How do I set up customer groups for B2B pricing in Shopify?

Question

Accepted Answer

Shopify B2B pricing and customer group features are available only on the Shopify Plus plan. If you are not on Shopify Plus, you must upgrade or use third-party wholesale apps to offer B2B-specific pricing.

Understanding B2B Customer Groups in Shopify

In Shopify B2B, traditional customer groups are replaced by a structured system based on:

Companies: Business customers grouped as organizations
Company locations: Multiple locations or branches within a company
Catalogs: Custom product pricing and availability assigned to companies

Step-by-Step: Setting Up B2B Customer Groups and Pricing

Step 1: Create Companies (B2B Customer Groups)

Companies are used to organize and manage your B2B customers.

Option 1: Create a company manually

Go to Customers in your Shopify admin
Click Companies
Click Add company
Enter company details such as name, contact information, and locations
Click Save

Option 2: Migrate existing customers to companies

Go to Customers
Select up to 250 customers
Use the bulk setup option to convert them into B2B companies
Optionally import historical order data

Option 3: Import companies via CSV or API

Use CSV import for bulk company creation
Use the Company API for custom migrations (often handled by a Shopify Partner)

Step 2: Create Catalogs for Custom B2B Pricing

Catalogs define which products B2B customers can see and at what prices.

Go to Products > Catalogs
Click Create catalog
Name the catalog (for example, Wholesale Pricing or VIP Customers)
Choose a pricing method:

Percentage adjustment: Apply a discount across all products (for example, 20% off retail)
Fixed prices: Set specific prices per product

Select which products to include or exclude
Click Save

You can create multiple catalogs for different customer groups, such as wholesale buyers, VIP customers, or region-based pricing.

Step 3: Assign Catalogs to Companies

Option 1: Assign catalogs individually

Go to Customers > Companies
Select a company and then choose a company location
In the Catalogs section, click Assign catalog
Select the catalog and click Save

Option 2: Assign catalogs in bulk

Use the bulk assignment tools in Shopify admin
Use apps like Matrixify for large-scale assignments

Important notes:

Up to 25 catalogs can be assigned to a single company location
If multiple catalogs apply to the same product, the lowest price is shown to the customer

Step 4: Add Customers to Companies

Go to Customers > Companies
Select a company
Click Add customer
Enter customer details, roles, and permissions
Send a B2B access email so the customer can place orders

Additional B2B Pricing Features

Quantity Rules

Set minimum and maximum order quantities
Require products to be ordered in specific increments (for example, packs of 12)

Volume Pricing

Create price breaks for bulk purchases
Example: 10–49 units at one price, 50+ units at a lower price

Discounts

Apply automatic discounts or discount codes on top of catalog pricing
Use customer segmentation to differentiate B2B and D2C discounts

Requirements and Limitations

Shopify Plus plan required: Native B2B features are only available on Plus
New customer accounts required: B2B works only with the new customer account system
Not compatible with: Subscriptions and Shopify POS

Alternative for Non-Plus Stores

If you are not on Shopify Plus, you can use third-party wholesale or B2B pricing apps from the Shopify App Store. Search for terms like wholesale or B2B pricing.

Quick Summary

Create companies to group B2B customers
Create catalogs to define custom pricing
Assign catalogs to companies or company locations
Add customers to companies and grant B2B access
Optionally configure quantity rules, volume pricing, and discounts