Setup checklist for blended B2B stores

This checklist is for businesses that want to set up a blended store. A blended store is a single Shopify store that's used for both B2B and D2C customers and orders.

Choosing a store type is a key decision in using Shopify B2B. Make sure to review the differences between blended and dedicated stores.

Before you start

Review the requirements and considerations for using Shopify B2B.

If your B2B customers are set up as customers in your Shopify admin, then you must migrate their information and order history to companies in the same store, using a built-in migration tool.

Step 1: Create companies and company locations

You can set up your B2B customers in Shopify using companies and company locations. A company is the parent organization for one or more company locations. A company location is the business that you're selling to in a B2B transaction. Each company location can have its own tax ID, tax exemptions, ship-to and billing address, pricing, and payment terms. You can create companies and locations in your Shopify admin, or import them in bulk using Matrixify, a third-party app. You can also use Sidekick to help create companies and catalogs.

Option 1: Set up companies from your Shopify admin

Create a company.

Add company locations to a company.

Add customers to companies and company locations.

Customize company location details, such as payment terms and tax exemptions:

• Payment terms
• Optional: Taxes, such as tax ID and tax collection settings
• Optional: Ship to a new one-time address at checkout
• Optional: Submit all orders as draft for review

Optional: Add metafields and metafield values to companies and company locations.

Option 2: Import companies using Matrixify

Import customers.

Import companies, company locations, location details, metafields, and customer permissions.

Option 3: Import companies using Shopify API

Hire a Shopify Partner to create a custom migration solution using the Company API.

Step 2: Create catalogs

Catalogs determine the pricing and products your B2B customers have access to in your online store. On the Basic, Grow, and Advanced plans, you can assign up to 3 active catalogs across all your B2B markets. On the Shopify Plus plan, you can create an unlimited number of catalogs and assign them directly to company locations. Catalogs can be assigned to companies directly, or using Markets. If you offer the same pricing and products to all B2B customers or to groups of B2B customers, for example based on region, Markets is an efficient way to assign catalogs to multiple companies. If you offer different pricing and products to each company, you can assign catalogs directly to company locations. You can assign up to 25 catalogs to a single company location. You can also use Sidekick to help create catalogs and set up products.

Set up your products:

• Option 1: Set up your products in your Shopify admin.
• Option 2: Import your products using CSV files.

Optional: If you sell internationally, then activate local currency.

Create a catalog:

• Option 1: Create a catalog in your Shopify admin.
• Option 2: Import your catalog using CSV files.
• Option 3: Hire a Shopify Partner to create a custom migration solution using the Catalogs API.

Optional: If you want to display products only to specific B2B customers, then exclude products from catalogs.

Optional: Hide products from D2C customers that are only available to B2B customers.

Assign catalogs to companies and company locations or to B2B markets:

• Option 1: Assign catalogs individually or in bulk from your Shopify admin.
• Option 2: Assign catalogs in bulk using the Matrixify app

Step 3: Activate login and accounts for B2B customers

Customer accounts allow B2B customers to authenticate themselves before accessing B2B-specific pricing, products, and account information, and manage their account online after they login. To use Shopify B2B, you must activate customer accounts. Contextual checkout via Markets requires the Advanced plan or higher.

If you’re using legacy customer accounts in your store, then you can continue to use them for D2C customers and activate customer accounts just for B2B customers. You can keep legacy customer accounts turned on, and then add the customer accounts login URL anywhere in your online store to activate customer accounts and allow B2B customers to log in.

Option 1: Turn on customer accounts for all customers.

Option 2: Keep using legacy customer accounts for D2C customers, and add the customer accounts login URL anywhere in your online store for B2B customers.

Optional: Customize checkout and customer accounts branding and colors.

Optional: Edit your theme to redirect customers to a certain page after login.

Step 4: Set up payment and shipping methods

Set up the payment and shipping methods available to your customers at checkout. These settings apply to all customers by default.

You can customize the availability of specific payment and shipping methods for B2B and D2C customers using the free Checkout Blocks app, or custom or third-party app that uses payment or delivery Functions. For example, you can make PayPal available to logged in B2B customers, but not D2C customers.

Activate payment methods.

Optional: Set up manual payment methods, such as money order or bank transfer.

Optional: Create payment reminders

Set up your order fulfillment and shipping settings:

• Shipping rates
• Optional: Shipping locations
• Optional: Shipping rules using shipping profiles
• Optional: Fulfillable inventory

Optional: Create payment reminders

Optional: Install Checkout Blocks to hide, rename, and reorder payment methods and shipping methods for specific B2B customers based on conditions you set.

Step 5: (Optional) Customize your online store

Your store theme remains the same for both B2B and D2C customers, but you can customize store content for B2B and D2C to share different product information, promotions, banners, and messages.

If you’re using a free Shopify theme (version 11.0+), then you can customize the online store by setting up Markets and adapting the theme for each market using the theme editor. Theme editor customizations by market are available on the Advanced plan and higher. Theme editor customizations by customer type (B2B and D2C) are available only on the Shopify Plus plan. Some features, such as quantity rules and volume pricing, are displayed automatically with these themes. If you use a custom theme, then you need to use Liquid code to access the same features and customizations.

For free Shopify themes (version 11.0 or later):

Optional: If you use a free Shopify theme that's older than version 11.0, then update your theme to version 11.0 or later.

Customize store content in the theme editor based on specific markets.

Add a quick order list in the theme editor.

For custom themes:

Customize store content using the customer.b2b liquid variable.

Add quick order list to your theme using code.

Add quantity rules and volume pricing to your theme using code.

Step 6: (Optional) Activate sales staff ordering in your Shopify admin

If you employ sales staff, then you can give them restricted access to your Shopify admin. Your staff can take orders and manage accounts for the company locations they manage, and access a central source of customer, product, pricing, and inventory data. You control staff access to your Shopify admin using staff permissions.

Add sales staff as users in your Shopify admin.

Create a user role to select the permissions available to sales staff. You can create multiple user roles if certain sales staff need access to different permissions.

Adjust Company staff permissions to restrict access to B2B data.

Assign sales staff to the appropriate user role.

Assign sales staff to their respective company locations..

Step 7: (Optional) Add additional features and functionality to your B2B store

You can install apps from the Shopify App Store to support additional workflows in your online store and streamline order processing. Discounts are available by default for B2B. If you want to offer discounts to only specific B2B customers on top of catalog prices, then you can create a B2B market and then assign the market to a discount's eligibility settings.

Set a minimum or maximum order limit using the free Checkout Blocks app, and decide whether to apply the limit to all customers or only to B2B customers.

Set discount eligibility by market to customize the availability of your discounts.

Allow prospective customers to request access to your store by installing the free Shopify Forms app.

Automate back office tasks using B2B templates in the free Shopify Flow app.

Support additional use cases, such as quoting workflows, order upload via CSV, downloadable invoices, and integrate to ERP and accounting solutions using third-party apps.

Step 8: Test and finalize your store setup

Before you launch your online store, log in as a customer and place some test orders to preview the customer experience.

Test your B2B store setup:

• Option 1: Create a test customer and log in to test your setup.
• Option 2: Click the icon next to a company location to view your online store as the B2B customer.

Invite B2B customers to log in and start placing orders.