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:
Go to Wishlist > Storefront
Toggle Enable Order Forms ON
Configure the order form layout
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:
Go to Wishlist > Lists & Guests
Toggle Enable CSV Import ON
Click Save
Customers can then:
Click Import on their wishlist page
Upload a CSV file with SKUs or product handles
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.
