B2B Account

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B2B Account

hamzaabbas
Excursionist
56 0 8

I want to design B2B website which means i will selling our products exclusively to businesses. They will apply for a business account with us and we can grant them access if we agree and then they will have log in to a full shop. Once logged in it will be a normal shop, where they can browse and buy/pay.

 

Is it possible in Shopify?

Accepted Solution (1)

rajweb
Shopify Partner
588 49 115

This is an accepted solution.

Hey @hamzaabbas ,

Yes, it is possible to set up a B2B website on Shopify. There are several ways to approach this, and it can be achieved with customizations and using available apps. Here's an overview of how you can set it up:

1. Create a Business Account Application Form:

You can create a custom application form for businesses to apply for an account. You can either use an app like Wholesale Registration Manager or Locksmith to restrict access to your store or specific products until you approve the application.

- Wholesale Registration Manager: Allows businesses to apply for access to your store. Once they apply, you can manually approve them before granting access to the shop.

- Locksmith: You can lock down the store and specific pages/products and only allow approved users to access them.

2. Grant Access After Approval:

- After reviewing and approving the application, you can provide businesses with the ability to log in and access the full shop. Shopify allows creating accounts for customers, so once a business is approved, they can log in to their account.

3. Show Wholesale Pricing After Login:

- Once logged in, the business users can access products at a wholesale price. Shopify supports this feature using apps like Wholesale Club or Bold Custom Pricing. These apps let you set up different pricing rules, such as showing wholesale prices to logged-in B2B customers.

4. Checkout Customization for B2B:

You may want to customize the checkout process for B2B customers. Shopify supports customizing the checkout process, and you can use apps like Order Bump or Advanced Checkout to adjust the B2B buying flow.

5. . Payment Options for B2B:

- You may offer credit terms or other payment methods for businesses. Shopify allows adding payment methods beyond standard credit card payments, such as bank transfers or net payment terms, using apps or manual configuration.

6. Access Control and Security:

Ensure that only approved businesses have access to your products, especially if you have a different pricing structure for them. Apps like Locksmith or Wholesale Lock Manager can lock down product categories and pages to ensure they are only visible to approved customers.

Steps:

1. Create a business registration form using a form builder app or custom code.

2. Manually approve businesses and give them access.

3. Customize product prices for B2B customers.

4. Adjust the checkout process to accommodate business buyers.

5. Monitor and manage B2B accounts through your Shopify admin.

If you'd like more details on how to implement any of these steps or need recommendations on specific apps, don’t hesitate to reach out via the email in my signature below. I’m here to help bring your vision to life and assist with the best of my experience. Thank you for your understanding!

Best Regards,

Rajat

-Need a Shopify developer?
https://rajatweb.dev/
Email: rajat.shopify@gmail.com

View solution in original post

Replies 3 (3)

rajweb
Shopify Partner
588 49 115

This is an accepted solution.

Hey @hamzaabbas ,

Yes, it is possible to set up a B2B website on Shopify. There are several ways to approach this, and it can be achieved with customizations and using available apps. Here's an overview of how you can set it up:

1. Create a Business Account Application Form:

You can create a custom application form for businesses to apply for an account. You can either use an app like Wholesale Registration Manager or Locksmith to restrict access to your store or specific products until you approve the application.

- Wholesale Registration Manager: Allows businesses to apply for access to your store. Once they apply, you can manually approve them before granting access to the shop.

- Locksmith: You can lock down the store and specific pages/products and only allow approved users to access them.

2. Grant Access After Approval:

- After reviewing and approving the application, you can provide businesses with the ability to log in and access the full shop. Shopify allows creating accounts for customers, so once a business is approved, they can log in to their account.

3. Show Wholesale Pricing After Login:

- Once logged in, the business users can access products at a wholesale price. Shopify supports this feature using apps like Wholesale Club or Bold Custom Pricing. These apps let you set up different pricing rules, such as showing wholesale prices to logged-in B2B customers.

4. Checkout Customization for B2B:

You may want to customize the checkout process for B2B customers. Shopify supports customizing the checkout process, and you can use apps like Order Bump or Advanced Checkout to adjust the B2B buying flow.

5. . Payment Options for B2B:

- You may offer credit terms or other payment methods for businesses. Shopify allows adding payment methods beyond standard credit card payments, such as bank transfers or net payment terms, using apps or manual configuration.

6. Access Control and Security:

Ensure that only approved businesses have access to your products, especially if you have a different pricing structure for them. Apps like Locksmith or Wholesale Lock Manager can lock down product categories and pages to ensure they are only visible to approved customers.

Steps:

1. Create a business registration form using a form builder app or custom code.

2. Manually approve businesses and give them access.

3. Customize product prices for B2B customers.

4. Adjust the checkout process to accommodate business buyers.

5. Monitor and manage B2B accounts through your Shopify admin.

If you'd like more details on how to implement any of these steps or need recommendations on specific apps, don’t hesitate to reach out via the email in my signature below. I’m here to help bring your vision to life and assist with the best of my experience. Thank you for your understanding!

Best Regards,

Rajat

-Need a Shopify developer?
https://rajatweb.dev/
Email: rajat.shopify@gmail.com
hamzaabbas
Excursionist
56 0 8

Thank You

ahurlburt
Shopify Partner
26 0 4

What are your requirements? Namely:

  • Is the store only to be used for B2B or will it also have retail orders
  • Will different customers be on different price lists
  • Do your customers typically re-order the same thing?
  • What is the sales process like, it is typically self serve or do you need to send quotes to prospective buyers
  • How do you manage growth on the B2B side are you using a CRM?

Depending on your needs using Shopify as the front end b2b experience may or may not make sense. You may need a bunch of apps to accomplish what you want and keep in mind Shopify was never designed for B2B, they moved towards B2B experience with Plus but it is very expensive and still built on top of a fundamentally DTC infrastructure.

 

So depending on your needs, it may be better to go with an optimized B2B solution like Sellify which syncs products & inventory from Shopify but provides a full B2B storefront experience:

 

  • custom price lists (can be changed per account)
  • quick reordering
  • separate product listings (ie marketing materials, displays, etc)
  • handle tax rules and tax exemptions
  • support multiple logins per account (ie B2B customers may have staff that all need separate logins but can access the same account, order history, etc)
  • credit terms
  • etc

No need for cludging together a bunch of different apps and no need for custom coding, a B2B experience that just works. 

 

Sellify-B2b.png

Adam Hurlburt | Cofounder & CTO of Sellify: a CRM & B2B Solution For Shopify Stores

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