Setting Up B2B-Only Discounts (Limited Access)

To enhance your B2B sales strategy, you can establish pre-defined product catalogs with specific wholesale pricing tailored to designated companies or locations. Now, you can also create exclusive discounts for your B2B customers based on their company or location. This feature helps incentivize purchases, improve order conversion rates, and facilitate the growth of your wholesale business.

This guide explains how to set up B2B discounts and how these discounts are matched and displayed on the product, cart, and checkout pages.

B2B Discount Matching Logic

Before configuring B2B discounts, make sure you understand how the discount application logic works. This helps prevent unexpected pricing issues and customer confusion about which discounts are applied. This section explains how B2B discounts are matched and displayed on your storefront.

How Discounts Are Matched

The system determines whether a discount applies based on the user's login status, associated company and location, and the conditions set for the campaign.

• Logged-in B2B Users:
  • Users with both company and location information: The system checks for and displays applicable B2B discounts based on specific criteria, including the designated company, location, user ID, and sales channel.
  • Location-specific catalog pricing: If the user's assigned location has a designated catalog, the B2B discounts are applied based on the prices set in that catalog. Tiered pricing is also applied if configured.
  • Users without a matching location: Users assigned to a company but not to a specific location are treated as DTC (Direct-to-Consumer) customers, and only DTC discounts will be shown.
  • B2B users not meeting campaign conditions: If the logged-in user's company, location, user ID, or sales channel does not meet the conditions of any active B2B discount campaign, no B2B discounts will be displayed.
    
    
• Non-B2B Logged-in Users: B2B discounts are available only to customers logged in with a B2B account. Customers who are not logged in, browsing as guests, or using a personal account will not receive B2B discounts and will only see the DTC discounts you've configured.

Example Scenarios

How B2B Discounts Interact with App Promotions and Catalog Pricing

B2B discounts can only be configured in the Discounts section of your admin panel. Currently, most SHOPLINE marketing apps support only DTC (Direct-to-Consumer) scenarios, with the exception of the Pre-order app, which also supports B2B. To ensure accurate discount calculations and avoid potential conflicts, we recommend NOT using B2B discounts in combination with other marketing apps.

However, if you do choose to apply both B2B discounts and app-configured promotions at the same time—and your company location has an assigned catalog—please pay close attention to how prices are displayed on the storefront and how catalog pricing is applied by each app.

Configuring B2B Discounts

To configure B2B discounts in the admin panel, follow the steps below:

1. In your SHOPLINE admin panel, go to Discounts and click the Create a discount button in the upper-right corner.
   
   
   
2. Select the desired discount type. For detailed setup instructions for each type, refer to the Discount Settings section of our Help Center.
   
   
   
3. On the discount settings page, find the Login account type section and select B2B account.
   
   
   
4. The Specific company section will appear. Choose how you want to apply the discount:

   Note: Each company or location can have only one active automatic discount that applies to specific products, variants, or order conditions. If a discount is set for all companies, you cannot create separate discounts for individual companies or locations. Similarly, if a discount is set for a specific company, you cannot create a different discount for its individual locations.

   • All companies: Apply the discount to all B2B company customers.
   • Select company: Select this option, then click Select company to choose specific companies to receive the discount. All current locations under each selected company will be automatically included. Any new locations added later will also be included by default.
   • Specific location: Select this option, then click Select location to choose specific company locations to receive the discount. When you select a company, all of its current locations will be included by default. However, new locations added in the future will not be included automatically.

5. After configuring all settings, click Add. The discount will be activated during the defined time frame and will only apply to eligible B2B customers.

Customizing Discount Display Styles

Once B2B discount settings are configured, the system will automatically match and display eligible discount campaigns based on the customer's login status, associated company, and location.

To ensure the discount information is clearly presented and aligns with your store's branding and promotional strategy, you can further customize how these discounts appear on your storefront. Refer to the following guides for instructions on customizing discount display styles:

Automatic Discount Campaigns

• Customizing The Display Style on Product Detail Page for Automatic Discounts
• Crafting Cart Page Banners for Automatic Discounts

Discount Code Campaigns

• Custom Styles for Discount Codes - Display Settings for the Product Detail Page
• Custom Styles for Discount Codes - Checkout Page Settings

Viewing B2B Discount Campaign Data

You can view data for discount campaigns created specifically for B2B customers directly from the Discounts page in your SHOPLINE admin panel. This allows you to monitor performance, refine your discount strategy, and boost conversion rates. To view B2B discount campaign data:

1. Go to the Discounts section in your SHOPLINE admin panel.
   
   
   
2. Click the Filter button and select Login account type.
   
   
   
3. Click Login account type and select B2B account to display data related to B2B discount campaigns.