Retail checkout templates will not save a wholesale business. If your buyers need quotes, credit terms, and multi-user accounts, you need B2B ecommerce features — not another coupon banner. Use this checklist before you brief developers or buy a platform.
Must-have B2B capabilities
- Company accounts with roles (buyer, approver, admin)
- Customer-specific catalogues and contract pricing
- Quote request and quote-to-order flows
- Bulk / quick order by SKU
- Purchase order and net-term payment options
- ERP or accounting sync for orders and stock
Nice-to-have that becomes must-have at scale
- Punchout / SSO for large accounts
- Saved carts and reorder lists
- Sales-rep visibility into account activity
- Multi-warehouse inventory promises
Discovery questions that prevent rebuilds
Who owns price lists? What is the approval hierarchy? Which system is source of truth for stock? If those answers are fuzzy, pause the build and map operations first.
Frequently asked questions
Can we start on Shopify or WooCommerce for B2B?
Sometimes, with the right apps and process limits. Complex pricing and approvals often outgrow bolt-ons — plan an exit criteria early.
How long do B2B builds take?
Depends on integrations more than theme polish. ERP connectivity and pricing rules usually dominate the timeline.