Requirements and considerations for using B2B

Plan requirement

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

Before you set up B2B on Shopify, review the following requirements and considerations to make sure it’s a good fit for your business.

Some features are incompatible with B2B and some features are turned off by default for B2B orders.

Requirements for using B2B on Shopify

You need to meet the following requirements to use B2B on Shopify:

• Your store needs to be on the Shopify Plus plan.
• You must set up your B2B customers as companies. Companies can have multiple locations and customers assigned to them.
• You must activate customer accounts. You can't use legacy customer accounts for B2B orders and customers.

Incompatible features with B2B on Shopify

The following features aren't compatible with B2B:

• Accelerated checkouts, including Shop Pay, Apple Pay, Google Pay, and Amazon Pay
• Pickup in store
• Local delivery
• Pickup points
• Tipping options
• Subscriptions
• Store credit
• Legacy customer accounts
• Some third-party apps (contact app developer directly)
• Checkout customizations made to the checkout.liquid file

Note

Local delivery and pickup in store are available shipping options for B2B draft orders created in your Shopify admin.

Features turned off by default for B2B

Some features are turned off by default for B2B on Shopify. If you want to activate the following features in your B2B store, then contact Shopify Support:

• Discounts
• Manual payment methods
• Gift cards
• Shopify Scripts that affect line item discounts
• Abandoned checkouts

In a blended store, these features apply to both B2B and D2C customers. You can customize discounts and payment methods in the following ways:

• To customize and to limit discounts to specific customers or groups, use customer segmentation.
• To restrict payment methods by customer type or region, use apps, such as Checkout Blocks or Payfy. You can also use the Payment Customization Function API.

You can't customize other features to apply to specific customers or customer types in a blended store.

B2B order requirements and considerations

Review the following B2B orders requirements and considerations:

• B2B orders must be conducted with a B2B customer. A B2B customer must be set up and be associated with a company location in your Shopify admin at the time the order is placed. Your contracted B2B rates apply to orders that are conducted with these companies. If your order or draft order doesn't have a B2B customer or a company location assigned, then D2C rates are applied. You must ensure this criteria is met, so your contracted B2B rates are applied correctly.
• Orders have a maximum of 500 line items. If a customer places an order for more than 500 different products or variants, then the order will fail.
• Draft orders have a maximum of 200 line items. If you receive or create a draft order with more than 200 different products or variants, then the draft order will fail.
• Orders and draft orders with B2B customers or from the B2B checkout must be manually captured when they don't have a valid authorization and due on fulfillment payment terms.