Shopify B2B: The 2026 Guide to Features, Plans, Costs and Setup

Shopify B2B is the set of wholesale features built into the Shopify admin and online store. Business buyers log in as part of a company and see their own catalog, prices and payment terms, and in a blended store you run it from the same admin as your direct-to-consumer (DTC) store. It is available on the Basic, Grow, Advanced and Shopify Plus plans.

That plan line changed on April 2, 2026, and plenty written about Shopify B2B predates it. This guide uses Shopify's own Help Center, changelog and pricing pages as they read in October 2026, plus what Uncap, a Shopify Platinum Partner, sees on real B2B builds.

Key takeaways

• Plans: Shopify B2B runs on Basic, Grow, Advanced and Plus. Shopify says it "isn't available on the Starter or Retail plans."
• Catalogs: below Plus, you get up to 3 active B2B catalogs across all your B2B markets.
• Plus only, per Shopify's plan table: unlimited B2B market catalogs, direct company catalogs, deposit requirements, partial payments and payment requests per fulfillment. Shopify's developer docs add custom apps that contain Shopify Function APIs.
• Two costs: the platform, where B2B adds no fee to your plan, and the build, where setup, data and integrations live.
• The real project: in Uncap's B2B builds, it is usually the ERP connection, not the storefront.

What is Shopify B2B?

Shopify B2B is a native feature suite for selling to other businesses from Shopify, organized around three records. Shopify's Help Center defines them like this:

• Company: the parent organization for one or more company locations.
• Company location: the business you sell to in a B2B transaction. Each location can have its own tax ID, tax exemptions, ship-to address, billing address, pricing, payment terms, checkout settings and contacts.
• Customer: the individual who buys on behalf of that business.

You must set up B2B customers as companies to use Shopify B2B. For example, a hardware chain with 40 stores becomes one company with 40 locations, each with its own address, terms and pricing, and its buyers order inside those rules.

Can you do B2B on Shopify? Yes, and the first decision is where it lives. Shopify offers two store types:

• Blended store: one store and one admin for B2B and DTC, with shared inventory, theme and branding. Only logged-in B2B buyers see B2B prices, products and account information.
• Dedicated store: a separate Shopify store and admin for B2B only, which you can gate so only B2B customers can reach it. It needs a net-new Shopify store or an existing expansion store.

Shopify's caution: the choice is "not easy to change at a later time," and switching means redoing most of your setup, including companies, catalogs and online store customizations. Our playbook on running B2B and DTC from one Shopify store covers the blended path in depth.

How Shopify B2B works, from login to invoice

Here is one buyer's path from first visit to paid invoice.

• Access: a new buyer can request access through a company account request form on your store, or you add them to a company and send an invitation email.
• Login: B2B buyers log in with customer accounts. Shopify requires customer accounts to be activated, and legacy customer accounts can't be used for B2B orders and customers.
• Catalog: once logged in, the buyer sees the products and prices from the catalogs assigned to them. On Basic, Grow and Advanced, catalogs are assigned to B2B markets, and the store must use new Shopify Markets.
• Cart rules: quantity rules (minimum, maximum and increment) and volume price breaks apply per variant.
• Checkout: the buyer can add a purchase order number to the order and checks out on their assigned payment terms, or pays with a vaulted card, ACH (US only) or another enabled method. If their location is set to submit orders as drafts, the order goes to you for review instead.
• After the order: on terms, the buyer can pay from their customer account with Pay now until the due date. Past it, the order shows as Overdue, and Shopify notes that payments aren't automatically captured when terms expire. Next month, the buyer can duplicate a past order to reorder.

Shopify B2B features at a glance

Here is what Shopify B2B includes, grouped the way operators use it, from Shopify's features overview.

• Company accounts and permissions: companies, company locations and location-level permissions for buyers. Sales staff permissions can restrict each rep to the company records assigned to them.
• Catalogs: include or exclude products, set an overall percentage adjustment, or set fixed prices per product or variant.
• Quantity rules and volume pricing: minimums, maximums and increments per variant, plus up to 10 price breaks per product.
• Payment terms: net 7, 15, 30, 45, 60 and 90, or due on fulfillment, set per company location. A fixed due date can be set on individual draft orders. Our post on Shopify net terms covers how to run them.
• Payments: ACH (US only), vaulted credit cards, payment reminders through Shopify Flow, PO numbers, manual payment methods and PayPal.
• Ordering: quick order lists, easy reorders, checkout to draft and draft order to invoice.
• Storefront: the Trade theme for dedicated B2B stores, with features such as hidden product prices for visitors who aren't logged in, or a custom headless storefront with Hydrogen.
• Automation and integration: Shopify Flow triggers and actions for B2B objects, and B2B APIs for connecting your ERP or other systems.

For every feature with setup notes, see our full list of Shopify B2B features.

Which Shopify plans include B2B?

Shopify B2B is included on the Basic, Grow, Advanced and Shopify Plus plans, and it isn't available on Starter or Retail. Shopify's B2B features by plan page splits it into three groups.

• On Basic, Grow, Advanced and Plus: companies and locations, location-level permissions, B2B catalogs assigned to B2B markets (3 below Plus, unlimited on Plus), quantity rules and price breaks, net terms, payment reminders, ACH (US only), vaulted cards, draft order to invoice, checkout to draft, easy reorders, PO numbers, sales staff permissions, the Trade theme, quick order lists and Shopify Flow.
• On Advanced and Plus: contextual checkout and contextual storefront using Shopify Markets, which let you tailor checkout and store content by market.
• Only on Shopify Plus: unlimited B2B market catalogs, direct company catalogs, deposit requirements for companies and for draft orders, partial payments, and payment requests per fulfillment.

The change is recent. Shopify's changelog entry of April 2, 2026 opened native B2B to Basic, Grow and Advanced merchants at no additional cost, and said unlimited catalogs, direct catalog assignment to companies and locations, partial payments and deposits "remain exclusive to Plus."

Our post on Shopify B2B on Basic, Grow and Advanced covers each plan in detail.

Do you need Shopify Plus for B2B?

No, not for B2B itself. You need Plus when your wholesale model hits a Plus-only feature, usually one of these four.

• More than 3 catalogs, or prices set per company. Below Plus, the limit is 3 active catalogs across all B2B markets, and Shopify notes that assigning 3 catalogs to one B2B market uses the full limit. If each key account needs its own price list, you need direct company catalogs, which are Plus only.
• Deposits and staged payments. Deposit requirements, partial payments and payment requests per fulfillment are Plus only.
• Custom apps with Function APIs. Shopify's developer docs state: "Stores on any plan can use public apps that are distributed through the Shopify App Store and contain functions. Only stores on a Shopify Plus plan can use custom apps that contain Shopify Function APIs."
• More stores under one fee. Shopify Plus pricing states: "Your main store and 9 expansion stores are included as part of your monthly platform fee." That matters if you plan a dedicated B2B store next to your DTC store.

Some things do not require Plus. Shopify's B2B checkout settings page says "Shopify Functions are available on all plans," so public App Store apps built on functions work on Basic, Grow and Advanced. Contextual checkout with Markets needs Advanced or higher, not Plus. And Shopify Scripts, which were Plus only, were deprecated on June 30, 2026, when any Scripts still published were deactivated, so they are no longer a reason to upgrade.

A worked example: in Uncap's Shopify Plus B2B build for Farmers Depot, Shopify serves 14,528 customers across 13,046 companies with about 10 company-specific pricing catalogs. By our reading of Shopify's plan table, that is a Plus setup twice over: more than 3 catalogs, and catalogs tied to companies rather than markets.

We go deeper on the decision in Shopify B2B vs Shopify Plus.

What does Shopify B2B cost?

Shopify B2B has two costs: the Shopify plan, where B2B adds no fee, and the build.

Cost one: the platform. Shopify's requirements page says "B2B features are included at no extra cost on the Basic, Grow, Advanced, and Shopify Plus plans." As listed on Shopify's pricing page in October 2026 (US):

• Basic: $39 a month billed monthly, or $29 a month billed yearly.
• Grow: $105 a month billed monthly, or $79 a month billed yearly.
• Advanced: $399 a month billed monthly, or $299 a month billed yearly.
• Plus: per Shopify's Plus plan page, from $2,300 a month for standard setups and integrations on a 3-year term, or $2,500 a month on a 1-year term.

Watch the fine print. Shopify says that, if applicable, "B2B and D2C orders have different variable platform fee rates." And on Plus, its Help Center says: "For more complex, higher-volume businesses, there might be a variable platform fee based on your revenue and business model, which differs for B2B and D2C companies." Ask Shopify for the number that applies to you.

Cost two: the build. Every Uncap build is fixed scope and quoted after a scoping call. The entry prices Uncap publishes on its Uncap Commerce page are:

• Uncap Blueprint: "a $7,500 fixed-price plan delivered in four weeks and credited toward implementation."
• Uncap Connect: "ERP integration with Uncap Connect starts at $8,000 to set up and runs $390 a month."
• Uncap Growth: "After launch, Uncap Growth plans start at $2,500 a month."

For what drives a full build budget, read how much a Shopify website costs for B2B. For the tiered, volume and customer-specific prices your buyers see, read our guide to Shopify B2B pricing.

How long does a Shopify B2B launch take?

Uncap publishes three timelines on its Uncap Commerce page:

• New build: about 12 weeks from discovery to launch.
• Migration from another platform: typically 10 to 16 weeks.
• Adding B2B to a Shopify store you already run: unifying B2B and B2C takes 4 to 8 weeks.

If you start with Uncap Blueprint, add its four weeks of planning before the build.

For replatforms, Uncap's migrations page gives a median: "Most operator-led replatforms cut over in around 14 weeks, our median." The same page names what moves a timeline: "catalog depth, B2B account structure, and how many systems (ERP, PIM, CRM) have to stay in sync."

In our experience, the time goes into cleaning the customer list into companies and locations, agreeing which system owns each price, and testing every buyer path, not into Shopify's setup screens.

For why some B2B migrations stretch to nine months and how to pull them back, read how long a Shopify B2B migration takes.

Before you start: a Shopify B2B readiness checklist

Shopify asks merchants to review its B2B requirements and limitations before setup "to make sure it's a good fit for your business." Here is that review as a checklist, plus one question we add on every Uncap build.

• Plan: your store is on Basic, Grow, Advanced or Plus. Shopify B2B isn't available on Starter or Retail.
• Customer accounts: you can move B2B buyers onto customer accounts. Shopify says "You can't use legacy customer accounts for B2B orders and customers."
• Markets: below Plus, B2B catalogs need new Shopify Markets, and Shopify's requirements page adds that to use B2B with Markets, "you must activate it in feature test drive."
• Catalog count: you know how many price lists you run. More than 3 active catalogs, or a catalog for each company, means Plus.
• Checkout: your wholesale buyers don't depend on Shop Pay, Apple Pay, Google Pay, Amazon Pay or subscriptions, which Shopify lists as incompatible with B2B.
• Order size: your largest orders stay under 500 line items.
• Existing customers: if your B2B buyers are already customers in your Shopify admin, Shopify says you "must migrate their information and order history to companies in the same store, using a built-in migration tool."
• People: whoever owns customer and price data in your ERP has time set aside for the project.

How to set up Shopify B2B in 8 steps

These steps follow the order of Shopify's setup checklist for blended B2B stores. Our step-by-step guide to setting up B2B on Shopify has the screens and settings for each one.

• Step 1. Check requirements and choose a store type. Review Shopify's requirements, then pick blended or dedicated, which Shopify warns is hard to change later. Below Plus, B2B catalogs need new Shopify Markets.
• Step 2. Create companies and locations. Add locations and customers, with tax IDs and addresses on each location, in the admin or by bulk import. B2B buyers already set up as customers move to companies with Shopify's built-in migration tool. Our post on Shopify tax exemption setup covers exemptions per location.
• Step 3. Set location details. Assign payment terms, in bulk if you have many, and choose whether a location submits orders as drafts for review or may ship to a one-time address.
• Step 4. Create and assign catalogs. Build catalogs with quantity rules and price breaks, then assign them to B2B markets, or on Plus directly to company locations.
• Step 5. Activate customer accounts. B2B buyers must use them, though legacy customer accounts can stay on for DTC.
• Step 6. Set up payment and shipping methods. These apply to all customers by default, and apps can tailor them for B2B buyers.
• Step 7. Customize the store and add sales staff (optional). Adjust store content, and give sales staff restricted admin access to the company locations they manage.
• Step 8. Test, then invite. Log in as a test customer, place test orders, check prices, terms and taxes, then invite B2B customers.

One habit helps: before step 4, write down five real buyers, what each should pay for three real products, and their terms. When the storefront matches for all five, invite.

Shopify B2B launch test checklist

Step 8 is the last check before buyers log in, so make it a written test, not a quick look. Shopify's guide to testing your B2B setup says to place test orders as a B2B customer and "verify that the prices displayed are those that you expect, and that the intended payment terms and checkout settings are offered." These are the checks we run before buyers are invited:

• Every catalog: log in as a test buyer assigned to each catalog and compare real products against the prices you wrote down.
• Overlapping catalogs: check a product that two catalogs price differently. The next section explains which price should show.
• Quantity rules and price breaks: order below the minimum, off the increment and across a price break.
• Terms and POs: check out on net terms with a PO number, and confirm the order shows the right due date.
• Drafts for review: for a location set to submit orders as drafts, confirm the order lands as a draft.
• Tax: order once from a tax-exempt location and once from a taxable one.
• Simulated payments: Shopify's testing guide explains how to place a test order through its Test payment gateway instead of a real charge.
• The ERP: confirm each test order reaches the ERP with its PO number and terms, and that shipment status comes back.
• Reorders: duplicate a past order from the buyer's account.
• The retail view: in a blended store, log out and confirm B2B prices and B2B-only products are hidden.

How catalogs decide what a buyer pays

Shopify B2B sets a buyer's price from the catalogs assigned to them, and a few rules in Shopify's catalog documentation explain most pricing surprises.

• The limit is store-wide below Plus. Basic, Grow and Advanced allow up to 3 active catalogs across all B2B markets. Put all 3 on one market and you have none left for another.
• Lowest price wins, with one exception. If several catalogs price the same product differently, Shopify shows the buyer the lowest price.
• The exception, on Plus: the most specific catalog wins. When a catalog assigned to a company location and a catalog on a matching B2B market both price a product, the store shows the price from the location's catalog, including its quantity rules and volume pricing.
• Fixed prices beat adjustments. A catalog can carry a percentage adjustment and fixed prices, and fixed prices override the adjustment.
• Volume pricing fixes the price. Once a product has price breaks, the catalog's overall adjustment no longer applies to it.
• Plus has ceilings too. Each company location can have up to 25 catalogs assigned directly, and a store can hold up to 10,000 catalogs.

Say a buyer's location catalog lists a pump at $90 and their regional market catalog lists it at $80. On Plus, they see $90, because the location catalog is the most specific. If you expected the lower price, this is the rule to remember.

For running hundreds of accounts, see customer-specific catalogs and price lists at scale, and for contracts that change by date or volume, read how to run contract pricing cleanly on Shopify B2B.

ERP integration: the part that decides the project

In Uncap's B2B builds, the ERP integration usually decides whether Shopify B2B works, because the ERP tends to hold the customers, prices, stock and credit the storefront must show. Shopify supports this with B2B APIs built for integrating your ERP or other systems.

Which data flows which way is a design decision you make per data type: items, inventory, companies, price lists, orders and invoices. The rule that keeps it sane is one system of record per data type, so nobody argues about which price is right.

The back office varies by client:

• ULE Group: a B2B catalog of over 250,000 SKUs on Shopify with PIM-managed data, search with 100+ filters, and real-time Epicor ERP sync.
• Farmers Depot: Microsoft Dynamics 365 F&O, connected through middleware. The ERP stays the system of record, and Shopify Flow automation handles company onboarding, customer tagging, inventory policies, and ERP sync monitoring.
• Kooks Headers and Exhaust: Infor Visual ERP and a PDM Automotive PIM for real-time inventory.
• KBS Golf Shafts: a migration to Shopify Plus with direct Oracle ERP integration.
• Kodo Kids: HubSpot CRM and Unleashed ERP integration.

Uncap Connect is the real-time data layer between Shopify, your ERP and the warehouse floor, so inventory, orders, customers and pricing move the moment they change, not in an overnight batch. Your ERP stays the system of record. Uncap Connect is $390 per month as an embedded Shopify app. Implementation is scoped to your systems and starts at $8,000.

Before you choose a connector, read three Shopify B2B ERP integration methods that work.

Sales reps, draft orders and quotes in Shopify B2B

Shopify B2B gives sales reps a native way to build orders for buyers: draft orders. When a draft order has a B2B customer and company location assigned, Shopify applies that company's prices, payment terms and checkout options automatically.

From there, a rep has basic quoting tools in the admin:

• Negotiated prices: set a custom price on a line item when the deal differs from catalog pricing.
• Price lock: lock prices so a quoted price holds even if the product price changes later.
• PO numbers and terms: add the buyer's PO number and payment terms, then send an invoice or collect payment.
• Review before accepting: with "Submit all orders as drafts for review," every order from that location arrives as a draft, so you can review it and negotiate when needed.
• Scoped access: sales staff permissions keep each rep to their assigned company records. Shopify notes some permission levels might be limited on non-Plus plans.

Our guide to Shopify draft orders for B2B covers the rep workflow, and quick order, reorder and sales rep ordering covers the faster paths for repeat buyers.

When quoting becomes a process, Uncap Quotes turns your catalog into instant, account-specific quotes. Buyers configure, price and check out themselves, quotes carry validity windows and a full revision history, exceptions go to the right approver, and an approved quote becomes a Shopify cart and order in a single click.

Canon Medical Systems shows the pattern. Uncap built a unified Shopify storefront where standard products check out instantly while capital equipment routes through a request-for-quote funnel built on Uncap Quotes, and Shopify Flow standardizes B2B account setup. The full process is in what quote to cash means on Shopify.

Shopify B2B limitations to plan around

Shopify documents these limits on its requirements and store type pages.

• 500 line items. Orders and draft orders have a maximum of 500 line items, and larger ones fail.
• Incompatible features. Accelerated checkouts (Shop Pay, Apple Pay, Google Pay and Amazon Pay), local delivery, pickup points, tipping, legacy customer accounts, agentic storefronts, checkout.liquid customizations and some third-party apps aren't compatible with B2B. Local delivery and pickup in store remain available on B2B draft orders created in the admin.
• Off by default. Pickup in store, line item scripts, abandoned checkouts and gift cards at checkout are turned off for B2B, and the store or organization owner has to ask Shopify Support to turn them on. Shopify's store type page adds that B2B gift cards at checkout require Plus.
• Blended store trade-offs. A blended store can't be gated to B2B buyers only, and inventory can't be allocated by customer type.

Then there are requirements to plan for as an app, an integration or custom work:

• Punchout into your buyers' procurement systems. See PunchOut catalogs for Shopify B2B.
• EDI with large trading partners. See Shopify EDI integration.
• Multi-step buyer approvals and spend limits inside a buyer's own organization.
• ERP-driven contract pricing that outgrows catalogs.

Shopify's features page offers B2B APIs "for complex B2B workflows" and third-party B2B apps for added functionality. Start with our roundup of the best Shopify apps for B2B and wholesale. For account self-service, Uncap Portal gives trade accounts a self-serve home on Shopify, with catalogs, pricing, reorders, invoices and users, plus budgets, approvals and limits per user. Our guide to the B2B buyer portal on Shopify explains the build choices.

Is Shopify good for B2B? Who it fits, and who it doesn't

Shopify is good for B2B when your wholesale model fits its company, catalog and terms structure, and when you budget for the integrations around it. That is a conditional yes, and the condition is where your complexity lives.

In its April 2026 announcement, Shopify reports that merchants who adopt Shopify B2B see up to a 33% increase in self-serve orders within six months and up to a 20% increase in reorder frequency. Those are Shopify's figures, not ours.

Shopify B2B is a strong fit when you:

• sell to repeat business buyers who reorder known products,
• can express your pricing as a handful of tiers, or as account catalogs on Plus,
• want wholesale and DTC sharing products, inventory and one admin,
• run an ERP you are ready to connect properly.

It is a harder fit when you:

• need punchout or EDI with most of your buyers on day one,
• price every quote from engineering rules in the ERP,
• routinely ship orders with more than 500 different line items,
• need buyers' own multi-step approval chains before an order is placed.

In our experience, none of the harder-fit cases has to rule Shopify out. Each means a specific app, integration or custom build, scoped and priced before you commit, so you meet the 3-catalog limit or the ERP sync in week one, not week ten.

Shopify B2B examples from Uncap builds

These are B2B stores Uncap built on Shopify, described the way each case study records them.

• ULE Group: business clients get flexible payment terms, customized catalogs and a cart-level convert-to-quote feature for high-value purchases. Shopify's own article on PIM reports: "Since migrating to Shopify, ULE Group has achieved 225% growth in site traffic and a 250% increase in sales."
• Kooks Headers and Exhaust: a 60-year performance automotive manufacturer that replatformed its retail and wholesale business onto a single Shopify B2B and D2C store, with secure portals and custom pricing for wholesale buyers. The result was 22% higher conversion and 38% lower total cost of ownership.
• Canon Medical Systems: one storefront for direct B2C purchases and institutional healthcare procurement, with 24% growth, 10x faster go-to-market and 83% lower total cost of ownership.
• E3 Spark Plugs: a blended B2C and B2B store where Shopify's native B2B features enable group pricing for dealers, and Shopify Markets enables the company to sell globally.
• Kodo Kids: a blended B2B and B2C Shopify Plus storefront with easy-to-navigate catalogs, net payment terms, and a user experience built to serve institutional buyers alongside consumers.

Parts sellers add one more layer. E3 Spark Plugs and ScooterWorks both run Year-Make-Model search, and ScooterWorks adds shoppable parts diagrams. That is the pattern Uncap Garage and Uncap Diagrams are built for: Garage handles Year-Make-Model fitment with Aftermarket Catalog Exchange Standard (ACES) and Product Information Exchange Standard (PIES) data, and Diagrams lets buyers click the part they need off an exploded diagram.

As George Kook Jr., President of Kooks Headers, put it: "Given the complexity of our website, Uncap absolutely knocked the redesign and functionality out of the park."

Where to start with Shopify B2B

Start with the decision that is hardest to undo, then work down the list: store type first, then the catalog model, then the Plus question, then the ERP, and only then the theme. Each one constrains the next, so getting the order wrong means rework. Bring whoever owns the ERP into the first conversation, not the last.

If you are still planning, Uncap Blueprint is a paid, fixed-price plan delivered in four weeks before you commit to a build. A senior team maps the architecture, data taxonomy and ERP integration, and if you build with Uncap, the $7,500 is credited one-to-one toward implementation. If you are ready to build, our Shopify B2B development page shows how Uncap approaches them. If you are still choosing a partner, see how Uncap works as a Shopify B2B agency.

Talk to Our Experts, and bring your price tiers, your ERP and the number of catalogs you think you need. We will tell you which plan fits and what the build involves.

Sources

The primary sources this guide cites, each checked on October 22, 2026. Uncap's own prices, timelines and client results come from Uncap's published pages and case studies, linked where they appear above.

• Shopify Help Center: Companies and customers in B2B, Choosing a store type for your B2B business, Overview of B2B features on Shopify, Shopify B2B features by plan, Managing checkout settings in B2B, Requirements and considerations for using B2B, Setup checklist for blended B2B stores, Testing your B2B setup, Customizing B2B pricing using catalogs
• Shopify Changelog: Key B2B features now available on non-Plus plans
• Shopify developer documentation: About Shopify Functions
• Shopify: Shopify pricing, Shopify brings native B2B features to millions more merchants, What is PIM in ecommerce?