How to set up Shopify B2B on the Basic, Grow or Advanced plan (2026)

What changed in 2026

In April 2026 Shopify opened its native B2B features — company profiles, B2B catalogs with their own prices, volume pricing, quantity rules and payment terms such as Net 30 — to merchants on the Basic, Grow and Advanced plans. Until then they were exclusive to Shopify Plus, which is why so many stores ran wholesale through tag-based apps and discount codes.

Native B2B matters because the buyer experience is built into checkout: a signed-in company contact automatically sees their catalog prices, their payment terms and their saved shipping locations, with no theme hacks.

What Basic, Grow and Advanced get (and what stays on Plus)

• Included: companies with locations and contacts, net payment terms, vaulted cards, volume pricing and quantity rules, Shopify Flow automations, and per-location “submit orders as drafts for review”.
• Catalogs: up to 3 active B2B catalogs, assigned through B2B markets. Your store must use the new Shopify Markets.
• Plus only: assigning a catalog directly to a company or location, unlimited B2B catalogs, deposits and partial payments.
• Not available on the Starter plan.

The building blocks

• Company: the business you sell to. It has one or more locations and one or more contacts.
• Location: where the company buys from — it carries the shipping/billing address, tax settings, payment terms and which catalogs apply.
• Contact: a customer account that can buy on behalf of the company. Contacts sign in with their email.
• Catalog: a product list with a price list (fixed prices or a percentage adjustment). On Basic, Grow and Advanced it reaches buyers through a B2B market; on Plus it can also be assigned directly to company locations.
• B2B market: a market whose condition is company locations — either all of them or a list you choose. Buyers in the market see its catalogs.
• Payment terms: Net 7–90 days, due on fulfillment, or a fixed date. Orders with terms are placed now and paid later.

Step-by-step setup

1. Create a B2B market for company locations and give it a catalog: choose the products wholesale buyers can see and set wholesale prices (for example 40% off retail) and any volume pricing. With only 3 active B2B catalogs on non-Plus plans, think of them as price tiers such as “Wholesale” and “Distributor”.
2. Exclude gift cards from a percentage-off catalog. Otherwise a $100 gift card sells to wholesale buyers for $60 and you lose the difference.
3. Decide your default payment terms. Many wholesalers start with Net 30 for established buyers and card payment for new ones.
4. Create companies for existing wholesale customers — manually or by CSV import — and make sure each location is in the right B2B market (on Plus you can also assign a catalog directly).
5. Give new buyers a way to apply. Shopify's free Shopify Forms app can add a company account request form: each request creates a company, location and customer that can't order until you approve it, and a Shopify Flow template can approve requests automatically. If you want approval rules or automatic setup on approval, use an app (see our guide on wholesale application forms).
6. Decide how you will control credit. Payment terms let buyers pay later but have no limit, so either review risky accounts manually (“submit orders as drafts for review”) or set credit limits with an app.
7. Test as a buyer: sign in with a contact's email on your storefront and confirm you see wholesale prices and your payment terms at checkout.

Gaps you will notice

Native B2B covers more than many guides suggest. Buyers can request an account through Shopify's free company account request form, built with the Shopify Forms app: a submission creates the company, location and customer, ordering stays blocked until you approve it, and a Shopify Flow template can approve every request automatically.

What you won't find natively is a credit limit. Payment terms let buyers pay later, but Shopify does not cap how much a company can owe, and there is no receivables aging report — only a Due or Overdue status on each order. Setting up each approved buyer (market or catalog, payment terms, tax exemption) is also manual unless you build Flow workflows, some of which need hand-written Admin API requests.

Wholora adds those pieces without replacing anything native:

• Credit limits for each company location, enforced at checkout, with an optional hold while invoices are overdue.
• A receivables aging view by company, with CSV export.
• One-click provisioning on approval: company, location and contact, plus your B2B market or catalog, payment terms and tax exemption for valid EU VAT numbers.
• Auto-approval rules, including EU VAT number checks against VIES.
• A wholesale application form block with tax IDs, business type and your own questions.
• Approved buyers are regular Shopify companies you manage in Shopify admin, and credit limits work for any company location — including companies created through Shopify's own request form.