Setting up B2B discounts

Plan requirement

Shopify B2B is available only to stores on the Shopify Plus plan. For information about Shopify Plus plan pricing, contact us.

You can offer reduced pricing to your B2B customers in multiple ways. You can add an overall percentage adjustment to all products or set fixed prices for specific products using catalogs. If you want to offer specific discounts instead of or on top of catalog pricing, then you can create automatic discounts or discount codes for your customers.

Automatic discounts and discount codes apply as additional discounts on top of any price adjustments that you make using catalogs.

Note

The discounts that you create are available to both B2B and D2C customers by default in a blended store. If you want to offer discount codes to either B2B or D2C customers, but not both, then you need to use customer segmentation or discount functions to customize their availability.

Adjusting product prices using catalogs

Catalogs offer two ways to adjust pricing: overall adjustments and fixed prices. After a price is adjusted, it applies to any companies that you assign the catalog to.

You can use an overall adjustment to apply a percentage based increase or decrease on all products included in a catalog. For example, if you want companies that purchase from your West Coast catalog to pay 20% less than the default product price, then you can use an overall adjustment to apply a 20% discount.

You can also add fixed prices to specific products included in a catalog. After a fixed price is assigned, any overall adjustments on the catalogs no longer apply.

Setting up automatic discounts for B2B

You can offer your customers discounts that apply automatically in their cart and at checkout using automatic discounts.

Automatic discounts that you create in your Shopify admin apply to both B2B and D2C customers by default in a blended store. If you want to create an automatic discount for your B2B customers only, then you can use discount functions or an app. Discount functions can target discounts based on whether the customer identity includes a company, so that you can apply the discount only to B2B customers.

Setting up discount codes for B2B

Note

Discount codes are turned off by default for B2B. If you want to set up discount codes, then contact Shopify Support to turn on this feature. After discount codes are turned on, any existing discount codes will apply to both B2B and D2C customers by default.

If you operate a dedicated B2B store and want to create discount codes that apply only to specific B2B customers, then you can use customer segments.

If you operate a blended store and want to create discount codes that apply only to B2B customers, then you can use customer segmentation or discount functions.

You can use customer segmentation to create a discount code for B2B or D2C customers. To use customer segmentation, you need to create two customer segments:

• A segment for B2B customers with the criteria “companies is not null.”
• A segment for D2C customers with the criteria “companies is null.”

You can also use discount functions to target discount codes to B2B customers.