·5 min read·D2C, Wholesale, Shopify, CPG
Shopify B2B vs a custom wholesale portal: what a funded D2C brand should actually build
You've raised a round and retail is next. Here is how Shopify's built-in B2B, wholesale apps and a custom trade portal compare on cost, stock sync, pricing rules and the stockist experience, and the order in which to do them.
AJAyush Jha, Founder & Lead Engineer
The pattern is familiar. A consumer brand gets traction online, raises a seed round, and the plan for the money says "retail and wholesale". Within three months, orders from stockists arrive by email and WhatsApp, someone re-keys them into Shopify as draft orders, stock is in two places, and the finance lead has a spreadsheet called wholesale_orders_MASTER_v9.
This is the moment to decide how wholesale is going to work. There are three sensible options and one order to do them in.
Option 1: Shopify B2B (built in)
If you are on Shopify Plus, B2B is included: company accounts, price lists, payment terms, and a wholesale storefront that shares your catalogue and stock.
- Cost: Plus starts at roughly $2,300 a month on a one-year term. If you are already on Plus, B2B is effectively free.
- Strengths: one catalogue, one stock count, familiar checkout, native to the platform you already run.
- Limits: price lists and terms are fine; anything bespoke (per-stockist minimums by SKU, mixed-case rules, promotional allowances, rep ordering on behalf of a store) gets awkward fast. The stockist experience looks like your D2C site with the price changed, which is fine for small accounts and underwhelming for a national grocer's buyer.
If you are not on Plus, the monthly cost of moving up just for B2B rarely makes sense under a few million in wholesale revenue.
Option 2: A wholesale app
Apps such as SparkLayer, BSS Commerce B2B, Wholesale Gorilla or B2B Rep Portal bolt wholesale onto a standard Shopify plan.
- Cost: roughly $30 to $300 a month depending on tier.
- Strengths: fast to switch on, cheap, usually enough for the first 20 to 50 stockists.
- Limits: every app has its own idea of how wholesale works. You will hit a wall on one of: reorder flows, integration with your 3PL or Cin7/Unleashed, tiered pricing logic, or reporting by retailer. When you hit it, you work around it in spreadsheets, and the spreadsheet is back.
This is the right first step for almost everyone. Switch one on, learn what your stockists actually do, and only then decide whether you need more.
Option 3: A custom trade portal
A purpose-built ordering portal for your stockists, synced to Shopify (or your inventory system) for products and stock, and to Xero or QuickBooks for invoicing.
- Cost: $3,000 to $8,000 to build; $200 to $500 a month to run. Shopify's own API handles products, stock and draft orders, so nothing is duplicated.
- Build time: three to five weeks.
- Strengths: the portal works exactly the way your trade customers expect. Your pricing rules, your minimums, your case packs, your rep flows. A per-retailer velocity dashboard. Stockist onboarding that doesn't need a human. Branding that looks like a serious supplier, not a discount code on a consumer site.
- Limits: it is a build, and it needs an owner on your side. Don't do it before you have real stockists and know what they do.
The comparison
| Shopify B2B (Plus) | Wholesale app | Custom portal | |
|---|---|---|---|
| Up-front cost | $0 if on Plus; otherwise the jump to Plus | $0 | $3,000 – $8,000 |
| Monthly | Part of Plus | $30 – $300 | $200 – $500 |
| Stock sync | Native | Native | Via Shopify API, near-real-time |
| Bespoke pricing rules | Limited | Limited | Anything you can describe |
| Stockist experience | Your D2C site, repriced | App's template | Designed for buyers |
| Reporting by retailer | Basic | Basic | Whatever you need |
| Time to live | Days | Days | 3–5 weeks |
| You own it | No | No | Yes |
The order to do things in
- Month 0: switch on a wholesale app. Spend nothing on custom work. Get ten stockists ordering through it.
- Month 2–3: write down every place you still use a spreadsheet or a human to make wholesale work. That list is the spec.
- Month 3–6: if the list has more than three items that cost real hours every week, build the portal. Keep the app running until the portal has every stockist on it, then turn it off.
- Always: keep stock in one place. Whatever you build, it must read stock from the system of record and never hold its own copy.
What a good trade portal includes
From the portals we've scoped, the features that actually get used:
- Company accounts with multiple users and approval limits
- Price lists per tier, case-pack and minimum rules enforced at the cart
- One-click reorder from the last order, which is how most stockists order
- Live stock and expected dates, so buyers don't email to ask
- Invoices and statements pulled from Xero or QuickBooks, visible in the portal
- A rep mode: your sales rep places an order on behalf of a store from their phone
- A velocity dashboard: units per store per week, so you know who to visit
- Automated investor-friendly numbers (because after a crowdfunding round, 700 people want a monthly update)
And the creative side
Retail launches also need creative at a volume agencies charge a lot for. If you are planning launch ads, see AI-made motion ads. We make them in packs, sized for each platform, and show you samples before you commit.
Next step
If you have stockists ordering by email today, we can show you a mockup of your portal from your current Shopify catalogue in a few days. Book a 15-minute call. Pricing is on the pricing page.
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