Official Merchant Documentation

How It Works & Knowledge Base

Clear, step-by-step instructions and instant answers to help you master wholesale ordering without the headaches.

📖 Step-by-Step Guides ↓❓ Browse FAQs ↓
Visual Walkthroughs

Mastering B2B Simplified in 5 Steps

STEP 0110-Second Setup

Creating Your First Wholesale Quick Order

Build high-line-count wholesale draft orders with real-time SKU lookup without manually typing line by line.

  1. Open your Shopify Admin and click on Apps → B2B Simplified.
  2. In the Quick Order Pad, start typing any product title or SKU into the instant search bar.
  3. Adjust quantities using the + / - stepper or typing bulk quantities directly into the quantity field.
  4. Select a customer or wholesale company from your existing Shopify customer directory.
  5. Click 'Create Draft Order' — the order and secure checkout invoice URL are generated in under 50ms!
💡Pro-Tip: You can search by barcode, variant SKU, or parent product title simultaneously without waiting for page reloads.
STEP 02Payment Terms

Configuring Net 15, Net 30, & Net 60 Terms

Offer flexible B2B payment terms to trusted wholesale accounts with automatic due dates and draft status.

  1. While building an order in the Quick Order pad, locate the 'Payment Terms' dropdown.
  2. Select from Due on Receipt, Net 15, Net 30, Net 60, or Net 90.
  3. The app attaches the official payment terms directly to the Shopify Draft Order.
  4. When the invoice is sent, Shopify automatically tracks the payment due date in your admin orders ledger.
💡Pro-Tip: Unlike legacy apps that charge $45+/mo for Net terms, Net terms are 100% included in all B2B Simplified tiers.
STEP 03Time Saver

1-Click Repeat Order Cloning

Duplicate recurring 30–50 line wholesale orders for existing buyers without rebuilding the cart from scratch.

  1. In B2B Simplified, switch to the '1-Click Re-Order' tab.
  2. View your store's recent wholesale draft orders, customer names, and total amounts.
  3. Click the green 'Clone to Order ↺' button next to any past draft order.
  4. The exact product variants, quantities, customer details, and discount rates are instantly populated into the order matrix for immediate re-invoicing.
💡Pro-Tip: You can modify quantities or add new line items after cloning before clicking 'Create Draft Order'.
STEP 04Pricing Control

Applying Wholesale Discounts (% or $)

Set bespoke wholesale discounts that apply cleanly at the draft level without altering your public retail storefront.

  1. In the order builder, choose between Percentage Discount (%) or Fixed Amount ($).
  2. Enter your wholesale discount rate (e.g. 15% or 30%).
  3. The subtotal, discount reduction, and total due update dynamically in real time.
  4. Because discounts are calculated in native Shopify Draft Orders, the price never reverts or conflicts with checkout apps.
💡Pro-Tip: Your retail customers on your main website will still see regular retail pricing—your B2B discounts stay private.
STEP 05Accounting Ready

Tax Exemption & PDF Proforma Quotes

Mark wholesale orders as tax-exempt for verified resale accounts and download clean PDF quotes for buyer approval.

  1. Toggle the 'Tax Exempt' switch on orders for buyers who have provided valid resale certificates.
  2. Click 'Export Proforma Quote' or 'Download PDF' to generate an itemized invoice quote.
  3. Email the proforma quote or send the native Shopify checkout payment link directly to your buyer.
💡Pro-Tip: Buyers can pay directly using credit card, bank transfer, or invoice terms according to your store setup.
Comprehensive Knowledge Base

Frequently Asked Questions

Everything you need to know about compatibility, billing transparency, and wholesale workflows.

No! B2B Simplified was specifically engineered to bring enterprise-grade wholesale quick ordering, repeat order cloning, and Net terms to Shopify Basic, Shopify, and Advanced plans. You do not need to pay $2,000+/mo for Shopify Plus.

Ready to Streamline Your Wholesale Orders?

Claim your 90-day free Founding Partner trial and create your first B2B draft order in under 30 seconds.

Install on Shopify (90-Day Free Trial) ⚡️Ask Us a Question →