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B2b Features

Advanced features for wholesale and business-to-business stores.

Updated this week

B2B customers have different needs than retail shoppers. They reorder the same products regularly, need to add many items at once, and often work within approval workflows. These features streamline the wholesale buying experience.

Order Forms

Enable order forms to let B2B customers order multiple items quickly:

  1. Go to Wishlist > Storefront

  2. Toggle Enable Order Forms ON

  3. Configure the order form layout

  4. Click Save

Order forms display:

  • Product name and SKU

  • Variant options

  • Quantity input fields

  • Running total

  • Bulk add to cart button

Note: Order forms require the Plus plan.

CSV Import Functionality

Let customers import product lists via CSV:

  1. Go to Wishlist > Lists & Guests

  2. Toggle Enable CSV Import ON

  3. Click Save

Customers can then:

  1. Click Import on their wishlist page

  2. Upload a CSV file with SKUs or product handles

  3. Products are matched and added to their wishlist

CSV format:

sku,quantity
ABC-123,1
DEF-456,5

Plan Requirements (Plus)

B2B features are exclusive to the Plus plan:

  • Order forms - Bulk ordering interface

  • CSV import - Upload product lists

  • Company accounts - Link wishlists to companies

  • Buyer permissions - Control who can order

  • Approval workflows - Require manager approval

Upgrade to Plus in Wishlist > Account.

Wholesale Use Cases

Common B2B wishlist scenarios:

  • Reorder Lists - Buyers create lists of frequently ordered items for quick reordering.

  • Project Lists - Construction or design firms save items for specific projects.

  • Approval Workflows - Junior buyers create wishlists for manager approval before ordering.

  • Quote Requests - Customers build wishlists and request bulk pricing.

  • Team Collaboration - Multiple team members contribute to shared wishlists.

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