Shopify Plus B2B Wholesale: D2C to Wholesale Platform
Case Study
A successful D2C brand wanted to open a wholesale channel without rebuilding their commerce stack. Kevion implemented Shopify Plus B2B: company accounts with approval workflows, customer-specific wholesale price lists, quantity rules, net-term payment options, and a dedicated wholesale ordering experience, all integrated with their existing inventory system.
Proof Snapshot
Project Overview
The client is a D2C brand that had grown a strong direct-to-consumer business and wanted to add a wholesale channel serving retail partners. Their existing process was manual — partners emailed orders, price lists lived in spreadsheets, and there was no way to manage company accounts, credit terms, or channel-specific pricing at scale.
Business Challenge
The manual wholesale process did not scale: every order required sales-team involvement, pricing errors were common across inconsistent spreadsheets, and retail partners had no self-service way to reorder or check their status. The brand needed a B2B experience that matched the quality of their D2C storefront.
- ✕Wholesale orders managed manually over email and spreadsheets.
- ✕No company accounts or per-customer pricing structures.
- ✕No net-term or tax-exempt payment handling.
- ✕Inventory visibility was unreliable across wholesale and retail channels.
- ✕Retail partners had no self-service ordering or account portal.
Project Goals
- ✓Launch a self-service B2B channel on Shopify Plus
- ✓Support per-customer wholesale pricing and quantity rules
- ✓Handle net terms, tax exemption, and company approvals
- ✓Keep wholesale and D2C inventory in sync automatically
- ✓Remove manual sales involvement from routine wholesale orders
Technical Architecture
Visual pipeline representing customer requests to backend processing data flows:
Technology Stack
| Layer | Technology |
|---|---|
| Platform | Shopify Plus B2B |
| Frontend | Shopify Liquid + React |
| APIs | Shopify B2B & Admin GraphQL API |
| Automation App | Node.js |
| Database | PostgreSQL |
| ERP Sync | Custom REST integration |
| Marketing | Klaviyo |
| Hosting | AWS |
Deployment Team
| Role | Developers Count |
|---|---|
| Shopify Solution Architect | 1 engineer |
| Shopify Developer | 2 engineers |
| Backend Developer | 1 engineer |
| QA Engineer | 1 engineer |
Discovery & Scoping
- 1Mapped the existing manual wholesale workflow and order volume.
- 2Documented pricing structures, discounting rules, and partner tiers.
- 3Audited the current inventory and ERP sync gaps.
- 4Defined approval flows, credit terms, and role permissions for company accounts.
Execution Phases
Phase 1: Phase 1: B2B Configuration
Company accounts, approval workflows, wholesale price lists, quantity rules, and net-term payment setup.
Phase 2: Phase 2: Catalog & Pricing
Location-based wholesale catalogs and customer-specific price lists with tier-based quantity pricing.
Phase 3: Phase 3: Order Automation
Bulk ordering flow, order-approval automation, and net-term payment handling via the private app.
Phase 4: Phase 4: ERP Integration
Two-way inventory sync and order push to the existing ERP with conflict resolution.
Phase 5: Phase 5: Launch & Training
Partner onboarding, wholesale-only visibility testing, and go-live support.
Before vs. After
| Before | After |
|---|---|
| Email and spreadsheet ordering | Self-service B2B portal |
| Manual pricing sheets | Per-customer price lists |
| No credit terms | Net-term and tax-exempt payments |
| Sales involved in every order | Automated order processing |
| Stale inventory visibility | Real-time ERP sync |
Performance Improvements
Development Timeline
Technical Problems Solved
✕Complex per-customer pricing
Solution: Implemented customer-specific price lists with tier-based quantity rules through Shopify Plus B2B APIs.
✕Net terms and tax exemption
Solution: Configured company-level payment and tax settings with approval workflows for credit limits.
✕Inventory sync across channels
Solution: Built a private app that keeps wholesale and D2C inventory consistent with the ERP in real time.
Business Results
Lessons Learned
- •B2B success depends on configuration depth — approval flows and credit terms — not just a second storefront.
- •Per-customer pricing must be enforced at the platform level, not in the frontend.
- •A wholesale channel shares inventory with D2C; sync must be bidirectional and conflict-aware.
- •Net-term payment handling needs clear approval and credit-limit workflows from day one.
Why Kevion Technologies
- ✦Deep Shopify Plus B2B and GraphQL API expertise.
- ✦Experience bridging Shopify with ERP and inventory systems.
- ✦Deliverables that let merchants self-serve wholesale operations.
- ✦Ongoing support for new partners, catalogs, and price lists.
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