Shopify Plus lets a business sell to retail customers (B2C) and wholesale buyers (B2B). Retail customers usually pay at checkout, while whol...
Shopify Plus lets a business sell to retail customers (B2C) and wholesale buyers (B2B). Retail customers usually pay at checkout, while wholesale buyers may order at an agreed price and pay under agreed terms. Both orders may draw stock from the same warehouse, but each may need different accounts, pricing, and payment rules.
Connecting Shopify Plus B2B and B2C with your ERP helps your team process both types of orders without copying details between systems. The key is deciding how company accounts, prices, inventory, payments, and fulfillment data move. This guide covers those decisions, the setup steps, and the tests to run before launch.
Why Connect Shopify Plus With an ERP?
An ERP can hold the operational records your team uses to manage products, inventory, sales orders, and finance. Shopify Plus handles the buying experience for your retail and wholesale customers. The integration passes the data your team chooses between the two systems.
A planned integration can help your team:
- Send B2B and B2C orders to the right ERP workflows
- Show available stock based on warehouse records
- Apply the correct wholesale catalog and prices
- Match company locations to ERP accounts
- Return shipping and tracking updates to Shopify
- Compare payments, invoices, refunds, and order totals
These results depend on the rules you configure. Shopify advises checking whether an integration supports its B2B APIs and customer accounts, because an integration built only for standard customers may map B2B data incorrectly.
What Data Should Sync Between Shopify Plus and Your ERP?
Shopify Plus and your ERP need consistent records to process retail and wholesale orders. Map the data below before setting up the connection, then decide which system controls each record and when it should update.
These mappings help both systems apply the right rules to B2B and B2C orders.
How Do You Connect Shopify Plus B2B and B2C With Your ERP?
The exact screens and permissions depend on your ERP and integration tool. Use this sequence to define the work before configuring your connector or custom connection.
Step 1: Document Both Order Journeys
Follow one B2C order and one B2B order from order placement through payment, picking, shipping, and any return. Record where the steps differ. For wholesale orders, check buyer permissions or order approval, if applicable, location, catalog price, purchase order number, payment terms, and invoicing. For retail orders, check promotions, online payment, shipping charges, and refunds. Use these order examples as test cases before launch.
Step 2: Audit Products, Accounts, and Locations
Compare product SKUs and variants in Shopify and the ERP. Identify blank or duplicate identifiers before syncing the catalog. Then list each Shopify company and company location beside its ERP account. Check billing and shipping addresses, tax settings, and contacts. Finally, map Shopify inventory locations to the warehouses that can fulfill online orders.
Step 3: Assign Ownership to Each Field
Choose where staff will change a record first. For example, the ERP may control stock and base product codes, while the Shopify team controls product page copy. Write down what happens if a person edits the same field in both systems. Without an ownership rule, a later sync may replace a valid change.
Step 4: Choose the Connection Method
Assess a connector, an integration platform, or a custom API connection against your documented cases. Ask for a demonstration using company locations, assigned catalogs, B2B payment terms, partial shipments, and failed order retries. A standard connector may cover your workflows. A custom connection may be needed when pricing, account structures, or warehouse decisions cannot be represented correctly.
Step 5: Map B2B Companies and Pricing
Match each Shopify company location to the correct ERP customer account. Confirm that each order carries the company location, buyer contact, and ERP account ID. Then check the price a wholesale buyer sees at checkout. Review how Shopify B2B catalogs and custom pricing apply to each location. If you use the Wholesale B2B Pricing app, check how its pricing rules and discounts appear in the orders sent to your ERP. Compare the final order totals in both systems before launch.
Step 6: Set Inventory Rules for Both Channels
Decide which ERP quantity Shopify should publish as available. Stock on hand may include units already reserved for other orders. Specify any safety buffer and the warehouses that supply each Shopify location. If B2B and B2C share inventory, test what happens when a large wholesale order reduces stock available to retail shoppers. Also test the reverse: several retail sales arriving while a wholesale order is being processed.
Step 7: Configure Order and Payment Flows
Define when each order enters the ERP. A paid B2C order and a B2B order on net terms may need different financial treatment. Map line items, customer or company identifiers, discounts, taxes, shipping, purchase order details, payment status, and Shopify order references. Keep a unique reference so a failed import can be retried without creating a second ERP order.
Step 8: Connect Fulfillment, Returns, and Refunds
Decide which system starts the fulfillment process and how tracking returns to Shopify. Test a partial shipment and an order fulfilled from more than one warehouse. Set separate rules for cancellation, return, and refund. A returned item should only become available for sale under your approved inspection and restocking process. Confirm how each event changes the ERP order and financial records.
Step 9: Test, Launch, and Monitor
Start with a small group of products and controlled orders. Compare the records in both systems after every action. Once live, assign someone to review failed updates and reconcile a sample of orders and stock quantities regularly.
How Can CartCoders Help With Shopify Plus ERP Integration?
CartCoders helps businesses connect Shopify Plus B2B and B2C operations with their ERP. The work starts with reviewing how your team manages company accounts, catalogs, orders, stock, and payments. From there, the integration can be planned around the rules each sales channel needs.
The team can help you:
- Map Shopify companies and locations to ERP customer accounts
- Map product data, pricing, orders, and inventory between systems
- Set separate rules for B2B and B2C orders and payments
- Test partial shipments, refunds, and failed updates
- Set up checks for data differences after launch
Contact us with examples of your retail and wholesale orders, ERP account structure, and warehouse setup. These details help our team identify the fields and workflows your connection needs to support.
Conclusion
Connecting Shopify Plus B2B and B2C with an ERP starts with clear data rules. Map company locations, products, prices, stock, and orders before connecting the systems. Then test both buying journeys, including payment terms, shared inventory, partial shipments, and failed syncs.
After launch, review errors and compare records regularly. That keeps the connection useful as your catalogs, customers, and operations change.
Frequently Asked Questions
Can Shopify Plus B2B and B2C orders go into the same ERP?
Yes. Both can enter the same ERP, but the integration should identify each order’s channel and apply the correct account, pricing, payment, and fulfillment rules.
How do Shopify B2B company locations map to ERP accounts?
Each Shopify company location should have a stable match to the correct ERP customer record. Test addresses, buyer contacts, tax settings, and payment terms for every location.
Can B2B and B2C customers share the same inventory?
Yes. They can draw from shared stock when your warehouse and availability rules support it. Test how orders from either channel affect the quantity shown to the other.
How do wholesale prices move from an ERP to Shopify Plus?
Your integration must map ERP pricing rules to the right Shopify catalogs and company locations. Test the price buyers see, including quantity breaks and any applicable discounts.
What happens if a Shopify order fails to sync with the ERP?
The integration should log the failure and alert the responsible team. After correcting the cause, a retry should update the intended record without creating a duplicate order.
Should B2B payment terms be handled differently from B2C payments?
Yes. A B2B order may be placed under agreed payment terms, while a B2C order is often paid at checkout. Map their payment status and financial records separately.
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