Introduction

Welcome to the B2B Plus documentation. These guides are written for merchants and operations teams using the app in Shopify Admin.

Browse the topics below, or open the site homepage for the same layout with shortcuts.

Orientation for merchants using B2B Plus in Shopify Admin—where to click first and how the app fits your workflow.

Checklist before go-live: store readiness, staff access, integrations, and what to configure with your implementation partner.

Planning records, CSV uploads, receiving, and thresholds to keep stock aligned with wholesale demand.

Placed orders, fulfillment workflows, and splits—including how orders flow to your operations team.

Create curated B2B catalogs, assign products, set catalog types, and schedule publish windows for the Online Store.

Create and track purchase orders, receive inventory, and generate POs from shortages—tied to suppliers and warehouses.

Add reps, set codes, assign customers and companies, and manage Active/Inactive status for storefront ordering.

Generate invoices from orders, send bills, collect full or partial payments, and track status from Draft to Paid.

How Shopify locations (warehouses) connect to B2B companies and locations across inventory, orders, POs, and the storefront.

Quick answers by topic—orders, line sheets, purchase orders, sales reps, payments, warehouse mapping, and more.

More guides​