functions)~$60K–$150K (custom modules)~$30K–$80K
Apps & subscriptions (3 yr)~$15K–$30K~$20K–$50K~$10K–$25K
Hosting & infraIncluded~$30K–$80K (PaaS / self-host)Included
Ongoing maintenance (3 yr)~$30K–$60K~$80K–$180K (upgrades, patches)~$30K–$60K
Indicative 3-yr TCO~$190K–$380K~$460K–$1.06M~$180K–$415K

Estimates assume a mid-complexity B2B implementation at $5M GMV with no EDI and no ERP middleware. Shopify Plus is $2,500/month on a 1-year term and $2,300/month on a 3-year term, moving to a variable revenue-linked fee at higher GMV — the 36-month column above spans both terms, from $2,300 × 36 (~$83K) on a 3-year commitment to $2,500 × 36 ($90K) on a 1-year one. Adobe Commerce license fees are indicative and negotiated per merchant. BigCommerce B2B Edition pricing varies by tier and is quoted per merchant; the figures above are partner-published mid-market ranges. Card processing is excluded from all columns since it is workload-dependent and similar across platforms.

Two takeaways. First, Plus B2B and BigCommerce B2B Edition land in a similar TCO band; the choice between them is feature fit and ecosystem, not headline cost. Second, Adobe Commerce sits materially higher across all six line items at this scale — most of the gap is implementation, ongoing maintenance and hosting rather than license fee. For deeper Plus-specific economics, the Shopify pricing breakdown walks through the platform-fee structure across all plans.

Already on BigCommerce and leaning toward the switch? The BigCommerce to Shopify migration guide covers the move itself — data mapping, 301 redirects and real costs.

What Every Plan Gets vs What Plus Adds

Key takeaway

The nine capabilities below are what B2B on Shopify actually ships. Since April 2, 2026 six of them are included in full on Basic, Grow, Advanced and Plus alike; the Plus line cuts through only three — catalogs, the deposit-and-partial-payment side of payments, and checkout extensions. The plan line noted on each card shows exactly where, and it is narrower than most re-platforming budgets assume.

Company accounts with locations & buyers
Each B2B customer is a company with one or more locations and any number of buyers. Pricing, terms, tax exemption and shipping addresses are bound to the company-location pair, not to individual emails. This is the schema the rest of the B2B feature set hangs off.
Company-specific catalogs & price lists
Catalogs scope which products a company can see and at what prices. Price lists support fixed prices, percentage off, or override-by-collection. Plan line: Basic, Grow and Advanced allow up to 3 active catalogs across all your B2B markets, require the store to be using new Shopify Markets for catalog features, and allow no direct company assignment; only Plus gives unlimited catalogs and lets you attach a catalog straight to a company or company location for true customer-level pricing.
Quantity rules & volume pricing
Set minimum, maximum and increment quantities per product per company, plus volume discounts and quantity rules. Included from Basic up, and built into all 10 Horizon themes out of the box — volume pricing, quantity rules and quick order lists need no custom code.
Net payment terms & PO on checkout
Issue a net term per company location — the published set is net 7, 15, 30, 45, 60 and 90 — or make payment due on fulfillment; a fixed calendar date is offered on individual draft orders only, not on a company location. Buyers can submit a PO number at checkout, and orders flow into your invoicing or AR workflow without a separate quoting tool. Net terms, payment reminders, ACH and vaulted credit cards are included from Basic up; deposit requirements, partial payments and payment requests per fulfillment are Plus-only.
B2B-only checkout customizations
Checkout UI extensions can be scoped to B2B-only — show PO fields, hide payment methods for net-terms buyers, add delivery instructions per company location. Plan line: Thank you and Order status extensions work from Basic up; extensions on the information, shipping and payment steps — and the Checkout Branding API — are Plus-only.
Draft orders & quote workflow
Sales reps build draft orders, send a checkout link or invoice, and the buyer pays through the same checkout. Acts as a lightweight quote-to-order flow without a separate CPQ system. Sufficient for most catalog-based quoting.
Per-company tax exemption
Resale and exemption certificates upload against the company, with automatic exemption applied at checkout per jurisdiction. Removes the most common manual workaround merchants used to build before native B2B reached the Basic, Grow and Advanced plans.
Buyer roles & self-serve account portal
Companies invite multiple buyers, each with assigned locations and permissions. Buyers log into a self-serve portal to reorder, view order history, submit returns and manage their own users — reducing rep-driven order entry. B2B requires the new customer accounts: legacy customer accounts can't be used for B2B orders or customers, so account migration is a launch blocker, not a nice-to-have.
Headless B2B via Storefront API
All B2B objects — companies, catalogs, draft orders, quantity rules — are exposed through the Storefront and Admin GraphQL APIs. A custom B2B portal on Hydrogen or any framework is a supported architecture, not a workaround.
Shopify B2B Live Webinar: How To Configure Companies and CatalogsShopify's 2024 walkthrough of companies, location-bound catalogs, price lists and buyer permissions, showing how the customer-graph model is configured in the admin. The configuration screens are unchanged; only the plan availability has moved on since — the same setup now runs on Basic, Grow and Advanced.
B2B on Shopify is a suite of features that allow you to sell business-to-business (B2B) through the online store, or through draft orders. As a B2B merchant, you can manage your buyers, control how they interact with your store, and tailor their buying experience.
Shopify — Shopify Plus B2B ·

Two things to read between the lines. First, the baseline in this list is included at no extra cost on Basic, Grow, Advanced and Plus — no separate B2B subscription, no per-buyer fee, no add-on module; only the Plus lines noted on the cards above cost more. Note that Starter is not on that list, and that B2B requires the new customer accounts.

Second, the set is intentionally horizontal: it covers the workflow that 80% of B2B merchants need 100% of the time, and leaves the vertical-specific 20% (complex contract pricing, EDI, multi-level approvals) to Functions, apps or integrators. The next two sections cover exactly where that boundary sits.

The Legacy-Stack Replacement Map

Key takeaway

The honest replacement map below maps ten common B2B capabilities against native B2B on Shopify, Adobe Commerce and mid-market NetSuite commerce. The aim is to give a re-platforming team a starting checklist, not to declare a winner — each row is a real decision that surfaces during requirements workshops. For how Plus, Hydrogen, B2B and Markets bundle at this scale, see our Shopify Enterprise overview.

CapabilityB2B on Shopify (native)Adobe CommerceNetSuite Commerce
Company & location hierarchyYesYesYes (via CRM)
Customer-specific catalogsYesYes (shared catalogs)Yes
Tiered & volume pricingYes (native rules)YesYes
Net payment terms + POYesYesYes
Quote workflowBasic (draft orders)Yes (B2B quotes)Yes
Multi-level approvalsNo — app or customYesYes
EDI / punchout (Ariba, Coupa)No — partner integrationVia add-onYes (via SuiteCommerce)
Hard credit-limit enforcementNo — Function + middlewareYesYes (native to ERP)
Contract pricing (dates, escalators)Scheduled price-list swapsYesYes
Headless storefrontYes (Hydrogen / Storefront API)Yes (PWA Studio)Limited

"Yes" means available natively without third-party modules. "App or custom" means the platform itself does not ship the capability and the team builds it on extensibility primitives.

The pattern is clear. Native B2B on Shopify covers the catalog, pricing, terms and quoting workflow at the same depth as Adobe Commerce or NetSuite for the mid-market — and trails them specifically on enterprise procurement workflows (approvals, EDI, contract pricing with effective dates, hard credit limits). Three of those gaps close with Shopify Functions; two close with apps or middleware. The next section is the honest list of what does not close at all without help.

The Five Things Plus B2B Still Can't Do Without Help

Key takeaway

The cleanest way to evaluate Plus B2B is to take the gaps seriously rather than around them. The five below are the ones merchants most often discover after the contract is signed, not before. For each, a typical fix exists — but the fix is usually an additional app, a Function, or a middleware integration with its own implementation cost.

Which shape that middleware takes — a certified connector app, an iPaaS platform, or a custom Admin API build — is a separate decision with its own year-one price tag, and our guide to connecting an ERP to Shopify works through it; this page stays with the B2B feature set the integration plugs into.

Multi-level approval workflows
B2B on Shopify has buyer roles and permissions on the Basic, Grow, Advanced and Plus plans, but no native multi-step approval chain for orders above a threshold. Enterprises that require 'buyer submits → manager approves → AP releases' typically install an approvals app (e.g., BSS B2B, B2B Wave-style add-ons) or build it on Functions plus a custom admin tile.
Hard credit-limit enforcement
Net terms exist, but checkout will not block a company that has exceeded its credit limit out of the box. Teams either gate it through a payment customization Function tied to an external AR balance, or run the credit check upstream in NetSuite / SAP via a middleware webhook.
Native EDI & punchout (Ariba, Coupa, SAP Ariba)
Shopify has no native EDI document exchange or OCI/cXML punchout on any plan, Plus included. Merchants serving procurement-platform buyers integrate via dedicated partners (TrueCommerce, SPS Commerce, PunchOut2Go) or a custom middleware layer on the Admin API. Plan integration cost as a line item, not an afterthought.
Complex contract pricing with effective dates
Price lists support fixed and tiered pricing but not per-SKU contract pricing with start and end dates, escalator clauses or volume rebates accrued over a contract year. These typically move into a dedicated CPQ tool or are modelled as scheduled price-list swaps.
Native quote-to-order with redlining
Draft orders cover the basic quote flow but not buyer redlining, multi-round negotiation, line-item annotations or version history. For high-touch industrial sales, layer a dedicated quoting app or sales-rep CPQ in front and pipe accepted quotes back as draft orders.
Note
None of these five gaps individually disqualifies Plus B2B. The honest framing is that each one adds an implementation line item — usually $5K–$50K of partner work or app subscription. Estimate the total before the platform decision, not after.

Shopify Functions: The Unlock Most Teams Underestimate

Key takeaway

Most evaluations of B2B on Shopify underweight Shopify Functions because they sound like a developer feature. They aren't — they are how any merchant changes pricing, delivery, payment and discount behaviour at runtime without owning a checkout codebase. On Basic, Grow and Advanced that means installing a public App Store app that ships a Function; on Plus it also means writing your own. For B2B specifically, four Function types do most of the work.

Shopify Functions let you customize the backend logic that powers parts of Shopify. You can write your own code that gets executed at specific points in Shopify's backend, allowing for new types of customization in areas of the platform that weren't customizable before.
Shopify — Shopify Functions, Shopify Dev ·
1
Cart transform — buyer-specific pricing logic
Run pricing rules at the cart that go beyond static price lists: tiered discounts by total cart value, bundle pricing across SKUs, customer-segment overrides. Cart transform Functions execute on Shopify's servers, so the logic is consistent across the storefront, headless and POS surfaces. One real gate here: only development stores and Plus stores can use apps with lineUpdate operations, which is what rewrites a line's price or title. Expand and merge operations are not plan-gated.
2
Delivery customization — company-location routing
Hide, rename, sort or filter delivery options based on the buyer's company and location. Useful for restricting freight options to known B2B addresses, surfacing a 'will-call from warehouse' option only for specific companies, or hiding home-delivery rates from net-terms buyers.
3
Payment customization — gate methods by company
Hide or rename payment methods at checkout based on company context. Net-terms buyers see only 'Invoice (Net 30)' and the PO field; cash-buy companies see card and Shop Pay. Combined with an external AR check, this is the cleanest path to a soft credit-limit guardrail. Payment Customization runs on any plan, but three sub-capabilities are Plus-only: setting payment terms, the B2B review requirement, and accelerated-checkout method placements.
4
Discount Function — promotions scoped to buyer segments
Apply automatic discounts only to specific company groups, locations, or buyer tags. Useful for trade-show promotions, end-of-quarter incentives or replacing a chunk of an external promotions engine. Combines with price lists rather than fighting them.
Shopify Functions API: Payment Customization ExtensionA 2024 walkthrough of a payment customization Function — the exact pattern used to hide card and Shop Pay for net-terms B2B buyers and surface 'Invoice (Net 30)' only. The Function structure, deployment and admin configuration shown here are current. Note the plan line: any store can install a public App Store app that carries this logic, while building it yourself as a custom app requires Plus.

Functions matter for the build-vs-buy decision because they execute server-side on Shopify's infrastructure. The logic stays consistent across storefront, headless and POS, and never adds page-load latency.

A merchant that would have needed a custom checkout to enforce buyer-specific rules on Adobe Commerce typically needs a single Function on Shopify — installed from the App Store on any plan, or written as a custom app if you are on Plus. That is the distance between "B2B on Shopify can't do X" and "it can do X with one Function" — small in code, large in TCO.

B2B + D2C: One Store or a Separate Expansion Store

Key takeaway

You can run B2B and D2C on a single store with conditional rendering, or split them across two stores — the second typically using Plus expansion store capability. Neither store model is tied to a plan tier; what Plus changes is the price of the second store, because Plus includes 9 expansion stores while on Basic, Grow or Advanced a dedicated B2B store is a net-new paid subscription. The decision is operational rather than technical, and the six dimensions below are the ones that matter in practice.

Single store vs separate expansion store
FeatureSingle store (B2B + D2C)Separate B2B expansion store
Inventory poolShared with D2C — one source of truthSeparated — two pools to reconcile
Theme & UX divergenceConditional rendering inside D2C themeFully independent B2B theme
SEO impactB2B pages can leak into D2C index unless gatedClean separation, B2B store typically noindex
Analytics separationMixed B2B/D2C in one GA/Shopify reportNative split by store
Checkout extensions scopeB2B-only via conditional extension targetsAll extensions are B2B-only by default
Admin operational loadOne admin, one product list, one team workflowTwo admins, duplicated content workflows

Two practical defaults:

  • Stay on a single store if your B2B catalog is mostly a subset of D2C SKUs and one team manages content — the operational saving compounds.
  • Pay the expansion-store cost if your B2B UX needs to look like a procurement portal (no marketing imagery, dense PDP, fast reorder), if B2B and D2C teams are organisationally distinct, or if your D2C site cannot afford to leak B2B-only pages into Google's index.

Hybrid setups exist but tend to drift into either pure pattern within 18 months. Pick the destination, not the compromise.

The B2B Checkout Customizations That Actually Matter

Key takeaway

Shopify's checkout takes customizations from Basic up — standard customizations on all pages, and app extensions on the Thank you and Order status pages. Advanced checkout customization is the Plus line: UI extensions on the information, shipping and payment steps, plus the Checkout Branding API. The four customizations below are the ones almost every B2B merchant ends up shipping, and the reason a "we'll just use the standard checkout" plan usually slips by a few weeks. For the full timeline of what changed and when, see the checkout extensibility deadlines guide.

To extend checkout, apps can use extensions. For example, apps can use extensions to offer a customer free shipping or other discounts, depending on the contents of their cart.
Shopify — Build for checkout, Shopify Dev ·
  • PO number capture as a required field. A simple text input, conditionally required for net-terms buyers, with the value piped to the order and into invoicing. Most ERP integrations need the PO surfaced before payment.
  • B2B-only delivery instructions per location. Loading dock hours, gate codes, receiving contacts — captured at checkout and stored against the company location, then auto-filled on subsequent orders.
  • Payment method gating for net-terms buyers. A payment customization Function hides card and Shop Pay for buyers with active net terms, leaving only "Invoice (Net 30)". Single source of truth at checkout, no support tickets about double-paid orders.
  • Shipping rate calculation against company addresses. Freight quotes based on the company's registered shipping addresses, with carrier accounts that may differ between B2B and D2C. Native carrier-calculated shipping covers most cases; complex rates use a Function or a dedicated shipping app.

None of these are exotic, and none requires a custom checkout build. They are all built on the same checkout-extension primitives D2C merchants use — scoped to B2B with a single configuration flag. They do carry a plan cost, though: PO capture and per-location delivery instructions are UI extensions on the information and shipping steps, which means Plus, while payment-method gating rides a payment customization Function — a public App Store app on any plan, or your own custom app on Plus. Budget the plan, not just the build.

Migration Patterns That Actually Work

Key takeaway

Re-platforming to B2B on Shopify has a well-documented happy path. The five phases below are what Plus Partners ship; the order matters and skipping any one of them is where projects drift past timeline.

In business-to-business (B2B) commerce, merchants sell directly to other companies. When a company is the customer, there are often multiple contacts and locations, pre-negotiated payment terms, and catalogs to manage. All of these factors complicate expanding a business into the B2B space.
Shopify — Build for B2B, Shopify Dev ·
1
Discover — capability gap analysis
Inventory every current B2B workflow (approvals, contract pricing, EDI partners, credit gates, custom invoicing) and mark each as native on your plan, Plus-only, Functions-buildable, app-required, or middleware-required. The output is a written gap list — this is the artefact that drives implementation scope and cost.
2
Shape the customer graph from your legacy CRM
Export companies, locations and buyers from your current CRM or ERP and map them onto Shopify's company → location → buyer model. Hierarchies deeper than two levels (regions → branches → departments) usually collapse to two; decide where the loss goes before importing, not during.
3
Extract price lists and assign catalogs
Legacy pricing often lives as customer-specific SKU prices in the ERP. Group these into shareable price lists (by tier, region, or industry) wherever the data allows, and only fall back to per-company lists for true one-off contracts. The catalog count is the variable that drives long-term admin load.
4
Parallel-run window with a closed pilot
Run B2B on Shopify alongside the legacy stack for a defined cohort — usually one region or one product line — for four to eight weeks. Reconcile orders, AR and inventory daily. The goal is to surface the integrations no one documented before cutover, not to prove the platform works.
5
Cutover with a defined fallback
Migrate by company cohort, not by date, and keep the legacy stack readable (not writable) for 30–60 days. Have a documented rollback for each integration (NetSuite sync, tax engine, EDI bridge) and the trigger conditions for using it. Most failed B2B migrations fail at cutover, not at design.

The single phase teams most often under-invest in is the second — mapping the legacy customer graph. Shopify's two-level company → location model is simpler than the three-or-four-level hierarchies common in NetSuite, SAP or legacy CRMs. The collapse has to be a deliberate design decision before import, not a discovery during user acceptance testing.

Operational Reality: Sales Reps, Buyer Onboarding, Reporting & Enterprise Security

Key takeaway

Most evaluations of B2B on Shopify stop at the feature checklist and the TCO table. The four operational dimensions below are what determines whether the platform delivers the savings the spreadsheet predicts — and where teams most often surprise themselves in month four.

Sales reps: draft orders, POS, and mobile order entry

Key takeaway

For merchants where 30–80% of orders still come through a sales rep — typical for distribution, food service, beauty wholesale and industrial supply — the rep experience matters more than the buyer portal. Reps work across three surfaces:

  • Admin draft-order builder. Full quotes with custom price overrides and PO numbers, sent as a checkout link the buyer pays through.
  • Shopify POS on iPad (B2B mode). Pull up a company, see its catalog and prices, write the order in person at a trade show or on a route call.
  • Shopify mobile app. Duplicate any company's prior order from the road — the cleanest fix for the single biggest source of order-entry errors.

Practical implication for the project plan: budget a real rep-onboarding workstream — typically 1–2 weeks of training plus a "shadow first 10 orders" period — not just a buyer-portal launch. Rep adoption is the variable that decides whether your reorder rate goes up or down in the first quarter post-launch.

Buyer onboarding: getting your companies to actually use the portal

Key takeaway

The native B2B portal works, but adoption is not automatic — especially for buyers who have spent five years emailing orders to a rep. A working onboarding pattern has four moves:

  1. Pre-load the company graph from your ERP before launch. Don't ask buyers to self-register.
  2. Seed each company with 6–12 months of order history so first-time reorder is a one-click action.
  3. Send a personalised email from the rep (not a generic blast) with a magic-link login.
  4. Run a two-week "place orders for buyers while showing them the portal" period so reps demo the workflow on real orders.

Merchants who skip this play typically see 20–30% portal adoption at 90 days; those who run it cleanly land at 60–80%. Same platform, same buyers — different outcome driven entirely by onboarding discipline.

Tip
The biggest single lever on portal adoption is whether buyers can see their previous order history on day one. Plan the historical-order import as a launch blocker, not a phase-two enhancement.

B2B reporting: what's native, what needs an export

Key takeaway

Native in the admin: sales by company, sales by location, net-terms exposure, reorder rate by company. ShopifyQL queries split D2C and B2B by customer type — the underpinning for any "B2B revenue mix" board view.

Not native, almost always a finance-team workstream: AR aging by company (Shopify is not your accounting system), commission attribution by rep, and any forecast that crosses Shopify with your ERP-side pipeline. The standard fix is a daily export to your BI tool (Looker, Metabase, or a spreadsheet) — not heroic, but it has to be planned, not improvised in the first month-end close.

Enterprise security: SSO, audit, and compliance

Key takeaway

For any merchant selling into enterprise accounts, IT will ask three questions before signing: SSO for buyers, audit logging, and compliance posture. Plus answers all three:

  • Federated sign-in, for staff and for buyers. Organization-level SAML authentication covers your own users; buyers reach the B2B portal either with the default one-time email code or through your own OpenID Connect identity provider connected to customer accounts — both are Plus capabilities, and both remove the separate password enterprise IT asks about.
  • Admin audit logs (org level). Capture staff actions across all stores — the artefact SOC 2 auditors and enterprise procurement reviews ask for.
  • PCI compliance. Inherited from Shopify's hosted checkout, so the merchant's scope stays at PCI SAQ-A — materially smaller than a self-hosted Adobe Commerce footprint.

None of this is automatic at signup; each is a configuration line item in the implementation plan. But all three come from the platform rather than third-party add-ons — which is what shortens enterprise procurement cycles by weeks. Note the plan split: PCI SAQ-A scope is inherited on every plan, while staff SAML authentication, buyer OpenID Connect sign-in and org-level audit logs are all Plus capabilities.

The Bottom Line

Key takeaway

The platform decision is the smaller half of the cost. The bigger half is the gap list — the workflows your team runs today that Plus does not cover natively, and how you intend to close them with Functions, apps, middleware or process change. Decide that list before signing, not after.

Buy the constraint you can name. The right Plus decision starts from a list of things your current plan will not do: a fourth active catalog, a price list bound to one company, a deposit at checkout, a second storefront, a custom app carrying your own Functions. If you can name two or more, Plus pays back inside 12 months. If you cannot, turn on native B2B where you are and revisit in six months.
Your Next Step by Stage
Under 3 catalogsTurn on native B2B where you are — Basic, Grow and Advanced include companies, 3 catalogs (new Shopify Markets required for catalog features), volume rules and net terms.B2B wholesale guide
Past the 3-catalog capUnlimited catalogs and per-company pricing are the Plus line. Confirm the term pricing before you commit.Shopify pricing explained
$10M+ with complex needsTreat Plus B2B as the platform, integrator-led implementation as the project, middleware as a separate workstream.Shopify Plus B2B

Check which B2B features your plan includes

B2B is included at no extra cost on Basic, Grow, Advanced and Plus, with catalogs, direct assignment and deposits split across tiers. Verify the current plan boundary and Plus contract terms on Shopify's official B2B page before committing.

View Shopify Plus B2B

Frequently Asked Questions

Shopify Plus is sold on a term contract billed monthly: $2,500/month on a 1-year term, or $2,300/month if you commit to three years. Larger merchants move to a variable platform fee tied to revenue, quoted per merchant. Confirm current commercial terms with the Plus sales team before budgeting.
Five things on the B2B feature list itself: unlimited B2B market catalogs instead of a cap of 3 active catalogs, direct catalog assignment to a specific company or company location for customer-level pricing, deposit requirements, partial payments, and payment requests per fulfillment. Around it, Plus adds checkout UI extensions on the information, shipping and payment steps, the Checkout Branding API, custom apps containing Shopify Function APIs, 9 expansion stores and organization-level admin. Contextual checkout and contextual storefront with Shopify Markets need Advanced or Plus — not Plus alone.
Yes. Since April 2, 2026 Shopify's native B2B features are included at no extra cost on the Basic, Grow, Advanced and Shopify Plus plans (Starter is not included). On Basic, Grow and Advanced you get company profiles, up to 3 active catalogs across all your B2B markets, volume discounts and quantity rules, vaulted credit cards, net payment terms, ACH and self-serve ordering. Shopify attaches one condition to the catalogs on those three plans: the store must be using new Shopify Markets. What stays behind the Plus wall is unlimited catalogs, direct catalog assignment to a company or company location, deposit requirements, partial payments and payment requests per fulfillment.
Three surfaces. The admin draft-order builder handles full quotes with price overrides and PO numbers, then sends a checkout link. Shopify POS on iPad supports B2B mode for in-person and trade-show orders against the right company catalog. The Shopify mobile app lets reps duplicate prior orders from the road — the cleanest fix for order-entry errors.
Yes, and it is a genuine Plus line — but check which mechanism you mean. Shopify's SAML authentication applies to organization users, meaning your own staff, and organization settings are a Plus capability. B2B buyers sign in to customer accounts by default with a one-time code sent to their email; to let them use corporate credentials instead, you connect your own OpenID Connect (OIDC) compliant identity provider to customer accounts, and Shopify states that connecting your own identity provider is available only to stores on the Shopify Plus plan. Enterprise IT teams check this before approving a vendor, so plan it as a launch-blocker configuration item.
There is no native EDI or punchout layer. The standard pattern is to integrate via a dedicated EDI partner such as TrueCommerce, SPS Commerce or PunchOut2Go, or to build a custom middleware on the Admin API. Treat EDI as a separate workstream in the implementation plan, with its own integrator and SLA.
Yes, but not natively — through a certified connector app, an iPaaS platform such as Celigo or Boomi, or a custom build on the Admin GraphQL API, which exposes every object those syncs need. Which of the three routes fits, and what each costs in year one, is covered end to end in our Shopify ERP integration guide.
Fully, and it does not require Plus. The Storefront API exposes companies, catalogs, price lists, draft orders and quantity rules, and Hydrogen has B2B-specific components. Custom B2B portals on Hydrogen, Next.js or any framework are a supported architecture, used when the buyer UX needs to diverge significantly from the standard storefront. Plus raises the ceiling around it — 25 Hydrogen storefronts and a higher GraphQL Admin API rate limit of 1,000 points per second against 100 on standard plans.
For a $2–10M merchant with no EDI and no ERP middleware, native-only implementations regularly ship in 6–10 weeks. Adding two or three Functions and one approvals app extends that to 10–14 weeks. EDI, complex contract pricing or NetSuite sync push timelines into 16–24 weeks with a Plus Partner system integrator.
Deep enterprise procurement scenarios: multi-tier approval routing, native EDI catalogs, contract pricing with effective dates and escalators, and very large SKU counts (>1M) with personalised attributes per buyer. For sub-$50M B2B merchants without these requirements, Plus typically wins on TCO and time-to-launch by a wide margin.
About This Article
Shopify Developer & E-Commerce Writer
9+ years with Shopify since 2017

Front-end developer specializing in Shopify since 2017. Experienced in building custom Liquid themes, optimizing storefront performance, and integrating third-party apps. Writes in-depth, data-driven e-commerce guides based on hands-on experience with real merchant stores.

This article was written entirely by AI under human editorial direction. The editor sets the topic and structure, runs multi-stage validation on facts, links, and interactive elements, and verifies the output is useful from a business perspective. All claims are checked against official Shopify sources. Details may change — always confirm critical data at shopify.com.

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