B2B Selling on Shopify: How to Set Up and Scale a B2B Store in 2025

B2B Selling on Shopify: How to Set Up and Scale a B2B Store in 2025

Shopify is no longer just a DTC (Direct-to-Consumer) platform. In 2025, it's rapidly becoming the go-to solution for B2B eCommerce as well—thanks to powerful new features, native wholesale tools, and robust integrations. If you're selling in bulk, managing distributors, or catering to business clients, Shopify can now support your B2B workflow with ease.

In this guide, we’ll walk you through how to set up and scale a B2B store on Shopify—the right way.

🧩 Why Shopify for B2B in 2025?

Until recently, B2B brands had to rely on clunky platforms like Magento or custom-built portals. But now, Shopify offers:

  • A dedicated B2B feature suite on Shopify Plus

  • Custom pricing, payment terms, and checkout experiences

  • Full integration with ERP, CRM, and inventory systems

🛠️ Step-by-Step: Setting Up B2B on Shopify

✅ 1. Choose the Right Shopify Plan

For full B2B capabilities, you need Shopify Plus.
It includes:

  • Company profiles

  • Custom price lists

  • Net payment terms

  • B2B-only themes and checkout flows

If you're on Basic/Advanced, you can still run B2B manually using apps and custom templates—but for scale, Plus is ideal.

✅ 2. Enable B2B Mode and Create Company Profiles

In the Shopify admin:

  • Go to Customers → Companies

  • Create a profile for each B2B client

  • Assign customer roles (buyer, decision-maker, etc.)

  • Set payment terms (e.g., Net 30, Net 60)

  • Apply tax exemptions where necessary

✅ 3. Create Custom Price Lists

Offer different pricing for different companies or regions.
For example:

  • Distributor A gets 20% off all SKUs

  • Bulk buyers get tiered pricing

  • Specific products are hidden from certain clients

This is all done natively in Shopify Plus using price lists + customer tags.

✅ 4. Design a B2B-Specific Storefront

Either:

  • Use your existing storefront and control visibility with tags
    OR

  • Create a separate B2B store using Shopify’s Expansion Stores

Pro B2B themes like Warehouse, Empire, or custom-tailored 2.0 themes are great for large catalog navigation.

✅ 5. Streamline B2B Checkout

B2B buyers have different needs than consumers:

  • Net terms instead of credit card

  • PO numbers

  • Reorder buttons

  • Quick bulk ordering

Use Shopify Plus to customize the checkout flow with:

  • Draft orders

  • Purchase order fields

  • Editable cart summaries

✅ 6. Automate Reordering and Invoicing

Use tools like:

  • Shopify Flow to automate reorder reminders and approval workflows

  • QuickBooks or Xero integration for invoices and billing

  • Wholesale Gorilla or B2B Ninja (if not on Plus) to manage manual workflows

✅ 7. Track B2B Analytics Separately

Use:

  • Shopify's built-in B2B reporting dashboard

  • GA4 with custom events (wholesale vs retail orders)

  • Inventory tracking segmented by customer groups

This helps you understand which accounts drive the most revenue.

💼 Scaling Tips for B2B Growth

  • Offer easy net terms: More businesses will buy if you remove upfront payment friction.

  • Create exclusive product lines for B2B clients.

  • Build a private portal/login area for bulk buyers.

  • Set reorder automation based on product lifecycle or stock levels.

  • Use personalized outreach for VIP clients.

🚀 Final Thoughts

B2B selling on Shopify in 2025 is not just possible—it’s powerful. With native tools and scalable features, you can run wholesale, distribution, and business-client sales without leaving the Shopify ecosystem. Whether you're transitioning from another platform or starting from scratch, the time to build your B2B infrastructure is now.

💡 Need Help Setting Up Your B2B Shopify Store?

At RootSyntax, we specialize in creating B2B-ready Shopify experiences—complete with custom price lists, login portals, and automation that saves you time and closes more deals.

👉 Let’s build your wholesale empire today at RootSyntax.com

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