We’ve rolled out a dozen new updates and improvements to B2B on Shopify to simplify your sales process.
This round of updates includes staff permissions for sales reps, new automations using Shopify Flow, bulk order workflows, and more. Watch this demo to see five key updates in action.
Feature Updates
Bring B2B operations online
Staff permissions for sales reps: Enable sales reps to place orders and view, edit, and delete only their assigned customers with Companies staff permissions. Set up staff permissions in the admin, or learn more in the help center.
File upload in forms: Prospective customers can now upload PDF and image files when submitting any form that uses metafields to support custom fields. Download the free Shopify Forms app to get started, or learn more in the help center.
Reduce friction for buyers
Bulk quick add: Allow buyers to add multiple products and variants to their cart from collection pages, to quickly assemble a bulk order. Add bulk quick add to any free Shopify theme (version 11.0 or later) using the theme editor, under section settings, or any custom theme using liquid code. Use Dawn’s implementations of bulk quick add on product cards as a reference - product card liquid snippet, quick add JavaScript code, and quick add CSS code.
Show or hide checkout options: Customize payment and delivery options available to buyers at checkout using Checkout Blocks, our first-party app. Download the free Checkout Blocks app to get started, or learn more in the help center.
Faster quick order lists: Quick order lists are now even more responsive with updates to keyboard navigation and inline quantity rule validation.
Automated billing address: Company location billing addresses are now automatically added to orders on net terms at checkout.
Streamline admin tasks
Redesigned analytics dashboard: Customize the analytics dashboard and create reports to track the performance of your B2B business within a blended (B2B + DTC) store. Launching early Q4 2024.
Quickly verify vaulted cards: Verify key card details like name and expiration date when charging vaulted credit cards within the admin.
Remove unwanted customers: Automatically delete customers who aren’t added to a company profile within your selected time period in dedicated B2B-only stores. Download Shopify Flow to get started, and use the template titled “Remove D2C customer if not added to company after 3 days” to implement in your store.
Enhanced search capabilities: Find company locations using address data when searching on company profiles.
Migrate customer order history: Choose whether to transfer a customer’s past orders to a company location when adding them to a company.
Enhanced bulk payment capture: See a detailed breakdown of authorized and pending amounts when capturing payments in bulk, and easily mark orders without pending payments as paid.
New workflows for expected payment: Convert draft orders with payment terms to orders without entering an expected payment method. Record the payment method later after receiving payment.
We’re still holding out waiting, hoping, praying for one more b2b feature
authorize/charge vaulted cards at the draft order stage. Currently you need to create the order (with terms) in order to see if a vaulted card exists for a companyLocation and then attempt to charge it. Adding it at the draft stage not only allows you to first check if the card transaction will go through, but also you can strict sales staff to only create orders if they are paid and limit their capabilities to set custom payment terms per order, adding an increased level of control.
Since we’re already on a roll! Can I inquire about 2 additional features? If they aren’t on the roadmap then no worries
bank/ach debits directly in shopify (customer can choose to link their bank account and pay for orders/invoices via ACH, directly with shopify payments)
extending customer store credits to companyLocations, it was just released only for normal customer accounts, just seeing if it is on the roadmap to allow for store credits to be extended to company or companyLocations
Yeah was waiting too.. but we made a separate Shopify site to be our main company website, and then linked the b2b and a dealer sign up form to that site. But we use Jotform and previous docusign to actually create the pdf dealer application, so we’re able to have them sign the app also.
Congratulations on the new features—they look amazing! We’re excited that we can now implement the PO number field in our checkout process. However, we have a question regarding this: we’re currently using the B2C checkout. Do we need to switch to the B2B checkout in order to include the PO number field, or can we implement it in our current B2C checkout?
Thanks for this. Is there any plan to add End of Month and End of Month +30 payment terms soon. These terms are industry standard in our industry and primary market and not having them is a huge issue.
The 50 customer limit on company locations is a killer for us - hope to see that increase alot soon, its not documented anywhere either so we just discovered it by surprise. 10k customers possible under a single company, but they you can only have 50 customers with permissions on a company location is pretty crazy.
Would also love to see MultiPass or a similar auth solution for B2B so that we can integrate better from our app to the B2B store and not have users needing to log in again.
If you could make it easier to find products when adding them to draft orders, that would be great. You have already done some improvements, but not quite enough. We have 92k products, they can be really hard to pull up. Just add the standard admin search filter functionality to the add product to draft order process.
Hey @yodankful@Whit1 - yes, these are great callouts. They are very much on our radar and we’re exploring what’s possible, however I do not have dates to share with you just yet.
Hey @silviatorrus ! It’s the same checkout on the Shopify side, however it’s only shown to buyers who are attached to a company location, and have been authenticated themselves as a known B2B buyer. So you would need to setup your customers as Companies within the admin.
I’d like to also vote for ACH - right now it’s a total pain for us to manage outside of shopify and some companies are even sending us paper checks. ability to pay ACH directly on the order would be amazing
