Per company and location
A standing order belongs to a location of a company in Shopify B2B. Every location has its own orders, address and rhythm.
B2B
Shopify B2B: standing orders for business customers
Shopify subscriptions do not work for business buyers. So Loyalo keeps the schedule itself: on the agreed day the order is ready in Shopify, at the prices and the payment terms of that company.
- € 499
- per month, in the Scale B2B plan
- 9
- rhythms, from every week to every three months
- On account
- with the payment terms of the location
- € 0
- per order or per company
How B2B works in Loyalo
A café, an office or a reseller usually orders the same things, at a fixed moment. With a standing order the buyer no longer has to think about it, and you know what is coming.
On account
The order is placed with the payment terms of the location, for example 30 days. Shopify sends the invoice; no direct debit is needed.
The prices of your catalog
Prices and minimum quantities come from the company's catalog in Shopify. When you change a price, it applies to the next order.
The customer manages it
In the customer account the buyer changes quantities, adds a product, skips once, pauses or picks another rhythm. You decide whether that is allowed.
In your dashboard
Every standing order of your B2B store in view
Standing orders sit next to the subscriptions of consumers, in the same dashboard in your Shopify admin.
Overview
Per location what comes when
The list shows per company and location the products, the rhythm, the next date and the latest order. You search by company, location or number.
- Filters for active, paused and stopped
- The latest order with number and date
- Create a standing order from an existing order number
One standing order
Products, schedule and placed orders
On a standing order you change quantities, add a product from that company's price list and move the next date. Below is every order that was placed or skipped.
- The price per item from the company's catalog
- Change the rhythm and move the next order
- Per date the result: placed with order number, or skipped
- A history of what changed and who did it
Settings
Your rhythms, your rules
You choose which rhythms you offer and whether customers may make changes themselves. The reminder, the default payment terms and the hour Loyalo places the orders are set here too.
- Every week up to every 8 weeks, or every 1, 2 or 3 months
- A reminder a number of days ahead, so the customer can still change things
- Payment terms for locations that have none of their own
- The time the orders arrive in Shopify
From an order to a standing order
- 01
The customer orders
In the cart the buyer chooses how often the order should repeat: every week, every two weeks or a rhythm you offer.
- 02
Or turns one into it later
An earlier order in the customer account has a button to repeat it. From the dashboard you can do it for the customer as well.
- 03
Loyalo places the order
On the day itself the order is in Shopify, at the hour you choose. A few days before, the customer gets a reminder to change something.
Side by side
Subscription or standing order
Both produce a recurring order. The difference is in who orders and how it is paid.
| Subscription | Standing order | |
|---|---|---|
| For whom | Consumers | Companies and locations in Shopify B2B |
| Price | The product price with the plan's discount | The price from the company's catalog |
| Payment | Collected up front, by card or iDEAL | On account, with the payment terms of the location |
| Starting | On the product page, through the widget | In the cart, from an earlier order or by you in the dashboard |
| Self-service | In the customer portal | In the customer account, under Standing orders |
| Plan | Every plan | Scale B2B |
Volume discount
Volume discount: more discount for a larger quantity
Business customers look at the unit price. With a volume discount that price drops as they order more, on top of the price from their catalog. Volume discount is part of every plan and works for consumers too.
Rules
Steps per rule, for whom you choose
Per rule you fill in the steps, for example 8% from 24 items and 12% from 48 items. A rule applies to everyone, to consumers only or to business customers only.
- For all products or for products you choose
- The quantity counts across the products of a rule together, so mixing is allowed
- Applies to standing orders as well
- Shopify's automatic discounts, so it works on every Shopify plan
In your shop
The steps on the product page
The block Loyalo staffelkorting shows the price per item for each step and highlights the step for the chosen quantity. The discount itself is applied automatically in the cart.
- Follows the chosen variant and quantity
- Your own title, texts and colours
- Business customers also see the steps that apply to them only
More for B2B
Advice, points and overview
Business customers often order the same things. Loyalo uses that history and keeps B2B and consumers apart where needed.
Read more about Customer Loyalty- Order advice in the cart based on earlier orders of the location
- A points rate and tiers of their own for business customers, for example on volume
- Campaigns and bonus points for consumers only, for companies only or for both
- Standing orders and consumer subscriptions side by side in one dashboard
Frequently asked questions about B2B on Shopify
What do I need to use B2B?
The Scale B2B plan (€ 499 per month) and companies in Shopify B2B. Loyalo uses the companies, locations, catalogs and payment terms you have set up there.
Why not a regular subscription for business customers?
Shopify does not allow subscriptions for business buyers. A standing order does the same in another way: Loyalo places a regular B2B order on the agreed day.
How does a business customer pay?
On account, with the payment terms of the location. If a location has no terms, the default terms you choose in Loyalo apply.
Can a customer change a standing order?
Yes, if you allow it: quantities, products, the rhythm and stopping. When it is off, the customer can only skip, reschedule and pause.
When is the order placed?
On the day of the standing order, at the hour you set. A number of days before, which you set as well, the customer gets a reminder so they can still change something.
Which rhythms can I offer?
Every week, every 2, 3, 4, 6 or 8 weeks, and every 1, 2 or 3 months. You tick which rhythms the customer may choose.
Can I create a standing order for a customer myself?
Yes. In the dashboard you turn an existing order into a standing order by entering the order number. Loyalo takes over the products, the company and the location.
Can I serve B2B and consumers in the same store?
Yes. Consumers take a subscription through the Shopify checkout, business customers a standing order on account. Both are in the same dashboard.
Can I give business customers a volume discount?
Yes. Under Volume discount in the menu you create a rule for business customers only, with up to four steps. The discount comes on top of the catalog price and also applies to standing orders. Volume discount is part of every plan.
Do business customers earn points too?
Yes, with the Customer Loyalty add-on. You give business customers a points rate and tiers of their own, and choose per campaign whether it applies to consumers, companies or both.
Read on: Help center: setting up standing ordersHelp center: setting up volume discountsBlog: calculating and setting up volume discountsPrices and plansCustomer LoyaltySubscriptions
Demo
Request a demo or a trial
In half an hour we show you how Loyalo works in your shop, or we send you an install link right away. The trial runs for 14 days and needs no credit card.
Let business customers order on repeat
In a demo we show how a standing order starts, how the buyer changes it and how the order arrives in Shopify.