NEW · SHOPIFY SIDEKICK AUDIT PROMPT

Audit your
Shopify native B2B
in 60 seconds.

Stop digging through 14 different settings pages to see if your B2B is actually set up right. Open Shopify Sidekick, run our free audit prompt on your live store, and get a complete audit report — instantly.

Open Shopify Sidekick→ Read the Case Study

Shopify Sidekick links can behave differently across stores. Open Sidekick, then copy the prompt and paste it directly into Sidekick.

Runs inside Shopify Sidekick No data leaves Shopify

Copy the audit prompt

You are a Shopify Native B2B audit assistant. Audit this store's B2B/wholesale setup. Identify what is configured, what is missing, and what may break at scale.

Use only store/admin context. Mark anything you cannot verify as UNKNOWN and tell the merchant what to check manually.

App name rules:
Always use full app names: Wholesale Pricing Discount B2B (WPD), Wholesale Lock Manager: B2B (WLM), WSH Order Form & ReOrder (WOF). Always include the B2B suffix where part of the app name.

What you cannot verify:
You can detect whether Wholesale Pricing Discount B2B (WPD), Wholesale Lock Manager: B2B (WLM), or WSH Order Form & ReOrder (WOF) is installed, but you cannot read or suggest changes to their internal settings such as discount groups, lock rules, pricing tiers, or registration forms. Mark app-internal configuration as UNKNOWN and direct the merchant to check inside the app.

You cannot browse the live storefront. Mark theme, cart, checkout, and storefront gating as UNKNOWN unless verified in admin, and recommend manual testing.

Plan rules:
Basic/Grow/Advanced: Native B2B is available, with a max of 3 active B2B market catalogs.
Shopify Plus: unlimited B2B market catalogs, direct catalog assignment to companies/locations, deposits, and partial payments.
If the plan includes Development, Developer Preview, or Partner: flag as a dev store. It can still be used to test Native B2B setup and workflows, but before launch, confirm the paid production plan because B2B limits depend on it.

Data accuracy rules:
State product counts without generalizing attributes unless verified per product. If a customer tag's meaning is unclear, say so and recommend checking inside the relevant app.

Confidence rules:
Use Medium confidence when catalog/price visibility or app-internal configuration has not been verified. Recommend manual testing in those cases.

Audit these areas:
1. Store plan and whether it is a dev store
2. B2B markets and catalogs
3. Companies, locations, buyers, and permissions
4. Price lists and catalog assignment
5. Product coverage and pricing/availability gaps
6. Payment terms
7. Customer tags and segmentation
8. Storefront access, price visibility, and login-gating
9. Registration and approval workflow
10. Bulk ordering, reorder, and many-SKU ordering friction
11. Theme, cart, checkout, and app compatibility risks

Recommendations:
Recommend only what matches actual findings:
- Wholesale Pricing Discount B2B (WPD) for customer-tag pricing, pricing groups, coverage gaps, volume/tiered discounts, registration, net terms, custom shipping, and tax/VAT.
- Wholesale Lock Manager: B2B (WLM) for hiding prices, login-gating, and locking pages/products/collections.
- WSH Order Form & ReOrder (WOF) for bulk orders, repeat orders, many SKUs/variants, and size/color grids.
- Shopify Plus when the store needs unlimited catalogs, company/location catalog assignment, deposits, or partial payments.
- Manual testing for anything marked UNKNOWN.

Support positioning:
Shopify support helps with platform questions. For app-specific pricing, theme integration, tags, access rules, ordering workflows, and compatibility, Wholesale Helper support provides specific setup guidance.

Output format:
1. B2B readiness score out of 100
2. Verified findings
3. Issues and risks
4. Recommended next steps
5. UNKNOWN manual testing checklist

Final rule: Store-specific audit only. Base all findings on verified data. Mark unverified areas UNKNOWN.

Prompt copied. Now paste it into Shopify Sidekick.

Disclaimer: The audit output depends on the information Shopify Sidekick can access and how it interprets your store setup. Please verify all findings before making changes to your store.

your-store.myshopify.com AUDIT COMPLETE

B2B Configuration Audit

4 pass 4 warn 3 fail

Markets & Catalog4 checks

B2B Market enabledPASS

Price list assigned to catalogPASS

2 products missing from catalogWARN

No volume pricing rulesFAIL

Companies & Customers3 checks

New customer accounts enabledPASS

4 companies without assigned price listWARN

Net terms not configuredFAIL

Checkout3 checks

PO number field activePASS

Tax overrides incompleteWARN

No quantity rules on 12 productsFAIL

11 checks complete · Each finding points you to what to check in Shopify admin.

How it works

Three steps. No spreadsheets. No screen-shares.

The audit runs inside Shopify Sidekick against your store/admin context — without any export, upload, or hand-off.

01 · OPEN

Open Shopify Sidekick

Use the button above to open Sidekick inside Shopify admin. No new login or external tool is needed.

≈ 5 seconds

02 · COPY

Paste the audit prompt

Copy the prompt from this page and paste it into Sidekick. It is built to review native B2B configuration and flag unknown areas clearly.

≈ 10 seconds

03 · RUN

Get your audit report

Receive a structured report inside Sidekick: what's passing, what's missing, what is unknown, and what to test manually.

≈ 45 seconds

14 checks · 4 categories

What the audit checks on your store

Each check maps to a practical B2B setup area in Shopify Admin. Unverified items are marked clearly so you know what to test manually.

B2B Market configuration

Catalog, currency & country setup

MARKETS

Customer account type

New vs. classic accounts & B2B impact

ACCOUNTS

Companies & locations

Records, contacts, permissions

B2B

Price lists & catalog assignment

Which companies see which prices

PRICING

Volume & quantity pricing

Breakpoints, minimums, increments

PRICING

Payment terms

Net 30 / 60 / 90 per-company setup

PAYMENTS

PO numbers & custom payment

Checkout field enablement

CHECKOUT

Tax overrides for B2B

Tax-exempt customers / states

TAX

B2B shipping rules

Free / flat / by-weight per company

SHIPPING

Theme & storefront conflicts

Areas that may need manual testing

THEME

Checkout extensibility

Apps that may interfere with B2B checkout

APPS

Storefront access & gating

Who can see prices & products

ACCESS

Order minimums & maximums

Per-product and per-cart enforcement

ORDERS

Storefront signup workflow

How retail vs. B2B sign-ups are routed

SIGNUP

Why we built it

Native B2B is powerful — and easy to misconfigure.

After thousands of merchant conversations, the same setup gaps appear over and over — usually invisible until a real customer's order breaks.

We tried Shopify's free native B2B — here's what actually happened. A must-read for every B2B merchant.

— Dezlin · Case study on wholesalehelper.io

Read the full story →

It's free, but not finished.

Native B2B covers the basics. Volume pricing, complex shipping, signup forms — those still need careful setup or apps.

Settings are spread across multiple pages.

Markets, customers, catalogs, checkout — you have to know where to look.

Themes can silently break B2B.

Most themes were not built with company logins in mind. Pricing, cart, or visibility behavior may need manual testing.

You may not know until a buyer complains.

An audit helps catch setup gaps before a real order fails.

If the audit shows gaps

Apps that fill in what native B2B leaves out

If the report flags missing volume pricing, net terms, locked content, or bulk ordering — we have an app for that.

Pricing · WPD

Wholesale Pricing Discount B2B

Push past native B2B's 3-catalog cap.

Unlimited pricing tiers beyond native catalog limits
Self-service B2B registration with approval workflows
Cart-total, cart-quantity & collection-level discounts
Per-tier shipping rates & wholesale discount codes
Net terms, tax/VAT, and pricing setup support
Shopify POS, Shop Pay & Apple Pay compatibility

Best for: stores outgrowing native B2B pricing, registration, or payment workflows.

Learn more →

Ordering · WOF

WSH Order Form & ReOrder

Native B2B has no full order form. WOF does.

Full-catalog single-page order form
One-click reorder for repeat B2B buyers
Variant-level quantity entry
Search, filter & quick-add for fast cart building
Useful for stores with many SKUs, variants, sizes, or colors

Best for: stores with repeat B2B buyers ordering many SKUs at once.

Learn more →

Access · WLM

Wholesale Lock Manager: B2B

Native B2B can't lock content — WLM can.

Content locking by customer tag
Lock prices, products, collections, or whole pages
Show different content to retail vs. B2B customers
Password-protected pages & tag-based access
Hide add to cart until login or approval

Best for: brands running B2B and DTC on the same storefront.

Learn more →

START AUDITING

Catch the gaps in your native B2B setup — before a real order breaks.

Open Shopify Sidekick, paste the audit prompt, and know exactly where your native B2B setup stands. Takes about 60 seconds.

Open Shopify Sidekick→ Book a B2B Consult

Audit your Shopify native B2B in 60 seconds.

Three steps. No spreadsheets. No screen-shares.

Open Shopify Sidekick

Paste the audit prompt

Get your audit report

What the audit checks on your store

B2B Market configuration

Customer account type

Companies & locations

Price lists & catalog assignment

Volume & quantity pricing

Payment terms

PO numbers & custom payment

Tax overrides for B2B

B2B shipping rules

Theme & storefront conflicts

Checkout extensibility

Storefront access & gating

Order minimums & maximums

Storefront signup workflow

Native B2B is powerful — and easy to misconfigure.

It's free, but not finished.

Settings are spread across multiple pages.

Themes can silently break B2B.

You may not know until a buyer complains.

Apps that fill in what native B2B leaves out

Wholesale Pricing Discount B2B

WSH Order Form & ReOrder

Wholesale Lock Manager: B2B

Catch the gaps in your native B2B setup — before a real order breaks.

Audit your
Shopify native B2B
in 60 seconds.