Shopify B2B Account Management

100% of B2B buyers want to self serve at least part of their buying process. 61% prefer to complete the entire transaction without speaking to a rep. Shopify Plus B2B company accounts give each buyer self serve access to their catalog, pricing, order history, and payment terms.

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Logo STX
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Shopify Premier Partner

16+

Years in business

500+

Projects Delivered

50+

Team Members

98%

Client Retention

100%

B2B buyers want to self serve at least part of the journey

Research shows 100% of B2B buyers want to self serve at least some part of their buying process. Account portals that support order history, reordering, invoice access, and account management reduce demand on sales and support teams for routine transactions.

61%

B2B buyers prefer a rep free experience

Gartner confirms 61% of B2B buyers now prefer a completely seller free purchase experience. Buyers who have a working portal use it. Those who do not will call, email, or go to a supplier who makes it easier.

40%

Increase in average customer spend after self serve launch

After migrating to Shopify B2B self serve ordering, Snyder Performance Engineering saw average customer spend increase by 40% alongside a 25% reduction in back office admin time. Easier ordering produces larger orders.

4.1x

Increase in reorder frequency on Shopify B2B

Shopify reports merchants using native B2B features see up to a 4.1x increase in reorder frequency compared to DTC orders. Buyers who can reorder from their order history in seconds place more orders than buyers who have to contact a rep to do it.

The collaboration between us and Shero Commerce on the JustRite multi store site went beyond what we had hoped for. Their dedication to understanding our unique requirements has greatly enhanced our online presence.

Douglas J. Stang, VP, E commerce, JustRite Safety Group

What Shopify B2B company accounts actually cover

Most wholesale operations on Shopify start with customer tags to segment buyers, shared logins for company accounts, and manual processes for repeat orders. This breaks down when multiple people at a company need separate logins, when different locations need different pricing and shipping rules, or when the volume of routine reorders grows past what a sales team can handle manually.

  • Shopify Plus
  • Company Profiles
  • Multi Buyer Roles
  • Self Serve Reordering
  • Order History
  • Shopify Flow

Account portal requirements that determine whether buyers actually use it

A portal that buyers do not use is not a portal. Account portals fail when the permissions architecture is wrong, the catalog and pricing are not reflecting the actual account agreement, or the reorder experience requires more steps than calling a rep. Getting those three things right is the design problem.

01

Company account hierarchy mapped before configuration

Before any company accounts are set up, the hierarchy is documented: how many companies, how many locations per company, what buyer roles exist, and what each role can see and do. JustRite multi store setup required this mapping across multiple brands. CCL required corporate account structures for training buyers.

02

Role based permissions so each buyer sees what their role allows

Shopify Plus company accounts support location admin and buyer roles natively. A purchasing manager can approve orders. A warehouse buyer can place them. A finance contact can manage invoices. Each sees only what their role permits, from the same company account login.

03

Reordering from order history removes rep involvement on routine transactions

Buyers with location admin roles see full order history for their location including every order placed by any buyer under their company. Any past order can be reordered directly. For businesses with predictable reorder cycles, this removes the sales rep from every routine transaction. See our Shopify Plus B2B page for full detail.

04

Location level pricing and catalog for multi location companies

A company with multiple offices can have each location assigned a different catalog and price list. Different territories, different products, different negotiated terms. All managed from one company profile without separate stores or separate accounts.

05

CRM and ERP sync keeps account data current across systems

Company account data in Shopify connects to CRM systems like Salesforce and HubSpot, and ERP systems like NetSuite and Microsoft Dynamics. Account creation, updates, and order data sync so sales teams have a current view of each account without manually checking Shopify separately.

06

Shopify Flow automates account onboarding and ongoing workflows

New company account applications, approval workflows, net terms assignment, catalog assignment, and reorder reminders all run through Shopify Flow. Account onboarding does not require manual admin work across multiple systems for each new account added. See our Shopify ERP integration page for full detail.

Our Work

View All
Provide solutions for industrial safety protection

Justrite

JustRite Safety Group is a leading manufacturer of workplace safety products with roots going back to 1906. The brand partnered with Shero to merge four separate Magento stores into a single multi-store megasite, allowing customers to shop across all brands with one shared cart.

Justrite
Sports equipment for lacrosse and field hockey

STX

STX Sporting Goods is a leading global manufacturer of innovative sports equipment and apparel, catering to athletes and enthusiasts in lacrosse, field hockey, and other team sports. Renowned for its cutting-edge technology and premium products, STX sought to revamp its digital presence to align with its reputation for excellence.

STX
CCL - Center for Creative Leadership

CCL - Center for Creative Leadership

Discover how Shero Commerce migrated the Center for Creative Leadership from iApps to Magento 2, integrating Microsoft Dynamics365 and VitalSource to streamline operations, enable international selling, and deliver a significantly improved eCommerce experience for a global nonprofit.

CCL - Center for Creative Leadership
Luxury wines packaged in cans

Archer Roose

Archer Roose is a wine company known for producing high-quality, sustainably sourced wines in eco-friendly formats like cans and kegs. Their commitment to small, organic, and biodynamic vineyards has helped them stand out in a competitive market.

Archer Roose

Every order that still goes through a sales rep represents a process that the portal has not replaced.

A scoping session maps your account structure and identifies which transactions should be self serve and which still warrant rep involvement.

Get a quote

How B2B account portal builds are structured

01

Account Structure and Permissions Mapping

Company hierarchy, location structure, buyer roles, permissions, catalog assignment, and payment term configuration are documented before any build begins.

02

Portal Design and Buyer Experience

The buyer facing account portal is designed around actual buyer workflows: order placement, reordering, invoice access, and account management within the Shopify storefront.

03

Account Configuration and Integration

Company accounts, buyer contacts, roles, locations, catalog assignment, and payment terms are configured. CRM and ERP integrations are built for account data sync.

04

Buyer Testing

Each buyer role is tested through the full account experience: login, catalog visibility, correct pricing, checkout with correct terms, order history access, and reorder functionality.

05

Launch and Buyer Onboarding

Monitored launch with account onboarding support. Shopify Flow automates new account setup for ongoing scale without manual admin work for each new account.

Frequently asked questions.

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What our clients say.

We design experiences that make a difference. See what our clients have to say about working with us.

Benchmade Knife Co.

"Working with Shero Commerce for the past three years has been a game-changer for our B2B eCommerce business.Their expertise in email marketing, website support, and eCommerce strategy has significantly improved our online presence and optimized our B2B operations.The team’s dedication to our success is evident, and we’re excited to continue our partnership with them. If you’re looking for a reliable and results-driven eCommerce agency, look no further than Shero."

Joe Prebich

VP of Marketing / Benchmade Knife Co.

STX

"Since partnering with Shero Commerce, our eCommerce revenue has grown by 200%. Their 24/7 support and innovative solutions have been game-changers for our business. "

James McKenna

Senior Commerce & CX Manager / STX

GEN-Y Hitch

"This has been the most impressive vendor partnership I have experienced. Every meeting felt purposeful, every milestone was clear, and the process was incredibly well-supported from start to finish. Shero delivered a seamless Shopify migration."

Kendra Borkholder

Kendra Borkholder - Operations Support / GEN-Y Hitch

Justrite Safety Group

"The collaboration between us and Shero Commerce on the Justrite multi-store site went beyond what we had hoped for.  They are a terrific partner to work with.  Their team’s dedication to understanding our unique requirements and delivering a high-quality, customized solution has greatly enhanced our online presence. The new website not only showcases our products effectively but also streamlines the shopping experience for our customers. We couldn’t be happier with the results and look forward to working with Shero Commerce on future projects."

Douglas J. Stang

VP of eCommerce / Justrite Safety Group

And you?

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