Extend CommerceBook a Demo

✢POS for B2B

Wholesale orders through Shopify POS

A Shopify POS extension that turns the counter into a B2B order desk — select the company, apply its pricing and quantity rules, and create a tagged order with a PO number and delivery option, without leaving POS.

POS for B2BExample: Luminara, a lighting wholesaler
Order lands in Shopify unpaid, tagged, with its PO number

✢Watch it work

Extend POS for B2B Demo2:30

✢The gap

Shopify POS is built for retail. It has no way to apply a company’s pricing and quantity rules, take a PO number, or leave an order unpaid on terms — so reps write orders down and key them in later, or ring them up at the wrong price.

✢What it does

  • Runs inside the Shopify POS app — no separate hardware or system
  • Select the buyer's company and location; their catalog pricing and volume discounts apply automatically
  • Min, max and increment quantity rules are checked as items are added, before checkout
  • Capture a PO number and choose a delivery option, or default to store pickup
  • Create the order unpaid, for payment on terms later
  • Orders are auto-tagged for reporting and fulfilment, with optional order metafields at checkout

✢Screenshots

Location Selection screen in Shopify POS listing four company locations
1Pick the locationSearch for the customer, then choose their company location at the counter.
2Then add productsPrices follow the location's catalog, and quantity-rule breaks are flagged as you go.
  1. 1Pick the locationSearch for the customer, then choose their company location at the counter.
  2. 2Then add productsPrices follow the location's catalog, and quantity-rule breaks are flagged as you go.
Pick the buyer’s company location at the counter.
POS checkout with delivery options, a PO number field and a net-terms order summary
Choose delivery, capture the PO number, and create the B2B order.
Order confirmation in POS showing company, net terms and PO number
The order lands in Shopify unpaid, tagged, with its PO number.

✢How it works

Counter path
  1. 01Customer
  2. 02Location
  3. 03Products
  4. 04PO and delivery
  5. 05Unpaid order

At the counter

  • Open the B2B Order tile and search for the customer, then pick their company location
  • Add products — prices follow the location’s catalog, and quantity-rule breaks are flagged as you go
  • At checkout, choose the delivery option set for that company, or store pickup, and enter the PO number
  • Create the B2B order — it lands in Shopify unpaid, ready for payment or receipt later

Settings

  • Global, pickup and shipping tags applied to every B2B order automatically
  • Order metafields (date, text or choice list) collected at POS checkout
  • Staff access controlled through Shopify’s own POS and app permissions

✢Best for

  • Omnichannel brands with physical stores that also run a wholesale programme
  • Merchants whose reps take wholesale orders in person — at trade shows, showrooms or retail locations
  • Any merchant running wholesale in-store today with workarounds: manual invoices, separate systems, or retail pricing corrected afterwards

✢Requirements

  • Shopify Plus and Shopify POS Pro
  • B2B customers set up as companies with location assignments

✢Price

15-day free trial

$199/month

$1,999/year

✢Review

We needed a solution for processing orders for B2B customers at our store location on POS. We needed some changes to the way the app allocated inventory and also needed a field to add the PO number. The team at Codup responded instantly and made the changes.
Canada Welding Supply Inc., Canada

✢Ready to see it?

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✢Works well with

  • B2B Credit Limits — Its POS tile checks the account’s credit before the order goes through.
  • B2B Onboarding — Its POS tile registers a new company at the counter.

Also in the suite