How to Set Up B2B Portals With Custom Price Lists

A B2B portal gives wholesale buyers a dedicated space to see their own pricing, place orders, and reorder past purchases, separate from your retail storefront. Custom price lists take this further by pricing individual buyers, not just tiers.

This guide is for wholesalers wanting to give buyers a dedicated ordering experience with pricing built for their specific account, not just a general tier.

Quick Answer

Yes, Shopify supports B2B portals natively through company profiles and catalogs, and Wholesale Pricing Discount B2B adds a Dedicated Wholesale Section for a wholesale-only catalog plus per-customer custom price overrides, so individual buyers can see pricing built specifically for their account rather than a shared tier.

What Is a B2B Portal With Custom Price Lists?

A B2B portal is a dedicated ordering space for wholesale buyers, often hidden from retail customers. Custom price lists take pricing a step further by setting individual product prices per customer, not just per tier.

Who Needs a B2B Portal With Custom Price Lists?

• Distributors negotiating individual pricing with large accounts
• Brands wanting a wholesale-only catalog separate from the retail storefront
• Sellers with a small number of high-value accounts needing custom pricing per buyer
• Businesses wanting to hide wholesale pricing entirely from retail shoppers
• Companies managing draft orders tied to specific company accounts

Why B2B Portals and Custom Price Lists Matter for Your Business

• Custom per-customer pricing supports negotiated deals without manual order editing
• A dedicated wholesale section keeps retail customers from seeing wholesale pricing
• Individual pricing builds stronger relationships with high-value accounts
• Draft orders attributed to the correct company account improve order accuracy
• A clean portal experience reduces support requests about pricing confusion
• Custom pricing at the product and variant level supports complex catalogs

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 a B2B Portal With Custom Price Lists on Shopify

Step 1: Prepare Your Store and Customer Tags

Identify which accounts need fully custom pricing versus standard tier pricing before building the portal.

• List accounts that need individual, negotiated pricing rather than a shared tier
• Confirm which products should appear only in the wholesale-only catalog
• Create customer tags for wholesale login access

Step 2: Install and Configure Wholesale Pricing Discount B2B

Install Wholesale Pricing Discount B2B to enable the Dedicated Wholesale Section and per-customer price overrides.

• Connect the app and enable the Dedicated Wholesale Section for a wholesale-only catalog
• Set up customer tagging and wholesale login so approved buyers can access the portal
• Confirm inventory sync so the portal reflects accurate stock status

Step 3: Create the Pricing or Discount Rules

Set base tier pricing first, then apply individual overrides only where a specific account needs different terms.

• Set custom pricing at the product and variant level for standard tiers
• Apply per-customer custom price overrides for negotiated accounts
• Set order minimums and limits appropriate to the wholesale-only catalog

Step 4: Test With a Tagged Test Customer

Test portal access and pricing accuracy from a buyer's point of view, including any custom-priced account.

• Log in as a tagged test customer and confirm portal access works as expected
• Confirm the custom price override displays correctly for that specific account
• Ask Sidekick what price a named customer sees on a product to confirm the override applied correctly

Step 5: Go Live

Once the portal and pricing test correctly, open access to real wholesale accounts.

• Publish the wholesale portal and custom pricing to your live store
• Send login access and instructions to approved wholesale accounts
• Monitor the first orders through the portal for pricing and access accuracy

B2B Portal Use Case

Electronics Distributor (Consumer electronics)
Problem: Negotiated custom pricing with several large retail chains but managed it manually through separate price sheets.
Setup: Set up per-customer price overrides within a dedicated wholesale portal for each large account.
Result: Large accounts ordered directly through the portal at their negotiated rates without manual price sheet updates.

Specialty Food Producer (Food and beverage)
Problem: Wanted a wholesale-only product catalog hidden from retail shoppers browsing the main store.
Setup: Enabled the Dedicated Wholesale Section to separate wholesale-only products from the retail catalog.
Result: Retail shoppers no longer saw wholesale-exclusive items, and wholesale buyers found their catalog easily through login.

Read more case studies for our apps.

Best Practices

• Reserve individual price overrides for accounts that genuinely need them
• Keep most buyers on standard tier pricing to reduce management overhead
• Test wholesale login access separately from pricing accuracy
• Sync inventory regularly so the portal reflects real stock levels
• Attribute draft orders to the correct company account for accurate reporting
• Review custom price overrides periodically as negotiated terms change

Summary

A B2B portal with custom price lists gives wholesale buyers a dedicated ordering space, and per-customer overrides handle the accounts that need individually negotiated pricing beyond standard tiers.

To build a dedicated wholesale portal with custom pricing per account, try Wholesale Pricing Discount B2B.