Shopify's native B2B toolkit has changed significantly since its initial release in 2022, and the April 2026 expansion to the Basic, Grow, and Advanced plans was the most consequential update yet. Features that were previously exclusive to Shopify Plus, company accounts, pricing catalogs, net payment terms, self-serve ordering, and Shopify Flow automations, are now available across the Basic, Grow, Advanced, and Plus plans at no additional cost.
This guide covers what Shopify B2B features actually include in 2026, how each one works in a real wholesale operation, which capabilities still require Shopify Plus, and what sits outside the native feature set entirely. Teams asking these questions are often mid-move off WooCommerce, where wholesale pricing and account structure had to be bolted on with plugins.
What Are Shopify B2B Features?
Shopify B2B features are a suite of native capabilities built directly into the Shopify admin that let you sell business-to-business from your existing Shopify store. They include company account management, customer-specific pricing catalogs, net payment terms, purchase order numbers, self-serve buyer ordering, bulk order tools, draft orders, and automated wholesale workflows through Shopify Flow. As of April 2026, all foundational B2B features are included on the Basic, Grow, Advanced, and Plus plans. Advanced capabilities, including unlimited catalogs, catalogs assigned directly to companies, custom checkout logic built in custom apps, deposits, partial payments, and payment requests per fulfillment, remain exclusive to Shopify Plus. A dedicated B2B storefront runs as a separate Shopify store with its own admin.
Company Accounts and Buyer Management
The company account is the structural foundation of Shopify B2B. Every wholesale buyer relationship starts here, and the company record controls what that buyer sees and can do when they log in.
Company profiles. You create a company record in the Shopify admin for each wholesale buyer organization. A company can hold multiple contacts, each with their own login credentials, assigned role, and order permissions. One company profile supports up to 50 locations, making it workable for national distributors and key accounts with regional ship-to addresses under a single parent record.
Location management. Each location within a company can carry its own assigned pricing catalog, shipping address, payment terms, and buyer contacts. A distributor with offices in five regions can have each office see its own contracted pricing when buyers log in, without your team manually adjusting anything on each order.
Contact roles and permissions. Contacts within a company account can be assigned roles that govern what they can view and do: whether they can see prices, place orders, or only view order history. This creates a basic buyer hierarchy within the company structure without requiring custom development.
Company-specific storefront experience. When a B2B buyer logs into a Shopify store with B2B enabled, they see their company's assigned catalog and pricing automatically. Retail prices and other buyers' pricing are not visible to them. The B2B experience is gated to their company login.
Pricing Catalogs and Price Lists
Pricing is where most wholesale operations are won or lost. Shopify B2B handles pricing through catalogs, collections of products with prices assigned specifically for a buyer or group of buyers. In industrial machinery distribution, those catalogs only earn their keep once they reflect the real contract terms behind each account.
Custom price lists. Each catalog can carry a distinct pricing structure per product: a fixed wholesale price, a percentage discount from retail, or a cost-plus calculation. You assign a catalog to a B2B market or, on Shopify Plus, directly to company accounts or locations, and every buyer in those accounts sees those prices at login. No price confusion, no manual overrides at checkout.
Plan-based catalog limits. On Basic, Grow, and Advanced plans, you can have up to three active pricing catalogs. For a manufacturer running separate pricing for distributors, dealers, and direct accounts, three catalogs covers the standard setup. Shopify Plus removes the limit, allowing as many catalogs as your pricing structure requires.
Volume pricing and quantity rules. Within a catalog, you can set minimum order quantities, maximum quantities, and order increment rules per product. A buyer who must order in multiples of 12 gets that rule enforced at the cart level. A product with a 50-unit minimum does not let a buyer check out with 30. These rules apply automatically without sales rep intervention.
Percentage discounts vs. fixed prices. Catalogs support both approaches. Percentage discounts make it easier to maintain pricing when your retail list prices change frequently, wholesale pricing adjusts automatically. Fixed prices require manual updates when costs change but give you exact control over each SKU's wholesale rate.
According to Shopify's official B2B feature overview}, pricing catalogs are one of the core B2B features now available on the Basic, Grow, Advanced, and Plus plans. For the definitive comparison of which specific capabilities are included on each plan tier, from Basic through Plus: Shopify's B2B features by plan documentation is the authoritative reference.
For the wider checklist these native features are meant to satisfy, we lay out the 15 must-haves for a B2B ecommerce website.
Shopify B2B Payment Features
B2B payment workflows are fundamentally different from retail. The expectation of immediate payment at checkout does not hold in wholesale. Shopify's native B2B features cover most standard requirements.
Net payment terms. Net 30, Net 60, and Net 90 are built directly into the platform. When a buyer with terms assigned to their company account checks out, Shopify collects the order without requiring immediate payment. A payment due date is applied to the order automatically, and Shopify sends reminders as that date approaches. This used to require a third-party app or manual invoicing outside the platform. It does not anymore.
Purchase order numbers. Every B2B checkout includes a field where buyers can enter their PO number. It flows through as part of the order record in your Shopify admin and can be included on order confirmations, invoices, and packing materials. This is a standard requirement for virtually every institutional wholesale account.
Draft orders and invoicing. Your sales team can create draft orders in the Shopify admin on behalf of buyers, apply pricing or discount adjustments, and send a payment link or invoice directly from the order. This covers rep-assisted ordering and handles edge cases that sit outside the self-serve flow.
Vaulted credit cards. Since April 2026, B2B buyers on the Basic, Grow, Advanced, and Plus plans can save a payment method on file for their company account. Repeat orders can be charged without the buyer re-entering card details at each checkout. For buyers who place frequent, high-volume orders, this materially reduces friction on each transaction.
Deposit and partial payments (Shopify Plus only). Plus merchants can collect a deposit on a B2B order and settle the remainder on fulfillment, or accept partial payments against a single invoice. This is relevant for made-to-order manufacturers and large-volume contracts where full upfront payment is not standard practice.
Self-Serve Buying and the Buyer Portal Experience
A core goal of Shopify B2B is moving wholesale buyers away from phone calls, email threads, and PDF order forms and toward self-service. Several features support that shift.
Buyer login and company-specific experience. When a B2B buyer logs in, they see their company's catalog and pricing automatically. In a blended store, the same storefront serves both retail and wholesale visitors, with pricing and product visibility differentiated by whether the visitor is logged in to a company account. A dedicated B2B store, set up as a separate Shopify store, gives wholesale buyers their own URL and navigation.
Quick order lists. Shopify B2B includes a spreadsheet-style bulk ordering interface where buyers can enter SKUs and quantities directly without clicking through individual product pages. For buyers who know their SKUs and reorder the same products on a regular cycle, this is significantly faster than browsing.
Easy reorder. Buyers can access their order history and reorder from a previous order in a single step. For operations with predictable, repeating patterns, a retailer restocking the same 30 SKUs monthly, this removes most friction from the reorder cycle and keeps volume moving without rep involvement.
Self-serve account management. Buyers can manage their own company contacts, update shipping addresses within their assigned locations, and view full order history without contacting your team. This reduces inbound account management requests and scales cleanly as your buyer count grows.
Shopify B2B Checkout Features
The B2B checkout experience is designed around the specific requirements of wholesale transactions.
B2B checkout with company account context. When a buyer in a company account checks out, Shopify enforces their company's pricing, payment terms, and order rules at the checkout layer, not just in the cart. Net terms buyers complete checkout without making a payment. PO numbers are captured at checkout. The company context flows through the entire order.
Shopify Forms for account registration. You can create a custom wholesale account request form on your storefront using Shopify Forms. Prospective wholesale buyers fill out the form; your team reviews and approves them in the admin; approved buyers get access to the B2B catalog and pricing. No separate lead capture tool or external form is required for managing wholesale application flow.
Custom checkout logic via Shopify Functions (custom apps on Shopify Plus only). For operations that need custom logic at checkout, enforcing order minimums per buyer, validating credit limits before an order confirms, adding required custom fields for downstream fulfillment, or building validation workflows into the checkout process, Shopify Functions allows developers to write custom rules at the checkout layer. Building these rules in a custom app is a Plus-only capability and requires developer resources to implement; public App Store apps that contain functions work on any plan.
Dedicated B2B storefront. Merchants can operate a dedicated store exclusively for B2B buyers, with a distinct domain, its own navigation structure, and a checkout experience tailored to wholesale buyers. It is a separate Shopify store with its own admin, settings, and inventory. In a blended store, the same storefront and URL structure handles both retail and wholesale audiences.
Shopify B2B Automation with Shopify Flow
Shopify Flow is the platform's native automation builder, and its B2B integrations cover several of the most time-consuming manual tasks in wholesale operations.
Company account onboarding automation. When a new wholesale account is approved, Flow can trigger a sequence automatically: assign a default pricing catalog, apply default payment terms, send a welcome email to the buyer contacts, and notify your sales team. The entire onboarding workflow runs without manual steps from your team.
Order event automation. When a B2B order is placed, Flow can route it automatically, flag orders above a specified value for manager review, notify the appropriate sales rep for orders from their accounts, auto-tag orders by company tier for downstream reporting, or escalate orders where the buyer is approaching their credit limit.
Account maintenance workflows. Flow can automate changes to company records over time: update payment terms based on order history thresholds, flag accounts with overdue invoices to your credit team, or send reorder reminders to buyers who have not ordered in a set number of days.
Shopify Flow is included on the Basic, Grow, Advanced, and Plus plans. B2B automation is not gated behind Plus.
Where Wholesale Teams Add Tooling to Shopify B2B
Knowing where wholesale teams add tooling is as operationally important as knowing what is included. Several functions that matter to wholesale operators are usually handled by an app, an integration or a custom build.
Quoting and RFQ workflow. Quoting in Shopify B2B starts from draft orders. Shopify's Help Center says "If you need to quote a negotiated price that differs from the company's catalog pricing, then you can set a custom price on the line item." If your buyers submit pricing requests before placing orders, if your reps build and send proposals, or if pricing is negotiated before a sale confirms, that workflow usually runs on a quoting layer on top, either through a third-party app or custom Shopify B2B development. For how quoting runs inside a wholesale operation built on Shopify, our guide to fixing B2B quoting on Shopify covers how a quote moves from request to order.
ERP integration. Shopify says it "has partnered with a number of the leading ERP providers to create direct integrations that you can use to sync your B2B business data," available in the Shopify App Store for select systems, including NetSuite and Microsoft Dynamics 365 Business Central. For wholesale businesses where customer account data, contracted pricing, credit limits, and inventory quantities live in a back-office ERP, that data needs to flow into Shopify through a purpose-built integration. When the sync is unreliable, prices go stale, orders fail to generate downstream records, and your operations team manually corrects what automation should have handled. Uncap Connect is built specifically for this: a native Shopify integration with the major ERP systems, handling order creation, pricing sync, and customer account data without a separate middleware platform to manage.
Multi-step order approval workflows. Shopify lets you set a company location to "Submit all orders as drafts for review," so that location's orders reach your team as drafts before you accept them. If your B2B buyers operate under internal purchasing policies that require their own manager's approval before an order confirms, that approval chain is added with an app or a custom build.
Sales rep ordering. For wholesale operations where reps take orders on behalf of buyers via phone, email, or direct conversation, the Shopify admin handles this through draft orders, which Shopify says you can create "for orders that your customers send directly to you by phone or email instead of through your online store." Deal tracking and conversation history usually live in a CRM or a rep-facing app.
Shopify B2B Features Available by Plan in 2026
The April 2026 expansion significantly changed the plan-based feature distribution. Here is how the feature set currently maps across plan tiers.
Available on the Basic, Grow, Advanced, and Plus plans: Company accounts with up to 50 locations per company, up to three active pricing catalogs, net payment terms (Net 30, Net 60, Net 90), vaulted credit cards, purchase order numbers at checkout, self-serve buyer ordering, quick order lists, reorder from order history, draft orders with invoice-from-draft, Shopify Flow automations for B2B workflows, and Shopify Forms for account registration.
Shopify Plus only: Unlimited active pricing catalogs, catalogs assigned directly to companies and company locations, deposit and partial payment capabilities, payment requests per fulfillment, and custom apps with Shopify Functions for custom checkout logic.
For the operational breakdown of what these plan differences mean for a manufacturer, distributor, or wholesaler making a plan decision, the Shopify B2B on Basic, Grow, and Advanced guide covers the complete comparison with context for different operation types.
Making the Shopify B2B Feature Set Work for Your Wholesale Operation
The native B2B feature set covers enough to run a real wholesale buyer program across the Basic, Grow, Advanced, and Plus plans. Company accounts, pricing catalogs, net payment terms, self-serve ordering, and automation through Shopify Flow are all present and operational, without third-party apps or a Plus subscription.
The operations that perform best on Shopify B2B are the ones that pair the native layer with the right tooling around it. ERP integration keeps pricing and inventory accurate across systems. A quoting workflow handles the sales cycle before orders are placed. The implementation connects the storefront to the back office so that a buyer-facing transaction creates the right records downstream without manual intervention.
As a Shopify Platinum Partner, on Shopify since 2013, Uncap has launched more than 380 storefronts on Shopify, including for manufacturers, distributors, and wholesalers. If you want to understand which features matter for your specific wholesale operation and what a complete Shopify B2B setup looks like for your buyers and your back office, Talk to Our Experts about your wholesale channel.
Frequently asked questions
What are Shopify's core B2B features?
Company accounts with locations and buyer permissions, pricing catalogs and price lists, net payment terms, B2B checkout behavior, self-serve buying through the buyer portal, and Shopify Flow automation.
Which Shopify plans include B2B features?
Since April 2026, the core set is available on the Basic, Grow, Advanced, and Plus plans. Shopify Plus removes the 3-catalog limit and adds direct company catalogs, deposits, partial payments, payment requests per fulfillment, and custom apps that contain Shopify Function APIs.
What do Shopify B2B features not cover?
ERP integration, quoting, EDI, and advanced contract pricing sit outside the native set. They are delivered through apps and integrations layered on the native primitives.
How do pricing catalogs work in Shopify B2B?
A catalog pairs a product selection with a price list and is assigned to company locations. Buyers signed in to that location see their negotiated prices storewide, including at checkout.
