Shopify B2B Demo: A set-up guide

5 things to remember

Creating and managing companies

Shopify allows merchants to create and manage companies within the platform. Once a company is set up, individual customers can be associated with it. These customers can then place orders on behalf of the company, streamlining the purchasing process. Also, you can give permission to sales representatives to place orders for their portfolio companies. The system allows for granular control over permissions, ensuring that sales reps can only place orders for the companies they are assigned to.

Catalogues

When setting up a B2B store in Shopify, an important step is to create a specific catalogue tailored to the needs of different companies. This allows businesses to offer custom sets of products and prices to various customers. For example, a catalogue can be created for a company, containing a selection of products at specific prices. This feature is particularly useful for businesses that need to offer unique pricing structures to their clients.

Custom payment terms

Another crucial feature in Shopify's B2B toolkit is the ability to customise payment terms for each company. For instance, a company can be set to pay on net 30 terms, with a required deposit at checkout. This flexibility ensures that businesses can tailor payment processes to meet their specific needs, offering terms that suit both the company and its clients.

Draft orders

Shopify also supports the creation of draft orders, allowing admin users and sales reps to place orders on behalf of companies. These orders can reflect the custom pricing and payment terms set up in the backend. Once a draft order is created, it can be managed and paid for through the customer's account structure. This feature is particularly useful for businesses needing specific approval flows.

Front-end

One of the standout aspects of Shopify's B2B features is how the front end dynamically changes based on the settings configured in the backend. For instance, if a catalogue is set up with specific pricing rules, these changes are immediately reflected in the customer's shopping experience. This seamless integration ensures that the B2B customer experience is tailored and consistent, without requiring additional development work.

Are you ready for B2B on Shopify?