Use case for BSS B2B Solution

Sell B2B and B2C From One Shopify Store

Retail and wholesale need different prices, tax display and access, but not two stores. Customer targeting by login state, tag or company location, plus Tax Display and registration, keeps both audiences on one catalog.

  • App: BSS B2B Solution
  • Business model: DTC and wholesale
  • Key feature: customer targeting

Last updated

Reviewed by Hoa Nguyen, Senior Marketer. Last reviewed

A collection page for a guest visitor at regular retail prices
  • 4.9/5 1,187 reviews of BSS B2B Solution on the Shopify App Store
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  • 20 languages supported in the app

The problem

Retail and wholesale need different prices, tax display and access. Running two stores doubles the catalog work, splits the inventory and confuses customers.

The outcome

One store serves both groups: retail visitors see normal prices, and logged-in wholesale buyers see their own prices and, if you use it, tax display.

how it works

How it works

  1. Define the wholesale tag

    Choose the tag that marks an approved trade buyer, and give it only to approved customers.

  2. Create rules for the tag

    Add Custom Pricing, Price List or Volume Pricing rules that target the customer tag.

  3. Add a registration form

    Let trade buyers apply on a dedicated page and set the tag assigned on approval.

  4. Adjust tax display

    Show prices excluding VAT to wholesale buyers if they expect net prices.

  5. Test both audiences

    Compare a guest window and a tagged customer window on product, cart and registration pages.

You can sell B2B and B2C from one Shopify store by keeping a single catalog and letting BSS B2B Solution decide, for each visitor, which prices and rules apply. Retail shoppers see your normal Shopify prices, and approved wholesale buyers who are logged in and carry a customer tag see their own prices, tax display and order rules. No second store, duplicate products or separate inventory are needed.

The app reads whether a visitor is logged in, which tags the customer has and, optionally, which company location they are buying for. Your rules target those conditions. The approach keeps one set of products, one inventory and one storefront, while each audience sees what it should.

The same collection for a guest visitor showing regular retail prices
A collection page for a guest visitor at regular retail prices

Who this is for

A combined store fits you when:

  • You started as a consumer brand and now get requests from retailers, salons, cafes or resellers who want trade prices.
  • You run, or are considering, a second Shopify store for wholesale, and you want to avoid doubling product, content and inventory work.
  • Your catalog is the same for both audiences, with different prices, tax display or order rules for approved business buyers.
  • You want new trade buyers to apply on the storefront and be approved by you, instead of opening accounts by email.
  • Your wholesale volume is still growing, and a separate B2B site is not yet worth the cost.

Why this matters

Two stores double the maintenance. Every new product, photo, description and stock movement has to be made twice or synced, and the two sites drift apart. Inventory splits, so one channel can sell out while the other shows stock. Customers who buy both retail and wholesale need two accounts. A single store removes those costs.

Buyers also read signals. A trade customer who logs in and sees prices change on the product page knows the account is recognised. A retail shopper who never sees wholesale prices has no reason to be confused. The login moment becomes the line between the two audiences.

The risk is in the setup. If a rule applies to everyone who is logged in, a retail customer who creates an account can see trade prices. The user guide is explicit about this for Shopify’s new customer accounts: customers can log in with a one-time code, so login status alone should not decide B2B pricing. Use a customer tag or a specific email instead, and add buyers to the tag only after you approve them.

What Shopify covers natively, and where an app helps

According to the Shopify Help Center (read on 2026-10-02), native B2B runs on the Basic, Grow, Advanced and Plus plans and is built around company accounts, locations and catalogs. Our Shopify B2B guide and the B2B and B2C guide compare the approaches. Native catalogs suit buyers who are set up as companies. BSS B2B Solution adds rules that target tags and logged-in customers directly, a registration form with approval and tags, and tax display by customer group, which suits a store where most visitors are retail shoppers and wholesale buyers are a smaller, approved group.

How to run B2B and B2C on one store with BSS B2B Solution

Step 1: Decide who is a wholesale buyer

Choose the tag that marks an approved trade customer, for example wholesale. Retail customers keep no tag. Write this rule down: no tag, no trade prices.

Step 2: Create pricing rules for the tag

Open B2B Pricing > Custom Pricing and add a rule. Under Customers choose Customer tags and the tag. In the Price card set the discount. Retail pricing stays as your normal Shopify prices because no rule applies to guests. The same options exist for Price Lists and Volume Pricing.

The Customers card of a Custom Pricing rule with the Customer tags option
The Customers card with the six targeting options, including customer tags and company locations

Step 3: Add a registration form

Add a wholesale registration form so new trade buyers can apply on the storefront. In the form’s Tags card, fill in the tag to assign when you approve the customer. Approved applicants receive the tag, and your rules start to apply on their next page load.

The Tags card where the tag assigned on approval is entered
The Tags card of the registration form where the approval tag is set

Step 4: Adjust tax display, if needed

If wholesale buyers think in prices without VAT, use the Tax Display module to show prices excluding or including tax by customer group. Retail shoppers keep the tax-inclusive prices they expect.

A collection where prices are shown both excluding and including VAT
A collection where prices are shown both excluding and including VAT

Step 5: Test both audiences

Open one private window as a guest and another as a tagged customer, and compare the product page, the cart and the registration page. Repeat after theme or app updates.

A collection page for a logged-in wholesale buyer with the retail price struck through next to the wholesale price
The same collection for a logged-in wholesale buyer with discounted prices

What other merchants did

The case studies on this site describe several stores that serve both audiences. GreenTeaEveryday, a green tea concentrate brand in Israel, set up a single Shopify store for retail and wholesale customers, with a registration form that assigns a wholesale tag, manual approval and different prices by tag; the merchant reports that turnover rose by about 35% over six months while noting seasonality. Screenshelf, an Irish seller of phones and accessories, kept its B2C site and added a trade registration form and custom pricing, with product-page messages that invite retail visitors to register for a trade account. Dragonfly Sportswear reports that B2B transactions accounted for 16% of its turnover within the first year of using the BSS B2B apps, with B2C and B2B handled in one Shopify admin. Read the GreenTeaEveryday, Screenshelf and Dragonfly stories.

A safe way to roll it out

Adding wholesale to a live consumer store is easier when you change one thing at a time. A sequence that works well:

  1. Build with a test customer. Create a customer with the wholesale tag and a rule that targets it, and check the storefront as that customer before any real buyer is involved.
  2. Invite a few known buyers first. Approve a handful of existing trade contacts through the registration form, and ask them what they see on the product page and in the cart.
  3. Open the form to the public. Publish the registration page, link it from the menu or footer, and say on the page what approval involves.
  4. Review retail pages. Check that a guest and a retail customer still see the prices, tax display and messages they saw before. Retail conversion is the part of the business you must not disturb.
  5. Keep the review habit. Once a quarter, and after every theme change, walk through the guest, retail and wholesale views again.

This order keeps the risk where you can see it. Most problems appear in steps 1 and 2, when the only people affected are you and a few buyers who know you.

Example: a roaster with retail and trade customers

This is an illustration with made-up numbers, not a customer result. A coffee roaster sells a 1 kg bag at $30.00. Retail customers have no tag and pay $30.00. Approved cafes carry the wholesale tag.

VisitorStateSees
GuestNot logged in$30.00, normal retail price
Retail customerLogged in, no tag$30.00, normal retail price
CafeLogged in, wholesale tag$22.50 (25% off), prices excluding VAT if Tax Display is on
ApplicantSubmitted the form, not yet approved$30.00 until approval adds the tag

Because the wholesale rule targets the tag, the cafe sees the discount on every device where it is logged in, and a retail customer who creates an account sees no change.

Works well with

The customer onboarding hub covers registration in depth, and the wholesale pricing hub the pricing rules. The glossary explains customer tag, trade account and gated catalog.

Limits and common mistakes

  • Do not rely on login status alone. With Shopify’s new customer accounts, login is open. Use a tag or a specific email for B2B eligibility.
  • Do not hide the default login on a mixed store. The guide recommends replacing the login entry point only on B2B-only stores, because hiding it can affect regular retail customers.
  • Guests do not match tag rules. Not-logged-in rules stop applying as soon as the customer logs in.
  • If Optimize B2B script loading is on, B2B scripts load only for logged-in customers, so rules set for guests do not run.
  • New tags show after a reload. Rules read login and tags when the page loads.
  • Company locations need Advanced or higher and cover a company’s current locations only; edit the rule after you add a location.
  • The registration page. With new customer accounts, the old /account/register page works differently, so place the form on a dedicated page.

Setup checklist

  • Choose the tag that identifies approved trade buyers.
  • Create the pricing rule or price list for that tag.
  • Publish a registration form on its own page and set the approval tag.
  • Decide whether wholesale buyers see prices excluding VAT.
  • Test as a guest, a retail customer and a tagged customer.
  • Re-test after a theme change or app update.

Plans and requirements

Customer tag rules, registration forms and Custom Pricing start on the Free plan with limits: one Custom Pricing rule and the newest registration form. Unlimited forms, custom fields and most other options need a paid plan; Tax Display and company-location targeting need Advanced or higher. See the BSS B2B Solutions pricing page for current plan details.

You can install BSS B2B Solution from the Shopify App Store (4.9 rating from 1,185 reviews as of 2026-10-02, 14-day free trial on paid plans), read the app overview, or follow the customer targeting guide and the guide on Shopify new customer accounts in the docs.

key features

What makes it work

Customer targeting

Rules target all customers, logged-in or guest visitors, specific customers, tags or company locations.

Registration and tags

A form collects applications and assigns the tag when you approve.

Tax display by group

Show prices excluding or including tax depending on the customer group.

Exclusions

Keep retail tags out of a rule with exclusions.

Set this up with BSS B2B Solution

Install BSS B2B Solution from the Shopify App Store, then follow the guide to turn this on in your store.

faq

Frequently asked questions

Can I sell B2B and B2C from the same Shopify store?

Yes. Keep one catalog and let BSS B2B Solution apply rules by customer tag, login state or company location. Retail shoppers see your normal prices, and approved wholesale buyers who are logged in see their own prices, tax display and order rules. You do not need duplicate products or a second store.

Do I need Shopify Plus or a separate store for wholesale?

BSS B2B Solution targets customers on a single store using their login state and tags, and the app does not check your Shopify plan. Which Shopify-side features your plan includes is decided by Shopify, so confirm those on Shopify's pages.

What does a guest see?

A visitor who is not logged in sees your normal Shopify prices, unless you create a rule for not-logged-in customers. Wholesale rules aimed at tags or logged-in customers do not apply until the buyer logs in and the page reloads.

Should wholesale pricing depend on being logged in?

Not on its own. With Shopify's new customer accounts anyone can log in with a one-time code, so the guide recommends using a customer tag or a specific email for B2B eligibility, and approving buyers before you tag them. A rule for all logged-in customers could show trade prices to retail accounts.

Can I show prices without VAT to wholesale buyers only?

Yes, with the Tax Display module, which shows prices excluding or including tax by customer group on the Advanced plan and higher. Verify the display for your regions on the storefront, because tax rules and rounding differ by country, and test each region you sell to.

How do wholesale buyers get access in the first place?

Through a registration form that collects business details and assigns a tag when you approve the applicant, or through tags you add by hand. Rules that target the tag begin to apply when the buyer logs in and the page reloads.

Should I hide the default Shopify login on a mixed store?

No. The user guide recommends replacing the default login entry point only on B2B-only stores. On a store that also serves retail customers, hiding the default login may affect regular shoppers. Put the registration form on its own page, link it from the menu and keep the normal login.

  • BSS B2B Solution
  • Customer Targeting