The Shopify B2B Consolidation Playbook.

One platform. Every wholesale workflow. How leading B2B brands eliminated back-office chaos on Shopify Plus and what the Winter 2026 Edition makes possible right now.

ACH reconciliation is a manual process

ACH reconciliation is a manual process

ERP and Shopify are out of sync

ERP and Shopify are out of sync

Every extra system costs you margin.

EDI orders live in a separate system

EDI orders live in a separate system

Payment terms are hardcoded and inflexible

Payment terms are hardcoded and inflexible

WHY IT MATTERS

The consolidated B2B stack

B2B brands on separate platforms for payments, ERP, and EDI pay in margin leakage, delayed fulfilment, and hours reconciling data that should sync automatically. Shopify Winter 2026 ends that.

Security

Updates

Hosting

Support

Checkout

Native ACH Payments

Automatic matching and reconciliation. No more manual bank transfer tracking or missed payment statuses.

Security

Updates

Hosting

Support

Checkout

Native ACH Payments

Automatic matching and reconciliation. No more manual bank transfer tracking or missed payment statuses.

Security

Updates

Hosting

Support

Checkout

Native ACH Payments

Automatic matching and reconciliation. No more manual bank transfer tracking or missed payment statuses.

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ERP and EDI in One Admin

Prebuilt integrations sync pricing, inventory, and EDI orders from SPS Commerce directly into your Shopify admin.

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ERP and EDI in One Admin

Prebuilt integrations sync pricing, inventory, and EDI orders from SPS Commerce directly into your Shopify admin.

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ERP and EDI in One Admin

Prebuilt integrations sync pricing, inventory, and EDI orders from SPS Commerce directly into your Shopify admin.

Sale banner

Free shipping bar

Holiday theme

AI-Assisted Company Setup

Sidekick creates B2B company accounts from natural language. Contact, address, payment terms — done in seconds.

Sale banner

Free shipping bar

Holiday theme

AI-Assisted Company Setup

Sidekick creates B2B company accounts from natural language. Contact, address, payment terms — done in seconds.

Sale banner

Free shipping bar

Holiday theme

AI-Assisted Company Setup

Sidekick creates B2B company accounts from natural language. Contact, address, payment terms — done in seconds.

Dynamic Payment Terms

Net 60 for large orders, Net 30 mid-range, pay-now for small. Rules run at checkout automatically — no exceptions to manage.

Dynamic Payment Terms

Net 60 for large orders, Net 30 mid-range, pay-now for small. Rules run at checkout automatically — no exceptions to manage.

Dynamic Payment Terms

Net 60 for large orders, Net 30 mid-range, pay-now for small. Rules run at checkout automatically — no exceptions to manage.

Store Credit and B2B Pickup

Replace refunds with store credit that stays in the business. Enable warehouse pickup for local wholesale accounts.

Store Credit and B2B Pickup

Replace refunds with store credit that stays in the business. Enable warehouse pickup for local wholesale accounts.

WHAT YOU'LL LEARN

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Audit

We analyze your current Magento setup, identify risks, and map all your data, integrations, and customizations before we touch anything.

Why B2B brands running fragmented stacks are falling behind

Shopify Plus B2B merchants report 33% more self-serve orders within six months. Brands with live ERP sync reach 97% inventory accuracy versus 63% without a gap that compounds every quarter.

Self-serve order lift — Shopify B2B, within 6 months

Self-serve order lift — Shopify B2B, within 6 months

Self-serve order lift — Shopify B2B, within 6 months

33%

Higher implementation costs

Higher implementation costs

Higher implementation costs

42%

faster site speed on shopify

faster site speed on shopify

faster site speed on shopify

2x

Higher checkout conversion

Higher checkout conversion

Higher checkout conversion

+5%

The data does not lie

The data does not lie

Up to 60% lower total cost of ownership

No developer needed for store updates

2x faster average page load speed

Built-in conversion optimization tools

24/7 support included in your plan

Seamless third-party app integrations

Scales automatically with your growth

Magento

$15K–$50K/year in hosting and dev costs

Every update requires developer time

Slow page speeds hurt conversions

Manual scaling causes downtime

No included support — pay per fix

Complex integrations break easily

Maintenance consumes your team

Up to 60% lower total cost of ownership

No developer needed for store updates

2x faster average page load speed

Built-in conversion optimization tools

24/7 support included in your plan

Seamless third-party app integrations

Scales automatically with your growth

Magento

$15K–$50K/year in hosting and dev costs

Every update requires developer time

Slow page speeds hurt conversions

Manual scaling causes downtime

No included support — pay per fix

Complex integrations break easily

Maintenance consumes your team

WHAT'S INSIDE

Inside the whitepaper

01

The Fragmentation Tax

OpenAI

02

The Unified Stack

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Platform Depth

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By the Numbers

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Next Steps

OpenAI

NEXT STEPS

Ready to build your B2B stack?

Flatline has implemented Shopify B2B for brands across Europe from single-admin consolidations to full ERP and EDI integration. Book a 30-minute call and leave with a clear activation plan. Download the full playbook below.