Shopify B2B Experts for Wholesale Channels

Write the requirements list before the first call. Note how many price lists you run, which accounts get payment terms, and who orders at each buyer: one head office or several branches. Add which customers are tax-exempt and whether sales reps place orders for them. Your plan, the scope and most of the quote follow from that list.

Decide if you’re buying advice or a build. Of the 493 experts listing this service on shopexperts in September 2026, 90 of the first 100 are agencies, and agencies tend to quote for implementation. If you want a requirements document and a recommendation first, ask for it as a separate fixed-price piece of work.

Ask to see a trade account they built. A Shopify B2B agency worth hiring can walk you through a real buyer’s journey: how the account was approved, what the buyer sees after logging in, how minimums and price breaks behave in the cart, and how the invoice arrives. Retail storefronts alone don’t count.

Test how they think about plans. Ask whether your setup fits your current plan or needs Plus. Someone who knows the platform will ask how many catalogues you need before answering. “B2B means Plus” is an out-of-date answer.

Check the growth side separately. Plenty of agencies configure B2B well and have never helped a brand sign a stockist. If you want help recruiting trade accounts or running a reorder programme, ask what they did for a previous client after launch, and who on their team did it.

Warning signs in a proposal. A separate wholesale store pitched as the default, with no discussion of running B2B inside your existing one. Custom pricing code for something native price breaks already handle. No plan for moving current trade customers, their terms and their open invoices across.

The basics don’t need Plus. On Basic, Grow and Advanced as well as Plus, B2B covers company accounts with their own locations, net terms, price breaks, quantity rules, draft orders, PO numbers and a quick order list for buyers who reorder the same lines. A brand with a handful of trade customers on one wholesale price list rarely needs more.

The limit that bites is catalogues. Plans below Plus allow three active B2B catalogues, assigned through B2B markets rather than to individual companies. A standard trade list, a distributor list and one list for a second region or buyer group use the whole allowance, so count yours before anyone quotes.

Plus removes the cap, assigns catalogues account by account and adds staged payments. Deposits, part-payments and a payment request with each fulfilment are Plus features, and they matter for made-to-order runs, large seasonal pre-orders and buyers who pay as each shipment leaves.

That fixes the order of work. Requirements come first, then the plan decision, then the build — reverse it and you either pay for Plus you don’t use or rebuild once you hit the catalogue cap.

Configuration doesn’t find stockists. The trade channel grows through work a good expert designs alongside the build:

- Trade account onboarding: a short application, quick approval and a clear first order.

- Reorder prompts timed to each buyer’s usual cycle, with the quick order list doing the rest.

- Minimums that protect margin, set so the smallest allowed order still covers picking, packing and shipping.

The biggest swing factor is whether your B2B fits native features on your current plan or needs a Plus build. The tiles show typical market ranges and what listed experts charge to start.

Scope varies from firm to firm, so check which of these a proposal actually includes: