Many B2B requirements can be implemented with Shopify Plus B2B capabilities, catalogs, company accounts, apps, integrations, or custom extensions. Feature parity is not automatic. Map companies, buyers, roles, pricing, payment terms, tax, approval, sales-rep, ERP, and account-service workflows individually.
Map companies and commercial rules, not just customer tags
A Magento customer group may affect more than a discount. It can influence catalog access, tax handling, order approval, payment terms, or support workflows. Map the commercial meaning of each group before deciding whether it becomes a company structure, catalog assignment, app rule, or integration in Shopify.
Use a representative company with more than one buyer or location to test the proposal. Check what each buyer can see, how the price is chosen, what happens at checkout, and what reaches the ERP. Shopify B2B capabilities and plan requirements should be verified for the exact design; do not assume every Magento workflow transfers merely because the destination is Shopify Plus.
What to check before deciding
- Document company, buyer, location, and permission relationships.
- Test negotiated prices, eligibility, terms, and approval requirements.
- Verify tax and finance behaviour with the responsible team.
- Record plan dependencies and any redesigned workflows.
