B2B quick order lists & case packs

01Prepare native B2B access

Shopify B2B is available on Basic, Grow, Advanced and Plus, with plan-specific limits. Plus supports unlimited catalogues and direct company-location catalogue assignment. Create company accounts, assign locations and payment terms, and attach the appropriate catalogue. The public Vitrine demo uses a trade switch only to illustrate the interface; it is not authentication.

1. Create a test company and at least one company location.
2. Assign an approved buyer and the correct catalogue.
3. Confirm the logged-in buyer sees the intended prices and currencies.
4. Keep restricted trade price data out of unauthorised storefront responses.

02Build a useful order matrix

Display a row for each orderable variant with a clear SKU, unit, availability, quantity input and line total. For long catalogues include search or a scoped collection. Keep quantity controls operable by keyboard and label each input with the variant name.

1. Select the collection and relevant product template.
2. Set the case pack and minimum order quantity in your catalogue quantity rules.
3. Show volume price breaks next to the quantity controls.
4. Recalculate the order total after every valid quantity change.

Illustrative case pack: 6 units
Minimum order: 6 units
12+ units: 10% volume reduction
24+ units: 20% volume reduction

03Enforce rules beyond the interface

Front-end case-pack messaging helps buyers but cannot be your only validation. Enforce minimums and increments with the native B2B catalogue rules or an appropriate server-validated integration. Check the cart response for rejected quantities and explain corrections without losing the buyer’s other selections.

1. Test quantities 0, 1, 5, 6, 12 and a value above available stock.
2. Confirm volume tiers apply to the intended variant, product or combined order basis.
3. Verify prices, tax presentation, payment terms and shipping per company location.
4. Handle partial stock and unavailable variants explicitly.

04Attach technical specifications

Store supplier-approved CAD drawings, dimensional sheets and safety data in Shopify Files or a controlled content system. Connect file-reference metafields to the product specification tabs. Show the file type, revision and size. Only label a file MSDS or SDS when it is an authentic and current safety sheet; a furniture care note is not a substitute.