Unlock B2B Success with Shopify Plus
Table of Contents:
- Introduction
- Creating a B2B/Wholesale Company
2.1 Adding a Wholesale Company
2.2 Selecting Net Payment Terms
2.3 Saving the Company
- Setting Up a Price List
3.1 Creating a Price List
3.2 Adjusting Prices
3.3 Adding the Wholesale Company
3.4 Activating the Price List
- Logging in as a Wholesale Customer
4.1 Accessing the Wholesale Login
4.2 Logging in as a Wholesale Customer
- Placing an Order as a Wholesale Customer
5.1 Adding Products to Cart
5.2 Checking Out with Net Payment Terms
- Order Confirmation and Payment
6.1 Order Confirmation Email
6.2 Payment Options for Wholesale Customers
- Managing Wholesale Orders as an Admin
7.1 Viewing Wholesale Orders
7.2 Fulfilling Wholesale Orders
7.3 Resending Invoices and Collecting Payment
- Conclusion
Creating a B2B/Wholesale Channel in Shopify Plus: A Step-by-Step Guide
Setting up a wholesale channel on your Shopify Plus account can be a game-changer for your business. It allows you to cater to B2B customers and offers them a seamless wholesale shopping experience. In this guide, we will walk you through the process of creating a B2B/wholesale company, setting up a price list, logging in as a wholesale customer, placing orders, and managing wholesale orders as an admin. So let's dive right in!
1. Introduction
Wholesale business is booming, and if you want to tap into this lucrative market, creating a B2B/wholesale channel on your Shopify Plus store is the way to go. With a B2B channel, you can offer exclusive pricing, net payment terms, and a personalized shopping experience to your wholesale customers. In this guide, we will cover everything you need to know to set up and manage a B2B channel effectively.
2. Creating a B2B/Wholesale Company
2.1 Adding a Wholesale Company
The first step in setting up your B2B channel is adding a wholesale company to your Shopify Plus backend. To do this, log in to your Shopify Plus account and navigate to the "Customers" section. Under "Companies," click on "Add Company" to create a new wholesale company. Enter the necessary details such as the contact information and the shipping address.
2.2 Selecting Net Payment Terms
Once you have added the wholesale company, scroll down to the "Payment Terms" section. Here, you can select the payment terms for your wholesale customers. If you want to review and approve orders before payment, you can choose to submit all orders as drafts for review. Alternatively, you can set up net payment terms, such as Net 30, where customers can pay the invoice within 30 days.
2.3 Saving the Company
After selecting the payment terms, save the wholesale company. You will now see the company listed under the "Companies" section in your Shopify Plus backend. This company will serve as the B2B customer for your wholesale orders.
3. Setting Up a Price List
3.1 Creating a Price List
To offer customized pricing to your wholesale customers, you need to create a price list. Hover over to the "Products" section in your Shopify Plus backend and click on "Price Lists." Create a new price list and give it a name, such as "Wholesale Price List."
3.2 Adjusting Prices
Within the price list, you can adjust the prices of your products. You can either set a percentage increase or decrease for all products or manually adjust the prices individually. This allows you to offer exclusive pricing to your wholesale customers.
3.3 Adding the Wholesale Company
After adjusting the prices, add the wholesale company you created earlier to the price list. This ensures that the customized prices are applied when the wholesale customer browses your store.
3.4 Activating the Price List
Once you have added the wholesale company, activate the price list. This ensures that the wholesale prices are visible and applied to the products when a wholesale customer logs in.
4. Logging in as a Wholesale Customer
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FAQ
Q: Can I have multiple price lists for different wholesale customers?
A: Yes, you can create multiple price lists and assign them to specific wholesale customers. This allows you to offer customized pricing for different customer segments.
Q: Can I set up different payment terms for different wholesale customers?
A: Yes, you have the flexibility to set up different payment terms for different wholesale customers. Shopify Plus allows you to tailor the payment terms to meet the needs of each wholesale customer.
Q: Can I offer volume discounts to wholesale customers?
A: Yes, you can offer volume discounts by adjusting the prices in the price list. This allows you to incentivize larger orders and reward your wholesale customers for their loyalty.
Q: Can I integrate my existing wholesale systems with Shopify Plus?
A: Shopify Plus offers extensive integrations and APIs that allow you to connect your existing wholesale systems seamlessly. This ensures a smooth transition and integration of your wholesale operations with your Shopify Plus store.
Q: Can I track the performance of my wholesale channel on Shopify Plus?
A: Yes, Shopify Plus provides robust analytics and reporting features that allow you to track the performance of your wholesale channel. You can analyze sales data, order history, and customer behavior to optimize your wholesale strategy.
Q: Does Shopify Plus support international wholesale operations?
A: Yes, Shopify Plus supports international wholesale operations. You can set up different price lists, currencies, and payment options to cater to your global wholesale customers.
Q: Can I offer custom shipping options for my wholesale customers?
A: Yes, Shopify Plus allows you to set up custom shipping options for your wholesale customers. You can offer specialized shipping rates, delivery methods, and fulfillment solutions to meet the unique needs of your wholesale operations.
Q: Can I offer promotional discounts to my wholesale customers?
A: Yes, you can create discount codes and promotions specifically for your wholesale customers. This allows you to run targeted promotional campaigns and incentivize wholesale orders.
