B2B & Enterprise

Shopify Company Portals for Australian B2B Buyers

20+Shopify builds shipped
WCAG 2.1 AAon every launch
6–10 wkstypical portal build
+28%avg conversion lift
Shopify PlusB2B specialists

When every account job lands on your reps

Most B2B stores bolt buyer self-service onto a retail theme. Accounts still call, email and PDF their way through routine tasks, and your team absorbs the admin.

Reordering means emailing a rep

Buyers can't see past orders or repeat them in a click, so every reorder becomes a manual quote and a back-and-forth.

Approvals happen off-platform

Purchase sign-offs live in inboxes and spreadsheets, so nothing is enforced and nothing is auditable.

Invoices get chased by phone

Finance teams can't self-serve statements or outstanding balances, so your team fields the same calls each month.

One login per company

Shared credentials mean no roles, no permissions and no visibility over who ordered what.

Account documents are scattered

Price lists, credit terms and compliance docs sit in email threads instead of the buyer's account.

Your reps are the system

Knowledge lives with individuals, so leave, churn or growth breaks the buying experience.

Scope at a glance

A typical split of who owns what. We confirm the detail in discovery.

Nexly delivers	Your team owns
Roles & permissions	Role model and portal logic	Which users sit in which role
Approval workflows	Threshold rules, routing and alerts	Sign-off limits and policy
Reordering	Order history and repeat-order UI	Product and pricing data
Invoices & statements	Portal views and ERP sync	Accounting system and access
Account documents	Upload, storage and display	The documents themselves
Integrations	Build and test connections	API access and credentials

Is a company portal right for you?

A fit if

You sell to trade, wholesale or procurement accounts with repeat orders
Buyers have multiple users who need different permissions
You're on Shopify Plus, or ready to move for B2B
Reordering, approvals or invoices currently run over email
You want to cut account-management admin as you scale

Not a fit if

You're purely DTC with one buyer per order
You need a full ERP or bespoke procurement system rebuilt
You want a quick app install with no custom logic
Your catalogue and pricing aren't yet organised for B2B

What's in a Nexly company portal

Specified around how your accounts actually buy, then built natively on Shopify Plus.

What's included

Company accounts with multiple buyers and locations
Roles and permissions: buyer, approver, admin
One-click reordering from order history
Spending limits and approval workflows
Self-serve invoices, statements and balances
Account documents: price lists, terms, certificates

Technical deliverables

Shopify Plus B2B company and location modelling
Customer-account UI extensions and portal pages
Custom Liquid, Functions and metafields for logic
Draft-order and quote flows where needed
WCAG 2.1 AA accessible components
Analytics and event tracking on portal actions

Technology & integrations

ERP and accounting sync for invoices, credit and pricing
Payment terms and net-30 checkout options
SSO and identity for enterprise buyers
Freight and fulfilment integrations
Catalogue and price-list feeds
Shopify Flow for approvals and notifications

How we build your portal

A staged build that puts a working portal in front of real buyers early.

Discovery & mapping (week 1)

We map your accounts, roles, approval rules and the systems the portal must talk to.

Portal architecture (week 1–2)

We model companies, locations and permissions in Shopify Plus B2B and agree the data flow.

Build & integrate (week 2–6)

We build portal pages, workflows and integrations, demoed in a shared staging store.

Buyer testing (week 5–7)

Selected accounts trial reordering, approvals and invoices while we refine.

QA & accessibility (week 6–8)

Full functional, permission and WCAG 2.1 AA testing across devices.

Launch & handover (week 8–10)

We migrate accounts, go live in stages and hand over documentation and training.

Post-launch support

A support window to tune workflows and onboard the rest of your accounts.

Quality and controls

Portals touch pricing, permissions and money, so we test them hard.

Permission testing for every role and edge case
Approval-threshold and routing verification
Invoice and balance accuracy checks against source
WCAG 2.1 AA accessibility audit
Performance tuned to a 90+ Lighthouse target
Staged rollout with a rollback plan

Investment

Company portals are scoped after discovery. Pricing depends on roles, approval logic and the systems we integrate. Typical AUD ranges below.

Number of roles and approval rulesDepth of ERP and accounting integrationInvoice, statement and payment-term logicNumber of accounts to migrateCustom UI and reporting requirements

Portal Essentials

$16,000–$28,000

Roles, reordering and invoices on an existing Plus B2B store

Portal Standard

$28,000–$55,000

Approvals, account documents and one core integration

Portal Enterprise

$55,000+

Multi-account, ERP sync, SSO and custom reporting

Company portal FAQs

You do. All code, configuration and documentation are yours on handover, built in your own Shopify Plus store with no lock-in to us.

Most portals ship in 6–10 weeks depending on roles, approvals and integrations. We confirm the timeline after discovery.

Yes. Native company accounts, locations and B2B permissions are Plus features. We can advise on the move if you're not there yet.

We audit your apps up front and keep compatible ones. Where an app conflicts with B2B logic, we flag it and propose an alternative before building.

Yes. We integrate invoices, credit terms and pricing with systems like Xero, MYOB, NetSuite or your ERP via API or middleware.

Yes. We model roles such as buyer, approver and admin, with spending limits and approval routing per company and location.

You get a support window to tune workflows and onboard remaining accounts, plus documentation and training for your team. Ongoing support is available.

Yes. We launch in stages so you can pilot with selected accounts, gather feedback and migrate the rest with confidence.

Related services

Turn account admin into self-serve

Book a call and we'll map your roles, approvals and integrations, then scope a Shopify Plus company portal for your accounts.

Book a call

Name Work email Store URL Monthly B2B orders