Buyer portals & account management

Your B2B buyers are calling your sales team to check their order history, request their pricing, and reorder products they buy every month. That is a support cost that a self-service buyer portal eliminates. Shero configures Shopify Plus company accounts so buyers manage their own accounts without involving a rep.

Book a Discovery Call Our Work

16+

Years in business

500+

Projects Delivered

65+

Team Members

98%

Client Retention

Customer accounts

Where wholesale buyers manage their orders

Shopify customer accounts give B2B buyers one login to see orders, download invoices, pay open balances and manage addresses for each location. We set them up and style them to match your store.

Permissions

Ordering rights by buyer role

Each buyer in a Shopify company can get ordering or admin permissions for specific locations. A store manager orders only for their own store, while head office sees every location, all set up through B2B development.

NetSuite

Dealer pricing fed from the ERP

GEN-Y Hitch dealers log in to a B2B portal on Shopify and see their own price lists and payment terms, with pricing fed from NetSuite.

Invites

How existing buyers get into the portal

We invite your wholesale buyers to the new portal in waves, starting with the accounts that order most. Each invite email takes the buyer straight to activating their account.

"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."

Kendra Borkholder, Operations Support, GEN-Y Hitch

What a Shopify B2B buyer portal covers

Shero develops Shopify B2B buyer portals covering company account setup, role-based access, account-specific catalogs and pricing, order history, reorder workflows, and payment term display. Company accounts are now available on the Basic, Grow, Advanced, and Plus plans. Full portal features including unlimited catalogs and direct catalog assignment require Shopify Plus.

Company accounts and locations
Role-based buyer access
Account-specific catalog and pricing
Order history and reorder
Net terms display at checkout
Multi-contact account management

Compared on	Shero Commerce	Shopify customer accounts as they come	SparkLayer buyer portal	A custom portal by a freelancer
Buyer logins after leaving the old platform	Passwords cannot move to Shopify; we plan invites and login emails.	Buyers set up access again; messaging is yours.	Same reset needed; app adds its own login view.	Custom login code to write and secure.
A portal that looks like your brand	Camera Source: a dealer registration form and a separate dealer login.	Shopify's look with limited styling.	Its own interface; some styling options.	Fully custom look, fully custom upkeep.
Finding the right part fast	Camera Source: custom vehicle fitment search for buyers.	Standard Shopify search.	Quick order and search tools for B2B.	Possible, if the budget covers it.
Custom code that breaks on Shopify updates	Native accounts first; custom code only where it earns its place.	Updated by Shopify automatically.	Maintained by SparkLayer.	Breaks when Shopify changes accounts.
How you pay	Paid discovery, then an accurate estimate.	Customer accounts are free with Shopify.	SparkLayer portal plan, paid monthly.	Setup fee plus hourly fixes.

Shero Commerce

Buyer logins after leaving the old platform Passwords cannot move to Shopify; we plan invites and login emails.

A portal that looks like your brand Camera Source: a dealer registration form and a separate dealer login.

Finding the right part fast Camera Source: custom vehicle fitment search for buyers.

Custom code that breaks on Shopify updates Native accounts first; custom code only where it earns its place.

How you pay Paid discovery, then an accurate estimate.

Compared with

Shopify customer accounts as they come

Buyer logins after leaving the old platform Buyers set up access again; messaging is yours.

A portal that looks like your brand Shopify's look with limited styling.

Finding the right part fast Standard Shopify search.

Custom code that breaks on Shopify updates Updated by Shopify automatically.

How you pay Customer accounts are free with Shopify.

SparkLayer buyer portal

Buyer logins after leaving the old platform Same reset needed; app adds its own login view.

A portal that looks like your brand Its own interface; some styling options.

Finding the right part fast Quick order and search tools for B2B.

Custom code that breaks on Shopify updates Maintained by SparkLayer.

How you pay SparkLayer portal plan, paid monthly.

A custom portal by a freelancer

Buyer logins after leaving the old platform Custom login code to write and secure.

A portal that looks like your brand Fully custom look, fully custom upkeep.

Finding the right part fast Possible, if the budget covers it.

Custom code that breaks on Shopify updates Breaks when Shopify changes accounts.

How you pay Setup fee plus hourly fixes.

01

Account structure mapped before configuration

Shero documents your company account hierarchy, contact roles, location structure, and catalog assignment rules before any configuration begins. The portal reflects how your sales team manages accounts.

02

Each buyer sees only their products and pricing

Buyer portal personalization, including account-specific pricing, catalog visibility, and payment terms, is configured using Shopify's native company and customer account features. Custom pricing and catalog visibility rules are set at the company level so each buyer account sees only the products and prices that apply to them.

03

Reorder workflows that reduce rep involvement

Shero sets up reorder workflows into the buyer portal so accounts can submit repeat orders without sales rep involvement. Sales rep tools are configured alongside the self-service portal so reps can still place orders on behalf of accounts when needed.

04

Multi-contact accounts for large buying organizations

B2B buyers often have multiple people involved in purchasing: a buyer who browses, an approver who signs off, and an admin who manages the account. Shopify's company account roles support this structure. Shero configures the role hierarchy to match how your accounts actually operate.

05

Plan requirements confirmed before development

Company accounts and up to three catalogs are available on the Basic, Grow, Advanced, and Plus plans as of April 2026. Unlimited catalogs and direct per-company catalog assignment require Shopify Plus. Shero confirms the right plan for your portal complexity in discovery.

06

Post-launch account management your team controls

After launch, your sales or ops team should be able to add new company accounts, update catalogs, and adjust terms without a development request. Shero delivers a guide covering day-to-day account management so the portal does not create a dependency on the agency for routine tasks.

Sporting goods

+200%revenue growth since launch

Shopifymoved from Magento, with US and UK markets on one store

STXShopify

Read the case study

Towing equipment

~36%lower total cost of ownership, with NetSuite connected through Patchworks

B2Bdealer logins, quick order and dealer price lists

GEN-Y HitchShopify

Read the case study

Tattoo supplies

3 tiersretail, pro and wholesale pricing on one Shopify store

Bulk ordersbulk order form on product pages, with store credit and wish lists carried over from Magento

Painful PleasuresShopify

Read the case study

Industrial Safety Solutions

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. Organic traffic doubled almost immediately after launch and continued to grow steadily over the following six months.

Justrite

Towing Equipment

GEN-Y Hitch

GEN-Y Hitch, an American maker of heavy-duty towing hitches and accessories, had outgrown WooCommerce. Shero moved them to Shopify with one store for B2B and D2C buyers, a NetSuite ERP integration, and navigation organized by use case.

GEN-Y Hitch

Specialty Coffee

Valentine Coffee Co.

With an existing Shopify build that no longer reflected its premium positioning, the Milwaukee specialty coffee roaster, serving both D2C customers and a growing B2B wholesale base, partnered with Shero to deliver a full design and functionality refresh in 8 to 10 weeks ahead of the holiday season. The project included a refined dark-mode aesthetic, native RoasterTools integration, and a B2B wholesale flow integrated into the storefront.

Valentine Coffee Co.

Lacrosse and Hockey Gear

STX

Looking to scale alongside growing global markets and competitor consolidation, the premium American manufacturer of lacrosse, field hockey, and ice hockey equipment, partnered with Shero to migrate from Adobe Commerce (Magento) to Shopify, delivering a unified D2C and B2B experience, custom ERP integration, and a refined storefront that reflects the engineering quality of their products.

STX

B2B and DTC in one store

Shopify now handles wholesale and retail from one admin. We set up the pricing, terms and ERP sync that make it work.

Price lists
Customer specific pricing and volume breaks.
Payment terms
Net terms, invoices and purchase orders.
Buyer portal
Reorders, quick order lists and company accounts.
ERP sync
Customers, pricing and orders synced with your ERP.

A B2B buyer portal takes 4 to 8 weeks. Tell us how buyers order.

Scope my buyer portal

01

Discovery
In recorded workshops we list the tasks buyers call your team for today, like reorders, order history and pricing questions, and agree the scope and acceptance criteria.
02

Design
We design company accounts, locations and buyer roles so each contact sees and orders only what they should, and you sign off the designs.
03

Develop
Catalogs, price lists, order history, reorder and payment terms are set up in the customer account area.
04

Testing and UAT
We log in as each buyer role and confirm ERP pricing, reorders and checkout work correctly, then your team tests and signs off in BugHerd.
05

Launch and hypercare
Buyers are invited once tests pass, first orders are traced into the ERP, your team gets a guide for adding accounts, and we stay on for hypercare.

Frequently asked questions.

Can't find what you're looking for? Reach out to our team.

01

Do buyers need a Shopify account to access the B2B portal?

02

Can multiple people from the same company log in with different permissions?

03

Do I need Shopify Plus for a B2B buyer portal?

04

Can buyers see their order history and reorder from the portal?

05

How does the portal handle pricing that comes from our ERP?

06

What does ongoing portal management look like after launch?

Your sales or ops team manages routine account tasks using the Shopify admin: adding new company accounts, assigning catalogs, updating contacts, and adjusting terms. Shero delivers a guide at go-live covering each of these tasks. For development-level changes such as new catalog logic or integration updates, Shero provides ongoing support. For related services, see our Shopify B2B custom pricing and payment terms pages.

What our clients say.

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

Painful Pleasures

"Our journey from Magento to Shopify was riddled with complexities and challenges. With a vast catalog and intricate B2B logic, we needed expertise that could navigate through these intricacies. Shero Commerce was our beacon. They not only provided innovative solutions but also utilized their vast Magento knowledge to bridge gaps in Shopify’s native features. Now, our platform is seamless, our costs are reduced, and the headaches are a thing of the past. A heartfelt thank you to the Shero team!"

Patrick Rice

CEO / Painful Pleasures

Alto Music

"As a long-time client, we at Alto Music have always appreciated their technical expertise, but their recent migration of our site from Magento 2 to Shopify was exceptional. Shero preserved the essence of our beloved loyalty and rewards program, seamlessly integrating it into Shopify’s more efficient framework. The transition not only retained our unique features but also significantly simplified site management and reduced costs. We’re thrilled with the results and highly recommend Shero for any e-commerce needs."

Bobby Montemurro

VP Sales & Marketing / Alto Music

Camera Source

"Shero did a great job migrating our site from Magento to Shopify. Switching to Shopify went very smooth and I believe it is because of the Shero team. They actually care. I have appreciated the help in answering my questions and guiding us through everything."

Tricia Christianson

Sales and Marketing - Camera Source / Camera Source

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.

And you?

Let's build something great together.

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Email

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Buyer portals & account management

What a Shopify B2B buyer portal covers