Every Shopify B2B Feature, and the Gaps You Still Need to Fill

Quick Answer

Native B2B includes company profiles, up to three catalogs, volume pricing with ten quantity breaks per product, quantity rules, net terms of 7 to 90 days, PO number support, reorder from past purchases, CSV import and export, and product hiding. Wholesale Pricing Discount B2B fills the remaining gaps, unlimited tiers, custom price overrides, a registration form, POS pricing, wholesale shipping rules, discount codes, and payment automation.

Short Intro

Rather than a narrative comparison, sometimes what is actually useful is an exhaustive checklist, every specific Shopify B2B feature listed out, so you can check off what you already have and clearly see what is missing.

Since native B2B expanded to every paid plan in April 2026, the feature set is genuinely substantial, which makes a complete checklist more useful than ever for confirming exactly where the remaining gaps sit.

This guide is a comprehensive, checklist-style audit of every native Shopify B2B feature, paired with the specific gaps a dedicated wholesale app fills.

What Is the Complete Native B2B Feature List?

The complete native list includes company profiles with multiple locations, catalogs capped at three across all markets, volume pricing with up to ten quantity breaks per product, quantity rules including minimums and case packs, net payment terms from 7 to 90 days, PO number support at checkout, reorder from past purchases, CSV bulk import and export, product hiding from retail, and Shopify Flow automation for B2B events.

Who Needs This Complete Feature Checklist?

• Merchants wanting a comprehensive audit before deciding on any additional tool
• Businesses wanting to confirm exactly which native features they are already using
• Sellers wanting to identify their specific remaining gaps precisely
• Teams wanting a reference document for internal pricing tool discussions
• Companies wanting to avoid assuming a gap exists that native B2B actually already covers
• Anyone wanting the complete picture in one place rather than piecing it together from multiple sources

Why a Complete Checklist Matters for Your Business

• A checklist format makes it easy to confirm what you already have versus what is missing
• This precision avoids assuming a gap exists that native B2B already covers
• Missing a genuine gap risks building on a foundation that will not scale
• This protects against both over-buying and under-provisioning your setup
• A complete reference supports confident internal decision-making
• This list will need periodic revisiting as Shopify continues to add native features

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 Use This Checklist When Setting Up Wholesale on Shopify

Step 1: Prepare Your Store and Customer Tags

Go through the native feature checklist item by item, confirming which ones your business genuinely needs and which are already covered.

• Check off which native features your business genuinely needs
• Identify which needed features exceed native limits, like tier count beyond three catalogs
• Create customer tags reflecting your tier structure regardless of which path fills your gaps

Step 2: Install and Configure Wholesale Pricing Discount B2B

Install Wholesale Pricing Discount B2B specifically for the checklist items marked as gaps, rather than reconfiguring features native B2B already provides.

• Connect the app and configure only the checklist items marked as genuine gaps
• Set up unlimited tag-based tiers if tier count was a checked gap
• Enable POS pricing, registration, or payment automation if these were checked gaps

Step 3: Create the Pricing or Discount Rules

Build your pricing structure using native B2B for checklist items it covers, and the app specifically for checked gaps, avoiding duplication across both.

• Use native catalogs for company profile management even if pricing tiers move to tags
• Set tag-based pricing rules specifically for checklist gaps beyond native limits
• Configure payment terms and automation through whichever tool actually provides what you checked as needed

Step 4: Test With a Tagged Test Customer

Test both the native and app-based components together with a tagged test account, confirming the combination addresses every checked item on your checklist.

• Confirm native company profile and catalog features work as expected
• Confirm app-based features addressing your checked gaps work correctly alongside native features
• Ask Sidekick which customers are in a specific tier group to confirm the combined setup addresses your checklist

Step 5: Go Live

Once the combined setup confirms every checklist item is addressed, publish it live with confidence that no gap was missed.

• Publish the combined pricing setup to your live storefront
• Keep the completed checklist on file for future reference
• Revisit the checklist periodically as Shopify adds new native features

Feature Checklist Audit Examples

Boutique Wholesale Brand (Consumer goods)
Problem: Assumed they needed an app for several features without actually checking the complete native list first.
Setup: Worked through the full checklist, discovering native B2B already covered company profiles, quantity breaks, and net terms for their needs.
Result: Identified only registration automation as a genuine gap, installing an app for that single feature rather than a broader, unnecessary setup.

Growing Distributor (Industrial goods)
Problem: Had a vague sense that something was missing from their wholesale setup without a precise list of what specifically.
Setup: Used the complete checklist to identify tier count beyond three catalogs and POS pricing as their two specific gaps.
Result: Addressed exactly those two gaps through Wholesale Pricing Discount B2B, with clear documentation of why the app was needed.

Read more case studies for our apps.

Best Practices

• Work through the complete native feature checklist before assuming any gap exists
• Check off which features you already have covered natively
• Identify checked gaps precisely, tier count, registration, POS, payment automation
• Install an app specifically for checked gaps, not to duplicate native functionality
• Keep the completed checklist on file for future reference
• Revisit the checklist periodically as Shopify adds new native features over time

Summary

Working through the complete native B2B feature list as a checklist, rather than relying on a general impression, precisely identifies which specific gaps a dedicated wholesale app needs to fill for your business. Native B2B on every paid plan already covers a substantial set of features, and confirming that precisely before adding a new tool avoids both duplication and missed coverage. For the narrative version of this comparison, see our comparison of native B2B versus third-party apps.

For the specific gaps this checklist identifies, unlimited tiers, POS pricing, and payment automation, try Wholesale Pricing Discount B2B.