Overview & Setup Guide
Shopify B2B Sync – Complete User Guide (Companies, Customers, Locations & Pricing)
Overview
B2B Sync allows businesses to manage:
Companies (B2B clients)
Customers under those companies
Multiple locations per company
Custom pricing per company or location
This ensures that:
Orders are created correctly
Pricing is applied accurately
Customer hierarchy is maintained
How to Think About B2B Sync (Simple Understanding)
Before starting, understand this structure:
Company = Parent
Locations = Child Customers
Orders are always created for customers (locations)
👉 So even if a company exists, orders are always tied to a customer/location under that company.
1. Company Sync – How Companies Are Created & Synced
What the user does
Enable:
B2B Company Sync
B2B Customer as Customer
Save the settings
What happens after enabling
A Company Sync tab appears in Shopify settings
System is now ready to sync companies
Creating a Company in Shopify
Go to: Shopify → Customers → Companies
Create a company
What the system does
The company is synced into ERP
It is created as a Parent Customer
If the company has multiple locations
Each location becomes a Child Customer
Structure becomes:
Why this matters
Pricing can be applied:
Company-wise
Location-wise
2. Customer & Location Flow (Order Creation Logic)
Important Rule
👉 Orders cannot be created without a customer
Even in B2B:
Orders are created against locations (customers)
Not directly against the company
Default Customer Requirement
To ensure orders always get created:
A default customer must exist
What to do:
Click Create Customer
Use it as fallback for order creation
Multiple Customers & Locations
Users can:
Create multiple customers
Assign multiple locations per company
Assigning Customer to Company
While linking:
A pop-up appears to assign customer to company
Why this is important
This is used for:
👉 Pricing rules (especially location-based pricing)
Example:
Same company
Different locations
Different pricing
3. Company Sync in ERP
How to fetch companies
Companies can be fetched using:
Company ID
Company Name
Date Range
Auto Import Feature
Automatically syncs companies at intervals
Reduces manual effort
Important Requirement
Currency must match:
Customer currency
Account currency
Otherwise:
Orders will fail
Company Identifier
Each company has a Company ID
Stored in a custom field
Used for mapping betwen systems
4. B2B Pricing Sync
There are two pricing approaches:
A. Pricing Based on Customer & Location (Advanced)
What this solves
Different prices for:
Different customers
Different locations
Required Settings
Enable:
Sync B2B Prices
Sync B2B Locations in Catalog
How it works
Pricing is applied based on:
Customer
Location
Item
Technical Flow (Simplified)
System checks:
Item ID
Location ID
Customer mapping
Then applies pricing accordingly
Custom Field Requirement
Custom fields must be defined for:
Item mapping
Location mapping
Item Season Logic
While creating pricing rules:
Option 1: Item Season
Uses Shopify Location ID
Applies pricing based on location
Option 2: Any
Applies pricing to all items
If item does not exist
Fetch item ID from Shopify
Map it to ERP item via custom field
B. Default Pricing (Customer Group Based)
What this solves
Same pricing for:
Entire company
All locations
How it works
Pricing is applied based on customer group
Steps
Create Pricing Rule:
Recipient Type = Customer Group
Define:
Currency
Discount / Markup
Price type
Assign:
Customer Group = Company
Sync to Shopify
Go to Price Catalog
Click Sync Rule
Where to see in Shopify
Shopify → Catalog → Market
Result
Pricing automatically applies during order creation
Location-Based Pricing (Advanced Use Case)
What this solves
Same company
Different locations
Different pricing
How to do it
Create multiple pricing rules
Each rule is mapped to a location
Mandatory Setting (Very Important)
If B2B Sync is enabled:
👉 Enable:
Custom Field in Orders → General Settings
Why is this required
Ensures:
Company mapping
Customer mapping
Order creation
Without this:
❌ Orders may fail
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