B2B on Shopify: Designing a Wholesale Workflow That Doesn’t Create Chaos

B2B success is not “turn on wholesale pricing.” It is a defined ordering workflow: who can buy, how pricing works, and how fulfillment and invoicing operate.

Define the buying experience

• Account gating: who gets access to wholesale catalogs?
• Pricing logic: fixed price lists vs tiered discounts by volume.
• Ordering: quick order forms, case packs, minimums.

Operational requirements

• Separate inventory rules (wholesale allocations vs retail)
• Payment terms and invoicing requirements
• Net terms risk management (credit checks, limits)

User case: hybrid retail + wholesale brand

Keep merchandising clean: retail customers should not see wholesale complexity. Use segmentation and gating to preserve a conversion-optimized retail storefront.