Shopify B2B Companies
This guide explains how Qivra B2B Wholesale fits with Shopify’s native B2B companies and locations, and the manual flow from a storefront signup to an approved company.
How the pieces fit
Section titled “How the pieces fit”Shopify B2B uses companies and company locations to represent B2B buyers. Each company can have multiple locations, payment terms, and price lists (catalogs).
Qivra B2B Wholesale integrates with this model in two ways:
- Targeting — price lists can target customers who belong to B2B companies (via customer tags, specific customers, or logged-in state).
- Draft orders — draft orders are created against a specific Shopify company and location.
Registration submissions are requests
Section titled “Registration submissions are requests”When a customer fills out your registration form, the submission is stored in the app. It is not automatically turned into a Shopify B2B company.
Treat each submission as a signup request that you review and act on manually.
Manual flow: signup → approved company
Section titled “Manual flow: signup → approved company”- Customer submits the registration form on your storefront.
- You review the submission under Registrations in the app.
- You decide whether to approve the applicant.
- In Shopify admin → Companies, create (or open) the B2B company and location for the applicant.
- Assign the customer to the company/location in Shopify.
- Tag the customer with the tag your price list targets (e.g.
wholesale) so they qualify for B2B pricing. - (Optional) Send a draft order invoice — see Create a draft order.
Once the customer is tagged and matches a price list, they see B2B prices on the storefront and at checkout.
Why no auto-conversion?
Section titled “Why no auto-conversion?”Shopify B2B companies involve business decisions — payment terms, tax exemptions, credit limits, location addresses, and price list assignment. These vary per account and are best set by a human during approval, so Qivra keeps the signup → review step manual on purpose.
Tip: use tags as the bridge
Section titled “Tip: use tags as the bridge”The simplest bridge between a submission and B2B pricing is a customer tag:
- Configure your price list’s Customer selection to By customer tags →
wholesale. - After approving a submission, tag the customer
wholesalein Shopify. - The customer immediately qualifies — no other setup needed.