Set up your store for B2B customers

The B2B feature lets you create a tailored shopping experience for business customers, including B2B pricing, quantity rules, volume pricing, and B2B-only storefront content.

The theme also provides settings to control the visibility of product prices, Add to cart buttons, and the cart icon for non-B2B customers.

1. Check your Shopify plan

Shopify B2B is available on the Basic, Grow, Advanced, and Shopify Plus plans. However, some features vary depending on your plan.

Note: To use B2B catalog features on the Basic, Grow, or Advanced plan, your store must use the new Shopify Markets.

For the complete list of features, refer to Shopify B2B features by plan.

2. Set up B2B customers

B2B customers are managed through Companies in Shopify, guideline in detail of Shopify.

Create a company

From your Shopify admin:

1. Go to Customers > Companies.

2. Click Add company.

3. Enter the company name.

4. Select a customer as the Main contact.

5. Add the address for the company location.

6. Save the company.

When the associated customer logs in to their account, Shopify recognizes them as a B2B customer.

3. Set up a B2B catalog

Catalogs determine which products, prices, and purchasing rules are available to your B2B customers.

3.1. Create a catalog

From your Shopify admin:

1. Go to Markets > Catalogs.

2. Create a new catalog or select an existing one.

3. Add the products that you want to make available to B2B customers.

4. Configure product pricing as needed.

5. Set the catalog status to Active.

3.2. Assign a catalog

How catalogs are assigned depends on your Shopify plan:

Basic, Grow, and Advanced

Assign catalogs through B2B markets. You can have up to 3 active catalog assignments across all your B2B markets.

Shopify Plus

In addition to B2B markets, you can assign catalogs directly to specific companies or company locations for customer-specific products and pricing.

Note: Direct company catalog assignment is available only on Shopify Plus.

4. Set up quantity rules

Quantity rules control how many units of a product variant a B2B customer can purchase.

4.1. Add quantity rules

In your B2B catalog:

1. Find the product or variant that you want to configure.

2. Click + Add.

3. Configure the quantity rules:

For example, if you set:

• Minimum: 2

• Increment: 2

• Maximum: 10

The valid quantities are:

2 → 4 → 6 → 8 → 10

Note: Quantity rules apply to each product variant independently, not to the combined quantity of all variants.

5. Set up volume pricing

Volume pricing lets you offer different prices based on the quantity of a specific product variant purchased.

5.1. Add volume pricing

In your B2B catalog:

1. Select the product or variant.

2. In Volume pricing, click Add quantity price breaks.

3. Enter the quantity threshold and corresponding price.

4. Add additional price breaks as needed.

For example:

Note: Price break quantities must meet the minimum quantity requirement and be compatible with the configured increment.

For more details, refer to Shopify – Quantity rules and volume pricing.

6. Configure B2B settings in the theme

After setting up B2B in Shopify, you can control B2B storefront content from the Theme Editor.

Go to:

Online Store > Themes > Customize > Theme settings > B2B

6.1. Product prices and Add to cart buttons

Enable this option to show product prices and Add to cart buttons only to B2B customers.

Non-B2B customers won't see these purchasing options.

6.2. B2B access page

Select a page where non-B2B customers can find information about accessing your B2B store.

For example, you can use a:

• B2B login page

• Wholesale registration page

• B2B information page

• Contact page

6.3. The cart icon in the header

Enable this option to show the cart icon in the header only to B2B customers.

Note: These theme settings control storefront visibility only. Companies, catalogs, B2B pricing, quantity rules, and volume pricing are managed by Shopify.

7. Verify your B2B setup

After completing the setup, log in with a B2B customer account and verify that the correct products, prices, quantity rules, volume pricing, and B2B content are displayed.

Log out and verify that B2B-only content is hidden according to your theme settings.

8. Troubleshooting

If B2B isn't working as expected, verify that the customer is associated with the correct company, the appropriate active catalog is applied, and the required options under Theme settings > B2B are enabled.