Managing B2B with Markets

To use B2B with Markets, you can create, customize, and manage new markets on the Markets page of your Shopify admin.

B2B markets let you create customized experiences specific to the wholesale company locations you sell to. Although you can continue to create and attach catalogs directly to company locations, B2B markets help you to more efficiently tailor your B2B buying experiences to groups of customers instead of having to manage them individually.

You can include company locations in B2B markets in three different ways:

All company locations in all regions: Includes all company locations, regardless of where they're located.
All company locations within a region: Includes all company locations shipping to addresses in the selected regions. As you add more company locations that meet this criteria, they're automatically matched to these markets.
Specific company locations: Includes only the company locations you specify, regardless of where they're shipping to.

Customer experience determination in B2B with Markets

The experience that a company location receives on your online store is determined by the markets that they match.

For example, your store contains the following markets:

Canada, a regional market.
B2B All, a market that includes all your B2B markets.
B2B All Canada, a market that includes all B2B markets in Canada.
Company Location A, a market specifically for a single company location.
Japan, a regional market.
B2B All Japan, a market that includes all B2B markets in Japan.

The company location is in Canada, so it matches the Canada, B2B All, B2B All Canada, and Company Location A markets. The customer experience is determined on the customizations of the markets that they match.

Later, the same company location places an order, but is drop shipping the order directly to a customer in Japan. In this case, it still matches the B2B All and Company Location A markets. Based on the shipping address, they no longer match Canadian markets, and instead match the Japan and B2B All Japan markets, and their experience is determined accordingly.

If a company doesn't match any markets, then your store's backup region is used to determine the customer's experience.

Creating a market

You can create a new market to use with B2B in your Shopify admin on the Markets page. When you create your market, ensure that you select Company locations in the Includes section.

Customizing a market

After you create your market, you can customize it to best suit your needs. Review the following list to learn more about customizing your market:

Reviewing a market

After you start creating markets, your markets and submarkets are displayed on the Markets page in your Shopify admin. You can click any market in the list to review your settings for that market. Because the relationship between your markets might be complex, you can also open a graph view for your markets. This view presents a visual representation of your markets and submarkets, as well as providing information on your store's default settings.

To make it easy to review your markets, the graph view includes a View as function. When View as is selected, all the customizations to a particular market are displayed, including inherited settings. The View as funtion is also available for products.

Learn more about reviewing your markets.