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B2B and wholesale automation with MESA
Wholesale orders come with extra steps: approving applications, setting tax-exempt status, and getting order details to whoever packs and invoices them. MESA handles those hand-offs automatically.
Start from a template above to collect wholesale applications, update tax-exempt status by customer tag, or export B2B orders to Google Sheets.
FAQs
Do I need Shopify Plus to sell B2B?
No. Since April 2026, Shopify includes its native B2B features, such as companies, company locations, payment terms, and quantity rules, on every plan. A few, like more than 3 catalogs, are still Plus-only. See Shopify's B2B plan features.
Can I collect wholesale applications?
Yes. A template sends wholesale applications to Google Sheets so your team can review them in one place. Add an Approval step to sign off before granting access.
Can I set tax-exempt status automatically?
Yes. A template updates a company location's tax-exempt status when the customer has a specific tag.
Can I send wholesale orders to a spreadsheet?
Yes. Templates add each order to Google Sheets, or export the day's orders on a schedule.
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