B2B and wholesale
Onboard companies, price a trade catalog, quote fast, and review wholesale orders and unpaid invoices weekly.
For: Stores selling to trade customers on B2B on Shopify · updated 19 Sept 2026
6 of 25 Sidekick slots
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Create a B2B Company
Creates a B2B company record with location, payment terms and a main contact, then assigns the right catalog.
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Wholesale Catalog Setup
Creates a B2B catalog with a percentage-off price list and quantity rules for a set of products, after showing the plan.
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Wholesale Quote Email
Drafts a wholesale quote email with a priced product table from your catalog, terms and next steps.
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B2B Orders Review
Summarizes wholesale orders for a period by company: revenue, order count, unpaid invoices and overdue terms.
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Tag Orders by Rule
Finds orders matching a rule you describe and applies a tag in bulk after showing you the list.
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Weekly Sales Review
One-screen weekly review: revenue, orders, AOV, top and declining products, and three actions for the week.
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