Shopify stores designed and launched
Automating B2B companies and wholesale customers on Shopify, properly
Shopify B2B Customer Automation, Done for You, Checked by You
Shopify B2B customer automation sets up each wholesale buyer correctly: a company, its contacts and locations, the right catalog, payment terms and tax exemption, all created from an approved application rather than by hand. Shopify's B2B resources let apps create companies and attach contacts and locations, and terms are set per location. We build the onboarding workflow, test it and document it, from $290.
- Application form to company, contact and location created in Shopify
- Catalog and payment terms assigned per location, within plan limits
- Tax exemption and tags set by rule
- Test log and a recorded handover
From$790
Delivery4 to 20 working days
Revisions2 rounds
Our track record
Launched 450+ Shopify Stores Since 2015. Now We Automate the Work Behind Them.
A store is only as efficient as the work behind it. Our automation work comes from years spent in Shopify, so we know what a clean order looks like.
Average rating from verified clients
Building Shopify stores since
Secure checkout
Pay through a protected checkout and keep a full order record.
Two revision rounds
Included in every package, so the result matches what you pictured.
Backup before changes
We work on a duplicate of your theme, never on your live store.
Who this is for
Is Our Shopify B2B Customer Automation Right for You? Six Typical Cases
Wholesale onboarding is slow when it is manual. These are the cases we build for.
You are a good fit if
- You sell on Shopify today or soon
- Someone can approve the rules and the test
- You prefer a quote to an hourly meter
- You will own every account involved
Wholesalers who approve buyers by email
A form captures the application, you approve it, and the company is created automatically.
Buyers with several locations
Each location holds addresses, terms and catalogs. We create them from one record.
Sellers offering net terms
Terms from Net 7 to Net 90 are set per location, by customer rule.
Stores on lower plans
Basic, Grow and Advanced allow up to three active catalogs. We design around that.
Teams syncing terms from an ERP
The Payment Terms API can sync custom terms from outside systems.
Stores with B2B customers as plain customers
We move them to company records.
Problems solved
Six Faults a Careful Shopify B2B Customer Automation Avoids
B2B setups fail on structure. These are the six faults we fix.
The problem
Customers instead of companies
The outcome
No terms or catalogs. We convert.
The problem
Wrong terms
The outcome
Terms set on the wrong location. We fix.
The problem
Catalog limits hit
The outcome
Plan limits. We plan.
The problem
Duplicate companies
The outcome
We match.
The problem
Approval without follow-up
The outcome
We send onboarding.
The problem
No sales owner
The outcome
We assign.
What we can do
What Our Shopify B2B customer automation Work Includes, Piece by Piece
How we build B2B onboarding, in order.
Application form
Captured fields.
Company creation
Company, contact and location.
Terms and catalogs
Assigned per location.
Tax and tags
Exemptions and tags by rule.
Alerts
Failures flagged.
Handover
Notes and recording.
What is included
Everything Included in Our Shopify B2B Customer Automation Packages
Six groups, four checks each. Hold them up against any quote you have and see which ones it names.
Design
- Edge cases settled up front
- A list of triggers and conditions
- Field map and formats agreed
- Every step has an owner
Triggers
- Event handled: a company is approved
- Flow starts when a company applies
- Trigger built for when a buyer places an order
- Event order verified
Actions
- The workflow will link the order to the company
- Company name and payment terms passed with formats checked
- Step built to create the company and its contacts
- Wording approved before go-live
Safety
- You hear about failed runs
- Opt-outs travel with the data
- Rate limits respected
- A daily check catches quiet failures
Testing
- We watch the first live runs
- Tested with a second buyer at a company
- Written test log delivered
- Test on a tax-exempt company
Handover
- Diagram of what happens when
- Post-launch questions answered
- Every rule explained in writing
- Revisions: two rounds included
Your part is access, a brief and a decision on the rules. Ours is the build, the test and the handover.
How the workflow works
How Shopify B2B Customer Automation Runs, Step by Step
All automations follow the same path. An event arrives, the rules decide what applies, the action runs and the result is logged where your accounts team can see it. This map shows the pieces we build and test before handover.
Portfolio
Our Store Work Behind Your Automation
We build the stores and the workflows behind them. These launches show the standard your automation will be built on.
Kin Skin Skincare Shopify Visual
Skincare
Quiet Rooms Interiors Shopify Visual
Interiors
Muse Paper Co Stationery Shopify Visual
Stationery
Outdoor Gear Dropshipping Store
Outdoor camping gear
Studio Luma Artist creator Shopify Visual
Artist creator
Harvest Table Wholesale Restaurant ingredients Shopify Visual
Restaurant ingredientsProcess and timeline
How We Build Your B2B Companies and Wholesale Customers Automation, Step by Step
We follow the same six steps on every build, which is why the price can be fixed.
- 1
Brief and rules
We start with questions about B2B companies and wholesale customers: the current process, the people and the failures. Rules follow in plain words, for example: when a company applies, then create the company and its contacts.
- 2
Access and platform
You grant limited access to Shopify and the other tools. We pick a platform, show the monthly cost and confirm the link with a live read.
- 3
Map the data
We list company name, payment terms, price list and tax exemption, check formats on both sides and agree what blanks should do.
- 4
Build in a copy
We build against test data, not your live orders, and show you the plan and a recorded run where it helps.
- 5
Test on real cases
The tests cover a new company, a second buyer at a company and a tax-exempt company, along with refunds and edits, and each result is checked against Shopify.
- 6
Go live and hand over
After your approval we turn it on, follow the first live runs, then hand over notes, a diagram and a short recorded tour.
Compare your options
Which Route Fits: Manual, App, Platform or Specialist Build?
There are four common ways to handle B2B companies and wholesale customers. This table compares the checks that decide whether the work stays right, whether failures are noticed and whether you can pass it to someone else.
| What matters | By hand | Built-in app | No-code platform | Store Design Expert |
|---|---|---|---|---|
| Rules written down and agreed | No | Seldom | When you write them | Yes |
| Awkward cases checked | If someone remembers | Not usually | If you test | Yes |
| Retries cannot repeat actions | Easy to slip | Depends | Possible with effort | Yes |
| Alerts when something breaks | No | Not always | Optional extra | Yes |
| Fixed price up front | Staff time | Plan fees only | Plan fees and your time | Yes |
| Notes and a recorded walkthrough | No | No | No | Yes |
| Accounts stay in your name | Yes | Yes | Yes | Yes |
| Help after go-live | No | Vendor support | Platform support | Included for a period |
Inside every project
Six Safeguards Built Into Every Automation
Automations act on live orders and customer data, so mistakes are costly. These practices come with every package and explain why a fixed fee can still be a careful one.
Build in a copy, never live
Test data comes first. Live orders and companies are left alone until you sign off.
Secrets kept in a vault
Keys and tokens live in a secure vault, not in notes, spreadsheets or chat.
Failures raise a flag
Failed runs notify a named person with the order and the cause, so silence cannot hide a problem.
Plain scope, two revision rounds
Price first, then two structured revision rounds for anything in scope, so no tweak becomes a surprise charge.
Counts compared, not assumed
We check totals against the source after each catch-up, so mismatches surface straight away.
Narrow access, in your name
We request only the permissions the workflow needs, and you own every account.
Interactive price calculator
Price Your Shopify B2B Customer Automation
Pick a package, answer three short questions and add any extras. Your total and delivery window update as you click, with nothing hidden until checkout.
Request a custom quote
Projects beyond these packages, such as bespoke integrations, heavy catch-up loads or multi-store designs, are scoped and quoted at a fixed price after a short call.
Request a QuoteChanged your mind? Choose Single Build, Core Build or Full Build above to return to the instant calculator.
Packages and comparison
Shopify B2B Customer Automation Package Comparison
Here is each package line by line. When you compare our fee with a marketplace listing for Shopify B2B customer automation, count how many of these checks the cheaper offer actually names.
| What is included | Single Build $790 | Core Build $1,590Recommended | Full Build $2,990 |
|---|---|---|---|
| First trigger built: a company applies | Included | Included | Included |
| First action built: create the company and its contacts | Included | Included | Included |
| Duplicate protection on every step | Included | Included | Included |
| An alert when a run fails | Included | Included | Included |
| Written test log and video handover | Included | Included | Included |
| Triggers for when a company applies, when a company is approved and when a buyer places an order | Not included | Included | Included |
| Steps to create the company and its contacts, set price lists, terms and tax exemption and link the order to the company | Not included | Included | Included |
| Filters by tag, country and value | Not included | Included | Included |
| Failed steps retried and checked daily | Not included | Included | Included |
| Awkward cases built in | Not included | Not included | Included |
| History catch-up of previous companies | Not included | Not included | Included |
| Monitoring for 14 days | Not included | Not included | Included |
| A runbook your team can follow | Not included | Not included | Included |
| Typical delivery | 4 to 7 days | 7 to 12 days | 11 to 20 days |
The calculator above is the source of truth for your final price and delivery estimate.
Why Store Design Expert
What You Get From Us That a Template Does Not
You are paying for judgement and for a result you can inspect, not for hours.
Notes a colleague can follow
We document what happens when and which settings we picked, so the next developer starts informed.
We live inside Shopify
Orders, refunds, edits and metafields are daily work for us. That is a different skill from knowing an automation tool's menus.
Experience since 2015
More than 450 Shopify stores have passed through our hands, so we have met most of the quirks that interfere with automation.
Tested on your real cases
We test the cases your store actually has, such as a new company, a second buyer at a company and a tax-exempt company.
A price you can plan around
You see the cost and extra days for each choice in the calculator. Platform fees are separate, and we estimate them for you.
A direct line to the builder
You talk to the person working on your workflow, and questions about a rule or field get a plain answer.
What we need to get started
Getting Started: What We Ask For
Three things get the work moving: safe access, a few answers and a decision-maker. Here is the detail.
Approve a collaborator request
If the store is live, send us its address and approve our request. Ownership stays with you, our role is limited, and removal takes one click.
Starting from nothing? We build first
We can start in our own Partner account, set up the store and the workflow, then transfer ownership to you. A Shopify plan is chosen at the end.
Or share a staff login
A staff account is an option. The collaborator route is still better, as it can be cancelled instantly and involves no shared password.
Access to the other tools
Invite us to the tools the workflow touches, or ask us to create accounts with your email. Either way you hold the owner role.
Examples of the work today
Share a few recent cases, or point us to them. Real examples reveal how the process really runs.
A decision-maker
Who signs off the rules and the test? And when two rules disagree, which wins? Those two answers are all we need.
Your Shopify owner password and card details never reach us. Changes are made in a copy, and we note every setting we touch.
Testimonials
Verified Client Feedback
Verified clients describe the brief, the build and the handover in their own words.
Verified
Store Design Expert delivered an outstanding website development experience! Their professionalism and attention to detail exceeded my expectations, and their proactive communication kept everything running smoothly. Truly impressed by their deep understanding and dedication.
WG
Warren G.United States
Verified
Very quick and detailed work! Store Design Expert does exactly what you want, in a very professional manner.
LF
Lena F.Germany
Verified
Store Design Expert did an outstanding job with top-notch professionalism on my website project. Everything was delivered quickly without compromising quality. I could not have asked for better!
JM
Jason M.United States
Verified
The website development work was nothing short of professional, with top-notch quality. Their exceptional level of cooperation made the collaboration seamless and enjoyable. Highly recommend working with Store Design Expert!
JC
Jeremy C.United States
Verified
Super great to work with, and super fair!
RO
Robert O.United States
Verified
The website development work was truly impressive. Their attention to detail and ability to exceed expectations made the project a success. Working with them was a breeze, thanks to quick responsiveness and a willingness to go above and beyond.
KD
Kevin D.United States
Verified
Store Design Expert was very knowledgeable about what I needed done to fix my Shopify store and how to improve the store layout. The project was completed very quickly, and I will definitely use them for support as my business grows.
ST
Samuel T.United States
Verified
Very satisfied with the work. Most importantly, Store Design Expert responded promptly to my questions and concerns. Thank you!
KB
Kyle B.United States
Verified
Outstanding work and outstanding customer service. Five stars! I will absolutely use Store Design Expert again for my next book.
KM
Katharine M.United States
FAQ
B2B Companies and Wholesale Customers Automation FAQs
Straight answers on price, scope, timing and what we need from you.
How much does Shopify B2B customer automation cost?
Single Build costs $790, Core Build $1590 and Full Build $2990. Platform, volume, the number of connected tools and add-ons change the total, and the calculator shows it before you pay. Most projects land between about $790 and $4190, with delivery from 4 to 20 working days. If you came here from "shopify b2b customer make.com", you are in the right place.
How long does B2B companies and wholesale customers automation take?
Single Build takes 4 to 7 working days, Core Build 7 to 12 and Full Build 11 to 20. The usual variables are how many tools are involved and how quickly you approve the rules and the test. The Sooner and Fastest options shorten the schedule when a date is fixed. You may also see it searched as "shopify b2b customer zapier"; the same build answers that too.
Can Shopify B2B companies be created automatically?
The Admin API's B2B resources let apps create companies with contacts and locations. Searches like "shopify b2b customer workflow" point to this service.
Where are payment terms set?
Per company location, from Net 7 to Net 90 or due on fulfilment. Related searches such as "shopify b2b app for customer group", you are in the right place. Queries such as "shopify b2b customer n8n" describe the same work.
How many catalogs can I assign?
Up to 3 active catalogs on Basic, Grow and Advanced; Plus allows unlimited. Related searches such as "shopify b2b customer automation zapier", the answer is the same. The same job is behind "shopify b2b customer expert".
Can terms sync from my ERP?
Apps can use the Payment Terms API to sync custom terms. People also search for "shopify b2b customer automation make.com"; the same build answers that too. If you came here from "hire shopify b2b customer developer", the answer is the same.
How many locations can a company have?
Up to 10,000. The same job is behind "shopify b2b customer automation n8n". You may also see it searched as "shopify b2b customer app"; this page covers that too.
Can I handle tax exemptions?
Yes, on the company location. If you came here from "shopify b2b customer automation expert", you are in the right place. Queries such as "b2b customer automation shopify" lead to the same build.
Can you migrate existing wholesale customers?
Yes. Queries such as "how to automate b2b customer on shopify" describe the same work.
Ready when you are
Get Your Shopify B2B Customer Automation Done
Select a package, watch the fixed price settle and book a Shopify B2B customer automation build from a team that has launched 450+ Shopify stores. The workflow is tested on real cases before you are asked to approve anything.
- Secure checkout
- Two revision rounds
- Test log and walkthrough included