Shopify Plus Wholesale Guide: How to Set Up Shopify B2B

Shopify isn’t just about business-to-customer commerce. In 2025, Shopify is also a thriving B2B platform, powering wholesalers that cater to businesses—many of which are embracing digital self-service options, the adoption of new technologies, and the higher value and potential for repeat purchases in B2B transactions.

While it’s true that, not long ago, the wholesale world was lagging when it came to digital-first strategies, today it’s one of the fastest-growing areas of commerce worldwide. In fact, by 2030, global B2B ecommerce sales are projected to hit over $25 trillion, growing even faster than D2C.

This highlights why B2B Ecommerce Matters More Than Ever. But what’s the driving factor? The answer is simple: wholesale buyers now expect the same kind of seamless digital-first experience they’re used to as D2C consumers. D2C is paving the way for more convenient B2B transactions.

B2B shoppers expect a sophisticated online storefront, with personalized catalogs, flexible payment terms, inventory updates, and fast fulfillment. Essentially, they want a streamlined experience, with no endless emails sent back and forth and having to deal with clunky websites.

If you know anything about Shopify Plus wholesale, then you know they've taken Shopify B2B 2025 to the next level.

With Shopify Plus wholesale features built right into the platform, brands no longer need to shuffle between duplicate stores, struggle with outdated wholesale systems, or rely on third-party apps. Instead, Shopify lets you run both direct-to-consumer (DTC) and B2B operations side by side—on the same cutting-edge infrastructure.

In this guide, we’ll cover everything you need to know about how to set up Shopify B2B, explore the most important B2B Shopify Plus features, and dig into advanced strategies like AI-powered automation, sustainable wholesale practices, and Shopify B2B international selling.

With Shopify Plus’ B2B native features, it opens up a wider world of ecommerce to explore. Let’s get started:

Shopify B2B is powerful, but an optimal setup matters. Let Ecommerce Pro—Shopify Plus Agency handle it right from day one. Get in touch with us today.

What Is Shopify B2B 2025?

Shopify B2B 2025 is Shopify Plus’s built-in wholesale solution. Native Shopify B2B features are exclusive to Shopify Plus, which is Shopify’s premium, highest-tier commerce solution. The fully integrated B2B features are designed for brands that sell to other businesses — whether distributors, retailers, or corporate buyers.

Here are some of Shopify Plus B2B's key features:

Company profiles (supporting multiple buyers, roles, and locations)
Custom Price Lists for customer-specific or volume-based pricing.
Net Payment Terms are built directly into checkout.
Customer-Specific Catalogs that hide or reveal products.
Multi-Location Support for franchises and distributors.
B2B Checkout with PO numbers, terms, and saved details.
Staff Permissions to control who manages wholesale accounts internally.

In essence, it’s everything you could need to provide a seamless B2B experience. You get a unified commerce experience and wholesale operations. For many brands, this means no more running a separate wholesale site, cutting overhead and complexity while delivering a better buying journey for trade partners.

Important Note: Native B2B features are only available to merchants on the Shopify Plus Plan, where B2B features don’t require any third-party apps or additional setup. With this option, the online store can accept orders from both DTC (direct-to-customer) and B2B (business-to-business) customers.

If you are on a standard non-plus Shopify plan, you can offer wholesale, but by using third-party apps (not discussed here).

More from the Blog: When Should You Upgrade to Shopify Plus?

How to Set Up Shopify B2B (Step-by-Step)

Getting started with Shopify B2B might feel intimidating, but the platform actually makes it straightforward to set up wholesale features, and we typically break it down into 5 steps.

Here’s a breakdown of how to set up Shopify B2B for your store.

1. Add Companies

Shopify B2B lets you add lists of companies or businesses that you are going to be selling wholesale to. In the Shopify Admin, head over to Customers → Companies. This is where you’ll enter the businesses you’ll be selling to.

For each company, you can enter basic company info, assign a main contact person, add one or more shipping locations, assign price lists (we’ll cover this below), set payment terms, and configure checkout rules.

Once saved, you’ll see all company details in an overview page, making it easy to track orders, terms, and contacts.

2. Create Price Lists

The next step in setting up Shopify B2B is building price lists. These allow you to offer custom wholesale pricing to specific companies or groups. To set one up:

Go to Products → Price lists in your Shopify admin.
Create a new list and name it (e.g., “Gold Tier” or “Bronze Tier”).
Choose whether to apply a percentage discount (like 30% off) or set fixed custom prices per product.
Assign the list to one or more companies.

This gives your wholesale customers consistent, automated pricing the moment they log in.

3. Add Customers to Companies

Customers are individuals who need to be associated with a company to receive wholesale pricing. To do this:

Open the company profile.
Use the context menu to add customers.
Set their roles (e.g., “Admin” with full control, or “Ordering only” to restrict them to purchases).

These customers will now see their assigned company price list when they log in.

4. Enable New B2B Login Accounts

Shopify requires you to use the new customer accounts system for B2B. To enable it:

Go to Settings → Checkout & accounts.
Switch from “Classic accounts” to New customer accounts.

With this, B2B customers log in using a secure email code instead of a password. Once logged in, they’ll automatically see wholesale prices and their company dashboard.

5. Checkout and Payment Terms

When a wholesale buyer checks out, Shopify automatically applies the company’s shipping address, payment terms, and taxes. If you’ve set Net 30 or Net 60 terms, the order is placed without requiring immediate payment. The invoice can later be marked as paid, collected by card, or sent via email.

Customers also benefit from handy features like “Buy Again”, which makes reordering common items as simple as one click.

In terms of shopping and checking out, Shopify B2B proves itself to be an easy, streamlined experience that will have your B2B customers coming back.

Shopify B2B International Selling

We live in a global economy, and new markets equal new frontiers for businesses to tap; that’s why Shopify B2B international selling provides a valuable position for merchants on the Plus Platform. But successful Shopify B2B international selling takes more than just turning on multi-currency—it requires thoughtful setup and compliance across markets.

Here are the key factors to consider when scaling wholesale globally with Shopify B2B international selling:

Multi-Currency Pricing: You can tie multiple currencies to custom price lists so international buyers see accurate, localized pricing.
Region-Specific Catalogs: You can restrict or highlight certain SKUs based on territory, regulations, or distribution rights.
Localized Taxes & Compliance: Have automated VAT, GST, and import/export documentation at checkout to meet regional requirements.
Multi-Store Architecture: Many brands use separate Shopify Plus wholesale stores per region to deliver fully localized catalogs, languages, and payment terms.

Overall, Shopify B2B international selling makes global expansion far smoother. When you understand how to set up Shopify B2B correctly for different regions, cross-border expansion becomes a lot more accessible. When done right, Shopify B2B international selling allows brands to deliver a seamless wholesale experience worldwide while staying compliant with local laws.

AI & Automation in Shopify B2B 2025

Undoubtedly, one of the biggest changes shaping commerce and Shopify B2B 2025 is AI and automation. For B2B, personalization for the clients means predictive efficiency and removing friction from the wholesale buying process.

Wholesale buyers don’t want to spend hours browsing through endless SKUs or emailing back and forth for approvals. They want speed, accuracy, and reliability. That’s where AI-powered Shopify Plus wholesale workflows come in.

Here are some practical applications of AI inside Shopify B2B 2025:

Automated Reorder Suggestions: AI is great at predicting when buyers need to restock, and they’ll be able to with one-click reorder options.
Smart Catalog Personalization: Buyers only see SKUs most relevant to their industry or order history.
Approval Automation: Large orders are automatically flagged and routed for manager approval.
Forecasting & Inventory Sync: AI keeps demand forecasts aligned with wholesale commitments.

The result? Shopify B2B 2025 becomes a self-service platform where wholesale accounts enjoy speed, accuracy, and personalization—without the hassle of back-and-forth emails.

More from the blog: Shopify Migration Timelines: How Long It Takes

Marketing for Wholesale Growth

Marketing for wholesale can look different than D2C. Direct-to-consumer brands typically focus on selling ready-to-ship products to individual shoppers, often through ads, influencer campaigns, and social media buzz, but wholesale marketing in Shopify B2B 2025 is about building strong relationships with other businesses. These businesses don’t care about the next flash sales; what they value is a consistent supply, flexible terms, and long-term business relationships that help them grow.

With that said, yes, B2B marketing will be different. Here are some of the key strategies you can use:

Attending Trade Shows and Events → In-person connections count a lot in wholesale. Attending industry trade shows gives you opportunities to interact face-to-face with potential clients, and an invaluable chance to demo products live and build a business relationship on the spot.
Content Marketing → Being an industry expert can bring business clients through the door. One of the best ways to be perceived as an industry expert is to create wholesale-focused blogs, product guides, and trend reports that build trust and establish your authority in the market.
B2B Marketplaces → Listing on wholesale marketplaces expands your reach, allowing new buyers to discover your products and connect directly with you. Many business clients peruse B2B marketplaces.
Email Marketing → Automated reorder reminders, order confirmations, and buyer-only promotions help maintain ongoing relationships. Maintaining established relationships is just as important, if not more important, than customer acquisition.
Social Media (LinkedIn & Instagram) → LinkedIn is ideal for targeting decision-makers, while Instagram allows you to showcase your catalog visually and inspire larger wholesale orders. Establish where your potential clients are, and double down on marketing.

Done well, your wholesale marketing doesn’t just generate leads—it builds lasting partnerships that fuel growth for all parties involved.

Analytics & Reporting

As with everything we do in business, keeping track matters. Scaling wholesale means more than just following your gut; you need clear data to guide every decision. That’s why advanced reporting in Shopify Plus wholesale has become such a game-changer in Shopify B2B 2025. Instead of juggling spreadsheets or guessing at buyer behavior, merchants now get access to actionable insights right inside their dashboard. These analytics are invaluable because they help you see and put numbers to what's really going on.

Here are some of the most valuable reporting areas to track:

Sales by Company or Market → Go beyond topline revenue and drill into performance by account or territory. This helps you identify your highest-value customers and uncover regions where Shopify B2B international selling might offer untapped potential.
Reorder Frequencies → Wholesale thrives on repeat business. By tracking reorder cycles, you can forecast demand, anticipate when accounts will need to restock, and even set up automated reorder prompts through Shopify Flow.
Payment Term Adoption → Whether buyers are using Net 30, deposit + balance, or BNPL, knowing which terms dominate gives you better visibility into cash flow and helps you refine your payment strategy across markets.

For brands using Shopify B2B, analytics become the feedback loop that ensures you’re building the right systems and moving in the best direction.

Conclusion

The future of wholesale isn’t just about bigger orders or wider distribution—it’s about building smarter, stronger, and more connected businesses. Shopify B2B 2025 gives brands the tools to step confidently into the B2B model of business, with a platform that simplifies operations and anticipates the future of B2B commerce by placing merchants on the cutting edge of technology and emerging B2B trends.

B2B merchants that embrace innovation, lean into automation, and put relationships at the center of their growth will appreciate the Shopify Plus platform and its powerful B2B capabilities. With Shopify Plus wholesale, you’re not just keeping up—you’re setting the standard for what modern B2B commerce should look like.

Ready to take your wholesale business global? Ecommerce Pro—Shopify Plus Agency can set up and optimize your B2B store for growth. Get in touch with us today.