B2B Setup Wizard for Shopify Basic
The Opportunity
An app that guides merchants through setting up B2B features step by step, translating Shopify’s complex terminology into plain language. It would validate what is actually available on the merchant’s plan and complete the configuration without requiring Plus-level features where possible.
"Merchants on Shopify Basic are confused by unclear documentation and plan limitations when trying to enable B2B workflows, especially around markets, catalogs, and customer/company settings."
Market Validation
Detailed Analysis
Proposed Solution
Provide a guided setup flow that checks the store plan, explains available B2B capabilities, configures supported settings automatically, and clearly flags any features that require Plus. Include templates, checklists, and error-proof setup for common B2B scenarios.
Target Audience
Shopify merchants on Basic, Grow, or mid-tier plans who sell wholesale or want to offer B2B ordering.
Competitive Landscape
Shopify B2B native features, wholesale / B2B apps such as Wholesale Club, SparkLayer, BSS B2B/Wholesale Solution, and other wholesale catalog apps
Implementation Notes
Build a plan-aware onboarding wizard that reads store capabilities, explains B2B feature availability, and configures customer tags, catalogs, price lists, and order rules via Shopify APIs where supported. Add a rules engine for plan restrictions, a setup checklist, troubleshooting prompts, and admin screens for wholesale settings, with clear upsell messaging when a feature requires Plus.
Evidence from Merchants
Real quotes from Shopify community forums
"But it's extremely hard to navigate how to set this up on my store."
"I can't seem to figure out how to create a B2B market for my store."
"creating a B2B market as a functionality is only part of the Shopify Plus plan!"
"Has anyone on Shopify Basic (or any plan really) actually gotten this working end to end?"
Key Pain Points
Difficulty in setting up B2B features on the Basic plan
criticalMentioned by 1 merchants
Impact: Potential loss of B2B sales opportunities
Market Metrics
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