A user is seeking app recommendations and guidance for building a wholesale/B2B portal on Shopify without upgrading to Shopify Plus ($2,500/month). The project requires:
Key Requirements:
Wholesale application form capturing contact details, company info, and sales approach
Custom order fields: purchase order numbers, delivery/pickup options, requested dates
Quote generation capability
Printable packing slips with delivery confirmation
Custom invoicing with PO numbers, net/discount terms, and multi-recipient email functionality
Suggested Solutions:
Application forms: Hulk Form Builder, POWr Form Builder, or embedded Google Forms for easy data tracking
Wholesale management: Wholesale Club or Wholesale Gorilla apps for pricing and customer management
Custom checkout fields: Infinite Options or Bold Product Options (note: limited to cart/line item attributes on non-Plus plans)
Invoicing/packing slips: Sufio or Order Printer Pro for customizable documents
Integration: Custom development via Shopify Expert recommended to ensure seamless data flow between apps
The original poster confirmed this guidance meets their needs. One respondent mentioned Upro app as a future option if upgrading to Shopify Plus becomes viable, offering credit limit enforcement and invoice management features.
Summarized with AI on October 25.
AI used: claude-sonnet-4-5-20250929.
It sounds like your client’s project has a bunch of custom requirements—everything from a wholesale portal and custom order fields to tailored invoicing and packing slip functionality. Since you’re avoiding Shopify Plus, you’ll need to mix and match some third-party apps and possibly a bit of custom development. Here are some suggestions to help point you in the right direction:
Consider using a robust form builder app like Hulk Form Builder or POWr Form Builder to create a custom page where users can apply to be wholesalers. These apps let you capture details such as Contact Name, Email, Phone, Company info, and even a comment area.
Wholesale Account Management:
For managing wholesale customers (pricing, quotes, etc.) without Shopify Plus, you might look into apps like Wholesale Club or Wholesale Gorilla. While they primarily focus on wholesale pricing, they might complement your custom wholesale application form.
Custom Order Fields (on Orders)- Adding Custom Fields:
To capture additional details like “Customer Purchase Order Number”, “Delivery/Shipment/Pickup” options, and “Requested Date”, you can use apps like Infinite Options or Bold Product Options to add extra fields at checkout or on the cart. However, due to Shopify’s limitations (non-Plus), these fields are often added as cart or line item attributes, so make sure they integrate well with your order processing workflow.
Quote Requests & Invoicing- Quote Request:
For generating quotes from orders, consider an app like Request a Quote or Quote Machine. These tools let customers build and send quote requests based on custom pricing rules.
Invoicing & Custom Packing Slips:
For invoices that include custom fields like customer purchase order numbers, net & discount terms, and the ability to send invoices to multiple email addresses, apps such as Sufio or Order Printer Pro can be highly customizable. They let you design invoices and packing slips with additional fields as needed.
Putting It All Together- Integration:
Since you have multiple components (wholesale portal, custom checkout fields, quote requests, and invoicing), plan how data flows between these systems. You might need some custom code to ensure that the custom order fields show up on invoices and packing slips.
Developer Assistance:
Given the complexity and that you’re not on Shopify Plus, consider hiring a Shopify Expert for the integration work. This can help ensure that all the apps and customizations work seamlessly without manual data entry.
By combining a few carefully chosen apps with some custom tweaks, you should be able to build a workflow that meets your client’s needs without the high cost of Shopify Plus. Hope this helps, and feel free to ask if you need more details on any specific part!
For the form part you can create a simple page with some information then embed Google Form for collecting wholesale inquiries. This is what we did when I had a store, it helped to easily track and save the data for later analysis by multiple team members.
Thank you so much for this comprehensive reply! Aside from having one app that does everything - this is exactly what we were looking for. Thanks Carlos!
If you ever consider upgrading to Shopify Plus B2B in the future, you can configure payment terms directly inside Shopify & then use Upro to assign and enforce credit limits for these buyers. Additionally, the app also embeds a credit & financial summary inside customer accounts that lets buyers email invoices to their team right from within the accounts section.