Shopify B2B / Wholesale Scope Template

B2B turns a “normal Shopify build” into a rules-heavy project.

The work isn’t just UI. It’s policy:

• who can see the catalog
• who can buy
• what pricing they get
• how payment terms work
• how orders flow to finance and fulfillment

If those rules aren’t explicit in the scope, the team will discover them mid-build—after you already promised a timeline.

Below is a copy/paste Shopify B2B/wholesale scope template you can use in Google Docs.

If you want the scope to assemble itself from a few inputs (hybrid vs wholesale-only, pricing model, checkout flow, payment terms, etc.), RuleDox can generate a near-complete draft inside Google Docs.

Assemble a B2B scope in Google Docs → https://ruledox.app/live-demo

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• Shopify agencies building B2B, wholesale, or hybrid (DTC + B2B) stores
• Teams implementing company accounts, price lists, payment terms, and restricted catalogs
• Projects where ERP/accounting integration matters

• Simple “wholesale discount code” setups (no segmentation, no restricted catalog, no terms)

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A B2B scope should explicitly define:

1. customer segmentation (companies, buyers, roles)
2. pricing logic (how prices are determined)
3. payment terms (how money is collected)
4. ordering workflows (quotes/draft orders vs standard checkout)
5. catalog visibility rules
6. integrations (ERP/accounting)
7. role-based QA scenarios

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Client: [Client name]

Project: Shopify B2B / wholesale implementation

Store model: [Wholesale-only / Hybrid DTC + B2B]

Primary objective: [e.g., enable wholesale buyers to order on-account with negotiated pricing]

Define the intended buying flow:

• browse catalog → add to cart → checkout
• OR request quote / draft order → approval → invoice → payment

In-scope workflow: [describe step-by-step]

Out-of-scope workflows: [anything not supported]

Define how B2B buyers are represented:

• Companies: [yes/no]
• Buyer accounts: [yes/no]
• Roles/permissions: [e.g., buyer vs approver vs admin]

Deliverables:

• company/buyer structure configured
• access rules documented

Pricing is the heart of B2B scope. Make it testable.

Pricing model (pick and define):

• tiered pricing (e.g., bronze/silver/gold)
• negotiated per-account pricing
• volume-based discounts
• MOQ rules

Deliverables:

• pricing rules configured
• edge cases defined (sale pricing precedence, bundles, subscription conflicts)

Define how payment works:

• credit card at checkout
• net terms (net-30/60/90)
• deposits / partial payments
• PO requirements

Deliverables:

• payment methods configured
• invoicing workflow defined (and system owner)

Define who is responsible for tax correctness.

Deliverables include:

• configuration based on client-provided rules

Client responsibility:

• confirm tax rules and compliance requirements

Define what different customers can see:

• shared catalog for all buyers
• restricted catalog per company
• restricted pricing per company

Deliverables:

• access/visibility rules configured
• documented exceptions

Integrations must be named to be in scope.

In-scope integrations:

• [ERP/WMS/3PL]
• [Accounting]

Define workflows:

• order export
• inventory sync
• payment status sync
• credit limits (if applicable)

• B2B-specific messaging and UX
• login gating behavior
• account portal expectations

B2B needs role-based testing.

Test scenarios include:

• buyer sees correct catalog and pricing
• approver role behavior (if used)
• checkout/payment terms behave as defined
• tax and shipping scenarios as provided
• integration workflows (order export, inventory sync)

Unless explicitly listed in-scope:

• custom quoting systems and complex CPQ workflows
• custom app development
• full ERP implementation/replacement
• data cleansing and re-architecture of product catalog
• unlimited buyer role permutations

• client provides pricing/terms policy decisions
• client provides ERP/accounting access and vendor support
• approvals returned within [X] business days

A change request is triggered by:

• changing pricing model mid-implementation
• adding new buyer roles/approval workflows not previously defined
• new integrations introduced mid-project
• significant changes to catalog visibility rules

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Fix: make pricing rules testable and list precedence/edge cases.

Fix: define who issues invoices, where, and how status sync works.

Fix: explicitly define gating, messaging, and which catalogs/prices are visible.

Fix: name the system and scope the workflows.

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B2B scopes have lots of conditionals.

RuleDox can assemble the scope from inputs (pricing model, terms, checkout flow, integrations) so the correct sections and exclusions appear consistently across your team.

Assemble a B2B scope in Google Docs → https://ruledox.app/live-demo

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• Shopify Plus scope: https://ruledox.app/content/shopify/shopify-plus-scope-of-work
• App integrations scope: https://ruledox.app/content/shopify/shopify-app-integration-scope
• Store build scope: https://ruledox.app/content/shopify/shopify-store-build-scope-of-work

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No. The main complexity is rules: segmentation, pricing, terms, and operational workflows.

Only if you’re ready to scope and price that workflow. Otherwise keep to supported B2B ordering flows and treat quoting as a separate project.