The Ultimate Guide to Setup B2B Wholesale Pricing for Shopify Plus

If you are running a B2B store or a hybrid B2B plus D2C store on Shopify Plus, you understand the importance of wholesale pricing in driving business growth. While Shopify’s native B2B features provide a solid foundation, they lack the flexibility and automation necessary for a seamless wholesale experience. Some essential features are missing, making it difficult to fully optimize and scale your B2B store efficiently.

In this guide, we will explore how you can make your B2B store fully functional by extending Shopify’s native B2B features. We’ll discuss adding essential functionalities, automating key processes, and ensuring a smooth and scalable wholesale experience. By leveraging Kumo – B2B Wholesale Tools, you can enhance your store’s capabilities with advanced pricing, customer segmentation, registration forms, and approval workflows.

Let’s dive in and explore how to elevate your Shopify Plus wholesale store!

Why Do You Need Kumo – B2B Wholesale Tools with Shopify native B2B feature?

While Shopify Plus provides built-in B2B features, it still lacks essential tools required for a seamless wholesale experience. Some of the key missing features include:

• Registration Forms: Shopify does not offer built-in B2B registration forms. With Kumo – B2B Wholesale Tools, you can create and manage registration forms that allow wholesale buyers to submit all necessary details without manual intervention.

• Automated Workflow: Since Shopify lacks registration forms, there’s no way to automate approvals. Kumo – B2B Wholesale Tools lets you create automated workflows for manual or automatic approvals, reducing administrative work and streamlining customer onboarding.

• Submission Management: Shopify B2B does not provide a submission management system. With Kumo, you can manage, approve, or reject form submissions and update their statuses as needed (approved, pending, or rejected).

• Wholesale Volume Pricing by Groups: While Shopify allows assigning catalogs to B2B buyers, managing them at scale can be difficult. Kumo simplifies this by enabling wholesale pricing by customer groups, making it easier to apply discounts to specific B2B buyers with predefined tags.

To address these gaps, Kumo – B2B Wholesale Tools extends Shopify’s B2B functionality with a comprehensive set of features tailored for wholesale businesses.

Setting Up B2B Wholesale with Kumo – B2B Wholesale Tools

Step 1: Install Kumo – B2B Wholesale Tools

The Kumo – B2B Wholesale Tools app is a powerful solution specifically designed for wholesale businesses. It enables you to create unlimited custom pricing rules, manage B2B registration forms, and automate approvals.

➡ Install Kumo – B2B Wholesale Tools from the Shopify App Store.

Once installed, you will have access to advanced features such as tiered pricing, customer-based pricing rules, and workflow automation.

Step 2: Set Up B2B Pricing

1. Navigate to Shopify Admin.
2. Click on Apps, then select Kumo – B2B Wholesale Tools.
3. Go to Setup Pricing, where you can configure:
   • Volume Discounts: Offer tiered pricing based on order quantity.
   • Customer Conditions: Display prices only to logged-in customers or those with specific tags.
   • Product Conditions: Apply discounts to certain products or categories.

Advanced Features:

• Set specific discounts based on tags.
• Define conditions like requiring customers to log in to view pricing.

Step 3: Set Up Registration Forms

1. In Shopify Admin, click on Apps, then select Kumo – B2B Wholesale Tools.
2. Click on Forms, then choose a template.
3. Use the drag-and-drop editor to fully customize your registration form.
4. Choose from a wide range of fields to collect business information, tax details, and more.

By customizing registration forms, you ensure that only qualified businesses gain access to your wholesale pricing.

Step 4: Set Up Workflow

While creating a registration form, you will find the Workflow section below the form builder. Here’s what you can do:

Approval Options:

• Manual Approval: Review and approve forms manually for better control.
• Automatic Approval: Streamline onboarding by auto-approving forms based on predefined conditions.

B2B Company Management:

• Create or update a B2B Company in Shopify.
• Approve company locations for ordering.

By configuring workflows, you can automate customer verification and simplify the approval process.

Step 5: Manage Your B2B Submissions

1. Go to Shopify Admin, click on Apps, and open Kumo – B2B Wholesale Tools.
2. Navigate to the Submissions tab.
3. Check the status of customer submissions.
4. Update submission statuses as needed (approved, pending, or rejected).

This tab serves as a centralized location for monitoring and managing all B2B customer applications.

Integrate with Shopify Flow

To further automate your B2B processes, Kumo – B2B Wholesale Tools integrates with Shopify Flow, allowing you to:

• Trigger Emails for New Form Submissions: Automatically notify your team when a new registration is received.
• Send Emails on Customer Approval: Inform customers when their account is approved and grant access to wholesale pricing.

By using Shopify Flow, you can create seamless automation for managing your B2B customers.

Conclusion

While Shopify Plus provides a great foundation for B2B commerce, its built-in features are incomplete and mostly manual. To create a fully automated B2B wholesale experience, Kumo – B2B Wholesale Tools is the best Shopify app available.