Catalog and pricing
Shopify Plus B2B introduces price list management at the company and SKU level. The WMS and ERP need to honor these lists; integrations that worked for DTC alone often break on B2B catalog edges. Plan for a price list audit pre-launch.
Order sizes and workflows
B2B orders are typically larger (cases, pallets) and slower-moving (net terms instead of credit card). Fulfillment workflows need adjustment: pick paths optimized for single-unit DTC orders are wrong for case-pick B2B orders.
Most brands implement separate workflows rather than trying to unify them.
Finance integration
Net terms invoicing, credit limit checks, and customer payment behavior all need to flow into the ERP. NetSuite, Brightpearl, and Cin7 all handle this, but the integration design needs explicit consideration — these flows do not exist in DTC-only setups.
Phased rollout
A common phasing: launch B2B with a small customer cohort (10-20 wholesale accounts), prove the workflow, then expand. Brands that try to launch B2B for all wholesale accounts at once usually find operational pain that derails the broader rollout.
Talk to a specialist
If you are facing this decision now, a free scoping conversation with a vetted Shop Operations Experts specialist usually saves weeks of back-and-forth. Tell us the situation and we will route you to someone who has shipped the work for a comparable brand.
No sales pitch, no lead-volume games — just a scoped recommendation within one business day.