Skip to main content

Documentation Portal

B2B Checkout

Shopify offers special advantages for its B2B in its Shopify Plus platform (service), by providing a unified platform for handling both B2B and B2C operations, allowing businesses to manage their wholesale and direct-to-customer sales in one place. This streamlines operations and reduces the complexity of managing separate systems for different types of customers.

Supporting the B2B e-commerce transactions boosts revenues and wins more business buyers by extending the opportunities, handling large-scale and value orders, multiple payment options, flexible shipping dates, and more.

Global-e now supports purchase checkout requests made by customers tagged as B2B in the Shopify platform, that are shipped to Global-e-operated countries.

Note: The merchant must define Shipping rates for B2B customers, for Global-e operated countries. If no rates are defined, no shipping options will be displayed, and the checkout process will not be completed.

Prerequisites

To support B2B customers in Global-e operated countries, the merchant should set the following in Shopify Backoffice:

  1. Set a B2B their account to support the Shopify B2B feature:

    1. In Shopify Backoffice > Settings > Customer Accounts.

    2. Select New in the following display:

      b2b_image1.png

    3. Click Save.

  2. Define Shipping option rate, under Global-e zone

    1. In Shopify Backoffice > Shipping and Delivery > General Shipping Rates.

    2. Select Global-e Shipping Rates.

    3. Add Shipping Rates:

      1. Under Global-e Zone, on the Shipping Options page, click on Add rate.

        b2bshipping-updated.png

      2. Add your B2B shipping rate in the following steps:

        1. Click Use flat rate.

        2. change Shipping Rate to custom.

        3. Define the Rate name.

        4. Define the Price.

        5. Click Done.

        The defined rate will be listed under the Global-e Zone.

The Process

When a customer purchases on a Shopify Plus platform, in a Global-e-operated country, the system verifies whether it is a B2B customer. If it is defined as B2B then all Global-e experience will be removed (Logo, disclaimer, etc.), and the checkout page will display only two fields:

  • Payment Methods - as defined by Shopify.

  • Shipping Options – as defined in Global-e, according to specifications received from the merchant.

When the merchant is defined in Shopify as B2B and the checkout is in a Global-e operated country, only specific fields will be displayed on the Checkout page:

  • The only delivery method type displayed is SHIPPING.

  • The displayed payment methods are only those offered by Shopify.

  • The shipping options are rates defined under Your rates in Global-e.

  • The Global-e logo is removed from the Checkout page, and Global-e disclaimer is not displayed.