B2B, Trade & Wholesale

Build custom quotes for your B2B retailers with line-item pricing, notes, and terms — convert approved quotes directly into Shopify orders.

Track and manage the full lifecycle of B2B quotes — from initial request through negotiation, approval, and conversion to order.

View and manage all your B2B catalogs, pricing tiers, and product assignments from a single Roadmap dashboard.

Let approved B2B retailers submit orders without payment at checkout — Roadmap handles the commercial terms separately via payment terms and invoicing.

Roadmap’s company metafield automates calendar-based due dates like “20th of the month following fulfillment” — a term Shopify’s native Net day counts can’t handle.

Show completely different shipping rate options at checkout for B2B vs. DTC customers using Roadmap’s delivery customisation and keyword-based rate matching.

Control exactly which products each retailer can see and buy through catalog inclusion/exclusion and Roadmap Trade tag-based visibility rules.

Use Roadmap’s Tag Library to layer additional product visibility rules on top of catalogs — wholesale-only products, retailer-specific SKU exceptions, and secret product URLs.

Accept trade applications, wholesale account requests, and qualification forms directly through Roadmap Forms — route submissions into your B2B onboarding workflow.

Trigger Shopify Flow automations from B2B events — automate tagging, notifications, and downstream processes when trade orders are placed.

Full Trade & B2B functionality on both Shopify and Shopify Plus. No plan-tier restrictions on core B2B setup, catalogs, or checkout configuration.

Built entirely on Shopify’s native B2B architecture — companies, company locations, markets, and catalogs. No shadow databases or third-party order flows.

Set up and manage your entire B2B channel from the Shopify admin and Roadmap dashboard. No theme code or developer work needed.

Create parent company records with multiple locations — branches, warehouses, offices — each with their own shipping address, catalog assignment, and payment terms.

Create dedicated B2B markets, attach company locations, and configure tax display settings so wholesale buyers see pricing formatted for trade.

Apply percentage discounts, fixed net prices, or bulk price list imports per catalog. Match every retailer’s commercial agreement without manual workarounds.

Set minimum order quantities, maximum limits, and case-pack increments at the product or variant level. Enforce wholesale ordering rules at checkout.

Unlock lower unit prices at quantity breaks within catalogs — reward larger orders with tiered wholesale pricing that aligns with your quantity rules.

Orders flow straight into your Orders list and follow normal fulfilment — no manual draft review bottleneck. The recommended setup for almost all retailers.

Optionally require manual approval before B2B orders go live. Reserve for retailers or scenarios that genuinely need order-by-order sign-off.

Assign payment due dates per company location — Due on fulfillment, Net 7, 15, 30, 45, 60, or 90. Express trust through timing, not manual gatekeeping.

Override the default payment term on individual orders when one-off arrangements are needed — including fixed calendar dates not available as location defaults.

Rate different product groups separately in B2B checkout — standard parcel vs. oversized freight — without consolidating into a single profile.

Offer pickup to B2B customers via a shipping rate or Shopify’s native Pickup in Store — with guidance on which approach fits your plan and checkout goals.

Use Checkout Blocks on Shopify Plus to hide native pickup locations from DTC customers, keeping pickup visible only for logged-in B2B buyers.