CA 4.0: Technology and Beyond – Nagpur | 24 Mar 2026 | 5:30 PM | Powered by Integs Cloud and Zoho
5 Connected B2B Workflows to Streamline Shopify and NetSuite Operations
Client: UK-Based Oral Care Company
The client is a UK-based oral care company specializing in professional oral hygiene products and clinically proven oral health solutions. With a growing B2B customer base, the company serves wholesale customers placing high-volume orders involving multiple products, larger quantities, and varied payment terms.
To support its expanding wholesale operations, the client launched a dedicated Shopify B2B store while continuing to manage customer information, pricing, orders, fulfillment, and financial processes through NetSuite.
As the B2B business grew, the client needed a reliable integration between Shopify B2B and NetSuite that could support multiple customer contacts, customer-specific pricing, alternate delivery locations, and different payment terms while maintaining accurate financial and operational data.
Integs Cloud implemented a customized Shopify–NetSuite integration to connect the B2B commerce platform with the client’s existing ERP processes and streamline the end-to-end order lifecycle.
Challenges
Managing B2B orders across Shopify and NetSuite involved several customer, pricing, fulfillment, and payment-related complexities.
Key challenges included:
- B2B customers having multiple authorized contacts who needed to place orders on behalf of the same organization.
- Requirement to synchronize contacts as child records under their respective parent customer.
- Customers occasionally requiring delivery to shipping addresses different from their default address maintained in NetSuite.
- Different B2B customers operating under different payment terms.
- Difficulty in tracking orders through to the final payment and invoice closure.
- Maintaining separate price catalogs for B2B customers in NetSuite.
- Requirement to reflect updated B2B pricing in Shopify as quickly as possible.
- Need for a connected workflow between B2B orders, fulfillment, payments, and financial records.
Objectives:
- Enable customers to manage multiple authorized contacts for B2B purchasing.
- Synchronize customer and contact information between NetSuite and Shopify B2B.
- Allow customers to specify alternate shipping addresses when placing orders.
- Synchronize customer-specific B2B pricing from NetSuite to Shopify.
- Automate the transfer of B2B orders and fulfillment information between both systems.
- Support different payment terms and improve order-to-payment tracking.
- Improve financial accuracy and reduce manual reconciliation activities.
Solutions
Integs Cloud implemented a customized Shopify B2B and NetSuite integration designed around the client’s wholesale ordering and financial processes.
Key Solution Highlights:
B2B Order Integration
A dedicated order integration was implemented to transfer orders from the Shopify B2B store into NetSuite.
The solution enabled:
- B2B customers to place high-volume orders through their authorized users.
- Multiple users to operate under the same customer organization.
- The client’s sales team to place orders on behalf of B2B customers.
- Order information to flow into NetSuite for downstream processing and financial management.
This provided a connected order-processing workflow while supporting both customer-led and sales-assisted ordering.
Customer and Contact Synchronization
The integration was designed to support B2B organizations with multiple authorized purchasing contacts.
The solution enabled:
- Customer records maintained in NetSuite to be connected with their Shopify B2B accounts.
- Multiple contacts to be associated with the relevant parent customer.
- Authorized customer representatives to place orders on behalf of their organization.
- Better alignment between customer structures in NetSuite and Shopify B2B.
Alternate Shipping Address Management
The solution addressed situations where B2B customers needed products delivered to locations other than their default shipping address.
Customers could specify an alternate delivery address while placing their orders, allowing the client to support use cases such as mobile dental clinics operating across different locations.
The integration ensured that the alternate shipping information was carried through the order process and remained available within NetSuite for fulfillment.
B2B Price Synchronization
A custom pricing synchronization flow was developed to connect B2B price catalogs maintained in NetSuite with Shopify B2B.
The solution supported:
- Initial synchronization of customer-specific B2B prices.
- Synchronization whenever pricing was updated in NetSuite.
- Consistent pricing visibility for B2B customers on the Shopify store.
- Reduced manual effort involved in maintaining pricing across systems.
This helped ensure that customers could access the appropriate prices while keeping NetSuite as the central source for B2B pricing management.
Alternate Shipping Address Management
A fulfillment integration was implemented to transfer fulfillment information from NetSuite back to Shopify B2B.
This enabled:
- Fulfillment updates to flow from the ERP to the B2B storefront.
- Better visibility into order fulfillment status.
- A more connected workflow between order processing and delivery.
- Support for orders requiring alternate shipping locations.
Payment and Financial Tracking
The integration supported B2B customers operating under different payment terms and enabled the client to track transactions through the payment lifecycle.
This helped the client monitor outstanding payments, follow orders through to final settlement, and close corresponding invoices in NetSuite once payment requirements were completed.
The Result
The Shopify B2B and NetSuite integration streamlined wholesale commerce operations by connecting customer management, pricing, ordering, fulfillment, and financial processes across both platforms.
Key Solution Highlights:
- Enabled high-volume B2B orders to be placed by customer users and the internal sales team.
- Supported multiple authorized contacts under individual B2B customer organizations.
- Enabled customers to specify alternate shipping addresses when required.
- Automated synchronization of B2B-specific pricing from NetSuite to Shopify.
- Improved visibility of B2B orders and fulfillment across systems.
- Enabled better tracking of orders through different payment terms and final invoice closure.
- Improved accuracy across financial reporting and tax-related information maintained in NetSuite.
- Accelerated daily reconciliation of orders, revenue, cancellations, and refunds.
- Reduced manual intervention and operational delays across B2B workflows.
- Enhanced financial visibility to support better cash-flow management.
- Created a scalable integration framework to support the client’s growing B2B operations.
The implementation provided the client with a more connected B2B commerce ecosystem, enabling smoother wholesale order processing, greater flexibility for customers, and stronger operational and financial control through integrated Shopify and NetSuite workflows.
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