Best Shopify B2B features 2024

An Overview Of Shopify B2B features

Shopify is a powerful e-commerce platform that offers businesses of all sizes a customizable, scalable solution for selling online. But did you know that Shopify also offers a suite of powerful B2B-specific features? Shopify’s B2B features are designed to make it easy for businesses to sell to other businesses, whether they’re selling online, in-person, or both. Businesses can create custom pricing rules for different customer groups, offer quantity discounts, and even set up customer accounts with credit terms. Shopify’s B2B features are the perfect solution for businesses that want to streamline their B2B sales process. Whether you’re selling to other businesses online or in person, Shopify has the tools you need to make the sale.

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Steps to create Company profiles & Benefits of Company profile What are the Company meta fields How to Personalized B2B store? What are Quantity rules and how to set them? How to set up Vaulted credit cards and brief benefits? What is the Customizable B2B logic How do you setup Price lists? What is Customer-specific product publishing and why is it important How do set Net payment terms?

Steps to create Company profiles & Benefits of Company profile

Assuming you would like a heading titled “Steps to Create a Company Profile on Shopify”, the following steps would need to be taken:  

1) Log into your Shopify account and go to Online Store > Customers. 

2) On the Customers page, click the “Create company” button. 

3) Enter the company name, email address, and phone number. Then, click the “Create company” button. 

4) You will be redirected to the company’s details page. Here, you can add the company’s billing address, shipping address, and a note. You can also click the “Assign employees” button to add employees to the company. 

5) Once you have added all the necessary information, click the “Save” button. The benefits of having a company profile on Shopify are as follows: 

1) Easier order management: When a customer places an order, you can easily assign it to the company account. This makes it easier to keep track of orders placed by each company.

 2) Easier payments: You can set up recurring payments for each company. This way, you don’t have to worry about manually billing each company every time an order is placed. 

3) Easier shipping: You can set up different shipping rules for each company. For example, you can offer free shipping for companies that order in bulk. 

4) Improved customer service: With a company profile, you can quickly view a company’s order history and contact information. This makes it easier to resolve any issues that a company might have. 

5) Increased sales: Having a company profile on Shopify makes it easier for companies to do business with you. This can lead to increased sales and a loyal customer base.

What are the Company metafields

A company’s metadata is the information that describes a company, such as its name, address, contact information, and business type. This information is used by Shopify to categorize and organize companies in the Shopify B2B platform. The Company meta fields are the various bits of information that make up a company’s metadata. The Company Name field is the most important piece of a company’s metadata. It is used to identify the company and is the primary way that Shopify B2B users will search for and find a company. The company’s name should be concise and descriptive. The company’s address is another important piece of metadata. The address is used to help Shopify B2B users locate the company and verify the company’s legitimacy. The address should be the company’s primary place of business. The company’s contact information is another important piece of metadata.

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This information is used to get in touch with the company if there are any questions or problems. The contact information should include the company’s email address and phone number. The business type field is used to categorize companies in the Shopify B2B platform. This field is used to help Shopify B2B users find companies that offer the products or services that they are interested in. The business type field should be concise and descriptive. The Shopify B2B platform also allows companies to include a company description. This field is not required, but it can be used to provide additional information about the company. The company description should be concise and informative. The metadata for a company is important because it is used to identify, categorize, and locate the company in the Shopify B2B platform. This information is used by Shopify B2B users to find the companies that they are interested in doing business with.

How to Personalized B2B store?

In order to personalize a B2B store, the shop owner should take the following into consideration: -The type of products being sold -Who the target audience is -How to make the shopping experience unique Product Selection The first step in personalizing a B2B store is ensuring that the products being sold are appropriate for the target audience. For example, if the store is targeting businesses that sell products to consumers, then the products in the store should be geared toward that audience. On the other hand, if the store is targeting businesses that sell products to other businesses, then the products in the store should be geared toward that audience. Target Audience The second step in personalizing a B2B store is to identify the target audience.

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Once the target audience is identified, the store owner can then decide how to make the shopping experience unique for that audience. For example, if the target audience is businesses that sell products to other businesses, the store owner might want to offer discounts for bulk orders. Making the Shopping Experience Unique The third step in personalizing a B2B store is to make the shopping experience unique. This can be done in a number of ways, such as offering personalized service, providing exclusive offers, or creating a loyalty program. By taking the time to personalize a B2B store, the shop owner can create a unique shopping experience that will appeal to the target audience. By doing so, the shop owner can increase sales and build a successful business.

What are Quantity rules and how to set them?

Quantity rules in Shopify B2B help businesses keep track of product availability and manage stock levels. This can be useful for businesses that have inventory levels that fluctuate frequently or that sell products that have a limited quantity available. To set up quantity rules in Shopify B2B, businesses can go to their Settings > Checkout and scroll down to the “Inventory” section. From there, businesses can specify the minimum and maximum number of products that can be in an order, as well as the minimum and maximum number of products that can be in stock. businesses can also set up quantity rules for specific products, collections, or variants. Quantity rules can be a helpful way for businesses to manage their inventory and ensure that they are not over- or under-selling their products. By setting up minimum and maximum quantities, businesses can ensure that they always have enough products in stock to meet customer demand, without having too many products that could go to waste.

How to set up Vaulted credit cards and brief benefits?

Setting up Vaulted credit cards is easy and the benefits are numerous. Here’s a quick guide on how to get started: 

1. Go to your Shopify account’s admin page and click on the “Settings” tab.
2. In the “Billing” section, click on “Accept credit cards.” 
3. Select “vault” as your credit card gateway. 
4. Enter your account details and click “activate.” 

That’s it! You’re now ready to start taking advantage of the many benefits of using Vaulted credit cards. Some of the benefits of using Vaulted include: – Increased security: When you use Vaulted, your customers’ credit card information is stored in a secure, PCI-compliant environment. – Improved customer experience: Customers can save their credit card information in their account for faster, easier checkout in the future. – Reduced fraud: Vaulted’s fraud detection tools help you catch fraudsters before they can do any damage. – Greater flexibility: With Vaulted, you can offer your customers the option to pay in installments, set up subscription payments, or make one-time purchases. There are many other benefits of using Vaulted credit cards, but these are just a few of the most notable. If you’re looking for a secure, convenient, and flexible way to take payments from your customers, Vaulted is a great option to consider.

What is the Customizable B2B logic?

Shopify’s B2B functionality is designed to make it easy for businesses to sell online. The customizable B2B logic helps businesses streamline their sales process and provide a seamless experience for their customers. Shopify’s B2B features include the ability to create custom pricing rules, set up account-specific shipping rates, and manage customer groups. These features give businesses the flexibility to tailor their Shopify store to their specific B2B needs. Custom pricing rules allow businesses to offer different prices to different customer groups. This flexibility is useful for businesses that need to offer volume discounts or set different prices for different regions. Account-specific shipping rates make it easy for businesses to offer different shipping rates to different customer groups. This is useful for businesses that want to offer free shipping to certain customer groups or charge a flat rate for all orders. Customer groups allow businesses to segment their customers and better manage their sales process. This feature is especially useful for businesses that sell to both retail and wholesale customers. Shopify’s B2B features are designed to give businesses the flexibility to sell online in the way that best suits their needs. The customizable B2B logic helps businesses streamline their sales process and provide a seamless experience for their customers.

Shopify VS Shopify B2B

Feature	Shopify	Shopify B2B
Platform Type	E-commerce platform	E-commerce platform with B2B features
User Interface	User-friendly, designed for general retail	Tailored for B2B customers, supports bulk ordering, custom pricing, and more
Customer Groups	Supports retail customers	Supports both retail and wholesale customers
Pricing	Monthly subscription-based	Monthly subscription-based, often higher due to additional B2B functionalities
Product Management	Manage products, inventory, and orders	Enhanced product organization with tiered pricing, bulk discounts, and minimum order quantities
Order Management	Order processing, tracking, and fulfillment	Advanced order management for bulk orders, custom invoicing, and approvals
Payment Options	Various payment gateways available	Supports net payment terms, purchase orders, and offline payments
Customization	Themes and apps available for customization	Additional customization for B2B workflows and customer portals
Sales Channels	Online store, social media, and POS	Online store with specific B2B portal capabilities, can integrate with other B2B platforms
Customer Support	24/7 customer support	Dedicated B2B customer support, training resources, and account management
Analytics & Reporting	Basic sales and customer analytics	Advanced analytics tailored for B2B sales, including sales by customer, region, and product
Integrations	Numerous third-party integrations available	Integration with ERP systems, CRM, and other B2B platforms

How to set up Price lists?

When you’re running a business, it’s important to be able to offer your customers the best possible prices for your products and services. That’s why Shopify offers a feature called “Price Lists”. With Price Lists, you can offer different prices to different customers, based on criteria such as volume discounts or customer groups. To set up a Price List, log into your Shopify account and go to the “Price Lists” section of the Shopify dashboard. From there, you can create a new Price List by clicking the “Create Price List” button. When creating a new Price List, you’ll need to give it a name and specify the customer groups that you want to offer it to. You can also specify a start and end date for the Price List if you only want it to be valid for a certain period of time. After you’ve created a Price List, you’ll need to add products to it. To do this, go to the “Products” section of the Shopify dashboard and click on the product that you want to add to the Price List. On the product page, scroll down to the “Pricing” section and click on the “Add pricing rule” button. In the “Add pricing rule” popup, select the “Price List” option and then select the Price List that you want to add the product to. You can then specify the price that you want to charge for the product on the Price List. If you want, you can also add a minimum quantity that the customer must purchase in order to get the discounted price. Once you’ve added products to your Price List, you can then start offering them to your customers. To do this, go to the “Customers” section of the Shopify dashboard and click on the customer whom you want to offer the Price List. On the customer page, scroll down to the “Price Lists” section and click on the “Add Price List” button. In the “Add Price List” popup, select the Price List that you want to offer to the customer. You can also specify the start and end date for the Price List, if you only want it to be valid for a certain period of time. Once you’ve added a Price List to a customer, they’ll be able to see the discounted prices when they view your shop. And, if they purchase products that are on the Price List, the discounts will be applied at checkout.

Shopify’s B2B features provide businesses with a simple way to manage their products and orders. Businesses can track inventory, view order history, and create custom pricing for their products. With these features, businesses can streamline their operations and provide their customers with a better shopping experience.