Pricing
(Price lists, discounts, pricing rules)
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Product-specific pricing
Ability to set custom pricing for product SKUs and to vary these across customers
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Percentage price adjustments
Ability to set percentage discount rules against products and to vary this across customers
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Customer-specific % discounts
Ability to set customer-specific percentage discounts that apply on top of price lists
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Multiple price lists
Ability to set multiple price lists against a customer and to have 'cascading pricing' (first price takes priority)
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Multi-currency pricing
Ability to set price lists up for different currencies, e.g. USD, EUR, GBP
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Tiered quantity pricing
Handling for quantity price-breaks (e.g. buy 3, save 10%) on parent and variant level
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Pack sizing and unit quantities
Configuration of product pack sizes, minimum and maximum order quantities
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Display pricing as NET
Ability to specify and display all pricing to B2B customers as net pricing (versus gross)
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Product-specific discounts
Ability to set additional discounts that apply on top of price lists
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Customers
(Self-service, payments, configurations)
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Shopping lists
Ability for customers to create custom shopping lists to quickly populate orders
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Quick ordering
Ability for customers to rapidly populate an order from collection and product detail pages
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Quick re-ordering
Ability for customers to track orders, re-order quickly from previously placed orders
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Credit and balance management
Ability to set credit limits against customers and display live balances
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CSV order importing
Ability for customers rapidly import an order via a CSV file
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Order history and tracking
Ability for customers to see their order history and live shipping tracking
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Address book management
Ability for merchants to configure whether or not specific customers can edit addresses
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Customer-specific payment methods
Ability to set specific payment methods on a per-customer basis versus at a company-wide level.
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B2B-only products
Ability to configure which products B2B customers see when logged in
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B2C stock reservation
Ability to reserve stock for B2C customers if using a hybrid B2C & B2B store
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Rapid multi-product ordering
Ability to add multiple SKUs and quantities to an order in 1-click
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Company profiles
Ability to assign customers to a company and configure their shipping & billing locations
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Orders
(Payment types, shipping, configurations)
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Payment by invoice terms
Flexibility to set payment terms against a customer (e.g. net 15, net 30, net 60)
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Payment on account
Ability to allow customers to place orders on account, using their live credit balance
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Request for Quote
Ability to allow customers to place orders as quotes that can then be editted
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Order total rules
Ability to configure minimum and maximum order totals before placing an order
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B2B-specific shipping rules
Ability to configure specific shipping rules for B2B customers on a hybrid B2C & B2B store
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Order flow
Orders placed by B2B customers can optionally be routed as draft orders or completed orders within Shopify
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Sales Agent Ordering
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Login as a customer
Ability to login as a customer to manage their account.
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Place orders as a customer
Ability to place orders on behalf of a customer at their B2B prices.
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Manage shopping lists
Ability to manage shopping lsits on behalf of a customer and save their favourites.
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Store setup
(Configuration)
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Combine with B2C
Allow B2C and B2B to be managed and run from a single Shopify store
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Ready-made frontend widgets
B2B ordering interface that can be enabled rapidly via code snippets
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Low maintenance cost
Ready-made widgets and components that don't require custom development
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Full customisation of frontend experience
Customise and configure Shopify store and build a bespoke experience
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Optimised for mobile and tablet
Frontend experience fully compatible with mobile and tablet devices
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Advanced tools
(Sales Agents, reporting, integrations)
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Sales agent ordering
Allow sales agents to login and place orders on behalf of specific B2B customers
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Custom API for integrations
API access to build custom integrations for ERPs, CRMS, PIMs
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Analytics and Segmentation
Ability to segment B2B orders and customers and to analyse data
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