B2B customer specific product lists

I have several wholesale customers. They each have their own specific list of products and not sold elsewhere on the website or to other wholesale customers. The sales volume/value does not justify upgrading to Shopify Plus (£1950/month!)

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Can anyone recommend an app that allows customer specific product lists. I have looked at quite a few but they don’t seem to do this TIA**

Hi @BDBCo :waving_hand:

I’m @PaulNewton the shopify-partner with a range of merchant solutions.

It’s easier now with the new unlisted product status.

At minimum you just need to create a page/collection that is specific per customer.
Such as in the customer templates, or metaobject webpages, etc.

Past that you moved into advanced theme customizations for content gating.
Or apps such as locksmith to lockdown the storefront; or if savvy using storefront apis etc.
And then validating orders using shopify-flow or mechanic after purchase or finding/building a shopify-function based app to validate in checkout.

You can reach out to me for consulting to explore this, or get theme customization, automation or app building services.
To connect CLICK my profile-pic on the forums to see a card with comms options , or visit my profile on the forums.
ALWAYS include context in new communications, e.g. reference urls, posts urls, etc

Hey @BDBCo

For this exact use case I’ve pointed a few merchants toward Locksmith or B2B Wholesale hub by Orbit. Locksmith lets you lock specific products or collections behind customer tags, so each wholesale account gets tagged and only sees their relevant products. B2B Wholesale hub goes a bit further with dedicated pricing and product visibility per customer group, which sounds closer to what you’re describing.

The setup with either app is basically: tag each wholesale customer with a unique identifier, create hidden collections per customer, then use the app’s visibility rules to match the tag to the collection. Neither requires Plus and both are well within a sensible monthly budget compared to what you mentioned.

If you want a lighter touch without a paid app, you could also combine Locksmith (has a free tier) with some custom Liquid logic to filter collection pages based on

customer.tags

though that takes a bit more dev work to get right.

Check whether Locksmith’s free plan covers the number of “keys” (locks) you need, because if you have many customers each with their own list it might push you to their paid tier. Either way both options are solid and have been around long enough that you won’t be dealing with abandoned apps. Let me know how you get on.

Cheers,
Moeed

Thank you Moeed for taking the time.

I use Locksmith for a limited range of products I sell trade, but I do find it is a bit lumpy and it woyuld be appropriate to us in this case. I’m wanting a limited number of wholesale customers to have easy access to their specific collection. They need tobe able to upload a shipping packing label and ideally for the invoice to be generated and sent at the same time. I’ll take a look at B2B wholesale hub, though I fear it may be at the opposite extreme

Hello Paul

Thank you for making the time. I’ll explore further before jumping in any particular direction.

Hi. I’ve been exploring a lightweight approach around repeat purchases on Shopify, and it turns out it fits quite well for B2B / wholesale use cases like yours too.

The idea is to generate a private link for each customer with their own product set, where they can review and add everything to their existing cart without affecting anything else on the storefront.

For B2B flows, it can also create a draft order instead, so the customer can review and complete checkout via invoice if that’s preferred.

It’s still early (not on the App Store yet), but I already have a working version running in a dev store.

I’m away for a few days, but if you’re still exploring options, I’d be happy to share a quick demo or let you try it when I’m back.