B2B/Wholesale Solution

What to Expect from B2B Solution?

[NEWLY UPDATED]: All-in-one solution for B2B/Wholesale sellers to:

• Validate EU VAT IDs in real-time and automatically deduct VAT for customers with valid IDs.
• Tax ID saved on Order Note/Order Attributes

1. Create custom registrations to separate customers from the start

By default, Shopify allows all customers to create an account, which is great for normal B2C/retail customers.

However, if you run a B2B website, you will want to tightly manage customers from registration. You also need to collect more information to verify and approve their registrations.

With the Wholesale Registration Forms feature, you can:

• Expand the default form with more fields (EU VAT validation; checkboxes; Dropdown; Radio options; Date; Text; etc.)
• Create separate Registration forms besides the default forms
• Manage all registrations in the grid for further action
• Review and approve registrations before create a customer account on your store
• Add a tag for approved customers to manage easily later

*Recommended with our B2B Login to Access Pages app

2. Auto-add tags for customers based on smart conditions

Tags are common and critical to categorize customers/products based on their characteristics. Here, we focus on customer tags.

You can add a customer tag after registration as above. How about the existing customers?

Then, use of Auto Tag feature to:

• Add tags and notes based on “Customer Created”
• Add tags and notes based on “Order Created”, “Order Paid”, “Order Fulfilled” and “Order Cancelled”
• Bulk update tags for existing customers
• Add Auto Tags based on Custom Fields

3. Set up prices for products based on customers/customer tags

Back then, if you sell for different customer groups - you will have to create different product pages or even create different stores. This requires time and human resources. Not to mention, the duplication of content will affect pages’ ranking.

With the Custom Prices features, you can:

• Set up discounted prices for products/collections based on tags
• Set the prices to a specific amount
• Reduce the prices by a specific percentage
• Reduce the prices by a specific amount

*Keep your prices private with our B2B Login to See Prices app

4. Set up tier-discount based on product quantities in orders

Apart from discounts of individual products, B2B sellers also want to create tiered pricing & volume discounts at checkout to encourage order values.

For example, “Buy X to get Y% discount.”

Our app will help:

• Set up tier discounts based on quantities of variants, products, and orders
• Apply various discounts: fixed prices, fix percentage reduction & fix amount reduction
• Design a tier-pricing table to show on product pages and cart pages