B2B and order portal

B2B commerce and an order portal on Shopify

Let resellers and business customers order on their own – with their own prices, terms and assortment. Integrated with your ERP, and ideally in the same Shopify store as your consumer sales.

  • Customer-specific prices
  • Buy on invoice
  • Integrated with ERP
What you get

What an order portal has to do

Everything your customers need to order on their own, and everything you need to stop handling orders manually.

Customer-specific prices

Price lists, discounts and volume pricing per customer or customer group, and an assortment tailored to each agreement.

Self-service ordering

Customers log in, see stock levels and order or reorder on their own, whenever it suits them.

Invoice and terms

Buy on invoice with payment terms per customer, alongside card and Vipps.

Integrated with ERP

Orders, customers, prices and stock are synced with your ERP, for example Tripletex or 24SevenOffice.

In short
Timeline
4–8 weeks
depending on the ERP connection
Platform
Shopify Plus
B2B is a Plus feature
Same store
B2B + B2C
one catalogue, customer-specific prices
Pricing
Fixed price
after discovery
Process

How we work

  1. 01

    Discovery

    Customer groups, pricing models, terms and which systems need to talk to each other.

  2. 02

    Setup

    Company accounts, price lists and assortment set up in Shopify.

  3. 03

    Integration

    Connection to ERP and inventory, so orders and prices are always right.

  4. 04

    Launch

    We go live and help you move your resellers into the portal.

Deliverables

What an order portal includes

Everything your business customers need to order on their own, and everything you need to stop handling orders manually.

  1. 01

    Companies and locations

    Companies with several locations, contacts and roles, imported from the ERP or a spreadsheet.

  2. 02

    Price lists and catalogues

    Customer-specific prices, discounts and volume tiers per customer or customer group, and an assortment per agreement.

  3. 03

    Payment terms

    Buy on invoice with net 14/30 days, credit limits, and card or Vipps as an alternative.

  4. 04

    Self-service ordering

    Login, quick order, reorder from history and draft orders sent for approval.

  5. 05

    ERP integration

    Customers, prices and stock in from the ERP, orders and invoice data out.

    Scope: Standard connection to Tripletex, 24SevenOffice, Visma.net or Business Central. Other systems on request.

  6. 06

    Trade-only content

    Product sheets, campaigns and news that only business customers see.

  7. 07

    Reseller onboarding

    Invitations, guidance and a plan to move customers over from email and phone.

Prerequisites

Before we start

The more that is ready, the faster it goes. If something is missing, we help you get it in place.

You have ready

  • A customer list with price agreements and terms
  • An ERP system with API access
  • A decision on who approves orders internally
  • The assortment to be sold B2B

We take care of

  • Shopify Plus setup and B2B configuration
  • Mapping of prices and customer groups
  • ERP connection in both directions
  • Test orders with real customers
  • Training for your sales team

Common questions about B2B on Shopify

Do we need Shopify Plus for B2B?

+

For real B2B with company accounts, price lists and invoice terms: yes. For simple needs, such as a single discount group, there are apps on standard Shopify. We recommend what fits your volume.

Can B2B and B2C live in the same store?

+

Yes, and that is often the best option. One catalogue, one inventory and one order flow, while business customers see their own prices after logging in. If you want to keep them fully separate, we set up a dedicated store.

How do prices come from the ERP?

+

Price lists in the ERP are mapped to catalogues in Shopify and synced on a schedule or on change. The customer always sees the same price in the portal as on the invoice.

What about customers who order by email today?

+

Most switch once the portal is easier than email. We set up an onboarding with invitations and help, and your sales team can place orders on behalf of customers during the transition.

Are invoices and credit limits supported?

+

Yes. Payment terms are set per company, and the invoice is generated in the ERP through the integration, not in Shopify.

Ready to let your customers order on their own?

Tell us how you sell to businesses today, and we will show you what it could look like on Shopify.

Book a meeting