B2B Checkout Customization Tools for Shopify

A retail checkout and a wholesale checkout need different things. Business buyers expect PO number fields, net terms, and sometimes a completely different payment flow than a retail shopper.

This guide is for merchants wanting to customize checkout for B2B buyers on Shopify without building a separate storefront.

Quick Answer

Yes, Shopify supports PO number fields and net payment terms at checkout natively on any paid B2B plan, and Wholesale Pricing Discount B2B adds wholesale discount codes, flat or advanced shipping rules, and early payment discounts that apply automatically based on customer tags.

What Is B2B Checkout Customization?

B2B checkout customization adjusts the checkout experience for business buyers, adding fields like PO numbers, applying net payment terms instead of upfront payment, and showing wholesale-specific shipping rules.

Who Needs B2B Checkout Customization?

• Wholesalers whose buyers require a PO number field at checkout
• Stores offering net payment terms instead of immediate payment
• Sellers wanting different shipping rules for wholesale versus retail orders
• Businesses offering wholesale discount codes for specific customer segments
• Brands wanting checkout to reflect the buyer's actual account type

Why B2B Checkout Customization Matters for Your Business

• PO number support matches how business buyers actually process purchases internally
• Net terms improve conversion by matching how B2B buyers expect to pay
• Wholesale-specific shipping rules reduce disputes over unexpected shipping costs
• Segmented discount codes let you run targeted wholesale promotions
• A checkout that matches buyer expectations reduces abandoned carts
• Early payment discounts improve cash flow timing on net terms orders

For a full breakdown of what Shopify includes natively and where it stops, see our comparison of native B2B versus third-party apps.

How to Set Up B2B Checkout Customization on Shopify

Step 1: Prepare Your Store and Customer Tags

Decide which checkout elements matter most for your buyers before configuring anything.

• Confirm whether your buyers require PO numbers at checkout
• Decide which customer groups qualify for net terms versus upfront payment
• Create customer tags reflecting checkout eligibility for each group

Step 2: Install and Configure Wholesale Pricing Discount B2B

Install Wholesale Pricing Discount B2B to add wholesale discount codes, advanced shipping rules, and early payment discounts to checkout.

• Connect the app and review plan options for shipping rules and discount codes
• Set net 15, 30, 45, or 60 payment terms per qualifying customer group
• Configure wholesale discount codes, either percentage or fixed amount

Step 3: Create the Pricing or Discount Rules

Build the shipping and discount logic that should apply automatically once a wholesale buyer reaches checkout.

• Set flat wholesale shipping rates or advanced rules by price or weight
• Set early payment discounts for buyers who settle net terms invoices ahead of schedule
• Configure automated payment reminders by email and SMS for net terms accounts

Step 4: Test With a Tagged Test Customer

Test the full checkout flow with a tagged test account before offering it to real buyers.

• Complete a test checkout and confirm PO number and net terms fields display correctly
• Apply a wholesale discount code and confirm it applies at the correct rate
• Ask Sidekick which groups have net 30 terms set up to confirm the checkout configuration matches your plan

Step 5: Go Live

Once checkout tests correctly for every scenario, publish it live.

• Publish the customized checkout to your live store
• Notify wholesale accounts of any new checkout fields or payment options
• Monitor the first cycle of checkouts for accuracy across PO numbers and terms

B2B Checkout Customization Examples

Office Furniture Supplier (Office supplies)
Problem: Business buyers needed a PO number field at checkout for internal purchasing approval, which the default checkout lacked.
Setup: Enabled PO number support at checkout alongside net 30 terms for approved accounts.
Result: Buyers completed checkout without needing to email a separate PO reference afterward.

Cleaning Supply Distributor (Industrial goods)
Problem: Applied one flat shipping rate to all wholesale orders regardless of order weight, cutting into margin on heavy orders.
Setup: Set advanced shipping rules by weight through Wholesale Pricing Discount B2B.
Result: Shipping costs matched actual order weight, protecting margin on heavier wholesale shipments.

Read more case studies for our apps.

Best Practices

• Confirm which checkout fields your buyers actually need before adding complexity
• Reserve net terms for accounts with a track record of on-time payment
• Set shipping rules based on real cost data, not a flat estimate
• Test checkout end to end, not just individual field display
• Keep discount codes segmented so promotions reach the intended audience
• Review payment reminder timing so it feels helpful, not aggressive

Summary

B2B checkout customization matches the buying process business customers actually expect, from PO numbers to net terms to wholesale-specific shipping. Native B2B covers the basics, and a dedicated app adds discount codes and payment automation.

For wholesale discount codes, advanced shipping rules, and payment reminders at checkout, try Wholesale Pricing Discount B2B.