✢BATTLE CARDS
Each card maps where Shopify's native B2B stops, what Extend does instead, and the questions to ask to land it.
✢THE SETUP
Native B2B in Shopify is real — but the same six gaps surface the moment a wholesale programme carries real operational weight.
•Onboarding
Every company, location, and contact is created by hand in admin. No self-serve application path for buyers.
•Credit control
Payment terms exist. Credit limits do not. Nothing stops a Net 30 buyer from owing $200k before anyone notices.
•POS
Shopify POS is built for retail. No B2B pricing, terms, or credit checks at the counter — wholesale walks out, or it goes through wrong.
•Buyer collaboration
No shared carts, no internal approval, no project containers. Multi-stakeholder buying lives in email threads.
•Complex products
Native variants top out at simple options. Multi-part configuration with contingent rules is not in the box.
•Quote-to-order
No structured RFQ, no negotiated-price record, no audit trail. Quotes live in inboxes; orders are recreated by hand.
✢THE SUITE
Each app stands alone, but they are designed to compound. CPQ is Configurator and Projects & Quotes wired together as one motion.
✢CARD 01
A self-service wholesale application and approval system that automatically creates Shopify company accounts, locations, and buyer contacts on approval — without any manual admin work.
Shopify's native B2B requires merchants to create every company, location, and buyer contact manually in the admin. For merchants receiving more than a handful of wholesale applications a month, this becomes a bottleneck — applications sit in inboxes, onboarding takes days, and buyers lose momentum. There is no self-serve path for the buyer and no structured approval workflow for the merchant.
✢CARD 02
A per-account credit and payment terms management system that lets merchants set spending limits for wholesale buyers and enforce them automatically at checkout — without manual intervention.
Shopify's native B2B supports payment terms but has no concept of a credit limit. A merchant can offer Net 30 to a buyer, but there is nothing stopping that buyer from placing order after order until they owe far more than the merchant is comfortable extending. The only protection available without this app is manual review — someone checking outstanding balances before approving each order. For growing wholesale programmes, that does not scale.
✢CARD 03
A Shopify POS extension that brings full B2B functionality to in-store transactions — company accounts, B2B pricing, payment terms, and credit limit enforcement — all at the counter.
Shopify POS is built for retail, not wholesale. A merchant with B2B accounts has no way to apply company-specific pricing, enforce payment terms, or check a buyer's credit limit during an in-store transaction. Sales reps either turn the buyer away, write down the order manually and process it later, or put it through as a retail transaction at the wrong price. All three create problems — missed closes, manual reconciliation, and data that does not reflect what actually happened.
✢CARD 05
An account-level trade terms management app that lets merchants assign differentiated purchasing conditions to wholesale buyers — inventory allocation, fulfillment preferences, and extended payment windows — on a per-account or per-tier basis.
Shopify's B2B features apply broadly — pricing catalogs, payment terms, and ordering rules work at a general level but offer no way to differentiate between a buyer placing $2,000 a month and one placing $200,000. Merchants with tiered programmes end up managing the difference manually: account managers make calls, ops teams hold stock informally, and finance tracks exceptions in spreadsheets. None of that is scalable, and none of it is visible to the rest of the business.
✢CARD 06
A multi-part product configuration tool that lets B2B buyers assemble complex products from components, parts, and attributes — with contingent rules controlling what combinations are valid, and pricing calculated automatically based on the final configuration.
Shopify's native variant system is built for simple product options — size, colour, material. It breaks down when a product has dozens of parts, each with their own attributes, and where selecting one part limits or unlocks options in another. Merchants selling this kind of product either cap what buyers can self-serve, rely on sales reps to manually spec every order, or end up with a high rate of incorrect orders because buyers didn't know certain combinations don't work. None of those is a scalable wholesale experience.
✢CARD 07
A project and quote management tool that lets B2B buyers organise multi-item orders under named projects, manage internal approvals, and submit formal quote requests — while giving merchants a structured negotiation workflow and full visibility into every customer's project pipeline.
In complex B2B sales, an order is rarely one person deciding on one occasion. A buyer might configure 15 products across three sessions, need a colleague to approve the total before submitting, want to negotiate pricing before committing, and need to reference a PO number at checkout. None of that maps to a standard Shopify cart-to-checkout flow. The result is a fragmented process split across email, spreadsheets, and phone calls — with the merchant having no visibility into where any deal actually stands until an order lands.
✢CARD 08
A bulk ordering tool that lets B2B buyers place large, multi-SKU orders quickly — through product tables, variant tables on product pages, or CSV upload — without navigating individual product pages one by one.
Shopify's standard storefront is designed for retail browsing — one product, one page, add to cart, repeat. For a wholesale buyer ordering 40 SKUs in a single session, that experience is unusable. They either abandon self-service entirely and call a rep, or the merchant ends up manually creating draft orders on their behalf. Both options add friction, slow fulfilment, and put unnecessary load on the merchant's operations team.
✢CARD 09BUNDLE
A combined Configure, Price, Quote solution that covers the full sales motion for complex B2B purchasing — from a buyer assembling a multi-part product, through internal approval and price negotiation, to a confirmed order with a PO reference. Built from Product Configurator and Projects & Quotes working as a single end-to-end workflow.
Complex B2B selling has never fit into a standard eCommerce checkout flow. A buyer configuring a lighting system for a fit-out project needs to assemble components, save their work, get sign-off from their procurement manager, negotiate pricing with the manufacturer, and reference a PO before anything moves. Without a system built for that motion, every step happens in a different tool — or does not happen at all, and a sales rep fills the gap manually. The result is slow deal cycles, no audit trail, pricing inconsistencies, and a process that cannot scale beyond the capacity of the sales team handling it.
✢CARD 10
A standalone quoting tool for B2B merchants that supports both rep-initiated and buyer-initiated quote flows — with sharing, internal approval, and permission management built in. Quotes are created inside Shopify, shared via a branded link, negotiated with a conversation thread, and converted directly to an order on approval.
Most B2B merchants have two quote problems running simultaneously: their sales reps are building quotes manually in email or spreadsheets and chasing buyers for approval, and buyers are asking for quotes with no formal channel to submit the request. Both flows end up in the same place — a thread of emails with no audit trail, a negotiated price that lives nowhere permanent, and an order that has to be manually recreated in Shopify once someone finally says yes. For merchants with any volume of quote-based selling, this is a significant operational drain and a source of consistent deal slippage.
✢CARD 11
A multi-address management system that lets B2B buyers save, manage, and select multiple shipping addresses tied to their company location — and choose between them directly at checkout without re-entering anything.
Shopify allows only one shipping address per company location. Even when the "Allow one-time address" setting is enabled, a buyer can enter a temporary address at checkout but cannot save it, label it, or reuse it. For wholesale buyers shipping regularly to multiple warehouses, branches, or delivery points, this means re-entering addresses on every order — or contacting the merchant to do it for them. There is no self-serve address management in Shopify's native B2B, and no way for a buyer to maintain their own address book tied to their company location.
✢CLOSING
When you hear it on the call, this is where to go.
| When the customer says… | Reach for | Card |
|---|---|---|
| “Onboarding takes days, applications stuck in inboxes” | B2B Onboarding | 01 |
| “A Net 30 buyer can over-order until they're a collections problem” | Credit Limit Manager | 02 |
| “Wholesale walks into the store but POS has no concept of B2B” | POS for B2B | 03 |
| “Multi-location buyers email spreadsheets to coordinate orders” | Shared Carts | 04 |
| “Top accounts get exception treatment that lives only in inboxes” | Trade Terms | 05 |
| “Complex products need configuration native variants can't handle” | Product Configurator | 06 |
| “Buyers gather items over weeks; need internal sign-off before ordering” | Projects & Quotes | 07 |
| “Repeat buyers ordering 40 SKUs would rather just call” | Quick Order | 08 |
| “The full configure-approve-quote-order motion lives in a dozen tools” | CPQ Bundle | 09 |
| “Reps build quotes in email; negotiated prices live nowhere permanent” | Quotes | 10 |
| “Buyers ship to multiple warehouses but re-enter the address every order” | B2B Address Book | 11 |
✢CONSULTATION
Book a demo and we will scope it with you — the same call your buyer would get.