You've built your B2B business on Shopify, and buyers love it. But some back office processes used to require stepping outside the platform: bank payments that need manual matching, syncing data from your ERP through imports, EDI orders in separate systems, etc.
Winter '26 Edition brings these workflows directly into your admin. Ten new and ready-to-use updates that consolidate more of your operations onto a single platform, and connect you to revenue opportunities across our ecosystem: from the ability to sell your products through other Shopify merchants to major marketplace channels.
Table of contents
- Pay by ACH
- Payment requests per fulfillment
- More options to integrate to your ERP
- Connect Shopify to EDI workflows
- Dynamic payment terms and deposits
- Set rules for order review
- Sidekick creates companies
- Store credit for B2B
- Pickup in store for B2B
- More B2B-compatible apps
- Take advantage of the Shopify network
Pay by ACH
Your B2B customers want to pay for their orders via bank transfer, but that means managing payments off-platform. Someone on your team manually matches payments to orders, updates statuses, and reconciles books—time-consuming, error-prone work that delays fulfillment.
Pay by ACH through Shopify Payments eliminates that manual process. B2B customers in the U.S. can pay directly from their bank accounts at checkout with automatic payment matching and reconciliation. And once bank accounts are stored, your team can charge them directly from the admin as orders become due.
No more chasing customers for payments or waiting for them to initiate transfers. Ready to enable ACH payments? Go to the Help Center for instructions.
Payment request per fulfillment
Orders that ship in multiple parts create payment challenges. You ship in-stock items while waiting for backordered products, but customers expect to pay for items as they receive them. Someone manually tracks which shipments correspond to which payments.
You can now generate separate payment requests for each fulfillment within a single order. When your first shipment goes out, send a payment request for those items. When backordered products arrive weeks later, generate another request for that fulfillment.
This improves cash flow, reduces unpaid shipment risk, and gives customers flexibility to pay as they receive items. No more manual tracking of partial payments across complex orders.
Learn more about payment requests per fulfillment in the Help Center, and contact Support to enable early access.
More options to integrate to your ERP
Your ERP is at the heart of your business—holding pricing agreements, inventory levels, and customer records. But keeping that critical data synchronized with your commerce platform often means manual import/export processes or expensive custom integrations when your platforms don't offer out-of-the-box solutions.
You now have expanded options to connect Shopify to your ERP systems through prebuilt integrations. Fulfil provides bidirectional sync for companies, orders, payment terms, products, and catalogs. Patchworks connects NetSuite and Brightpearl with comprehensive data flows for customer records, orders, and pricing. OmnifiCX by Kensium integrates with Sage, Acumatica, and other enterprise systems with full sync capabilities including draft orders and refunds.
Your ERP remains the source of truth for operations while your online store stays automatically synchronized. Go to the B2B App Guide for a list of all out-of-the-box integrations compatible with Shopify B2B.
Connect Shopify to EDI workflows
Big box retailers and enterprise customers rely on EDI for purchase orders, but those workflows lived completely outside your Shopify platform. Until now.
With this launch, you can sync EDI purchase orders from SPS Commerce and Crstl directly into Shopify as draft orders. Approve orders and print shipping labels directly in your admin, bringing EDI workflows into the platform for the first time.
This provides complete visibility into self-serve, sales-assisted, and EDI orders from a single platform. No more switching between systems to manage different order types. Everything flows through the same interface your team already knows.
Dynamic payment terms and deposits
Payment terms aren't one size fits all. You need different terms based on order size, customer history, or product categories. Traditionally, this meant applying standard terms across all orders or manually adjusting them case by case.
You can now dynamically control payment terms and deposit requirements at checkout through third-party or custom apps that leverage Shopify Payment Customization Functions. Set terms to pay now for small orders, Net 30 for mid-size orders, and Net 60 with deposits for large orders based on any business rules you define.
Your customers get terms that make sense for their order size, and your team stops managing payment exceptions after the fact. Get started with dynamic terms and deposits in the Help Center.
Set rules for order review
Not every B2B order needs the same scrutiny. Established customers placing routine reorders can process immediately, but high-value purchases from new customers might need review before fulfillment.
You can now automatically determine which orders require admin review through apps that leverage Shopify Payment Customization Functions. Set up rules based on order value, product types, or customer attributes. Orders meeting your criteria get submitted for review, while routine orders process immediately.
Your team sees exactly why each order was flagged, so you can focus attention where it actually matters.
Sidekick creates companies
Setting up new B2B customers typically involves navigating through company creation forms with multiple sections for profiles, locations, catalogs, payment terms, and shipping addresses.
But Sidekick can now create B2B companies using natural language. Tell Sidekick the wholesale customer you want to create and it automatically populates all required fields including contact information, ship-to address, metafields, and payment terms.
This brings the same AI-powered efficiency your team already uses for products, collections, and discounts to B2B workflows. Company creation becomes as streamlined as every other admin task, with consistent data entry and faster setup times.
Create your first company with Sidekick in your Shopify admin.
P.S. You can now use Sidekick to generate custom apps on your behalf, including those that serve your B2B needs, like an app to import companies in bulk via CSV.
Store credit for B2B
Returns and damaged shipments typically mean cash refunds that pull revenue out of your business. You also need ways to reward high-value customers and promote new products without directly discounting.
You can now issue and manage store credit for company locations. Unlike in DTC, B2B store credit attaches to company locations so any authorized buyer for that location can use it at checkout or for invoice payments.
Use it to reward large orders or timely payments, building repeat business. For promotions, offer store credit rather than direct discounts, protecting retailer margins while encouraging future orders. See how to enable store credit for company locations in the Help Center.
Pickup in store for B2B
Local B2B customers want to collect orders directly from your warehouse or retail locations, especially for time-sensitive items or when their schedules don't align with standard delivery windows.
You can now offer pickup in store as a delivery option for B2B customers. Create physical locations in your admin, enable pickup, and customers can select pickup at checkout like any other delivery method.
Your customers get products faster while you eliminate shipping costs and logistics. Both parties know the delivery method immediately when orders are placed. Explore pickup in store in the Help Center.
More B2B-compatible apps
Your business may have needs that go beyond what Shopify offers out-of-the-box. Whether that's loyalty programs for B2B customers, the ability to make bulk price edits in the admin, or custom buyer roles and permissions.
Eleven third-party apps from the Shopify App Store are now fully compatible with Shopify B2B, giving you access to new functionality that supports your unique needs, including:
- Loyalty and rewards programs
- Quote management and RFQ workflows
- Bulk pricing and catalog management
- Visual merchandising and lookbooks
- User management and role-based permissions
- Wishlist and shopping list functionality
- ERP and EDI integrations
Check out the full list of newly-compatible apps in the B2B App Guide.
Take advantage of the Shopify network
You've mastered B2B and wholesale. You have proven products, streamlined operations, and strong customer relationships. But what if you could open new revenue streams without the overhead of managing separate platforms or building from scratch?
That's where the Shopify network comes in. While other platforms leave you building in isolation, Shopify connects you to over 3 million merchants with established audiences and proven demand.
You can start exploring the Shopify network with these three opportunities:
- Become a supplier (or retailer) on Shopify Collective
- Fill product gaps instantly with Shopify Product Network
- Expand into new sales channels with Shopify Marketplace Connect
Become a supplier (or retailer) on Shopify Collective
Shopify Collective connects Shopify merchants so they can source and sell each other's products without leaving the admin. As a supplier, you create price lists with specific products you want other retailers to be able to sell in their online store. Set your wholesale cost and the retailer's margin, then choose whether to work with select partners or make products available to any qualified retailer who discovers your brand.
When retailers sell your products, those orders automatically sync to your admin for fulfillment and payouts, shipping costs, and taxes are automatically distributed via Shopify Payments. You ship directly to their customers and earn on every sale. The retailer handles the customer relationship, and the end consumer attention and traffic is already built in.
This is a low-risk way to increase order volume and revenue. No additional fees to join or partner with merchants, no minimum commitments, no separate systems to manage.
Install Shopify Collective: Supplier to get started, or learn more about Shopify Collective in the Help Center.
Fill product gaps instantly with Shopify Product Network
For your DTC business, Shopify Product Network gives you the ability to instantly fill gaps in your catalog with products from trusted Shopify brands.
You can't predict and stock everything a customer is looking for, the Product Network fills these gaps with personalized recommendations powered by data from hundreds of millions of buyers. Customers can purchase through a single checkout on your store while you earn commission on every sale. No need to research, stock, ship, or support additional products.
You control the experience by excluding competitors or competing categories, and choose where recommendations appear. Plus, your products get promoted on other participating stores if you run Shop Campaigns.
Ready to convert more customers? Install Shopify Product Network to get started, or learn more in the Help Center.
Expand into new sales channels with Shopify Marketplace Connect
Shopify Marketplace Connect lets you reach customers on Amazon, Walmart, eBay, and Target Plus from your existing Shopify setup.
Your products automatically sync across channels with the same inventory you already manage. When orders come in from any marketplace, they flow directly into your Shopify admin for fulfillment.
This gets your products in front of customers where they're already shopping. You tap into the massive traffic these marketplaces have built while keeping your operations centralized. The first 50 marketplace orders per month are free, then it's a 1% fee per order capped at $99 monthly.
Instead of building your presence on each marketplace from scratch, you leverage your existing Shopify catalog and operations to reach new audiences. No separate systems to learn, no duplicate data entry, no juggling multiple dashboards.
Install Shopify Marketplace Connect to start expanding your read, or learn more in the Help Center.
Your next move
Ten operational processes that no longer require jumping between systems, plus three new ways to drive revenue without expanding your overhead. That's real time back in your day and real growth opportunities for your business.
This is what platform consolidation should look like: critical workflows moving into the admin your team knows, connected to a network of 3+ million merchants ready to buy, sell, or distribute your products.
Whether you're eliminating payment reconciliation headaches, connecting your ERP, or becoming a supplier to other Shopify retailers, these capabilities are ready to use now. Start wherever your biggest operational pain point lives, then explore what's possible through our merchant network.
