B2B & wholesale

Retailos's B2B module lets you serve wholesale buyers separately from your regular retail customers — with their own pricing, order minimums, credit terms, and a dedicated order flow.

How to set it up

1. Go to Advanced > B2B & Wholesale to enable the B2B module for your store.
2. Create a wholesale customer account by adding a new B2B customer profile. Assign the account its negotiated price list, minimum order quantities, and credit terms at the account level.
3. Set up price lists under Advanced > B2B & Wholesale > Price Lists. Each price list holds the agreed pricing for a specific wholesale account or group of buyers.
4. Define minimum quantities per product or variant within the price list. Orders from that account must meet these minimums to proceed.
5. Configure credit terms on the customer account — for example, net-30 or net-60 — so the B2B order flow reflects the agreed payment window instead of requiring immediate payment.
6. When a wholesale buyer places an order, it routes through the B2B order flow, which is tracked separately from your retail orders inside Retailos.

How it works

• Each wholesale customer account carries its own price list, so two different buyers can have different negotiated rates for the same product.
• The B2B order flow keeps wholesale orders in a separate queue, making it easier to manage fulfilment, invoicing, and credit without mixing them up with your D2C orders.
• Credit terms are recorded on the order so your team knows when payment is due without needing to check outside the platform.

Good to know

• Shopify sync: Retailos two-way syncs with Shopify only. B2B customer accounts and wholesale price lists live inside Retailos and are not automatically pushed to your Shopify storefront.
• Price lists are account-specific. Changing a price list affects every order placed under that account going forward — review it carefully before editing.
• Minimum quantities are enforced at order entry. If an order doesn't meet the minimum for a product, the B2B order flow will flag it before the order is confirmed.
• Credit terms do not automate collections. They record the agreed window; you manage follow-up and payments separately.

Troubleshooting

• A wholesale customer is seeing retail prices. Check that a price list is correctly assigned to their account under Advanced > B2B & Wholesale. An unassigned account defaults to your standard pricing.
• Minimum quantities aren't being enforced. Confirm the minimums are set at the product or variant level within the relevant price list, not just at the account level.
• Wholesale orders are appearing in the retail order queue. Verify the order was created through the B2B order flow. Orders manually entered through the standard flow won't be tagged as B2B automatically.