Boost your B2B Sales with Shopify B2B Features

Table of Contents

1. Introduction
2. Setting Up B2B Features
   1. Adding Companies to the B2B Section
   2. Assigning Main Contacts to Companies
   3. Entering Shipping Information for Companies
   4. Assigning Price Lists to Companies
   5. Setting Up Payment Terms for Companies
   6. Choosing Checkout Process for B2B Customers
   7. Handling Taxes in B2B Transactions
3. Creating Price Lists
   1. Creating Custom Pricing for Companies or Groups of Companies
   2. Selecting Price Lists from the Product Menu
   3. Creating and Managing Price List Adjustments
   4. Overriding Prices for Individual Items
4. Assigning Price Lists to Companies
5. B2B Customers and Custom Pricing
   1. Associating Customers with Companies
   2. Enabling B2B Login Method
   3. Customer Login and Accessing Special Pricing
6. B2B Checkout Process
   1. Quick and Easy Checkout for B2B Customers
   2. Collecting Payments and Handling Orders
   3. Creating Draft Orders for B2B Customers
   4. Reordering Products for B2B Customers
7. Conclusion

Setting Up B2B Features

If you want your business to sell to other businesses, the Shopify B2B suite of features and tools is exactly what you need. These features allow you to offer custom price lists and individual payment terms for companies, making it easier for you to cater to the unique needs of your B2B customers.

To set up the B2B features for your store, you first need to add the companies you'll be doing business with to the B2B section in your Shopify admin. Under the customers area, you'll find a new section called "companies" where you can edit, add, or remove companies from your list.

To add a company, enter the basic company information such as the company name and an optional ID number for accounting purposes. Next, assign the main contact for that company by selecting an existing customer or adding a new one. Provide the contact information, including name, email address, and phone number.

Specify the shipping location for the company by entering the address details, including the attention field if necessary. You can also assign a price list to the company, which allows you to give them special pricing or discounts. Additionally, you can set the payment terms and choose the checkout process for B2B customers. Lastly, handle the taxes by providing the tax ID number and state for tax exemption.

Once you have completed the setup for a company, save the changes, and the company overview page will display the details of the specific company. The company list will show all the companies associated with your business. You can add more companies and customize the price lists for each of them.

Creating Price Lists

Price lists are essential in the B2B context as they allow you to create custom pricing for individual companies or groups of companies. To create a price list, access the product menu in the admin and select "price lists". Click on the "create" button to start creating your first price list.

Firstly, give the price list a name that will help you identify it. You can create a price list for a specific company or a group of companies. For example, you can create a price list called "gold tier" that will be applicable to multiple companies. Once you have named the price list, choose the adjustment you want to make. It can be a price decrease or increase. For example, for the gold tier, you can set a 30% price decrease.

To assign the price list to companies, add locations from the list of previously created companies. Select the desired companies, and they will be associated with the price list. All the products in your store will receive the designated discount specified by the price list.

If you want to set specialized pricing on individual items, you can manage the prices by adjusting them in the product fields. The price field will display the designated discount or increase for each item. For individualized pricing, you can override the prices for specific products or variants.

When you save the price list, it will take you back to the overview page. Here, you can see the products with their respective prices and the adjustments made. You can create additional price lists to apply different pricing to different companies.

Assigning Price Lists to Companies

To assign a price list to a company, go to the companies section in your Shopify admin and select the desired company. You can see the price list associated with that company. If you want to make changes, use the context menu to add or remove price lists.

If you want to remove a company from a price list, simply uncheck the price list associated with that company. To add a new price list or change the price list associated with a company, repeat the process and select the desired price list.

Once your price lists are saved in the store, you can assign them to new companies during the creation process. Simply add the required information for the company and select the desired price list from the available options.

After creating the new company, the assigned price list will be automatically associated with it. By managing the price lists effectively, you can ensure that each company receives the appropriate discounts and pricing.

B2B Customers and Custom Pricing

One of the key advantages of the Shopify B2B features is the ability for B2B customers to take advantage of custom pricing. To associate customers with companies and provide them with access to custom pricing, navigate to the customer list in your Shopify admin.

To associate a customer with a company, make sure the customer is already added to the store. In the company section, you can see the customers associated with each company. Use the context menu to add customers directly from the page or select existing customers.

When adding a customer, you can grant them special access to the company by specifying their role. For example, you can set them to "ordering only," which allows them to place orders for the company but not perform other administrative tasks.

To enable B2B login, go to the customer accounts settings in the Shopify admin. Choose the new customer accounts option, as the classic customer accounts do not support the B2B services. This change will require customers to enter a code every time they log into the store, ensuring secure access to custom pricing.

Once the B2B login method is enabled, customers can log into their accounts to access the specific pricing associated with their company. This streamlined process ensures that B2B customers can easily view and purchase products at the correct pricing.

B2B Checkout Process

The B2B checkout process on Shopify is designed to be quick and easy for B2B customers. When logged in, customers will see the discounted prices automatically applied to the products.

To proceed with the checkout, customers need only click the checkout button. Since these are B2B customers, they don't need to provide credit card information during the checkout process. Instead, they will follow the payment terms specified, such as extended payment periods or other arrangements.

After reviewing the order details, customers can submit the order to finalize the purchase. The order will appear in the Shopify admin panel, indicating that payment is pending. You can collect payments through Shopify by entering a credit card or mark the order as paid if payment has been received through other means.

For convenience, customers can also reorder products from the previous order by clicking the "buy again" option. This feature simplifies recurring purchases for B2B customers, saving them time and effort.

Conclusion

The Shopify B2B features provide the necessary tools to facilitate B2B transactions and streamline the purchasing process for both businesses and their customers. By leveraging these features, businesses can offer custom pricing, individual payment terms, and a seamless checkout experience.

With the ability to create price lists, assign them to companies, and associate customers with specific companies, businesses can cater to the unique needs of their B2B clientele. By enabling B2B login and implementing a simplified checkout process, businesses can provide efficient purchasing options to their customers.

Overall, the Shopify B2B features offer a comprehensive solution for businesses looking to sell to other businesses effectively. By utilizing these tools, businesses can enhance their B2B sales and provide a superior customer experience.

Highlights

• Shopify B2B features enable businesses to sell to other businesses by offering custom pricing, individual payment terms, and more.
• Setting up B2B features involves adding companies, assigning contacts, entering shipping information, and assigning price lists and payment terms.
• Price lists allow businesses to create custom pricing for companies or groups of companies, along with product-specific adjustments.
• B2B customers can access custom pricing by logging into their accounts and can enjoy a quick and easy checkout process without providing credit card details.
• Shopify B2B features provide efficient order management, the ability to create draft orders, and simplified payment collection.

FAQ

Q: Can I create different price lists for different groups of companies? A: Yes, Shopify B2B allows you to create price lists for specific companies or groups of companies. This flexibility allows you to offer custom pricing to different customer segments.

Q: Can B2B customers see their order history and track the status of their orders? A: Absolutely! B2B customers can log into their accounts and view their order history, including details and payment status. This feature helps them keep track of their transactions and plan accordingly.

Q: Can B2B customers reorder the same products easily? A: Yes, Shopify B2B makes reordering a breeze. Customers can use the "buy again" feature to quickly place an order with the same products as a previous order. This saves time and simplifies recurring purchases.

Q: Can I set specific payment terms for each company or group of companies? A: Yes, you can set individual payment terms for each company or group of companies. This allows you to accommodate different payment schedules and preferences within your B2B customer base.

Q: Can B2B customers pay via methods other than credit cards? A: Absolutely! B2B customers can pay according to the specified payment terms. They can choose alternative payment methods, such as wire transfer or other agreed-upon arrangements, instead of providing credit card details at checkout.