Native Shopify B2B: catalogues, quantity rules and locations

B2B Wishlist Project Planner follows native Shopify B2B. There is nothing to set up: when a customer in a company is logged in, the list shows what Shopify allows for the location they are buying for.

On the storefront

These work on every plan, including Free.

• Prices come from the catalogue of the buyer's current company location. If the buyer switches location, the list follows.
• Quantity rules: the quantity selector follows the minimum, maximum and increments, and shows them on the product. "Add to cart" and "Add all to cart" use a quantity the rule allows. A saved quantity of 1 on a product with a minimum of 6 appears as 6.
• Volume pricing: the price shown is the one the cart will charge at that quantity, and the next price break is shown beside it.
• Quantities already in the cart: Shopify applies its rules across the whole cart. If an item would go over a maximum, the customer sees Shopify's message and the other items are still added.
• Products outside the catalogue are not shown and are skipped by "Add all to cart". They stay saved, and the customer sees a note that a saved product isn't available.

Saved lists stay after ordering

Adding to the cart or placing an order never removes anything from a list. A buyer can order from the same list as often as they like.

One list, several locations

Lists belong to the customer, not to the company or location. A buyer with several locations sees the same lists at each one, with the prices and rules of the location they are buying for. Saved quantities are not changed by viewing a list at a location with different rules.

PDF quotes and draft orders

These are on the Project planner plan.

• Storefront PDFs use the location the buyer is shopping as.
• PDFs and draft orders in the app: open the customer's wishlist. If the customer has several locations, choose one at the top of the page.
• Both use that location's prices, quantity rules and catalogue. Products outside the catalogue are left out, and a draft order tells you how many.
• Draft orders are created for the company and location, not only the customer. Check the shipping address and payment terms on the draft before sending it.

Permissions

The app needs the Read publications permission to know whether a product is in a location's catalogue. Shopify asks you to approve it the next time you open the app. Until then, PDFs and draft orders still use the right prices and quantities, but can't tell whether a product is in the catalogue.

Wholesale and retail on one store

Pricing and catalogues stay separate because they come from Shopify for whoever is logged in, and each customer's lists are their own. There is no setting that limits the app to wholesale customers: any logged-in customer who can see the save button or the list page can use it.

Keeping wholesale lists private

Lists are private until their owner shares one. To stop sharing across the store, see Turning sharing off.

If you have questions or need help, reach out through our contact form.