How to Create and Manage a B2B Catalog in Shopify

Creating and managing B2B catalogs in Shopify allows businesses to provide personalized pricing and product selections for wholesale customers. Shopify’s catalog management features make it easy to control product availability, customize pricing, and assign specific catalogs to targeted company locations. Here’s how you can create and manage B2B catalogs effectively in Shopify.

What is a B2B Catalog in Shopify?

A B2B catalog in Shopify is an essential tool for businesses looking to create a customized experience for their wholesale customers. With Shopify, you can control the products available to different business customers, set custom prices, and assign catalogs to specific company locations. This ensures that each customer sees relevant products and pricing tailored to their needs. Once your B2B catalog is set up, you can adjust pricing using options like percentage increases, fixed prices, or volume-based pricing—all within Shopify.

How to Create a B2B Catalog in Shopify

Follow these steps to create a B2B catalog for your wholesale customers on Shopify:

1. Go to Catalogs: Navigate to Products > Catalogs in your Shopify admin.
2. Create a Catalog: Click Create Catalog to begin the process of creating a custom B2B catalog.
3. Select Products:

• Include all products: Choose “All products” and click Continue.
• Include specific products: Choose “Specific products” and click Continue.

1. Add a Title: Enter a title for your B2B catalog. This title won’t be visible to customers.
2. Optional: Choose Currency
   Select a different currency for the catalog if needed for your international B2B customers.
3. Optional: Auto-Include New Products
   Check the box to automatically add new products to this catalog, making catalog management seamless for Shopify users.
4. Add Products (for Specific Products)
   Click Manage products and pricing to select and include specific products in the catalog.
5. Set Price Adjustments
   Choose between Overall Price Adjustment (increase or decrease percentage) or set Fixed Prices for specific products.
6. Set Status
   In the status drop-down, select Active to make the catalog available to your B2B customers.
7. Assign Catalog to Company
   (Optional) Assign the catalog to a company to make it accessible to your B2B customers.

Your B2B catalog is now ready to use within Shopify!

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How to Assign a B2B Catalog to a Company in Shopify

Once your catalog is created, you can assign it to specific B2B companies. Here’s how you can do it in Shopify:

1. Go to Catalogs
   From your Shopify admin, go to Products > Catalogs.
2. Select the Catalog
   Click on the catalog you want to assign to a company.
3. Assign to a Company
   In the Companies section:
   • To assign to an existing company, click the Edit icon > Add locations, select the companies, and click Add.
   • To create a new company, click Create a company, fill in the required details, and click Save.

How to Manage Products and Pricing in Your B2B Catalog on Shopify

To manage pricing and products within your B2B catalog:

1. Click Manage products and pricing in the catalog.
2. Select the products you want to include and set price breaks for each one to cater to your B2B customers.

How Shopify Handles Multiple Catalogs for One Company

If you assign multiple B2B catalogs to one company location, Shopify will display the lowest price available for each product. If the same product appears in multiple catalogs with different prices, Shopify will automatically display the lowest price. Volume pricing and quantity rules will also be applied based on the catalog with the lowest price.

How to Export and Import B2B Catalogs Using CSVs in Shopify

You can easily export and import B2B catalogs using CSV files in Shopify. This feature is essential for bulk managing catalogs and products. Here’s how you can do it:

Export a Single Catalog

1. Go to Catalogs in your Shopify admin.
2. Select the catalog you want to export.
3. Click Manage and select Export CSV.
4. Choose the products to export and select the CSV format.

Export Multiple Catalogs in Bulk

1. Go to Catalogs and select the catalogs you want to export.
2. Choose which products and catalogs to export and select the CSV format.

Import a Catalog

1. Go to Catalogs and select the catalog to update.
2. Click Adjust prices and select Import CSV.
3. Upload the CSV file, preview the import, and click Import CSV.

Update Multiple Catalogs in Bulk

1. Go to Catalogs and upload your CSV file.
2. Preview and verify the data before importing.

How to Assign a B2B Company to a Customer in Shopify

• Go to your Customer List in Shopify.
• Select a customer.
• In the customer section, click on Add to company.

• Choose an existing company or create a new one, then click Save.

• Once you’ve assigned the B2B company and catalog to the customer, price breaks will be visible to the customer after they log in.

Advantages of Using B2B Catalogs in Shopify

Personalized Customer Experience

With Shopify, you can offer a tailored product availability and pricing structure for your B2B customers.

Adjustable Pricing Options

Set up percentage-based pricing adjustments, fixed prices, or volume pricing to incentivize bulk purchases from your B2B customers.

Efficient Product Management

Easily manage large product lists with the CSV export/import feature in Shopify. You can also auto-include new products into your catalog to save time.

Integration with B2B Companies

Assign catalogs to specific company locations, ensuring your customers always see the most relevant and competitive prices for their business.

Automated Pricing Optimization

Shopify automatically displays the lowest price for products from multiple catalogs, helping to ensure competitive pricing without manual intervention.

Streamlined Order Management

Once your B2B customers log in, they can see their pre-negotiated prices, making the process quicker and eliminating the need for repeated quotations.

Conclusion

Shopify’s B2B catalog feature is an essential tool for businesses aiming to streamline their wholesale experience. By offering tailored pricing and product selection along with efficient bulk import/export capabilities, Shopify allows businesses to scale operations and strengthen customer relationships. Start using Shopify B2B catalogs today to boost your wholesale sales and optimize your product management workflows.

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