What is Wi2B?

Wi2B helps you run wholesale and B2B sales directly from your existing Shopify store.

Instead of creating a separate wholesale store, Wi2B lets you offer custom pricing, registration workflows, and ordering rules to approved B2B customers while keeping your retail storefront unchanged.

Whether you're onboarding distributors, retailers, or business partners, Wi2B provides the tools to manage the entire B2B experience—from customer registration to pricing and automated communications.

Core Features

👥 Customer Management

Wi2B gives you full control over who gets access to your B2B pricing and perks:

• Registration Form: Set up a custom registration form so potential B2B partners can apply directly on your storefront. Customize fields, control visibility, and decide what information you need from applicants.
• Registration Management: Review all incoming applications in one place. Approve, reject, or update registrations individually or in bulk — and manually add customers when needed.
• Automated Emails: Keep your partners informed at every step of the registration process with automated email notifications — from application received, to approved or rejected.

💰 Offers & Pricing

Create targeted wholesale pricing rules and bundle them into Offer Sets:

• Assign discounts by customer tag, Shopify segment, or specific markets
• Set tiered pricing based on purchase quantity
• Define minimum and maximum order quantities
• Add shipping discounts for qualifying orders

⚙️ Settings

Configure your store's email delivery to ensure all automated notifications are sent professionally:

• Set up your own SMTP server for reliable email deliverability
• Customize the sender name and email address your customers see
• Test your email connection before going live

Recommended Setup Roadmap

To get your B2B wholesale channel up and running quickly, we recommend setting up Wi2B in the following 4-step order:

1. Setup Pricing (Offer Sets): Define your B2B wholesale pricing rules and order thresholds first.
   • Guide: Setting Up and Managing Your Offer Sets with Wi2B
2. Setup Registration Form: Build your custom sign-up form to collect partner registrations on your storefront.
   • Guide: Guide to Setting Up Your Wholesale Registration Form
3. Configure Automation Email & SMTP: Secure your mail server connection and customize B2B notifications.
   • Guide SMTP: How to Set Up Your Email Provider (SMTP)
   • Guide templates: Configuring Automated Registration Emails
4. Test & Go Live: Run a safe storefront B2B purchase simulation in Test Mode, then publish your wholesale portal.
   • Guide Test: How to Set Up and Test Wi2B in Test Mode
   • Guide Go Live: How to Publish and Go Live with Wi2B

Need More Help?

If you experience any issues or have questions, please don't hesitate to contact our support team at help@wi2b.com  or through our live chat - we're here to assist you!