Enhance Shopify for B2B Wholesale

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I'm seeking a Shopify expert to transform my existing e-commerce website into a comprehensive B2B Wholesale platform. My goal is to offer a personalized and streamlined wholesale purchasing experience to my clients. Here are the specifics of the project: Hessian Coffee is looking for a Shopify expert to understand our business process and either implement and configure existing app or create the functionality to be able to carry out the workflow required.


Website [login to view URL] is running on Shopify. We currently have around 150 wholesale customers that regularly order from us on either a weekly, monthly or adhoc basis. This can happen by telephone, email, text, and WhatsApp. We are looking to implement a system where our B2B customers can easily access an online ordering system either by dedicated App or browser that is compatible with mobile.

We will need to be able to mass upload a list of our wholesale customers and allocate a username and password for them. We will then communicate this directly with our customers individually. In addition to having a login area on home page we want a specific page for B2B customers to login.

**Functionality Required**

Customer A to buy product 1 at £[login to view URL]

Customer B to buy product 1 at £[login to view URL]

Product prices to a B2C to be different to B2B customers that have been authorised to receive these tiered pricing so wholesale customers will need to be tagged as such to identify them correctly.

Certain variants will need to be turned off for B2B customers.

Easy reordering for returning customers who always purchase from the same list of products each time. They still need access to see rest of product range without distracting them from regular products.

Checkout needs to simply be a confirm order for an Invoice to be raised.

Order needs to go directly into Xero as an Invoice Draft to be manually checked before sending. Eventually we want this to automatically approve and email to customer and a packing slip is generated and printed.

Zap sending SMS of order.

Easy access to customer accounts on Shopify for manual data entry to manage orders coming in via telephone or email.

**User Experience (UX) Requirements**

This workflow must have a user-friendly interface, especially since users are transitioning from a very personal ordering process (telephone, email, etc.) to an automated system.

**Existing Shopify Apps**

There are several apps available on the Shopify marketplace and we are open to either one of these to be installed and configured by you the developer or if you think you can develop this bespoke, we will consider this option.

**Testing and Quality Assurance**

There will be a need for a testing phase, including both automated tests and user acceptance testing (UAT) with a subset of our wholesale customers.

**Technical and User Documentation**

To includes code comments, API documentation, and any technical specifications that explain how the system is built and functions.

A user guide that explains how to use the system, targeted at end-users (both our staff who will be entering data and the B2B customers using the app). This should include screenshots, workflows, and FAQs.

**Your Skills and Experience:**

- Strong portfolio of Shopify B2B sites.

- Experience with Xero integration.

- Knowledge in enabling custom and tiered pricing within Shopify.

- Proficiency in creating user-friendly bulk order systems.

**Existing Tools:**

- I have an active Xero account ready for integration.

By applying your expertise to this project, you’ll help me provide a seamless, efficient, and personalized shopping experience for my wholesale customers.

PHP Shopify UX / User Experience Thiết kế trang web Zapier

ID dự án: #37777837

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