{"id":12692,"date":"2023-12-22T17:29:23","date_gmt":"2023-12-22T16:29:23","guid":{"rendered":"https:\/\/www.datasolution.fr\/?p=12692"},"modified":"2025-02-28T10:08:12","modified_gmt":"2025-02-28T09:08:12","slug":"shopify-b2b-features","status":"publish","type":"post","link":"https:\/\/www.datasolution.fr\/en\/shopify-b2b-features\/","title":{"rendered":"What are Shopify&#8217;s B2B features?"},"content":{"rendered":"\r\n    <div id=\"block_6cd49fd1f2859a2870b745aa873a99bc\" class=\"block-images custom-wp-block  p-relative\">\r\n\r\n\t\t\r\n\t\t\t\t\t\t\t<img decoding=\"async\" width=\"1800\" height=\"900\" src=\"https:\/\/www.datasolution.fr\/wp-content\/uploads\/2023\/12\/Shopify-B2B-entete-article-1200x600-2.jpg\" class=\"img-responsive\" alt=\"Fonctionnalit\u00e9s B2B Shopify Plus\" loading=\"lazy\" srcset=\"https:\/\/www.datasolution.fr\/wp-content\/uploads\/2023\/12\/Shopify-B2B-entete-article-1200x600-2.jpg 1800w, https:\/\/www.datasolution.fr\/wp-content\/uploads\/2023\/12\/Shopify-B2B-entete-article-1200x600-2-768x384.jpg 768w, https:\/\/www.datasolution.fr\/wp-content\/uploads\/2023\/12\/Shopify-B2B-entete-article-1200x600-2-1536x768.jpg 1536w, https:\/\/www.datasolution.fr\/wp-content\/uploads\/2023\/12\/Shopify-B2B-entete-article-1200x600-2-560x280.jpg 560w, https:\/\/www.datasolution.fr\/wp-content\/uploads\/2023\/12\/Shopify-B2B-entete-article-1200x600-2-1120x560.jpg 1120w, https:\/\/www.datasolution.fr\/wp-content\/uploads\/2023\/12\/Shopify-B2B-entete-article-1200x600-2-1200x600.jpg 1200w, https:\/\/www.datasolution.fr\/wp-content\/uploads\/2023\/12\/Shopify-B2B-entete-article-1200x600-2-250x125.jpg 250w, https:\/\/www.datasolution.fr\/wp-content\/uploads\/2023\/12\/Shopify-B2B-entete-article-1200x600-2-500x250.jpg 500w, https:\/\/www.datasolution.fr\/wp-content\/uploads\/2023\/12\/Shopify-B2B-entete-article-1200x600-2-1000x500.jpg 1000w, https:\/\/www.datasolution.fr\/wp-content\/uploads\/2023\/12\/Shopify-B2B-entete-article-1200x600-2-720x360.jpg 720w, https:\/\/www.datasolution.fr\/wp-content\/uploads\/2023\/12\/Shopify-B2B-entete-article-1200x600-2-1440x720.jpg 1440w, https:\/\/www.datasolution.fr\/wp-content\/uploads\/2023\/12\/Shopify-B2B-entete-article-1200x600-2-750x375.jpg 750w, https:\/\/www.datasolution.fr\/wp-content\/uploads\/2023\/12\/Shopify-B2B-entete-article-1200x600-2-1500x750.jpg 1500w\" sizes=\"auto, (max-width: 1800px) 100vw, 1800px\" \/>\t\t\t\r\n\t\t    <\/div>\r\n\r\n\n\n\n    <div id=\"block_924812f956cab7edb850abe709378f81\" class=\"block-text custom-wp-block small-size pattern-none\">\n        <div class=\"container\" >\n\t\t\t<div class=\"block-text--content\">\n\t\t\t\t<p>Widely <strong>recognized for its B2C features<\/strong> worldwide in the online retail space, <a href=\"https:\/\/www.shopify.com\" target=\"_blank\" rel=\"noopener\">Shopify<\/a> has strengthened its capabilities in 2023 with on <strong>B2B sales to professionals<\/strong>.<\/p>\n<p>The <strong>B2B<\/strong> features were introduced in January 2023 during the Shopify Winter Edition.<\/p>\n<p>Our experts had the opportunity to extensively<strong> test these features<\/strong> through a significant B2B project for a French cosmetics brand.<\/p>\n<p>In this article, we will <strong>explore the key B2B features of <a href=\"https:\/\/www.shopify.com\/plus\" target=\"_blank\" rel=\"noopener\">Shopify Plus<\/a><\/strong>, catering to the professional market.<\/p>\n<p><em>(Please note that these functions are not available in Shopify&#8217;s Basic or Advanced licenses)<\/em>.<\/p>\n<p>&nbsp;<\/p>\n<h2>List of Shopify B2B Features<\/h2>\n<p>&nbsp;<\/p>\n            <\/div>\n        <\/div>\n    <\/div>\n\n\n\n\n    <div id=\"block_51acfdecd18c9dd9feea16fca884c2fb\" class=\"block-text-media custom-wp-block p-relative\">\n            <div class=\"custom-wp-block block-text-media block-text-media--type1  light-style p-relative\">\n        <div class=\"container p-relative\">\n            <div class=\"block-text-media--wrapper\" style=\"align-items: center\">\n\n                <div class=\"block-text-media--media\">\n\t\t\t\t\t                        <div class=\"block-text-media--image\">\n\t\t\t\t\t\t\t<img decoding=\"async\" width=\"1000\" height=\"589\" src=\"https:\/\/www.datasolution.fr\/wp-content\/uploads\/2023\/12\/shopify-b2b-en-contenu-1.webp\" class=\"img-responsive\" alt=\"\" loading=\"lazy\" srcset=\"https:\/\/www.datasolution.fr\/wp-content\/uploads\/2023\/12\/shopify-b2b-en-contenu-1.webp 1000w, https:\/\/www.datasolution.fr\/wp-content\/uploads\/2023\/12\/shopify-b2b-en-contenu-1-768x452.webp 768w, https:\/\/www.datasolution.fr\/wp-content\/uploads\/2023\/12\/shopify-b2b-en-contenu-1-250x147.webp 250w, https:\/\/www.datasolution.fr\/wp-content\/uploads\/2023\/12\/shopify-b2b-en-contenu-1-500x295.webp 500w, https:\/\/www.datasolution.fr\/wp-content\/uploads\/2023\/12\/shopify-b2b-en-contenu-1-720x424.webp 720w, https:\/\/www.datasolution.fr\/wp-content\/uploads\/2023\/12\/shopify-b2b-en-contenu-1-750x442.webp 750w\" sizes=\"auto, (max-width: 1000px) 100vw, 1000px\" \/>                        <\/div>\n\t\t\t\t\t                <\/div>\n\n                <div class=\"block-text-media--content\">\n\n                    <h2 class=\"block-text-media--title title-semi-big\"><\/h2>\n\n\t\t\t\t\t\n\t\t\t\t\t                        <div class=\"block-text-media--desc\"><h4><span style=\"color: #ff6600;\">Distinct B2B Catalog<\/span><\/h4>\n<p>&nbsp;<\/p>\n<p>With <strong>Shopify Plus<\/strong>, you have the capability <strong>to create a dedicated product catalog for B2B clients<\/strong>, featuring specific pricing, discounts, and purchasing conditions specific to your target.<\/p>\n<p>&nbsp;<\/p>\n<p>For example, here is a product catalog where specific prices are indicated for a segment of wholesale customers.<\/p>\n<\/div>\n\t\t\t\t\t\n                                    <\/div>\n            <\/div>\n        <\/div>\n    <\/div>\n    <\/div>\n\n\n\n\n    <div id=\"block_6773b1282bd25148d9c8980d07c4e93a\" class=\"block-text-media custom-wp-block p-relative\">\n            <div class=\"custom-wp-block block-text-media block-text-media--type1  is-reverse light-style p-relative\">\n        <div class=\"container p-relative\">\n            <div class=\"block-text-media--wrapper\" style=\"align-items: center\">\n\n                <div class=\"block-text-media--media\">\n\t\t\t\t\t                        <div class=\"block-text-media--image\">\n\t\t\t\t\t\t\t<img decoding=\"async\" width=\"1000\" height=\"417\" src=\"https:\/\/www.datasolution.fr\/wp-content\/uploads\/2023\/12\/shopify-b2b-en-contenu-2.webp\" class=\"img-responsive\" alt=\"\" loading=\"lazy\" srcset=\"https:\/\/www.datasolution.fr\/wp-content\/uploads\/2023\/12\/shopify-b2b-en-contenu-2.webp 1000w, https:\/\/www.datasolution.fr\/wp-content\/uploads\/2023\/12\/shopify-b2b-en-contenu-2-768x320.webp 768w, https:\/\/www.datasolution.fr\/wp-content\/uploads\/2023\/12\/shopify-b2b-en-contenu-2-250x104.webp 250w, https:\/\/www.datasolution.fr\/wp-content\/uploads\/2023\/12\/shopify-b2b-en-contenu-2-500x209.webp 500w, https:\/\/www.datasolution.fr\/wp-content\/uploads\/2023\/12\/shopify-b2b-en-contenu-2-720x300.webp 720w, https:\/\/www.datasolution.fr\/wp-content\/uploads\/2023\/12\/shopify-b2b-en-contenu-2-750x313.webp 750w\" sizes=\"auto, (max-width: 1000px) 100vw, 1000px\" \/>                        <\/div>\n\t\t\t\t\t                <\/div>\n\n                <div class=\"block-text-media--content\">\n\n                    <h2 class=\"block-text-media--title title-semi-big\"><\/h2>\n\n\t\t\t\t\t\n\t\t\t\t\t                        <div class=\"block-text-media--desc\"><h4 style=\"text-align: left;\"><span style=\"color: #ff6600;\">Customized Pricing and Discounts<\/span><\/h4>\n<p>&nbsp;<\/p>\n<p style=\"text-align: left;\">Offers the <strong>ability to set specific pricing and discounts based on B2B clients<\/strong>, enabling differentiated pricing based on the volume of purchase or customer status.<\/p>\n<p>&nbsp;<\/p>\n<p style=\"text-align: left;\">This is managed at the customer group level, where you can define an overall discount, supplemented with specific reductions based on different scenarios (purchase threshold, products):<\/p>\n<\/div>\n\t\t\t\t\t\n                                    <\/div>\n            <\/div>\n        <\/div>\n    <\/div>\n    <\/div>\n\n\n\n\n    <div id=\"block_b3fa1e4c494d6d21904ea4ef7c2df4a8\" class=\"block-text-media custom-wp-block p-relative\">\n            <div class=\"custom-wp-block block-text-media block-text-media--type1  light-style p-relative\">\n        <div class=\"container p-relative\">\n            <div class=\"block-text-media--wrapper\" style=\"align-items: center\">\n\n                <div class=\"block-text-media--media\">\n\t\t\t\t\t                        <div class=\"block-text-media--image\">\n\t\t\t\t\t\t\t<img decoding=\"async\" width=\"1000\" height=\"288\" src=\"https:\/\/www.datasolution.fr\/wp-content\/uploads\/2023\/12\/Shopify-B2B-EN-Contenu-3.webp\" class=\"img-responsive\" alt=\"\" loading=\"lazy\" srcset=\"https:\/\/www.datasolution.fr\/wp-content\/uploads\/2023\/12\/Shopify-B2B-EN-Contenu-3.webp 1000w, https:\/\/www.datasolution.fr\/wp-content\/uploads\/2023\/12\/Shopify-B2B-EN-Contenu-3-768x221.webp 768w, https:\/\/www.datasolution.fr\/wp-content\/uploads\/2023\/12\/Shopify-B2B-EN-Contenu-3-250x72.webp 250w, https:\/\/www.datasolution.fr\/wp-content\/uploads\/2023\/12\/Shopify-B2B-EN-Contenu-3-500x144.webp 500w, https:\/\/www.datasolution.fr\/wp-content\/uploads\/2023\/12\/Shopify-B2B-EN-Contenu-3-720x207.webp 720w, https:\/\/www.datasolution.fr\/wp-content\/uploads\/2023\/12\/Shopify-B2B-EN-Contenu-3-750x216.webp 750w\" sizes=\"auto, (max-width: 1000px) 100vw, 1000px\" \/>                        <\/div>\n\t\t\t\t\t                <\/div>\n\n                <div class=\"block-text-media--content\">\n\n                    <h2 class=\"block-text-media--title title-semi-big\"><\/h2>\n\n\t\t\t\t\t\n\t\t\t\t\t                        <div class=\"block-text-media--desc\"><h4><span style=\"color: #ff6600;\">Bulk Order Management<\/span><\/h4>\n<p>&nbsp;<\/p>\n<p><strong>Support for bulk orders with large quantities<\/strong>, <strong>customization options<\/strong>, and <strong>streamlined purchasing processes<\/strong>.<\/p>\n<p>&nbsp;<\/p>\n<p>Orders can be automatically validated and sent to the ERP, or they may require manual validation in the Shopify back office.<\/p>\n<\/div>\n\t\t\t\t\t\n                                    <\/div>\n            <\/div>\n        <\/div>\n    <\/div>\n    <\/div>\n\n\n\n\n    <div id=\"block_1c077173833288773940bf1c9858c593\" class=\"block-text-media custom-wp-block p-relative\">\n            <div class=\"custom-wp-block block-text-media block-text-media--type1  is-reverse light-style p-relative\">\n        <div class=\"container p-relative\">\n            <div class=\"block-text-media--wrapper\" style=\"align-items: center\">\n\n                <div class=\"block-text-media--media\">\n\t\t\t\t\t                        <div class=\"block-text-media--image\">\n\t\t\t\t\t\t\t<img decoding=\"async\" width=\"1000\" height=\"542\" src=\"https:\/\/www.datasolution.fr\/wp-content\/uploads\/2023\/12\/Shopify-B2B-EN-Contenu-4.webp\" class=\"img-responsive\" alt=\"\" loading=\"lazy\" srcset=\"https:\/\/www.datasolution.fr\/wp-content\/uploads\/2023\/12\/Shopify-B2B-EN-Contenu-4.webp 1000w, https:\/\/www.datasolution.fr\/wp-content\/uploads\/2023\/12\/Shopify-B2B-EN-Contenu-4-768x416.webp 768w, https:\/\/www.datasolution.fr\/wp-content\/uploads\/2023\/12\/Shopify-B2B-EN-Contenu-4-250x136.webp 250w, https:\/\/www.datasolution.fr\/wp-content\/uploads\/2023\/12\/Shopify-B2B-EN-Contenu-4-500x271.webp 500w, https:\/\/www.datasolution.fr\/wp-content\/uploads\/2023\/12\/Shopify-B2B-EN-Contenu-4-720x390.webp 720w, https:\/\/www.datasolution.fr\/wp-content\/uploads\/2023\/12\/Shopify-B2B-EN-Contenu-4-750x407.webp 750w\" sizes=\"auto, (max-width: 1000px) 100vw, 1000px\" \/>                        <\/div>\n\t\t\t\t\t                <\/div>\n\n                <div class=\"block-text-media--content\">\n\n                    <h2 class=\"block-text-media--title title-semi-big\"><\/h2>\n\n\t\t\t\t\t\n\t\t\t\t\t                        <div class=\"block-text-media--desc\"><h4 style=\"text-align: left;\"><span style=\"color: #ff6600;\">Company Tracking<\/span><\/h4>\n<p>&nbsp;<\/p>\n<p style=\"text-align: left;\">You can <strong>assign payment methods and payment terms to businesses<\/strong> and <strong>track whether they adhere to these terms or not.<\/strong><\/p>\n<\/div>\n\t\t\t\t\t\n                                    <\/div>\n            <\/div>\n        <\/div>\n    <\/div>\n    <\/div>\n\n\n\n\n    <div id=\"block_2ac48975b8a4b30bbd466d2bffc05f32\" class=\"block-text custom-wp-block small-size pattern-none\">\n        <div class=\"container\" >\n\t\t\t<div class=\"block-text--content\">\n\t\t\t\t<p style=\"text-align: center;\">Here are the native payment terms offered by Shopify:<\/p>\n            <\/div>\n        <\/div>\n    <\/div>\n\n\n\n\r\n    <div id=\"block_56f767e9fbdc6c75ddd95fc35e5f5e90\" class=\"block-images custom-wp-block light-style p-relative\">\r\n\r\n\t\t\r\n            <div style=\"max-width:490px; margin: 0 auto;\">\r\n\r\n\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"1000\" height=\"711\" src=\"https:\/\/www.datasolution.fr\/wp-content\/uploads\/2023\/12\/shopify-b2b-en-contenu-5.webp\" class=\"img-responsive\" alt=\"\" loading=\"lazy\" srcset=\"https:\/\/www.datasolution.fr\/wp-content\/uploads\/2023\/12\/shopify-b2b-en-contenu-5.webp 1000w, https:\/\/www.datasolution.fr\/wp-content\/uploads\/2023\/12\/shopify-b2b-en-contenu-5-768x546.webp 768w, https:\/\/www.datasolution.fr\/wp-content\/uploads\/2023\/12\/shopify-b2b-en-contenu-5-250x178.webp 250w, https:\/\/www.datasolution.fr\/wp-content\/uploads\/2023\/12\/shopify-b2b-en-contenu-5-500x356.webp 500w, https:\/\/www.datasolution.fr\/wp-content\/uploads\/2023\/12\/shopify-b2b-en-contenu-5-720x512.webp 720w, https:\/\/www.datasolution.fr\/wp-content\/uploads\/2023\/12\/shopify-b2b-en-contenu-5-750x533.webp 750w\" sizes=\"auto, (max-width: 1000px) 100vw, 1000px\" \/>\t\t\t\t            <\/div>\r\n\r\n\t\t    <\/div>\r\n\r\n\n\n\n    <div id=\"block_2c04efffdd92ce5f223fc81a075e9511\" class=\"block-text custom-wp-block small-size pattern-none\">\n        <div class=\"container\" >\n\t\t\t<div class=\"block-text--content\">\n\t\t\t\t<h4><span style=\"color: #ff6600;\">Restricted Access<\/span><\/h4>\n<p>The ability <strong>to restrict access to certain parts of the site or specific products<\/strong>, <strong>making them available only to authorized B2B clients<\/strong>.<\/p>\n<p>This function is particularly useful for having public prices inclusive of taxes (incl. taxes) and negotiated prices excluding taxes (excl. taxes) for B2B clients.<\/p>\n<p>&nbsp;<\/p>\n<h4><span style=\"color: #ff6600;\">Professional Account Validation<\/span><\/h4>\n<p>A process to validate professional accounts <strong>to ensure that only authorized B2B clients have access to specific features and reserved pricing<\/strong>.<\/p>\n<p>In addition to this validation process, <strong>DATASOLUTION<\/strong> has <strong>developed a connector<\/strong> that <strong>verifies company information<\/strong> on <a href=\"https:\/\/www.infolegale.fr\/\" target=\"_blank\" rel=\"noopener\">Infolegale.fr<\/a> to retrieve legal information.<\/p>\n<p>This <strong>helps limit registration<\/strong> to specific APE codes, for example, and <strong>ensures data quality<\/strong> to avoid delivery issues.<\/p>\n<p>&nbsp;<\/p>\n<h4><span style=\"color: #ff6600;\">Recurring Orders<\/span><\/h4>\n<p><strong>Ease for B2B clients to place recurring orders<\/strong>, simplifying the procurement process.<\/p>\n<p>&nbsp;<\/p>\n<h4><span style=\"color: #ff6600;\">Integration with ERP Systems<\/span><\/h4>\n<p>The ability to <strong>integrate Shopify with Enterprise Resource Planning<\/strong> (ERP) systems for efficient inventory management, order processing, and other business processes.<\/p>\n<p>&nbsp;<\/p>\n<h4><span style=\"color: #ff6600;\">Quote Management<\/span><\/h4>\n<p>The capability to generate <strong>quotes for B2B clients<\/strong>, facilitating negotiations and transaction finalization.<\/p>\n<p>&nbsp;<\/p>\n<h4><span style=\"color: #ff6600;\">Customization of the Purchasing Process<\/span><\/h4>\n<p><strong>Flexibility to customize the purchasing process<\/strong> based on the specific needs of B2B clients, such as adding custom fields to order forms.<\/p>\n<p>&nbsp;<\/p>\n<h4><span style=\"color: #ff6600;\">B2B Payment Gateway Integration<\/span><\/h4>\n<p>Support for payment gateways tailored to B2B transactions, including options for account payments or net payment terms.<\/p>\n<p>&nbsp;<\/p>\n<h4><span style=\"color: #ff6600;\">User Rights Management<\/span><\/h4>\n<p>Allocation of <strong>different levels of access and rights to users<\/strong> within the business, based on their roles.<\/p>\n<p>&nbsp;<\/p>\n<h4><span style=\"color: #ff6600;\">Customer Account Management Support<\/span><\/h4>\n<p><strong>Efficient management of B2B customer accounts<\/strong>, including user management, centralized billing, and payment information management.<\/p>\n<p>&nbsp;<\/p>\n<p>As seen in the native B2B function list, Shopify Plus offers a comprehensive solution for launching well-controlled B2B projects using native features on this SAAS platform without requiring heavy configuration.<\/p>\n<p>Flexibility is provided through the use of APIs, allowing the development of custom applications for specific functionalities, as demonstrated in the legal information verification during account creation.<\/p>\n<p>While the solution is comprehensive, there is room for improvement. Platforms dedicated solely to B2B still lead in terms of workflow processes. Here are two workflows that are not natively addressable with Shopify but can be managed with workarounds:<\/p>\n<p><strong>Custom Workflows<\/strong>: Tailored to specific roles and responsibilities, ensuring that each stakeholder, from purchasing to management, follows a structured and efficient path aligned with their functions and the overall operational strategy of the company.<\/p>\n<p><strong>Multi-Step Approval Systems<\/strong>: Ensuring that significant orders or unique price requests don&#8217;t proceed without the necessary reviews.<\/p>\n<p>Nevertheless, Shopify regularly releases updates on the B2B scope, and it is not far from achieving functional leadership in this type of project!<\/p>\n            <\/div>\n        <\/div>\n    <\/div>\n\n\n\n\n    <div id=\"block_f2c92d5b18d5f07e45bcbe67212a35aa\" class=\"block-text custom-wp-block small-size pattern-none\">\n        <div class=\"container\" >\n\t\t\t<div class=\"block-text--content\">\n\t\t\t\t<h2 style=\"text-align: center;\">A project?<\/h2>\n<h2 style=\"text-align: center;\">Discuss it with our Shopify experts<\/h2>\n<p style=\"text-align: center;\"><strong>Yann FRESSIGNAUD<\/strong><\/p>\n<p style=\"text-align: center;\">Managing director<\/p>\n<p style=\"text-align: center;\"><a class=\"ds-Button\" href=\"mailto:contact@datasolution.fr\" target=\"_blank\" rel=\"noopener\">Contact us<\/a><\/p>\n<p>&nbsp;<\/p>\n<h5 style=\"text-align: center;\"><a href=\"https:\/\/www.datasolution.fr\/en\/achievements\/?_sft_achievements_category=shopify-plus-en\" rel=\"noopener\">See all our Shopify Plus projects<\/a><\/h5>\n            <\/div>\n        <\/div>\n    <\/div>\n\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":20,"featured_media":15079,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"categories":[172],"tags":[209],"class_list":["post-12692","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-editeurs-en","tag-shopify-en"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>What are Shopify&#039;s B2B features? 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