B2B wholesale setup checklist

Plan requirement

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

This checklist outlines all the steps that you need to take to get started with B2B wholesale. You might find it helpful to print this checklist or to download it as a PDF so that you can refer to it throughout the setup process. If you're moving to B2B on Shopify from the Plus wholesale channel, then refer to the Wholesale channel to B2B migration checklist.

Before you start

Review the considerations for using B2B

Decide whether a blended or dedicated store is right for your business

Create a company

Create a company

Add company locations

Add customers to the company from the Companies page or from a customer profile

Select payment terms for the company

Create a catalog

Review your multicurrency settings

Create a catalog in the Products page or by uploading a CSV

Assign the catalog to a company

Launch your B2B store

Set up B2B customer login

Review the B2B customer experience

Log in as a customer to test your B2B setup