Pre-requisites
Shopify Plus subscription
Shopify POS Pro
B2B customers must be set up with:
Company profiles
Location assignments
Custom pricing (optional)
Quantity rules (optional)
1. Installation
If downloading on Mobile App, Go to Apps and select POS for B2B and Wholesale.
Click on Add Extension to complete the installation.
Note: App extensions can be added from Shopify POS app or Shopify admin panel.
2. Configure Customer Details
Select a B2B customer from the POS. If the customer is not added, create a new one.
Ensure the location for the customer is assigned so that the app can load the following:
Company information
Custom pricing (if set up)
Quantity rules (if set up)
3. Add Products to the Cart
Go to Products and select the items you want to add to the cart.
The products added to the cart will automatically be tailored to the selected customer.
Based on the customer’s location, the catalog will be updated and only show products specific to that location.
4. View B2B Details
Once products are added, you can instantly see:
B2B-specific pricing
Quantity breaks and volume discounts
5. Create a B2B Order
After adding the products to the cart, go to the B2B Order tile.
The selected products will appear in the order list.
Any minimum/maximum quantity violations will be flagged, and you can adjust the quantities accordingly.
Increment validation ensures that the quantities are correct before processing the order.
The order will be automatically created with all B2B-specific details:
Payment terms are automatically applied.
Order tags for easy tracking.
Unpaid order is generated for later processing.
6. Review the Order
Go to Orders.
Use the filter to select Online under Sale Type.
You’ll be able to see the unpaid order generated, ready for further processing.
