WooCommerce B2B wholesale was typically handled with premium plugins: WooCommerce Wholesale Suite, YITH WooCommerce Wholesale, or B2BWoo. Shopify has split B2B functionality across two tiers: basic wholesale features available on all plans (customer tags + discount codes + price lists via apps), and Shopify B2B — a native first-party B2B module on Shopify Plus. This guide covers both approaches and how to migrate your existing WooCommerce wholesale setup.

B2B approaches by Shopify plan

Approach	Plan required	Best for
Customer tags + wholesale app (Wholesale Club, B2B Wholesale Hub)	Basic and above	Small/medium B2B channel, tag-based price lists
Separate wholesale store (second Shopify store)	Basic and above	Fully separate B2B experience, separate domain
Shopify B2B (native)	Shopify Plus only	Serious B2B operation: company accounts, net terms, multi-location pricing

Shopify B2B (Plus only)

Shopify B2B is a native module on Shopify Plus that provides enterprise-grade B2B features without third-party apps:

Company accounts

Create a "Company" in Shopify — separate entity from individual customer accounts
A company has multiple contacts (employees who can log in and order on behalf of the company)
Contacts have roles: purchasing manager (can place orders, view invoices), viewer (read only)
Multiple locations per company: a buyer in London and a buyer in Manchester, same company, different delivery addresses and potentially different pricing

Price lists

Assign a price list to each company or company location
Price list options: percentage discount off retail, fixed price per product, or volume pricing tiers
Different price lists for different company tiers (Silver, Gold, Platinum)
B2B customers see trade prices when logged in — no overlap with retail prices for non-logged-in visitors

Payment terms

Net 30, Net 60, Net 90: B2B customers pay by invoice within the agreed term
Shopify manages outstanding invoices and payment tracking in the admin
Orders placed on net terms: Shopify creates a draft order, marks it pending payment, sends invoice
Payment due date tracking: Shopify flags overdue invoices in the admin

Draft orders and quote workflow

B2B orders can start as draft orders (quotes) — sales rep configures the order, customer reviews and approves
Quote link sent to customer: customer logs into their account, reviews the draft, and either approves (converts to order) or requests changes
Minimum order values: set minimum order amount per company

Non-Plus B2B approaches

Wholesale Club (Orbit) — most popular app

Free/paid tiers — widely used on non-Plus plans
Tag-based pricing: add wholesale tag to customer → show wholesale prices
Percentage discount by tag: "wholesale" customers get 20% off, "trade" customers get 30% off
Product-specific pricing: override price per product for wholesale customers
Minimum order quantities: set MOQ per product or per order
Limitation: no native net payment terms — payment must be made at checkout (can use manual payment method "Pay by invoice" as workaround)

B2B Wholesale Hub by Wholesale Helper

Similar to Wholesale Club but with additional features: custom forms, discount tiers, tax exemptions
Wholesale signup form: customers apply for wholesale account, owner approves/denies
Suitable for small to medium B2B channels without Shopify Plus

Migrating WooCommerce B2B wholesale setup

Customer data migration

Export wholesale customers from WooCommerce: user list with wholesale role
Import to Shopify: add wholesale customers via CSV import with correct tag (wholesale, trade, etc.)
Customer passwords: Shopify can send password reset emails to all imported customers — use Shopify's bulk customer import and email invitation flow
Shopify Plus: recreate wholesale customers as Company contacts with correct company assignment

Pricing data migration

WooCommerce Wholesale Suite stores wholesale prices in product meta as _wholesale_price_{role}
Export these via SQL or the plugin's export tool
In Shopify: either re-enter as app price lists (Wholesale Club) or upload to Shopify B2B price lists (Plus)

Tax handling for B2B customers

UK VAT-registered businesses: Standard practice is to charge VAT at checkout (B2B customers reclaim it). UK B2B customers are VAT-registered — they reclaim input VAT, so charging it at checkout is correct.
EU intra-community supply: If selling goods to VAT-registered EU businesses, the supply may be zero-rated (reverse charge applies). Configure customer tax exemption in Shopify for VAT-registered EU buyers.
Shopify tax exemption by customer tag: In Shopify, you can mark individual customers as tax-exempt. For EU business buyers: either mark them manually or use an app that validates EU VAT numbers and auto-applies exemption.
VAT number collection: Collect EU VAT numbers at checkout for B2B EU orders. Apps like Sufio or Avada Tax can validate EU VAT numbers and apply tax exemption automatically.

B2B portal and storefront

Gated wholesale storefront: Redirect non-logged-in visitors to a trade account application form. Use a Shopify theme password page or an app for wholesale-only storefronts.
Trade account application form: Collect company name, VAT number, annual purchase estimate, trading since. Wholesale Hub includes a customizable application form.
Approval workflow: New wholesale applications → review → approve → tag customer → customer receives approval email with login instructions
Quick order form: B2B customers often know exactly what they want by SKU. A quick order form (enter SKU + quantity × multiple rows, add all to cart) dramatically speeds up B2B ordering. Several Shopify apps offer this: Quick Order Forms by Wholesale Helper, etc.

WooCommerce B2B wholesale migration checklist

Audit current WooCommerce B2B setup: which plugin, how many wholesale customers, pricing structure
Choose Shopify B2B approach: Plus (native) vs app-based (Wholesale Club)
Export wholesale customer list from WooCommerce with pricing tier tags
Export product-specific wholesale prices from WooCommerce meta
Import wholesale customers to Shopify with correct tags
Recreate wholesale pricing in app or Shopify B2B price lists
Set up minimum order quantities where applicable
Configure tax exemption for VAT-registered EU buyers
If Plus: create Company records and assign contacts and price lists
Set up net payment terms (Plus) or manual invoice payment option (non-Plus)
Create quick order form for B2B speed ordering
Create wholesale account application form with approval workflow
Send password reset/account activation emails to all migrated wholesale customers
Test: wholesale customer login → correct prices shown → checkout with correct payment options

The most common B2B migration failure is missing the net payment terms setup. WooCommerce B2B stores with WooCommerce Wholesale Suite typically had a "Pay by invoice" payment method — the customer placed the order, received an invoice by email, and paid via bank transfer within 30 days. Shopify's native net terms are Plus-only. On non-Plus plans, replicate this with a manual payment method named "Pay by Invoice (Net 30)" configured in Shopify Settings → Payments → Manual payment methods. This doesn't automatically generate invoices or track payment due dates, but it completes the checkout. Pair with a tool like Sufio or OrderlyEmails to automatically send formatted invoices. It's not as seamless as native B2B, but it covers the core requirement for most small wholesale operations without the Shopify Plus cost.

Shopify B2B & wholesale features after WooCommerce (2026)