Shopify Plus Experts for Advanced B2B Pricing and Quoting Workflows

The B2B landscape has evolved rapidly as wholesale buyers increasingly expect a friction free digital experience that reflects the speed and convenience of modern ecommerce. Shopify Plus has become a powerful platform for B2B brands because it supports advanced pricing, gated access, quoting workflows, purchase orders, and integration with backend systems. However, implementing these capabilities correctly requires specialized expertise. Many brands outgrow their legacy B2B systems and need a modern, scalable approach that supports complex pricing structures and efficient order workflows.

Brands searching for Shopify Plus B2B agencies often look for partners who understand both the operational side of wholesale and the technical side of Shopify. Acorn Strategy provides this combination through its role as a Shopify Plus growth consultancy. The agency builds advanced pricing systems, gated customer experiences, and quoting workflows that support long term B2B growth while reducing manual work for internal teams.

The foundation of a strong B2B environment is customer segmentation. B2B buyers often belong to different groups with unique pricing, order quantities, and catalog visibility. Shopify Plus allows merchants to assign customers to distinct B2B groups with customized rules. Acorn Strategy begins by mapping out these segments and defining the logic behind each group. Some customers may need wholesale pricing. Others may need regional pricing. Some may require access to only certain product categories. Defining these rules early ensures that the B2B portal works smoothly for both customers and admin teams.

Advanced pricing logic is a major requirement for B2B brands. Wholesale pricing can vary by region, customer type, volume, or negotiated contracts. Shopify Plus offers native B2B pricing features, but many brands require more complex setups. Acorn Strategy builds pricing systems that handle tiered pricing, volume based discounts, custom SKU rates, and account specific negotiated prices. This pricing appears automatically after a customer logs in, making the experience intuitive and reducing the need for manual invoices or custom quotes.

Gated catalogs are another important feature. Many B2B brands carry products that are not available to the general public. Shopify Plus allows for secure, account based access to collections, products, and price lists. Acorn Strategy configures gates at both the collection and product level to ensure customers see only the items relevant to their contract or purchasing rights. This prevents confusion and increases order accuracy.

One of the most valuable features for B2B merchants is a quoting workflow. Wholesale buyers often need quotes for large orders, custom configurations, or recurring bulk purchases. A typical workflow looks like this:

1. The customer adds items to a quote instead of a cart.

2. They submit the quote request along with notes or instructions.

3. The merchant reviews and adjusts pricing if needed.

4. The merchant approves the quote.

5. The customer converts the quote into an order at the approved price.

Acorn Strategy builds these quote to order systems using Shopify Plus B2B tools and custom development. The goal is to make the quoting process efficient and transparent. By automating portions of the workflow, brands reduce the back and forth communication that slows down sales and increases operational costs.

Another important capability for B2B brands is purchase order support. Many wholesale customers prefer or require the ability to pay with purchase orders rather than credit cards. Shopify Plus supports PO payments at checkout, but the process must be configured correctly to ensure accuracy and compliance. Acorn Strategy helps merchants set up PO payment options, validation rules, and workflows for handling PO based orders. This allows wholesale customers to complete transactions quickly without contacting support.

Bulk ordering tools are also essential in a B2B environment. Customers often want the ability to purchase large quantities, select variants quickly, or order multiple SKUs at once. Acorn Strategy builds custom bulk order forms, quick order templates, and product tables that allow buyers to enter quantities without navigating through multiple product pages. This improves the buying experience and reduces abandonment.

For B2B brands that need custom logic, Shopify Plus provides both native tools and the flexibility to build custom features. Acorn Strategy develops solutions such as:

• Freight and shipping rules

• Packaging or case quantity requirements

• Minimum order amounts

• Region specific restrictions

• Custom purchase workflows

• Approval based ordering

These features help align the digital experience with real world business rules.

Integrations are another important factor in B2B ecommerce. Wholesale brands often rely on ERPs, accounting software, warehouse systems, and CRMs. Common systems include Odoo, Netsuite, SAP, Cin7, QuickBooks, and ShipStation. These integrations must be mapped correctly to avoid errors in inventory, pricing, or order fulfillment. Acorn Strategy builds and tests integration workflows that keep Shopify Plus and backend systems synchronized. This reduces the administrative burden on staff and ensures a reliable B2B operation.

Search and filtering are also important in B2B environments. Buyers often search by SKU, part number, specification, or industry term. A consumer focused search tool is rarely sufficient. Acorn Strategy enhances search experiences by optimizing product metadata, building attribute based filtering, and improving search relevance. When buyers can find products quickly, order volume and customer satisfaction increase.

Checkout in a B2B store functions differently from B2C. Buyers need speed, clarity, and accuracy. They may need to select special shipping options, upload PO numbers, or acknowledge compliance requirements. Shopify Plus checkout extensibility allows for custom blocks that support these needs. Acorn Strategy creates checkout components such as PO fields, shipping instructions, minimum order alerts, or tax exemption validations. This ensures that the checkout experience reflects the operational needs of the business.

Customer account portals are another important B2B feature. Buyers appreciate the ability to view past orders, download invoices, reorder frequently purchased items, and manage multiple shipping addresses. Acorn Strategy builds account dashboards that streamline common tasks. This reduces support requests and creates a more self directed buying experience.

When implementing advanced pricing and quoting workflows, testing is essential. B2B stores are often more complex than DTC stores because pricing, logic, and access vary by customer. Acorn Strategy conducts thorough testing to ensure every customer type sees the correct information and that the buying process works smoothly for all groups. This prevents errors that could damage wholesale relationships.

Once the B2B system is live, ongoing optimization becomes important. Customer needs evolve, catalog structures change, and new pricing rules may be introduced. Acorn Strategy supports merchants with ongoing updates, enhancements, and UX improvements to ensure the B2B portal remains efficient and aligned with business goals.

A strong B2B experience can become a competitive advantage. When wholesale buyers can place orders easily, trust pricing accuracy, and receive quotes quickly, they are more likely to order consistently and increase their order volume. Acorn Strategy provides the strategy, development, and operational understanding required to transform Shopify Plus into a powerful B2B platform.