B2B
The theme works in two ways. It works with Shopify's native B2B features, and it works without them. Read this page before you choose.
Shopify's B2B features are available on the Basic, Grow, Advanced and Plus plans. Check Shopify's plan pages for the current details before you rely on a feature.
Plan limits
| Feature | Basic | Grow | Advanced | Plus |
|---|---|---|---|---|
| Companies, company locations and location permissions | Yes | Yes | Yes | Yes |
| B2B catalogs (price lists) | 3 active | 3 active | 3 active | Unlimited |
| Quantity rules | Yes | Yes | Yes | Yes |
| Volume pricing | Yes | Yes | Yes | Yes |
| Net payment terms and PO numbers | Yes | Yes | Yes | Yes |
| Checkout to draft order | Yes | Yes | Yes | Yes |
| Sales staff permissions | No | Yes | Yes | Yes |
| Deposits and partial payments | No | No | No | Yes |
Below Plus, a store can have three active B2B catalogs. Plus stores can assign a catalog directly to a company location.
Using the theme with native B2B
What you set up in Shopify
- Create the company and its locations in Shopify admin.
- Create a B2B catalog for each price list. A catalog can set a percentage adjustment, fixed prices or excluded products.
- Set quantity rules and volume pricing in the catalog for each product.
- Assign the catalog to the company or location. Check Shopify's help for how to assign catalogs on your plan.
- Set net payment terms and PO options on the company, if you need them.
What the theme shows
- Buyers who sign in and belong to a company see catalog prices. The theme does not change these prices.
- Quantity rules and volume price breaks show on product pages, in the variant table and in the cart. The price breaks appear as a table on the product page and as a short note on collection cards.
- Show company in header shows the company and location in the header. Buyers can switch location when they have more than one.
- The cart shows the note from the cart section setting b2b_note. The default text is "Terms are set on your trade account. Checkout sends this order for approval."
- Checkout to draft order is the quote flow. The buyer submits the order. You review it and send an invoice. The quote form and the printable cart are also available. See Quotes and re-order.
What Shopify enforces
Quantity rules from a B2B catalog are enforced by Shopify. The theme also applies them in the quantity box. Shopify still decides the final checkout.
Net payment terms and PO numbers are handled by Shopify checkout. The theme does not show its own reference field to B2B buyers. Use the PO field in Shopify checkout.
Using the theme without native B2B
Without native B2B, the theme uses product metafields and theme settings. See Product data for the fields.
- Prices: buyers see the normal prices and compare-at prices. You can hide prices from guests with Trade price visibility.
- Quantity rules: the theme reads Minimum order metafield and Order multiple metafield. It applies them in the quantity box only.
- Volume prices: the theme shows volume price breaks only from B2B catalog data. Without native B2B, no price break table shows. The theme has no setting for a manual price table in these files.
- Company and location: hidden. Show company in header has no effect when the buyer is not in a company.
- Quotes: the quote form and the printable cart. The checkout to draft order flow is not available.
- Payment terms and PO numbers: not shown.
- Everything else works the same: quick order, SKU search, table, list and grid views, specification tables, data sheets, re-order from past orders, stock lines and lead times.
Limits you must plan for
Input rules are not checkout rules
The quantity rules in the theme check what the buyer types on the product page, the variant table, the quick order pad and the cart. They do not control checkout. If you need a quantity rule to hold in checkout, use a Shopify B2B quantity rule.
Trade price sign-in hides prices but does not secure them
When Trade price visibility is set to Signed-in customers only, guests see a sign-in link instead of prices. This is a display rule. A visitor who looks at the page code or uses a direct link may still find the prices. Do not rely on this setting to protect confidential prices. Use B2B catalogs and customer accounts for trade pricing that must stay private.
The dual tax price is an estimate
When Show second tax price is on, the theme shows a second price with or without tax. The theme calculates it from the Tax rate you enter. It is an estimate. Shopify's tax settings decide the tax at checkout. Check the rate with your accountant before you turn this on.