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 both. Here’s how you can do this from your Shopify Admin:
Visit the Shopify App Store and install Extend POS for B2B & Wholesale.
Log in to your Shopify Admin.
Go to Sales Channels > Point of Sale > Settings > General > POS Apps.
Under POS Apps, locate Extend POS for B2B & Wholesale.
From here, you can add the app extension.
The full functionality of the app is accessible via the mobile version of Shopify POS.
2. Configure Customer Details
Select a B2B customer and add it to the cart from the POS. If the customer is not added, create a new one.
Note: 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 prices will be updated.
5. Create a B2B Order
After adding the products to the cart, go to the our B2B Order Extension.
The selected products will appear in the order list. The prices will be based on the location and catalog
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.
Once the items are added to Cart. Click Checkout
Choose Delivery Options: Choose from multiple delivery options based on the available choices provided by the company.
Add PO Number: Easily input your "PO Number" during checkout, and it will be automatically included in your draft order for reference.
Note: If Store Pickup is selected, the shipping address on the draft order will default to the warehouse or location configured for Shopify POS.
Click "Create B2B Order", and the order will be automatically created with all B2B-specific details.
6. Review the Order
You’ll be able to see the unpaid order generated, ready for further processing.
Go to Orders > Use the filter to select Online under Sale Type and the order will be listed here. You can also view the Draft Order in the Shopify admin.
