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B2B online sales: unify wholesale and retail easily

Learn how to unify B2B online sales and wholesale in a single e-commerce system for more efficient growth and higher sales.

Devizzo · 22 July 2026 · 10 min čitanja
B2B online sales: unify wholesale and retail easily

How to unify B2B online sales and wholesale in one e-commerce system

A modern warehouse with a tablet and boxes — B2B online sales in wholesale
Photo: Alexander Isreb / Pexels

B2B online sales open significant potential for wholesale development and growth. If you want to unify B2B and wholesale in one e-commerce system, this article walks you through the key steps.

You will see what you need for a successful integration, how to adapt the offer and prices, optimize billing and delivery, and how to keep improving the system. Follow the guide and build an efficient webshop that covers the needs of your B2B buyers in Serbia.

In brief

  • Integrated B2B online sales enable more efficient operations and higher sales.
  • The right e-commerce platform is the key to unifying retail and wholesale.
  • Process automation and a tailored offer are the foundation of a successful B2B webshop.
  • Continuous result tracking and system improvement deliver long-term benefits.

What you need for successful integrated sales

Laptop showing an online B2B store — B2B online sales
Photo: Andi sabandi / Pexels

1. Define buyer types and their needs

  1. Analyze the existing customer base and sort them into retail and wholesale partners.
  2. Define the key differences: minimum order quantity, expected discounts, dedicated price lists, payment method, and delivery.
  3. List B2B client requirements (for example ordering on invoice, access to special assortments, stock display, order tracking).

When this step is successful, you see clearly segmented buyers and know exactly what each group expects from your webshop.

2. Prepare a product catalog with adaptable prices and quantities

  1. Organize products so you can easily assign different prices and minimum quantities for B2B and B2C users.
  2. Implement price lists by customer group (for example standard price, wholesale price, special price by partner).
  3. Enable display of different quantity options and discounts based on account type.

When you finish this step, the B2B buyer on the site sees their price list and terms, while the B2C visitor sees regular prices and limits.

3. Choose a platform that supports a B2B webshop for the Serbian market

  1. Research platforms that enable B2B account registration, automatic price-list assignment, and ERP integration.
  2. Check support for the Serbian market — language, currency, fiscalization, local payment methods, and delivery.
  3. Test document management (invoices, quotes, delivery notes) and process automation.
  4. Compare licensing and support models (monthly cost, local support, ability to extend functionality).

For fast implementation and control over every segment, we recommend Wholesale in the same shop, which enables B2B accounts, adaptable price lists, and full ERP integration without a duplicate system.

When you choose the right platform, users get a personalized experience — a B2B partner sees everything needed for a business purchase, while a retail buyer uses a standard cart.

Step 1: Lay the foundations for B2B online sales

  1. Register the company and resolve logistics. First, establish a legal entity and prepare the documentation required for B2B online sales. Prepare a warehouse or contract a logistics partner. Set rules for delivery, returns, and minimum order quantity.
    • When this step is successful, you see company registration data in your system and clearly defined logistics options on your site.
  2. Choose an e-commerce platform built for wholesale. Pick a solution that enables B2B accounts, differentiated price lists, and automatic document sending. The best-known options are:
    Platform B2B advantages Example use
    WooCommerce B2B Flexibility, can be adapted to the Serbian market Adding B2B accounts and dedicated price lists
    Magento Advanced features for large systems Automated wholesale and customer segmentation
    Shopify Plus Simple management and integrations Fast build of a scalable B2B webshop
    • When this step is successful, your B2B webshop in Serbia has visible options for company login, personalized prices, and automatic invoicing.

    For efficient unification of retail and wholesale, solutions such as Wholesale in the same shop let you manage B2B accounts, price lists, and documents in one system — without duplicating processes.

  3. Integrate with ERP/CRM systems. Connect your e-commerce with ERP and/or CRM software for automatic synchronization of stock, invoices, and customer data. That minimizes errors and speeds up order processing.
    • When this step is successful, every ordered product and issued invoice is automatically visible in your accounting and sales system.

    For a fully automated sales and bookkeeping flow, use systems where it is From the customer’s click to a closed book — no gap in the process.

Step 2: Adapt the offer and prices for retail and wholesale

Define price groups and minimum quantities for B2B buyers clearly:

  1. First, in the admin panel of your e-commerce system, create dedicated price groups for retail and wholesale. For example, you can have a basic, silver, and gold price group for different types of B2B partners.
  2. For each group, set a minimum order quantity (for example 10, 50, or 100 units) so the wholesale price appears automatically only when the condition is met.
  3. Add a rule that prevents purchases below the minimum quantity for B2B accounts.

When this step is successful, a registered B2B user sees their specific prices and quantity limits as soon as they log in.

Enable special discounts, promotions, and loyalty programs for wholesale partners:

  1. Create promotional campaigns or discounts visible only to B2B accounts.
  2. Define a loyalty program where each partner automatically collects points or earns extra discounts based on volume.
  3. Set time-limited promotions (for example an extra 5% off certain goods on orders above 200 units).

When the step is successful, B2B partners see personalized promotions and can track their loyalty-program status directly in their account.

Automate the display of prices and terms for registered B2B users:

  1. Connect user accounts with the matching price group and discount rules.
  2. Implement automatic recognition of user type at every login, so the system immediately shows the matching prices, minimum quantities, and available promotions.
  3. Test the display from the perspective of different account types (retail, wholesale, VIP partner) and confirm that all prices and terms appear correctly.

When automation is successful, each user sees only the prices, discounts, and minimum quantities that apply to their account type — without manual intervention.

User type Minimum quantity Price display Special promotions Loyalty program
Retail 1 Standard General promotions Basic
Wholesale (B2B) 10+ Reduced Exclusive promotions Advanced
VIP partner 50+ Lowest Personalized VIP benefits

If you want to unify all of these features without duplicating systems and complicated transitions, a solution such as Wholesale in the same shop enables B2B accounts, price lists, and documents inside one e-commerce system. In one place you have everything your shop needs.

Step 3: Implement integrated sales through one system

E-commerce control panel with system integration for B2B online sales
Photo: RDNE Stock project / Pexels
  1. Set up user accounts for B2B and B2C buyers with different access rights.
    1. Open the control panel of your e-commerce solution.
    2. Create dedicated user groups: one for B2B (wholesale) buyers, another for B2C (retail).
    3. Define access rights for each group — B2B buyers see wholesale prices, rebates, special products, and documents; B2C buyers have the standard view.
    4. Set automatic assignment of access rights based on registration type, or approve B2B accounts manually.
    When you finish, B2B buyers will see their special interface, prices, and options after login, while B2C buyers will not have access to those options.
  2. Enable integration of orders, stock, and invoicing between retail and wholesale.
    1. Connect the e-commerce platform with the ERP or invoicing program you already use.
    2. In the integrations section, select modules for synchronizing stock, orders, and financial documents between B2B and B2C sales.
    3. Test entering and processing an order from both modes to confirm that stock levels and invoicing update automatically.
    4. For advanced integrations, visit Everything your business already uses — connects here.
    When the integration is successful, every product you sell is automatically deducted from stock regardless of whether the sale happened through the B2B or B2C channel, and invoices and goods movement are unified.
  3. Provide a simple switch between the retail and wholesale interface.
    1. Enable a quick view-change option on the site itself — for example, “Switch to wholesale” or “Switch to retail.”
    2. Adapt the menu and display so B2B users have access to extra functions: ordering by SKU, viewing special price lists, bulk ordering.
    3. Test navigation and display as a B2B and as a B2C user, and check that the switch is fast and that all data is visible only to authorized users.
    When this step is successful, users can switch between the two modes easily, without extra logins or complicated menus.

For companies that want to unify retail and wholesale in one system without duplicating processes, a solution such as Wholesale in the same shop enables B2B accounts, dedicated price lists, and ERP integration — all inside one platform.

Step 4: Optimize billing and delivery for a B2B webshop in Serbia

Optimize billing and delivery for a B2B webshop in Serbia with these concrete steps:

  1. Offer flexible payment methods
    1. Let buyers choose between advance payment, payment on invoice, card, or deferred payment based on a prior agreement or credit limit.
    2. Set rules for each payment type — for example, process an advance order only after payment, generate and send an invoice automatically by email, and register card-payment confirmation immediately.
    3. Show payment options clearly at checkout: the buyer chooses the method and sees the amount, terms, and deadlines.
  2. Automate tax and discount calculation for legal entities
    1. Set automatic recognition of legal entities based on tax ID or account type (B2B account).
    2. Implement VAT rules — for example, domestic legal entities see prices with VAT, while foreign partners can be exempt.
    3. Automatically apply agreed discounts or rebates based on buyer type, quantity, or previous volume.
    4. On the final order view, the buyer sees clearly calculated taxes and discounts before confirming the order.
  3. Integrate with courier services and shipment tracking
    1. Connect the B2B webshop with the main courier services in Serbia (for example D Express, City Express, PostExpress) through an API integration.
    2. Enable automatic creation of shipping labels and shipment registration directly from the system, without extra data entry.
    3. Implement real-time shipment tracking — the buyer sees delivery status and a tracking number in their account.
    4. Send automatic email/SMS notifications to the buyer when delivery status changes.

After successful implementation of these steps, the buyer sees:

  • On the checkout page — all available payment methods, automatically calculated discounts and taxes, and clear delivery terms.
  • In their account — the status of every order, the amount to pay, invoices ready for download, and real-time shipment tracking.
  • A reliable, professional presentation, without hiring a developer, thanks to Your site, your look. The developer is not invited.

For advanced features of unified B2B sales and wholesale in one system, consider Wholesale in the same shop — a solution with B2B accounts, price lists, and ERP-process automation without duplicate systems.

Step 5: Track results and continuously improve the wholesale e-commerce system

Step 5: Track results and continuously improve the wholesale e-commerce system

  1. Regularly analyze sales data and user behavior on the webshop.
    1. Study which products B2B buyers order the most.
    2. Compare trends between retail and wholesale accounts.
    3. Use analytics to track average cart value, the most common purchase paths, and drop-off during ordering.

    When this step is successful, the dashboard shows clear reports on volume, the most popular items, and key points on the buyer’s path.

  2. Collect and process user feedback.
    1. Set up questionnaires after every completed purchase (especially for B2B accounts).
    2. Analyze comments and requests that buyers leave through support or directly on the site.
    3. Identify the most common problems or suggestions for improving the offer, process, or webshop features.

    When you process this step successfully, you have a list of concrete improvement proposals and a report on user satisfaction.

  3. Adapt the offer, processes, and user experience based on the collected data.
    1. Optimize the assortment — highlight the most requested products for wholesale e-commerce and improve visibility of slower-selling items.
    2. Speed up ordering for large orders (bulk add-to-cart, quick order forms for regular B2B partners).
    3. Segment the offer precisely by buyer type (for example special discounts for a B2B webshop in Serbia).

    When this step is successful, a visitor finds a relevant assortment easily, and B2B partners get a personalized offer and a more efficient ordering process.

  4. Implement new features and scale operations as needed.
    1. Add options such as automatic catalog generation and price-list updates — use A catalog that writes itself. for faster assortment digitization.
    2. Test integrations with ERP systems for automatic synchronization of documents and stock.
    3. If demand grows, consider scaling — more B2B accounts, new payment methods, expansion into new markets.

    When you implement these changes successfully, users notice the new features, and your system supports a higher order volume and automated work.

With consistent analysis and optimization, your integrated sales system becomes competitive and flexible. Track results, introduce innovations, and adapt to the market so wholesale e-commerce stays a step ahead of the competition.

Frequently asked questions

What is the best platform for a B2B webshop in Serbia?

The most commonly used platforms for a B2B webshop in Serbia are Magento, WooCommerce (with B2B add-ons), Shopify Plus, and Shopware. The choice depends on the company’s needs, budget, and requirements for integration with other systems. Local development teams often also offer custom solutions tailored to specific B2B needs.

How do I set different prices for wholesale and retail in an online store?

Different prices are set through user groups or customer segmentation. By adding B2B users to a dedicated group, you can automatically show special prices, discounts, or minimum quantities only for those buyers, through the matching modules or extensions of the e-commerce platform.

Which payment methods are recommended for B2B online sales?

Recommended payment methods for B2B online sales include payment against a pro forma invoice (bank transfer), deferred payment (credit limit), card payments, and integration with domestic payment systems. Flexibility and reliable options that match business users are important.

How do you integrate a webshop with an ERP system?

Webshop–ERP integration is done through API connections, middleware software, or specialized plugins. This integration enables automatic exchange of product, stock, customer, and order data, which makes synchronization easier and reduces manual work.

Can discounts and taxes be calculated automatically for B2B buyers?

Automatic calculation of discounts and taxes for B2B buyers is possible through advanced e-commerce platform features. Discount rules, specific tax rates, and exceptions can be defined in advance and applied automatically to certain user groups or transaction types.

How do you protect data and transactions in B2B e-commerce?

Data and transaction protection is achieved with an SSL certificate, data encryption, two-factor authentication, and regular security updates. Regular security testing and cooperation with reliable payment processors are also recommended.

Conclusion

Integrating B2B sales and wholesale into one e-commerce system enables more efficient operations, more flexibility for clients, and faster adaptation to market changes. Through careful planning, a tailored offer, and ongoing process optimization, companies can improve sales results and gain a competitive advantage.

If you want to improve your B2B sales process, your next step is to analyze current needs and resources in detail, then explore e-commerce solutions that support integrated sales models. Timely digitization of sales can be a key factor in business growth.

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How do abandoned-cart emails work and why do they deliver excellent results? When a customer in your webshop adds products to the cart but does not complete the purchase, that is called an abandoned cart. Statistics show that as many as 70% of online carts stay abandoned — which means a large share of potential revenue goes unused. Automated abandoned-cart emails are the answer to this challenge: the system automatically recognizes the customer who left the cart and, in a set time interval, sends a personalized reminder with the goal of bringing them back and encouraging them to complete the purchase. Why do customers drop off before purchase? There are many reasons: high delivery costs, a complicated checkout, technical problems, distractions, or simply postponing the decision. Psychology says that often a small reminder or extra motivation is enough for the customer to return. The first automated abandoned-cart email is usually sent 30–60 minutes after leaving the site, the next after 24 hours, and the third (if needed) with an extra benefit — for example, free delivery or an exclusive discount. Tips for effective abandoned-cart emails Clear subject line: The email subject must communicate the reason for sending directly (“Did you forget something in your cart?” or “Your cart is waiting”). Product overview: Show the image, name, and price of products left in the cart — a visual reminder increases the chance of return. One clear call to action (CTA): A “Continue shopping” or “Complete your order” button should be visible and simple. Add extra value: A discreet discount, coupon, or free delivery for completing the purchase often makes the difference. Automate every step: Using modern tools you can fully eliminate manual work — Everything your shop needs.Results follow: research shows that automated abandoned-cart emails can recover between 10% and 20% of lost orders. If you want the whole process to be even simpler and more efficient, a solution such as a built-in email system automatically runs communication with customers at every step, including abandoned carts, without the need to send messages by hand. Loyalty campaigns via email: How to reward and retain customers Photo: Boris Pavlikovsky / PexelsLoyalty campaigns via email are automated programs for rewarding loyal customers, designed to encourage repeat purchase and increase average order value. Automating these campaigns saves time and enables timely, personalized communication with every customer, without the need to send messages by hand. Typical loyalty campaigns include sending special discounts, exclusive member offers, birthday greetings with gifts, or points for every purchase. To automate loyalty campaigns, you need to connect your e-commerce system with an email-marketing platform that supports segmentation and automated flows. Everything your business already uses — connects here. That way, data on purchases, behavior, and loyalty status is automatically used to send the right messages at the right moment. Examples of successful loyalty email campaigns Bonus points for a purchase: After every purchase, customers receive an email with a notice of points earned and a call to use them for a discount. Exclusive offers: Only loyalty-program members get access to early-announced sales or special products. Birthday gift: An automatic email with a personalized discount or free delivery for the customer’s birthday. Win-back campaigns: An email with a special offer for users who have not purchased for more than 3 months.How to measure the success of a loyalty program Criterion Description How to measure Email open rate How many users open loyalty emails Analytics in the email platform Repeat purchase Share of customers who made a new purchase after a loyalty email Comparison of purchase numbers before and after the campaign Order value Average order value among loyalty-program members Reports from the e-commerce system Unsubscribe rate Percentage of users who unsubscribed from loyalty emails Automatic reports from the email tool Return on investment (ROI) How much extra sales were generated relative to program cost Calculation of total sales and costs related to the loyalty campaignAutomated loyalty campaigns are not reserved only for large brands; with modern e-commerce software such as a built-in email system, every online shop can run complete communication with customers — from confirmations and abandoned carts to loyalty and win-back messages — fully automatically. Which tools and platforms make email marketing in e-commerce easier? If you want your e-commerce store’s email marketing to be truly effective, choosing the right automation tool is key. Today there are many platforms that let you easily create, segment, and send automated emails — all without the need for manual work or programming. Here is an overview of the most popular tools and their features: Tool Segmentation A/B testing Integrations with shop platforms Special e-commerce benefits Klaviyo Advanced, by customer behavior Yes Shopify, WooCommerce, Magento, etc. Automated abandoned-cart emails, product recommendations Mailchimp Basic and advanced Yes Shopify, WooCommerce, BigCommerce Loyalty campaigns, visual editors Omnisend Segmentation by habits and interests Yes All popular platforms SMS and email automations, pop-up forms Shopakt Email system Automatic, based on purchase history Automatic optimization Shopakt e-commerce platform Fully automated emails: abandoned cart, win-back, loyaltyWhen choosing a tool, pay attention to the following: Segmentation: The more precisely you can isolate target groups (for example, by spend value, last purchase, or interests), the more relevant and effective the campaigns. A/B testing: The tool should support testing different email versions to optimize open rate and conversions. Integrations: Check whether the tool connects easily with your e-commerce platform and enables transfer of data on customers, abandoned carts, and orders. Automation: Ideally the system automatically starts campaigns for abandoned carts, reminders, birthdays, and loyalty actions — without your intervention.When choosing, also ask how easily you can adapt email design without a developer. Platforms that offer visual editors such as Your site, your look. No developer required. enable fast template changes and better control over the brand. Finally, consider price — but do not sacrifice features that will, over time, bring you more conversions and loyal customers. Automated emails are not only a sending tool, but a strategic resource for growing your e-commerce business. How does personalization increase the success of an email-marketing strategy? Personalization is one of the most important factors that separate successful e-commerce email marketing. Statistics show that personalized emails achieve 29% more opens and as much as 41% more clicks compared with generic messages. In addition, targeted sending of offers according to customer interests can increase conversions by more than 6 times. Segmentation and personalization: How it actually works Segmentation means splitting the user base according to different criteria, such as: Previous purchases (for example, clothing buyers vs. tech buyers) Stage in the purchase cycle (new vs. loyal customers) Geolocation or language Reactions to previous campaigns (active vs. inactive)Based on segmentation, it is possible to automatically personalize the content of every email — from the subject line to product recommendations, as well as sending special coupons or invitations to loyalty programs. Trait Without personalization With personalization Average open rate 14% 18–20% Click rate 2.3% 4%+ Sales increase Standard +6x (on targeted campaigns)Examples of effective personalization in practice Automatic recommendation of complementary products based on the last purchase (for example, those who bought a mobile phone receive an offer for a screen protector or case). A catalog that writes itself. enables daily refresh of descriptions and offers — so every user can receive a current, personalized product suggestion, without manual work. Sending birthday discounts or exclusive offers for loyalty-program members. Automated “win-back” emails to users who have not purchased for a certain time — with a special discount or a personalized message.By combining segmentation, automated emails, and personalization tools, every customer can receive a relevant message at the right moment — which directly increases satisfaction and loyalty, while sales results grow at the same time. Frequently asked questions How do I correctly segment an email list in an e-commerce store? Email-list segmentation requires splitting contacts according to criteria such as demographics, previous purchases, purchase frequency, on-site behavior, and interests. Using automation tools you can easily create personalized campaigns that increase relevance and user engagement. How often should automated emails be sent to customers? It is recommended to send automated emails according to stages of the customer journey and user behavior, most often once or twice a week. It is important to track reactions and avoid excessive sending so you reduce unsubscribes and potential irritation of subscribers. How do I keep emails out of the spam folder? The most important points are to use valid subscriber lists, avoid spam-trigger words, ensure clear opt-in consent, personalize content, and regularly clean the list of inactive contacts. Also check that DKIM, SPF, and DMARC records are correctly set for your domain. What are the most important KPIs for tracking email-marketing campaign success? Key KPIs are open rate, click-through rate (CTR), conversion rate, unsubscribe rate, and total revenue generated via email. Tracking these indicators enables strategy optimization and increases return on investment. How does GDPR affect email marketing in e-commerce? GDPR requires explicit user consent to receive emails, a transparent explanation of how data is used, and the option of easy unsubscribing. Proper application of GDPR protects user privacy and reduces the risk of fines for non-compliance. Are automated emails effective for B2B e-commerce? Automated emails are highly effective for B2B e-commerce because they enable timely information, personalized communication, and nurturing of business relationships. Automation makes it easier to run more complex processes and increases the chance of long-term cooperation and larger transactions. Conclusion Email marketing remains one of the most effective tools for growing and maintaining e-commerce stores, especially when automation and personalization are used. The right messages, sent at the right moment, can significantly increase sales, engage users, and build long-term customer loyalty without the need for manual work. If you want to improve your e-commerce business, the next step is choosing the right email-marketing platform, setting up automated campaigns, and testing personalized messages. Remember, success comes through continuous tracking of results and adapting the strategy to the specific needs of your audience.

Devizzo

24 July 2026

B2B webshop — set up and optimize online wholesale

How to set up and optimize a B2B webshop for successful online wholesalePhoto: Tiger Lily / Pexels A B2B webshop is now a core tool for wholesale growth and digitization. If you want to improve sales and open new channels with business buyers, the right webshop is essential.In this article you will see what you need to launch a B2B webshop, how to choose a platform, set wholesale terms, optimize the buying experience, and connect the shop with ERP or CRM systems. You get practical steps and advice for successful online wholesale. In brief The right platform and B2B features are the foundation of a successful webshop. Clear rules and automated processes make collaboration with B2B customers easier. ERP/CRM integration saves time and reduces errors. Ongoing optimization and promotion are required for online wholesale growth.What you need to launch a B2B webshop Photo: Tiger Lily / PexelsLay the foundations for a B2B webshop with these concrete steps: Choose an e-commerce platform built for B2B. Analyze the B2B webshop features you actually need: multiple price-list levels, customer segmentation, quote support, minimum quantities, integration with business software (ERP/CRM), and automated orders. Compare platforms against these criteria: Criterion B2B-focused platform Standard B2C platform Wholesale price lists Yes Limited or extra cost B2B accounts and team orders Yes No ERP integration Built in or easy to add Often requires extra development Test a demo to check administration, product entry, and the ordering process for B2B customers. You have finished this step when you have a working admin panel with B2B options configured and clearly defined wholesale user accounts. Prepare the assortment and wholesale price lists. Create a detailed product catalog with descriptions, images, and technical data. For each product, define wholesale prices, rebates, minimum order quantities, and any packs. Organize products into categories that matter to business buyers (for example by industry, brand, or product type). Check how the catalog and price lists look from your B2B customer’s side: they see personalized prices and packs, clearly highlighted minimum quantities, and access to documents (for example commercial offers or invoices). Organize the team and resources for B2B customer support. Assign people responsible for receiving and processing B2B orders, as well as technical support and product questions. Provide communication channels suited to business buyers: email, a direct phone line, and/or integrated chat. Implement procedures for fast handling of inquiries, complaints, and document service (for example automatic sending of invoices or pro forma invoices). The B2B customer sees a clear contact point, automated order confirmations, and an easy way to download every required document from the webshop.For companies that want to unify retail and online wholesale without separate systems, a solution such as Wholesale in the same shop enables B2B accounts, price lists, and documentation on a single platform, which saves time and reduces the risk of errors. Step 1: Choose the right B2B e-commerce platform Choose a B2B e-commerce platform that can keep up with the complexity of your online wholesale. Follow these steps: Define the key B2B webshop features you need: Flexible prices by segment or customer (price lists, volume rebates, special offers) Registration and authorization of business users (account approval, different catalog access) User segmentation (different buyer groups, individual limits, payment terms) Automatic processing of wholesale orders (quotes, contracts, pro forma invoices) Integration with ERP/CRM systems Compare the most common B2B e-commerce platforms: Platform Advantages Drawbacks Shopify Plus Scalability, simple management, fast start Limited flexibility for complex B2B processes, extra cost for advanced features Magento (Adobe Commerce) Robust B2B features, high adaptability Serious resources required for maintenance, more expensive implementation WooCommerce B2B Affordable, large community, many add-ons Performance limits at higher volume, more technical knowledge required Devizzo Complete solutions without add-on fees, integrated B2B modules, fast implementation Less known on the global market Pay attention to these criteria when you choose: The breadth and flexibility of the B2B webshop features you need today and later The ability to integrate with your ERP/CRM and transfer existing data Costs: are all key features included, or paid as add-ons? See also A complete e-commerce platform. Not a base plus add-ons — complete. Localization support (currencies, languages, taxes, fiscalization) Stability and security at a higher number of users and transactionsWhen you have chosen the right B2B e-commerce platform, the buyer sees a clear, tailored webshop: registration is available only for business customers, prices are shown individually, and ordering and communication follow your business rules automatically. Step 2: Set wholesale terms and processes Define clear rules for B2B users before you launch the webshop. Well-set terms prevent misunderstandings and make everyday work easier. Set a minimum order value that B2B buyers must meet. For example: RSD 20,000 per order. Define rebates and discounts by quantity or value. For example: 5% off orders over 100 units, 10% over 500 units. Set payment terms (advance, on invoice, deferred payment). Different partners can have different models depending on the relationship.Automate B2B partner registration and verification so the process is fast and does not rely on manual entry: Provide a dedicated B2B registration form with basic company data (tax ID, name, contact person). Automatically validate the entered data (for example tax ID and company registration number). Introduce automatic or manual account approval, depending on company policy.When the step is successful, the user receives a registration confirmation and access to the B2B area of the webshop with special prices and terms. Setting access levels and prices by buyer type Sort users by type (for example small businesses, distributors, retail chains). Assign each group a dedicated price list and set of benefits. Buyer type Minimum order Rebates Payment terms Small business RSD 20,000 up to 5% Advance Distributor RSD 50,000 5–10% On invoice, 15 days Retail chains RSD 100,000 10–15% Deferred, 30 daysUse features that let you set different price lists and access rights directly in the B2B e-commerce platform. Wholesale in the same shop enables B2B accounts, price lists, and documentation without separate systems. For full process control and easier integration of every required function, see Everything your shop needs. Step 3: Optimize the B2B webshop for user experience Photo: Mathias Reding / PexelsOptimize the B2B webshop for user experience with these steps: Personalize content and offers for B2B buyers: Create buyer segments based on company size, industry, and previous purchases. Set personalized price lists and product displays for each segment. Automate communication: Every customer gets the right email at the right moment. You send none. That raises the chance of repeat purchases and loyalty. On the homepage and in the catalog, show relevant products and recommendations based on user history. When the step is successful, the buyer sees products and prices tailored to their profile at first login, and every message is relevant and timely. Implement advanced filters, bulk add-to-cart, and quick orders: Add filters by category, brand, pack size, stock, and price range. Enable B2B webshop features such as bulk adding of several items to the cart via a table or an Excel file with SKUs. Add a “quick order” option where the user enters SKUs and quantities directly, without browsing the catalog. The buyer can now find a product in 2–3 clicks, fill the cart quickly, and finish an order in under 5 minutes. Improve UX/UI for simpler navigation and repeat buying: Organize menus logically for online wholesale (for example by industry, product type, or promotions). Clearly mark bestsellers, promotions, and new items. Enable fast access to previous orders and a “reorder” option. Show stock and price status immediately in the product listing. The buyer sees a clean, scannable page, can return to old orders easily, and always has a clear view of availability and price.For an advanced experience and B2B webshop features without a duplicate system, wholesale in the same shop keeps B2B accounts, price lists, and documents in one place. Step 4: Integrate the B2B webshop with ERP/CRM systems Integrating a B2B webshop with ERP or CRM systems is required for efficient online wholesale. Follow these steps for a successful connection: Analyze business flows and requirements: Identify which functions your B2B webshop must exchange with the ERP/CRM (for example stock, price lists, orders, customer data). Determine whether you can use ready-made connectors or need extra integrations. Choose the integration method: Check whether your B2B e-commerce platform already has connectors for your ERP/CRM. If not, define an API or use standard exchange formats (for example XML/CSV) for synchronization. Set up automatic synchronization: Enable regular updates of stock and prices from the ERP into the webshop. Automatically send webshop orders into the ERP for invoicing and delivery. Synchronize customer data and agreed rebates. Connect CRM for B2B customer tracking: Enable transfer of purchase history and communication into the CRM. Track customer activity, segment them, and use that data for offers and automated campaigns. Test the integration: Create test orders and check that all data transfers correctly between systems. Simulate price or stock changes and confirm the webshop stays up to date.When the integration is successful, the administrator sees: up-to-date stock and price lists in real time in the B2B webshop automatic creation of ERP documents for every online order a centralized customer database with segmentation and purchase historyThis kind of integration enables faster reactions to market changes, removes manual entry, and reduces errors. It is especially useful with solutions such as Wholesale in the same shop, where all key B2B processes and documentation are unified, so you do not duplicate data or maintain several systems. Do not forget — Content is the most expensive part of marketing. With us, it runs itself. By automating B2B flows, you free resources for growth and sales improvement. Step 5: Promote and continuously optimize online wholesale Promote your B2B webshop and use digital marketing to attract new business partners: Optimize site content for B2B e-commerce keywords — write pages that answer buyer questions, use terms such as “online wholesale,” and highlight B2B webshop features. Run LinkedIn campaigns — target industries and company types that match your ideal customers. Publish references, case studies, and invite people to a webshop demo. Prepare email sequences for onboarding and offers — use personalized emails for acquisition and partner reactivation. Use SEO tools and check rankings for key terms. Track visits from organic search and identify the pages that bring the most inquiries.Measure, analyze, and act: Set basic KPIs: number of registered B2B accounts, monthly revenue per account, average cart value, number of repeat orders, and the conversion rate from inquiry to order. Use Google Analytics and platform reports to track user flows and identify where the process stalls. Prepare reports regularly — tables with comparable periods are essential for spotting trends quickly. KPI How to measure What success looks like Number of new B2B accounts Admin panel statistics / Google Analytics goals Steady growth in registrations through the month Conversion rate Number of orders / number of visits More inquiries turning into purchases Repeat orders Orders per user in the system Partners come back and buy more oftenKeep improving the B2B webshop based on data and feedback: Collect feedback — use surveys and direct conversations with partners to find what they miss in the online wholesale process. Test new features (such as better price lists, document views, automatic quotes) on a smaller sample of B2B users. Analyze what raised engagement and orders the most, then apply those changes to the whole webshop. For fast integration with other business tools and process automation, use solutions that connect to external systems: Everything your business already uses — connects here.When this step is successful, the user sees: Steady growth of new B2B partners and higher webshop revenue Precise reports and an easy way to see where improvement is needed Higher partner satisfaction, with more frequent returns and stronger loyaltyFrequently asked questions How does a B2B webshop differ from a B2C online store? A B2B webshop is built for business users and often includes personalized prices, bulk ordering, and multi-user management. Unlike B2C stores, B2B platforms support more complex ordering and approval processes and integration with ERP systems. Which key features should a B2B webshop have? Key features include personalized prices, tailored catalog views, bulk ordering, user-account management, ERP/CRM integration, automatic sending of quotes and invoices, and advanced access control and user rights. How do you set different prices for different B2B buyers? B2B sales platforms let you segment customers and define dedicated price lists by group or individual partner. Prices can be set in the admin panel, and the webshop can often connect to an ERP for automatic price-list import. Can a B2B webshop be integrated with an existing ERP system? Most modern B2B platforms support straightforward ERP integration for automatic synchronization of products, prices, stock, and orders. Integration improves efficiency and reduces the chance of operational errors. How do you attract new B2B buyers through online channels? Attracting new B2B buyers requires a mix of digital marketing, SEO, content tailored to business users, advertising on relevant platforms, and an active presence on professional networks such as LinkedIn. A clear offer presentation and a simple registration process are essential. What are the most common challenges in B2B e-commerce sales? The most common challenges include pricing complexity, integration with existing IT systems, adapting to specific customer needs, data security, and training users on the platform. Reliable technical support is also important. Conclusion A successful B2B webshop requires careful planning, the right tools, and ongoing attention to the buying experience. By setting up the webshop correctly and integrating it with business systems, you open the door to higher efficiency and wholesale sales growth. Now is the right time to assess your business needs and start building or improving your B2B webshop. The first step is choosing a platform that matches your goals and processes, so you can run successful online wholesale.

Devizzo

9 August 2026