Platform · how the two fit together
Shopify keeps the store. Copiara does the wholesale work around it.
Core Shopify B2B has been on every paid plan since April 2026: companies, payment terms, price lists, draft orders and B2B checkout. Copiara does not rebuild any of it. It adds the wholesale work Shopify has on no tier, and hands every result back through Shopify's own primitives.
Who does what, line by line
The line is drawn once and never moved
| The job | Shopify | Copiara |
|---|---|---|
| Products, inventory and orders | The system of record | Reads them back |
| Companies, locations and contacts | The system of record | Syncs them, so every rule applies to the right buyer |
| Contract prices and volume breaks | Price lists and catalogs | Pushes your contract pricing through them, so the price is a real Shopify price |
| Request a price and negotiate | No RFQ or versioned quote record on any plan | Quoting desk |
| The buying company's approval | No buyer-side approval step on any plan | Buyer approvals |
| Holding an order against a credit limit | Terms mark an invoice overdue; no limit is held | Credit |
| Shipping rates and tax | Calculates them | Shows them on the quote, before the buyer commits |
| Checkout and payment | Takes the money | Not in the payment path |
Your plan already covers more B2B than most stores use.
Copiara configures these rather than shadowing them, because a second copy of a company record is a reconciliation problem waiting to happen.
Plan note
Plan tier does change some behavior. Shopify caps a store below Plus at three active catalogs, so per-company price lists at scale genuinely need Plus. We say so up front rather than promising the same thing on every Shopify plan.
- Shopify
Companies and locations
Company records, their locations, and the contacts who buy for them.
- Shopify
Payment terms
Net 7 through Net 90, vaulted cards, and ACH at B2B checkout.
- Shopify
Price lists and volume pricing
Company-scoped catalogs, volume breaks, and the price a given buyer sees.
- Shopify
Draft orders and B2B checkout
Draft orders with price locking, PO numbers, and the checkout that takes the money.
Three moments in a wholesale order that Shopify has no step for.
Today
A buyer emails for a price. The back-and-forth lives in a thread, and the thread becomes the record.
With Copiara
Quoting desk
The request, every round and the acceptance on one record, checked against a margin floor.
Today
The buying company's spend policy runs on forwarded email, and the audit trail is whatever someone kept.
With Copiara
Buyer approvals
Rules route the order to the buyer's own approver, and the decision is part of the order.
Today
The credit call is made out of a spreadsheet, usually after the order has shipped.
With Copiara
Credit
Exposure against the company's limit, decided when the order is submitted, not at collection.
Inside the admin your team knows and the theme your buyers already trust.
There is no Copiara storefront, no Copiara login for your buyers, and no separate domain to explain.
- A · YOUR TEAM
The Shopify admin
An embedded Copiara app with Home, Quotes, Orders, Accounts, Pricing and Settings, plus a contract pricing block on each company page.
- B · YOUR BUYERS
Your theme
Blocks you place in the theme editor: the Wholesale portal, Quick order, Quotes, Orders, Reorder and lists, Approvals, and Add to quote on product pages.
- C · YOUR BUYERS
Customer accounts
A Trade account page with Quotes, Approvals and Lists, and a Needs your action block on the Orders page.
- D · ANYONE ON YOUR SITE
The chat assistant
A theme app embed, off by default, on your own domain. Signed-in buyers get their own prices.
Copiara never touches the money.
A negotiated quote does not become a Copiara invoice. It becomes a Shopify order, paid where every other order on your store is paid.
The quote is accepted
Negotiation closes against a margin floor Copiara enforces on the server, not in a spreadsheet.
The order is placed in Shopify
From variant-backed lines with the agreed prices locked, raised under the buyer's company so it inherits that company's tax.
Payment follows the company's terms
The terms that location already has in Shopify apply. A location with none gets a Shopify payment link.
Payment state comes back
Shopify webhooks are the only writer of payment and shipment state in Copiara, backed by a reconciliation sweep.
Get on the early access list.
Tell us what you sell wholesale and how your buyers order today. We will tell you which parts of Copiara would earn their place on your store, and let you know when it is listed.