Website & Marketing Add-ons
Multi-Currency Store Setup
Adds local currencies to your Shopify or WooCommerce store build, so shoppers in the UK, Europe, Australia and the Gulf see prices…
Website & Marketing Add-ons
Wholesale B2B Store Setup
Trade buyers order from the same store as your consumers, at their own prices and terms.
Many brands sell to shops and distributors by email, spreadsheet and phone, because the online store only shows retail prices. Wholesale B2B Store Setup adds trade accounts to your Shopify or WooCommerce store. Buyers apply and you approve them. They then see their own price list and follow your minimum order rules. They order quickly from one form, with invoice payment where supported.
- Trade sign-up that you approve before buyers see prices
- Up to 3 price lists, with minimum order rules
- Quick-order form and invoice payment where the platform allows
$1,375
10–20 working days
What it is
Wholesale B2B Store Setup adds trade accounts to a Shopify or WooCommerce store we build or migrate. It covers approval-based sign-up, up to 3 price lists or tier discounts, and minimum order rules. A quick-order form, trade tax display and invoice payment where supported are included. We test it as a sample trade buyer.
Why businesses buy it
Running trade orders outside the store costs time on both sides. Buyers wait for price sheets, and your team retypes orders into the system. A trade area inside your existing store fixes much of that. Approved buyers log in and see their own prices. Minimums are applied for you, and repeat orders take minutes with a quick-order form. Because it sits in the same store, stock and products stay in one place. Testing as a real trade buyer catches pricing and tax mistakes before customers do.
Problems this solves
Trade orders arrive by email and get retyped by hand
Approved trade buyers log in to your Shopify or WooCommerce store and order from a quick-order form. Orders land in the store like any other, with no retyping.
Retail visitors could see your wholesale prices
Trade registration with your approval keeps trade pricing hidden. Only approved accounts see their price list, set up as one of up to 3 price lists or tier discounts.
Small trade orders slip through below your minimums
Minimum order quantity and value rules are applied at checkout for trade accounts. We test them as a sample trade buyer, so the rules work before launch.
A good fit if
You sell to consumers and to trade buyers such as shops, salons or distributors.
You are ordering WooCommerce Store Build, Shopify Store Build or Store Migration.
Your trade pricing fits into up to 3 price lists or tier discounts.
You want trade buyers to order online instead of by email or phone.
Not the right fit if
You need orders sent to an ERP or accounting system. See Integration Pack.
You need a separate price for many individual accounts beyond the included 25. Ask for a Change Quote.
You are moving to Shopify Plus for its native B2B features. Plus migration is outside this add-on.
You also want subscribe-and-save for consumers. Add Product Subscriptions Setup as well.
How it works
- At intake you send your trade price lists, minimums, payment terms and your accountant's trade tax rules.
- We choose and install the wholesale app or plugin that suits your platform.
- We set up trade registration with approval, price lists or tier discounts, and minimum order rules.
- We add the quick-order form, trade tax display and invoice payment where the platform supports it.
- We test as a sample trade buyer, send the report and make changes in one revision round.
What you provide within 72 hours
Your portal lists these the moment you order. Delivery starts the working day after everything is in and your access is checked.
- Store admin access by invite.
- Your trade price lists, minimum order rules and payment terms.
- Tax rules for trade customers, confirmed by your accountant.
- One person who approves trade sign-ups during testing.
The 72-hour rule. Send everything on your checklist, including access, within 72 hours of ordering so your build starts on time.
Timeline
Start
Add-on ordered with your store project. Price lists, terms, tax rules and access are due within 72 hours.
Week 1
Wholesale app or plugin chosen and installed.
Week 1
Trade registration, approval, price lists and minimum order rules set up.
Week 2
Quick-order form, trade tax display and invoice payment configured.
Week 2
Tested as a sample trade buyer, report sent for review.
Go-live
One revision round, then ready to launch with your store.
| Option | Delivery time | Price |
|---|---|---|
| Standard | 10–20 working days | $1,375 |
What you receive at handover
- Trade registration with your approval
- Up to 3 price lists or tier discounts, and customer pricing for up to 25 accounts
- Minimum order rules and a quick-order form
- Trade tax display rules, and net terms or invoice payment where supported
- A sample trade buyer test report, included in the store build handoff
Expected benefits and how to measure them
- Can save time spent processing trade orders by hand
- Helps trade buyers reorder without waiting for you
- Keeps stock and products in one store
- Trade orders placed online
- Count orders from trade accounts in your store reports each month, against orders still arriving by email or phone.
- Order handling time
- Log staff time spent on trade orders for a week before launch and a week a month after.
- Orders below minimum
- Count trade orders that needed correcting for minimums before launch, then after the rules go live.
Before you start: Before work starts, record how many trade orders you take each month, how they arrive and how long each takes to process.
These are things to track, not promised results. Outcomes depend on your data, your team and your market.
Running costs
The wholesale app or plugin fee is billed by the provider to your own account. Fees vary by platform and plan. We charge once for the setup.
Ask about running costsCustom requirements
More than 3 price lists, or customer pricing for more than 25 accounts, is outside this add-on. So are ERP connections and Shopify Plus migration. Note them at checkout for a written Change Quote.
Request a custom versionKeep it running
The trade setup is cared for with the rest of the store. On WooCommerce Store Build, webcare24, our WordPress care brand, handles plugin updates, backups, security and fixes after the support period. On Shopify Store Build and Store Migration, the optional monthly maintenance covers it.
How this compares
| Do it yourself with a SaaS tool | Hire a custom agency | Upmark Labs | |
|---|---|---|---|
| Trade orders | By email, spreadsheet or phone | Often a separate B2B portal | Ours puts trade buyers in your existing store |
| Pricing | Price sheets sent by hand | Agreed in a proposal | Ours sets up to 3 price lists, shown after approval |
| Order rules | Checked manually on each order | Depends on the build | Ours applies minimum quantity and value rules for you |
| Testing | The first trade customer finds the problems | Varies | Ours is tested as a sample trade buyer, with a report |
Questions about this product
Does wholesale setup on Shopify need Shopify Plus?
No. On standard Shopify plans we use a wholesale app that adds trade accounts, price lists and order rules. Shopify Plus has its own B2B features, but moving to Plus is outside this add-on. If you are already on Plus, tell us at intake and we use its native tools where they fit.
How do trade buyers get approved?
They fill in a trade registration form on your store. It asks for the details you need, such as company name and tax number. You receive the request and approve or decline it. Only approved buyers see trade prices. During testing, your named person approves a sample sign-up so you can see the whole flow.
Can trade buyers pay by invoice instead of card?
Where the platform and app support it, yes. We set up net terms or invoice payment so approved buyers can order without paying at checkout. What is possible depends on your platform, plan and payment setup. We confirm the options at intake and note any limits in the test report.
Can some trade customers have their own special prices?
Yes, for up to 25 accounts. Beyond the 3 price lists or tier discounts, we can give individual accounts their own pricing where the app supports it. If you have more than 25 accounts with special prices, tell us at checkout and we send a written Change Quote.
How is tax shown to trade buyers?
Trade buyers often expect prices without tax, while consumers see prices with it. We set the display rules your accountant confirms, such as showing prices without tax for approved trade accounts. We do not give tax advice, so please get those rules from your accountant before intake.
Will trade orders go into our accounting or ERP system?
Not as part of this add-on. Trade orders arrive in your store like other orders, ready to export or process as you do today. If you want them sent automatically to an ERP or accounting system, Integration Pack covers that connection and can be ordered alongside.
Open your store to trade buyers.
Add Wholesale B2B Store Setup and approved trade buyers order online at their own prices, with your minimums and terms applied.
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