What does Shopify B2B give us out of the box?
Companies, locations, catalogs, price lists and payment terms. That covers who the account is and what it pays. It assumes the buyer places the order themselves, through the store.
Guide
Shopify B2B Wholesale Setup Guide 2026
Companies, catalogs, price lists and payment terms, plus the chapter no other guide has: the orders that skip your portal.
01
How orders get into your system
A customer emails a purchase order. LevelOps reads it whatever the layout, matches each line against your Shopify catalog, applies the pricing that account was promised, and writes a Shopify draft order.
02
Where it stops
Nothing ships without a person. Every order lands as a draft with the source file attached, so the last word stays with your team.
03
The measured difference
Processing goes from about six minutes an order to about one. The measured error rate is 0.5% against 3% for manual entry, which is 6x fewer, and a human still signs off. An erroneous order costs about $250 to unwind.
FAQ
Questions teams ask first
What does the standard setup not cover?
The orders that skip the portal. Once companies and price lists are configured, the accounts that still email a PDF are unaffected by any of it, and those orders are typed in by hand.
Should we set up companies and price lists before automating intake?
Yes, and in that order. Intake matches each line against your catalog and prices it against the company the order belongs to, so the price lists need to be right first. The setup work is not wasted, it is what makes automated pricing correct.
How do emailed orders become Shopify orders?
You forward them to a dedicated address. Each order is read whatever the layout, matched to your catalog, priced against that company's price list and written as a Shopify draft order with the source file attached.
How long does the catalog sync take?
Two to five minutes depending on how many variants you carry, and it runs once. The forwarding address goes live as soon as it finishes, so most teams process a real order the same afternoon.
Does this replace the Shopify B2B portal?
No, it sits beside it. Accounts that will use the portal should keep using it. This covers the accounts that will not, without asking them to change how they buy.
See it on your own orders
Book a short demo. Bring a real purchase order and we will run it live, so you judge the match and the pricing on your own data.