The starting point is understanding what your wholesale customers actually need. From account-based pricing and minimum order quantities, to a separate login and payment terms.
Once you know your requirements, it's much easier to work out which combination of native Shopify features and apps will get you there. The most common approaches are:
The big news is that trade catalogues are available on all Shopify plans now - not just Plus. If you're not on Plus you only get 3 pricing catalogues, but this might be enough to cover your wholesale requirements. If it is, it keeps things nicely in the admin and means additional apps aren't required.
Draft orders let you build an order manually from inside your Shopify admin on behalf of a wholesale customer. You add the products, apply whatever discount has been agreed, and send the customer an invoice with a payment link.
More flexible than they look. Offering discount codes to a group of B2B customers give you more control over your discounts with no extra setup, and a tiered pricing app can sit alongside them to handle volume-based discounts.
Keep your trade range hidden from casual browsers by restricting collections to logged-in customers only. Pair with customer tags and you can get even more granular about who sees what.
Trade buyers don't browse the same way retail customers do. A quick order form lets wholesale accounts search by SKU or product name, enter quantities across multiple lines, and add everything to the basket in one go. A much faster experience for customers placing regular bulk orders.
Shopify lets you tag any customer account, and for B2B that tag can then become the trigger for everything. A wholesale app could read the tag and adjust what that customer sees, whether that's a percentage discount, a fixed trade price, or access to products that aren't visible to retail customers.
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