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Unified Commerce B2B Software: Capabilities and Shopify Advantage

Unified Commerce B2B Software: Capabilities and Shopify Advantage (2025) – Shopify

Key Takeaways

  • Unify your B2B sales, inventory, pricing, and customer data to gain a clear edge with faster orders, fewer errors, and higher repeat sales.
  • Map each step—ERP sync, real-time inventory, contract pricing, self-serve portals, and order workflows—and test them with one pilot account before scaling.
  • Give buyers a simple, consistent experience across channels so teams spend less time fixing issues and more time building loyal relationships.
  • Highlight the win that excites stakeholders: one login, live stock, accurate pricing, and instant reorders that make buying feel effortless.

You already know the headaches of managing multiple commerce systems: skipped syncs, messy catalogs, and the dreaded surprise stockout.

What hurts more is the chain reaction these headaches trigger—sales stalls to fix quotes, buyers quietly lose confidence, and momentum slips away.

That’s why choosing a truly unified commerce B2B software matters. When every product, order, and customer record lives in one system instead of being stitched together across platforms, errors drop and buyer trust grows.

The payoff shows up in measurable ways: higher average order values, greater buyer value, and a lower total cost of ownership compared to managing separate POS and ecommerce stacks.

Ahead, you’ll get a breakdown of how unified commerce works for B2B, the core capabilities to look for when choosing the right stack for your organization, and how brands are using it to simplify operations.

Explore how to run and grow your B2B business on Shopify

Shopify comes with built-in B2B features that help you sell wholesale and direct to consumers from the same website. Tailor the shopping experience for each buyer with customized product and pricing publishing, quantity rules, payment terms, and more.

Explore now

Why unified commerce beats omnichannel for B2B

Omnichannel commerce solved the front-end problem for retailers. It allows buyers to navigate across touchpoints, but left the back end stuck in the past, tied together with middleware and manual reconciliations.

When product data, contract pricing, and order histories live in separate systems, even the best B2B self-service portal can’t guarantee accurate stock, delivery dates or account-level discounts.

Unified commerce takes the next step. Instead of integrating separate systems, it runs every buying motion (web, marketplace, field sales, or POS) against a single data model on one platform. There are fewer integration points to break, clearer analytics, and a consistent experience that buyers trust.

Chart of four phrases in the retail maturity model.
Unified commerce is the next phase of retail maturity.

The new baseline for B2B buyer expectations

The pandemic permanently changed how enterprises buy. Today, channel fluidity is non-negotiable. McKinsey’s 2024 B2B Pulse survey found that one-third of buyers still want face-to-face time, one-third prefer remote, and one-third opt for digital self-service at every stage of the journey.

Digital self-serve is especially on the rise. Forrester predicts that more than 50% of B2B deals worth $1 million or more will close through digital self-serve portals by the end of 2025, not through a salesperson. These buyers are expecting more personalized experiences as well, which include real-time inventory, tailored recommendations, contract pricing, and accurate delivery ETAs.

These expectations highlight why back-end unity matters. Buyers don’t care how many systems you run—they care that the negotiated price is accurate in their portal, and that stock is truly available when they need it. Unified commerce delivers on those promises by design, especially when POS and ecommerce run on the same platform.

Impact on AOV, buyer value, and service costs

A unified ecommerce strategy doesn’t just simplify architecture—it also shows up in your bottom line. When every department works from the same customer data view and context, teams gain efficiency and buyers get consistency. The results are measurable:

  • Higher average order value (AOV): Brands running on Shopify’s unified data model see an average 8.9% lift in gross merchandise value (GMV).
  • Stronger buyer value: B2B merchants on Shopify record up to a 53% increase in GMV per buyer within the first year, a direct result of consistent pricing, real-time inventory, and self-serve reordering.
  • Lower operating costs: Independent research found that Shopify’s total cost of ownership (TCO) is up to 36% better than our competitors.

A leading independent consulting firm survey shows Shopify’s TCO outperforms the competition.

From that research, we designed an easy calculator for comparing TCO.

Use the calculator

Core pillars of unified commerce architecture

The foundation of unified commerce starts with a single data model, APIs, and embedded payments that unify the back end.

Unified data model and single customer view

Legacy B2B platforms scatter data across enterprise resource planning (ERP), product information management (PIM), and other tools, creating silos that don’t talk to each other.

Unified commerce technology solves this by consolidating all products, price lists, inventory counts, and order routes into a single data model. Each record has a single ID, so every channel—your ecommerce store, sales rep tablet, and EDI feed—reads and writes to the same source of truth.

This “single brain” approach powers a single customer view (SCV). For B2B, that means each company record stores:

  • All associated buyers and approval roles
  • Contract-specific pricing and payment terms
  • Complete order, invoice, and service history

Whenever the buyer reorders or changes a credit term, the unified customer profile updates instantly. Sales reps, finance, and self-serve portals all get the same live information.

Real-time API orchestration layer

A unified commerce architecture lets teams query and update every touchpoint instantly. With Shopify’s event-driven GraphQL and REST APIs, plus webhooks and EventBridge streams, you can move inventory, edit price lists, or update payment terms in real time.

Every API call hits the same standardized data model, so EDI messages or headless storefronts update a single record rather than juggling point-to-point integrations.

Plus, API-first design means Hydrogen, a React storefront, or a sales rep tablet can consume the same live endpoints, meeting rising buyer demand for real-time visibility instead of overnight syncs.

💡Did you know? A headless build with Hydrogen allows for smoother and more flexible integrations with the essential systems that power B2B unified commerce operations, such as ERPs (for inventory and pricing), CRMs (for customer data), and PIMs (for product information).

Shopify B2B and DTC storefront integrated with CRM, CMS, and ERP system
Manage your entire B2B operation from Shopify.

Embedded payments and tax compliance at scale

When payments and taxes run on the same platform, you save on tech spend and keep financial audits simple.

Shopify builds payments and taxes into the core platform, so every B2B order settles on the same ledger and inherits the right tax rules automatically. Shopify Payments can handle enterprise volume—merchants processed $41.1 billion in gross payment volume in Q2 2024, representing 61% of all GMV on Shopify.

The same unification extends to tax. Shopify Tax calculates US sales taxes and issues compliant VAT invoices across all 26 EU countries, plus the UK. As of mid-2025, a partnership with Sovos lets eligible US-based businesses auto-file and remit returns directly from the Shopify admin.

Core capabilities of a unified commerce B2B software

Unified commerce isn’t just about cleaner back-end systems. It’s about the buyer experience your systems unlock. Here are the capabilities that matter most:

Role-based pricing and approvals

Shopify’s interface showing catalog customization options.
For buyers, trust starts with seeing the right terms every time they log in. A unified commerce platform makes that possible by attaching multiple contracts to a single company record and assigning each location its own price list or discounts, all from one managed login. When an approved buyer signs in, the storefront automatically pulls the right price and approval workflows.

This approach consistently improves the buyer experience and has helped brands like AMR Hair & Beauty triple sales and increase B2B average order value by 77%.

“Right now, we have two login options, one for public consumers and one for B2B customers,” says Ammar Issa, founder of AMR Hair & Beauty. “We have 10 different pricing tiers for B2B customers, and Shopify automatically shows them the right one based on their customer status.”

Real-time inventory and order logs

Buyers lose confidence when promised items are unavailable. A unified commerce platform tracks stock at the location level and updates quantities the moment a pick, receipt, or transfer happens, so buyers and sales reps always see live, accurate availability.

Each change also writes to a dedicated inventory API and order timeline, giving ops teams a searchable history of who moved what and when.

Native ERP and CRM connectors

Buyers expect accurate pricing and account details every time—they won’t wait for systems to catch up. Native ERP and customer relationship management software (CRM) connectors ensure data flows between systems in real time, eliminating CSV uploads and brittle middleware that leaves numbers out of date.

Shopify’s Global ERP Program offers certified, one-click apps for NetSuite, Microsoft Dynamics 365 Business Central, Infor, Acumatica, and Brightpearl. These connectors write orders, inventory moves, and financial postings directly into the ERP’s ledger in real time.

Self-service portals for reorders and quotes

B2B buyers want the same convenience they get as consumers—real-time stock, one-click reorders, and seamless quotes. According to a 2024 Forrester-commissioned survey, 73% of buyers want that digital experience, yet only 36% of companies deliver it.

A unified commerce platform should make self-service simple. With Shopify B2B, buyers can duplicate their past orders in one click, or accept a rep-generated draft order as a quote and pay on their approved terms.

Robust analytics and AI demand forecasting

Businesses that can see and forecast demand in real time make faster, smarter decisions for their buyers. A unified B2B ecommerce platform makes this possible by pulling live, omnichannel data into one place. With ShopifyQL Notebooks, merchants can query and visualize their unified sales, inventory, and customer data directly, tracking B2B KPIs like AOV and fill rate.

For planning, AI demand-forecasting tools are non-negotiable. As of Q1 2025, 98% of companies report integrating AI into their supply chains to help with forecasting and inventory optimization. Together, live analytics and predictive forecasting can keep buyers supplied without burdening you with holding costs.

Enterprise-grade security and compliance

Large buyers won’t commit unless they trust that their data is protected. Your platform must satisfy the same checklists your CFO and auditors use:

With the correct certifications in place, enterprise buyers can process payments and store customer data without additional compliance tools.

Checklist: How to pick the right B2B ecommerce platform for your business

Run through a short checklist and see if your ecommerce platform is ready for B2B.

Download your copy

Shopify’s unified commerce approach for B2B

Here’s how Shopify brings those core capabilities to life with built-in B2B tools.

Company profiles, price lists, and self-serve checkout

Shopify’s B2B model starts with company profiles, which are individual records that store multiple contacts, locations, payment terms, and tax IDs for each buyer account.

Shopify’s interface showing the creation of a company profile for the store Gordie Gifts.
You attach price lists (catalogs) to those profiles, so every buyer sees the right currency, volume tier, and product mix when they log in.

Shopify admin screen showing user building a custom B2B storefront
Build a powerful storefront with personalized content for every buyer

At checkout, contract prices apply automatically, approved customers can pay on net terms, and orders post back to the same company profile for finance and ops to reconcile in real time.

👉 Learn how Simon Pearce consolidated three systems into one unified platform to support over 400 wholesale partners with seamless buying experiences. 

 

 

One unified back office

Running both ecommerce and POS on the same platform means one product catalog, one inventory count, and one order ledger. Shopify’s unified stack provides exactly this, so whether a sale happens in a showroom, online store, or wholesale portal, it all draws from the same data model.

With a single ledger, finance and ops gain consistency across every channel—from tax treatment to partial pickups—reducing manual work and costly errors. Independent research shows retailers that merge Shopify POS with their online storefront cut total cost of ownership by 22% on average and implement 20% faster than those juggling separate systems.

Extensibility via Functions, Flow, and headless APIs

Shopify also lets you inject custom logic to tailor B2B experiences at enterprise scale:

  • Functions run inside Shopify’s checkout and cart to add logic like volume-tier discounts or custom payment rules.
  • Flow automates B2B chores, like auto-assigning new company locations to the right price list or emailing credit limit alerts, through drag-and-drop workflows.
  • Headless APIs (Storefront, Admin, B2B) feed Hydrogen or any React/Vue front end, so you can launch portals, rep apps, or kiosks without duplicating data.

Comparing leading unified commerce B2B platforms

Many platforms integrate separate products through connectors. Shopify unifies channels and data on one platform. That difference shows up in conversion, cost, and speed to launch.

Shopify vs. Salesforce

With lower license fees, faster deployments, and a proven conversion edge, Shopify frees budget and time you can redeploy into wholesale portal features, rather than propping up multi-cloud infrastructure.

Here are the numbers:

  • Checkout performance: An independent consulting firm found Shopify Checkout converts 36% better than Salesforce Commerce Cloud’s.
  • Lower total cost of ownership: Shopify’s own TCO calculator, built on that same research, shows the platform runs on average 35% cheaper over five years once you add licenses, development hours, and maintenance.
  • Speed to launch: Brands migrating from Salesforce routinely go live on Shopify in under six months. Mustang Survival completed their switch in just 92 days, then recorded a 172% conversion jump.

Unified vs. integrated: Shopify has run POS and ecommerce on one platform from day one, so data flows through a single source of truth. Salesforce acquired its commerce solutions, resulting in a platform that has mixed architectures.

📚 Read our Shopify vs. Salesforce Commerce Cloud guide

Shopify vs. Adobe Commerce

If launch speed, low-code extensibility, and proven global scale are your priorities, the data points to Shopify over Adobe Commerce.

What the data shows:

  • Faster time to market: Thanks to a more user-friendly admin and prebuilt ERP connectors, brands launch storefronts 40% faster on Shopify.
  • Lower total cost of ownership: Independent research commissioned by Shopify shows its five-year TCO is 29% better than Adobe’s, while Adobe projects rack up 42% higher implementation costs, 42% higher platform fees, and 24% higher operating costs.
  • Better site performance: Shopify Checkout averages 5% higher conversion and stores load 2x faster than Adobe sites, backed by ~100-millisecond Storefront API responses and 99.9% uptime.

Unified vs. integrated: Shopify unifies POS, B2B, and ecommerce on one platform. Adobe Commerce depends on custom and third-party integrations, adding cos and complexity.

📚 Read our Shopify vs. Adobe Commerce guide

Shopify vs. BigCommerce

A deeper app ecosystem and higher conversion rates make Shopify a pragmatic choice for B2B unified commerce.

The results:

  • More cost-effective in the long run: Independent research shows Shopify’s five-year TCO is 31% better on average; BigCommerce shows 88% higher implementation costs, 32% higher platform fees, and 21% higher operating/support costs.
  • Stronger checkout conversions: Shopify Checkout converts 12% better on average than BigCommerce. Fitness brand Crossrope saw a 24% conversion lift and 90% revenue increase after migrating from BigCommerce to Shopify.
  • Better B2B tools: With 2,380 partners and more than 8,000 apps versus BigCommerce’s 1,237 partners and ~1,200 apps, Shopify offers far more plug-and-play options. Its built-in B2B suite plus Shopify POS reduc reliance on third-party add-ons that can fragment data.

Unified vs. integrated: Shopify runs every channel from one source of truth. BigCommerce relies on external apps that can disrupt consistency.

📚 Read our Shopify vs. BigCommerce guide

Case studies: Unified commerce lessons from high-growth brands

Leading brands are cutting costs and complexity with Shopify’s unified approach.

Simon Pearce

Heritage glassmaker Simon Pearce replaced three disconnected systems (a separate ecommerce site, a legacy POS, and a stand-alone wholesale portal) with a single Shopify back office.

The move ended Q4 POS outages, shifted inventory visibility from once daily to real time, and cut custom engraving approvals from multi-day email chains to instant digital proofs that generate work orders on the spot.

Tony’s Chocolonely

Facing mounting maintenance costs and peak season crashes on a bespoke stack, Tony’s Chocolonely migrated to Shopify and merged three sites into one unified storefront.

Unifying every channel on a scalable core freed Tony’s team from patchwork fixes and let them focus on bigger activations. It also allowed them to create unique buying experiences.

For example, automated “pay by invoice” and volume discount tools streamline large corporate orders. The brand also integrated a custom “Wrapper Creator” personalization app that plugs straight into Shopify’s APIs for seamless gifting experiences.

The switch ultimately resulted in:

  • 2.5 times faster site speed
  • Double-digit revenue growth across four key markets, including 70% in the US

The Conran Shop

When Digital Director Richard Voyce tallied the hours (and pounds) spent keeping a heavily customized Magento site operational, he realized the brand was being held back by legacy tech.

The team adopted a mindset of “reducing complexity, reducing cost, reducing effort,” and migrated to Shopify’s unified commerce solution. They started with a phased rollout with zero downtime.

A new Kuwait site went live first, giving the team confidence to migrate their flagship UK storefront in February 2024. Customers quickly noticed the cleaner navigation and faster checkout.

The Conran Shop rolled out Shopify POS across their physical stores and launched a wholesale-only B2B site in September 2024, all drawing on the same product and inventory data. Staff now capture customer details in-store and trigger Klaviyo flows automatically to deliver a showroom experience that mirrors online ease.

With Shopify, the retailer saw:

  • 50% reduction in TCO
  • 54% increase in online conversion rate
  • 23% increase in email marketing revenue

Explore how to run and grow your B2B business on Shopify

Shopify comes with built-in B2B features that help you sell wholesale and direct to consumers from the same website. Tailor the shopping experience for each buyer with customized product and pricing publishing, quantity rules, payment terms, and more.

Next Steps

Unified commerce for B2B is no longer a nice-to-have; it is the operating system for profitable growth. When your storefront, ERP, PIM, inventory, pricing, payments, and customer data work from one source of truth, you cut order errors, speed up reorders, and make buyers stick. This post showed how a modern stack unifies contract pricing, real-time stock, account-based catalogs, and self-serve portals so your sales team spends less time chasing details and more time closing larger, repeat orders. The payoff shows up fast: cleaner data, fewer manual touches, and higher customer lifetime value because buyers get the same accurate experience across every channel.

Here are the practical moves to make it real:

  • Start with one pilot account: connect your ERP for live inventory, sync contract pricing, and enable quick reorder from order history; measure fill rate, time-to-invoice, and support tickets.
  • Standardize product data: use a PIM to normalize variants, specs, and media so catalogs stay consistent across portal, marketplace, and sales reps’ carts.
  • Implement role-based buying: set permissions for approvers, buyers, and accounting so large orders move without email ping-pong.
  • Automate the order flow: send orders straight to ERP with status updates, ASN, and invoice sync; remove CSV uploads and manual edits.
  • Align analytics to revenue: track reorder rate, average order value, on-time fulfillment, and margin by account, not just site traffic.

For Shopify merchants, the fastest wins come from self-serve B2B portals with one login, live stock, negotiated pricing, and payment terms baked in. Pair that with smart merchandising—account-specific catalogs and bundles—and you’ll see larger carts and fewer abandoned quotes. Your sales reps still matter; they just shift to strategic work like contract renewals, forecasting, and cross-sell planning, backed by the same unified data the portal uses.

If you are mapping your next steps, run a 30-60-90 plan: first 30 days, connect ERP inventory and pricing to a limited buyer group; next 30, roll out quick reorder, net terms, and account catalogs; final 30, add approvals, punchout or EDI if needed, and a KPI dashboard your team reviews weekly. Keep the scope tight, prove the lift, then scale to your top 20 accounts.

I’ve seen brands unlock meaningful gains by treating unified commerce as a revenue project, not an IT task: fewer support tickets, faster cash collection, and stickier customers because buying is simple and reliable. If you’re ready to dig deeper, explore our B2B portal implementation guide, talk with your ERP partner about real-time APIs, and line up a pilot account you can launch within 45 days. Then report the wins to your team, and use that momentum to bring the rest of your buyers onto the same unified path.

Frequently Asked Questions

What is unified commerce for B2B and why should a Shopify brand care?

Unified commerce connects your storefront, ERP, PIM, pricing, inventory, and customer data into one real-time system so buyers always see accurate stock and contract pricing. For B2B, this means fewer order errors, faster reorders, and higher repeat sales because every channel pulls from the same source of truth.

How is unified commerce different from multichannel or omnichannel?

Multichannel sells in many places, but data often lives in silos; omnichannel improves the experience but still relies on syncs and manual fixes. Unified commerce runs on a single data model, so price, inventory, and order status match everywhere without constant reconciliation.

What are the fastest wins a Shopify B2B brand can expect?

The article points to self-serve portals with live inventory, negotiated pricing, and quick reorder as near-term gains. Most brands see fewer support tickets, higher fill rates, and larger average order values once buyers can place accurate orders in minutes instead of emailing sales.

Which systems must be integrated first to make unified commerce work?

Start by syncing ERP for inventory and pricing, then connect your PIM for clean product data and your payments/terms provider for net terms at checkout. With those in place, roll out customer-specific catalogs and role-based approvals to reduce friction on large orders.

How do I measure ROI from a unified B2B stack?

Track reorder rate, average order value, on-time fulfillment, ticket volume per order, and DSO (days sales outstanding) before and after launch. When contract pricing and stock are correct at checkout, you should see fewer exceptions, faster cash collection, and higher lifetime value.

What buyer experience features matter most for B2B on Shopify?

Offer one login, real-time inventory, contract pricing, saved lists, and quick reorder from order history. Add payment terms, account-level catalogs, and approvals so procurement can move large orders without email back-and-forth.

How should we roll out unified commerce without risking current revenue?

Run a 30-60-90 pilot with 5–20 key accounts: connect ERP and pricing first, then enable quick reorder and net terms, then add approvals and EDI or punchout if needed. Meet weekly to review KPI movement and fix issues before expanding to the next cohort.

Can unified commerce reduce workload for our sales reps?

Yes; reps spend less time quoting and fixing errors and more time on renewals, cross-sells, and forecasting because the portal handles routine orders. The shared data model lets sales and buyers see the same prices, stock, and status, which cuts back-and-forth emails.

What data hygiene steps are required for success?

Normalize SKUs, variants, specs, and media in a PIM so every channel shows the same product record. Clean customer data by mapping accounts, locations, and contract terms, then set clear ownership for ongoing data stewardship to prevent drift.

What common mistakes should we avoid when implementing?

Don’t launch without real-time ERP syncs for stock and pricing, and don’t skip role-based permissions and approvals for complex purchases. Avoid big-bang rollouts; a controlled pilot with clear KPIs will expose gaps early and protect your revenue while you scale.

 

This article originally appeared on Shopify and is available here for further discovery.