B2B/Wholesale Solution

What to Expect from B2B Solution?

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. 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
• Open API for 3rd party integration

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.

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

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
• Import/Export Price Rules
• Public API for 3rd integration

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

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

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

5. Tax exemption for validated EU VAT numbers

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

6. Advanced Minimum Order Amount

• Restrict customer's checkout if minimum order quantity/amount is not reached.
• Work on the Cart page and the Buy It Now button.

7. Multiple Currency

• Automatic currency switcher
• No coding
• Instantly turn on or off
• No developers needed!