Shopify B2B is now for everyone
Shopify B2B is no longer exclusive to Plus. Learn how to use native B2B features on any plan and how to automate wholesale onboarding with Helium's Onboard B2B.
For a long time, Shopify’s native B2B features were the "gold standard" reserved exclusively for Shopify Plus merchants. That just changed. Shopify recently announced that B2B features are expanding to all plans, giving every merchant the ability to manage wholesale and direct-to-consumer (DTC) sales from a single store.
This update is a game-changer for growing brands. You can now create Company records, create wholesale catalogs, and offer net payment terms without needing an enterprise-level subscription.
Why this matters for your store
Previously, merchants on Basic, Shopify, or Advanced plans had to rely on complex workarounds—like tagging customers manually or running an entirely separate "wholesale" store—to sell to other businesses.
With native B2B support, you get:
- Company profiles: Link multiple customers (or locations) to a single business entity.
- Price lists: Assign fixed prices or percentage-based discounts to specific companies.
- B2B checkout: A streamlined checkout experience that supports purchase orders and net terms.
The missing piece: Automated onboarding
While Shopify now provides the infrastructure to process B2B orders, it doesn't provide a way to verify who is joining your wholesale program. By default, adding a B2B customer is still a manual process in the Shopify admin.
As you scale, manually approving new wholesale customers and assigning catalogs for every new lead becomes a bottleneck. This is where Onboard B2B comes in. Now that B2B is available on all plans, our app is ready to help you automate the "handshake" between a new lead and their first wholesale order.
How to automate your B2B growth
To make the most of Shopify’s new B2B accessibility, you need a workflow that qualifies leads while you sleep. Here is how to set it up:
**Create a custom application form ** Use Onboard B2B to build a professional wholesale registration page. You can collect tax IDs, business licenses, and other essential data that Shopify doesn't capture by default.
**Set up approval presets ** Instead of manually configuring every new account, define presets. When you approve a new applicant, Onboard B2B can automatically assign the correct Catalog, Tax settings, Payment Terms, and more.
Gate your storefront If you want to keep your wholesale pricing private, use the app’s access control features (Storefront Lock or Checkout Lock) to require a B2B login before a visitor can see your bulk catalogs or specialized products.
Ready to go wholesale?
The barrier to entry for B2B on Shopify has never been lower. Whether you are just starting to explore wholesale or looking to migrate off a "separate store" model, the tools are now at your fingertips.
Try Onboard B2B for free
If you are ready to stop manual data entry and start growing your wholesale channel, install Onboard B2B today and see how easy automated onboarding can be.