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Creating B2B catalogs

B2B目录让你定制购买雄厚ce for thecompaniesthat you sell to. Catalogs let you tailor the customer experience by including all products, or only a specific subset of your products.

After youcreate a B2B catalog, you canassign it to a company locationto let B2B customers purchase products at specific prices. If you want to apply a percentage increase or decrease to all of your product prices, then you can set an overall adjustment. You can also set fixed prices and volume pricing that apply only to specific products or variants. A catalog can contain both an overall percentage and fixed prices. However, fixed prices for products or variants override any overall percentage adjustments that you set.

For example, your store sells candles at $10 each. You create a B2B catalog and enter-20%in the整体调整field, which reduces the price of your candles by 20% for companies with access to the catalog. One candle costs slightly more to produce, so you set a fixed price of $9 for that product. When a customer with access to the catalog visits your store, they're offered your products at $8, except for the candle that you entered a fixed price for. The fixed priced candle isn't affected by the overall adjustment, and is offered at $9.

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Selling in multiple currencies with B2B

You can sell to customers in their local currencies in one of two ways with B2B:

Use local currencies with Shopify Markets

If your store usesShopify Markets, then the prices in your online store, cart, checkout, and draft orders reflect the local currency of your customer. The currency is based on your customer's shipping address, and is converted based onautomaticormanualcurrency exchange rates.

Rules for rounding pricesthat you set in yourMarketspage don't apply to B2B customers.

Specify fixed prices in your catalogs

If you want to specify fixed prices for products without performing a currency exchange, then you can manually set a preferred currency for catalogs when you create them. The prices for products with a fixed price set aren't adjusted. The price for products with a percentage adjustment is converted based onautomaticormanualcurrency exchange rates.

Create a catalog

You can create a catalog from theCatalogssection of your Shopify admin. There’s no limit to the number of catalogs that you can create in your store. However, each company location can have a maximum of 25 catalogs assigned to it.

Steps:

  1. From your Shopify admin, go toProducts>Catalogs.
  2. ClickCreate catalog.
  3. In theCreate catalogdialog, do either of the following:
    • To include all of your products in the catalog, selectAll products, and then clickContinue.
    • To include only some products in the catalog, selectSpecific products, and then clickContinue.
  4. Enter a title in theTitlefield. The title that you create isn't visible to customers.
  5. Optional: ClickChangein theCurrencysection to select a currency for your catalog.
  6. Optional: Click theAutomatically include new products in this catalogcheckbox.
  7. Optional: If you selectedSpecific productswhen you created your catalog, then clickSave, and then do the following to add products to your catalog:
    1. In theProducts and pricing部分,单击溢出菜单,然后点击Manage products and pricing.
    2. Click the checkbox next to each product that you want to add to the catalog, and then clickInclude in catalog.
    3. In theInclude products in this catalog?dialog, clickInclude products.
  8. Set price adjustments for your products by doing any of the following:
    • To set a price adjustment that applies to all of the products in your online store, in the整体调整s, select eitherPrice increaseorPrice decreasefrom the drop-down menu, and then enter a percentage value.
    • To set a fixed price for all of the variants of a product, do the following:
      1. In thePricecolumn, enter the price that you want to charge for each product.
      2. ClickSave, and then click the arrow icon next toProducts and pricingto continue editing your catalog.
    • To set a fixed price for specific product variants, do the following:
      1. Click the variant link under the product name that you want to adjust.
      2. In thePricecolumn, enter the price that you want to charge for the specific variants.
      3. ClickSave, click the arrow icon next to your product name, and then click the arrow icon next toProducts and pricingto continue editing your catalog.
  9. In theStatusdrop-down menu, selectActive.
  10. Optional: When you're ready to share your catalog with B2B customers,assign the catalog to a company.

Assign a catalog to a company

After you create a catalog, you can assign it to theB2B companiesthat you sell to. You can assign up to 25 catalogs to each company location. You can assign a catalog to a company from theCatalogssection of your Shopify admin, or in thecompany's profile.

Steps:

  1. From your Shopify admin, go toProducts>Catalogs.
  2. Click the catalog that you want to assign companies to.
  3. In theCompaniessection, do either of the following:
    • To assign a catalog to an existing company, click theEditicon >Add locations. Click the checkbox next to the companies that you want to add, and then clickAdd.
    • If you haven't created any companies yet, then clickCreate a company. Fill in the required fields, and then clickSave. Learn more aboutcreating B2B companies.

Assigning multiple catalogs to the same company location

If you assign multiple catalogs to the same company location, then the following applies when B2B on Shopify displays prices to your B2B customers:

  • If the catalogs include different products, then all products from each catalog are displayed.
  • If the catalogs assigned to the same company location include the same product at different prices, then your B2B store displays the lowest set price for that item, not includingquantity rules or volume pricing breaks.
    • For example, you have a B2B customer with access to two catalogs. In one catalog, the price of a particular candle is set at $9. In the other catalog, the price of that item is set to $7. When the customer visits your store, they're offered that candle at a price of $7.
  • Your store displaysquantity rules and volume pricingfrom the catalog with the lowest price per variant.
  • If two catalogs have the same lowest price for a product, then thequantity rules and volume pricingfrom the first catalog that was created are displayed.

Update a catalog

You can update a catalog from your Shopify admin, or by using a CSV file toupdate a single catalog, orupdate catalogs in bulk.

Steps:

  1. From your Shopify admin, go toProducts>Catalogs.
  2. Click the catalog that you want to edit.
  3. Make any necessary changes to your catalog, and then clickSave.

Add or remove products from your catalog

  1. From your Shopify admin, go toProducts>Catalogs.
  2. Click the catalog that you want to edit.
  3. Click the overflow menu, clickManage products and pricing, and then do any of the following:
    • To remove products from your catalog, in theIncludedproducts section, click the checkboxes next to the products you want to remove, and then clickExclude from catalog. In the dialog box, clickExclude products.
    • To add new products to your catalog, in theExcludedproducts section, click the checkboxes next to the products you want to add, and then clickInclude in catalog. In the dialog box, clickInclude products.
    • Optional: Adjust pricing for any of the products in your catalog, and then clickSave.

Using catalog CSV files

After you create a catalog, you can export your pricing, publishing, and quantity rules data to aCSV file. After you add fixed prices, define products to include in a catalog, and set quantity rules and volume pricing, you can then import the CSV to update them. You can also manage fixed prices, quantity rules, and volume pricing across multiple catalogs from theCatalogpage by using CSVs.

For example, you have a catalog assigned to a company that opens a new location, so youcreate a new locationfor the company. Because the new location is farther and you include shipping in your prices, you need to increase your prices. Youexportyour catalog for the original location and edit the prices using a spreadsheet program. You then create a new catalog,importthe edited CSV, and assign the catalog to the new location.

Download a sample CSV file

You can download and view asample catalog CSV fileto use as a template.

The sample file contains example products and variants. If you use the sample file as a template, then make sure that you remove all the example products.

Description of the catalog CSV file

This table lists the fields in the catalog CSV file.

TheCatalog Titlefield must be filled. Products and variants in the catalog can be identified with information in theSKUcolumn. If the product doesn't have a SKU, then the product or variant must have identifying information such asHandle,Option1 Name, andOption1 Value.

TheFixed Pricefield must be filled for the catalog import. IfFixed PriceandCompare Atare both blank, then the fixed price for that product or variant is removed from the catalog.

Description of the items in the catalog export CSV.
Column Description
Catalog Title The name of the catalog.
SKU

The SKU of the product or variant. The SKU is used to track inventory with inventory tracking services.

If the product you want to update has a SKU, then you can use it in place of other information in the CSV, such asHandle,Option1 Name, orOption1 Value.
Handle

Handles are unique names for each product. They can contain letters, dashes, and numbers, but no spaces, accents, or other characters, including periods. Handles are used in the URL for each product.

For example, the handle for a "Women's Snowboard" would bewomens-snowboard, and the product's URL would behttps://yourstore.myshopify.com/products/womens-snowboard.
Option1 Name If a product has an option, then the option name is listed in this column. For example,Color.
Option1 Value If a product has an option, then the option value is listed in this column. For example,Black.
Option2 Name If a product has a second option, then the option name is listed in this column.
Option2 Value If a product has a second option, then the option value is listed in this column.
Option3 Name If a product has a third option, then the option name is listed in this column.
Option3 Value If a product has a third option, then the option value is listed in this column.
Fixed Price

The price of the product or variant. Only include the price and don't include any currency symbols. For example,9.99.

A blank field in bothFixed PriceandCompare Atremoves the fixed price for that product or variant from the catalog.
Compare At

TheCompare At priceof the product or variant. Only include the price and don't include any currency symbols. For example,9.99.

A blank field in bothFixed PriceandCompare Atremoves the fixed price for that product or variant from the catalog.
Published

To include a product in the catalog, enterTRUEin thePublishedcolumn. To exclude a product from the catalog, enterFALSE.

You can only include or exclude products, and can't include or exclude specific product variants. Only the first row of the product variants are reviewed for this selection.
Quantity Increment

The number of items by which the variant can be purchased, if the variant only sells in multiples of a set quantity. This field restrict customers from buying a quantity that's not in multiples of the quantity increment.

To set quantity rules, you need to set a value of1or greater for bothQuantity IncrementandMinimum Order Quantity. TheMaximum Order Quantityfield is optional, and can be left blank.

If the values forQuantity Increment,Minimum Order Quantity, andMaximum Order Quantityare all blank for the same row, then the quantity rules for that product variant are removed.
Minimum Order Quantity

The fewest number of items of the variant that a customer can purchase at the same time.

To set quantity rules, you need to set a value of1or greater for bothQuantity IncrementandMinimum Order Quantity.
Maximum Order Quantity

The greatest number of items of the variant that a customer can purchase at the same time.

TheMaximum Order Quantityfield is optional, and can be left blank.
Quantity Break 1-10

The quantity threshold for volume pricing. You can to 10 quantity breaks, which need to match up with each related price break.

For example, if a customer orders25shirts (Quantity Break 1value), then they pay5.00USD for each shirt (Price Break 1value). If a customer orders40shirts (Quantity Break 2value), then they would pay3.50USD for each shirt (Price Break 2value).

To add volume pricing through a CSV, theQuantity Breakvalue needs to be a whole number with a value of1or greater that's equal to or greater than the minimum order quantity, and you need to have a price break value in the same numberedPrice Breakfield. Quantity breaks are optional, and can be left blank.
Price Break 1-10

The reduced price per unit that matches with each quantity break that you set up for volume pricing.

For example, if you want a customer to pay only 5.00 USD per shirt when they purchase 25 shirts or more, then theQuantity Break 1value is25, and thePrice Break 1value is5.00.

When you enter the price in aPrice Breakfield, only include the price. Don't include any currency symbols. For example,9.99. Price breaks are optional, and can be left blank.

Export and import catalogs using CSVs

Export a catalog

Catalogs can be exported individually or in bulk. When the export is complete, the CSV files are sent to you in an email.

Only prices for products with fixed prices appear in the exported catalog. Prices for products with a percentage adjustment aren't included.

To update a product variant in a catalog by using a CSV upload, you can enter information in theSKUcolumn instead of the options and values columns, such asOption1 NameandOption1 Value. ThePublishedcolumn doesn't affect individual variants.

Export a single catalog

Export a single catalog from your Shopify admin.

Steps:

  1. From your Shopify admin, go toProducts>Catalogs.
  2. Click an existing catalog to export a list of your products with price adjustments applied.
  3. ClickManage, and then selectExport CSV.
  4. Select one of the following to choose which products to export:
    • All products
    • Only included products
    • Only products with fixed prices
    • Only products with quantity rules
  5. Select the format of the CSV file.
  6. ClickExport CSV.

Export multiple catalogs in bulk

Export multiple catalogs in bulk from your Shopify admin.

Steps:

  1. From your Shopify admin, go toProducts>Catalogs.
  2. 选择catalogs that you want to export.
  3. Select one of the following to choose which catalogs to export:
    • Current page
    • Selected catalogs
  4. Select one of the following to choose which products to export:
    • All products
    • Only included products
    • Only products with fixed prices
    • Only products with quantity rules
  5. Select the format of the CSV files.
  6. ClickExport CSV.

Import a catalog

目录可以单独或批量进口。Depending on the size of the catalog, importing might take some time to complete. A notification indicates when the import is complete.

You can import a new catalog, update a single catalog, or update multiple catalogs in bulk.

Update a single catalog

Update an existing B2B catalog by importing a CSV file.

Steps:

  1. From your Shopify admin, go toProducts>Catalogs.
  2. Click the existing catalog that you want to update.
  3. ClickAdjust prices, and then selectImport CSV.
  4. ClickAdd file, or drag and drop your files to the dialog to upload.
  5. ClickPreview Import.
  6. Review the preview to verify that your columns and data are correct, and then clickImport CSV.

Update multiple catalogs in bulk

Update multiple catalogs in bulk by importing a CSV file.

Steps:

  1. From your Shopify admin, go toProducts>Catalogs.
  2. ClickAdd fileor drag and drop your file to the dialog box to upload.
  3. Click预览进口.
  4. Review the preview to verify that your columns and data are correct, and then clickImport CSV.
  5. Optional: ClickCloseto continue working while the import is processing.
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