Shopify B2B Readiness Audit

Catalog structure, pricing model, ERP dependencies, and plan selection all need to be resolved before B2B configuration begins. Shero's B2B readiness audit produces a clear picture of what your operation needs, what Shopify covers natively, and what the build will actually cost.

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Shopify Premier Partner

16+

Years in business

500+

Projects Delivered

50+

Team Members

98%

Client Retention

40+

B2B Shopify builds delivered

Every build started with a structured readiness assessment before any catalog, pricing, or account configuration began

2026

B2B features now on all Shopify plans

As of April 2026, company accounts and up to 3 custom catalogs are available without Shopify Plus. The audit confirms which plan your operation requires.

16+

years in B2B eCommerce

B2B readiness and configuration experience across Shopify Plus, Magento, and BigCommerce since 2009

98%

client retention post-launch

Most Shero clients continue working with the team after launch on support, development, and marketing programs

"The collaboration between us and Shero Commerce on the JustRite multi-store site went beyond what we had hoped for. They are a terrific partner to work with. Their dedication to understanding our unique requirements has greatly enhanced our online presence."

Douglas J. Stang, VP E-commerce, JustRite

What a Shopify B2B readiness audit covers

Shero's B2B readiness audit reviews your buyer types, pricing model, catalog structure, ERP dependencies, payment term requirements, and current tech stack against what Shopify supports natively and where custom development is needed. The output is a clear scope document: what the build covers, which Shopify plan is required, what integrations need to be built, and a realistic timeline and cost estimate.

  • Buyer type and account structure mapping
  • Pricing model and catalog complexity review
  • ERP and integration dependency audit
  • Shopify plan recommendation (all plans vs Plus)
  • Payment terms and checkout requirements
  • Build scope, timeline, and cost estimate

Why B2B brands start with a Shero readiness audit

A B2B build scoped without a readiness audit almost always discovers missing requirements mid-development. The audit is what separates an accurate fixed scope from a cost estimate that grows.

01

Plan selection confirmed before any build cost is quoted

As of April 2026, basic B2B features are on all Shopify plans. Whether your operation needs Shopify Plus depends on catalog complexity, the number of buyer segments, and payment term requirements. The audit confirms the right plan before any build investment is made.

02

ERP dependencies documented before integration scope is written

ERP integrations are the most common source of scope growth in B2B builds. Shero documents every ERP dependency in the readiness audit: what data flows between systems, which system is the pricing source of truth, and whether a certified connector or custom development is needed.

03

Pricing model complexity assessed against Shopify's catalog limits

Shopify Plus supports unlimited catalogs. All other plans support up to three. If your pricing model requires more than three distinct buyer segments, this determines your plan. Shero maps your pricing model to Shopify's catalog architecture before the build is scoped.

04

The audit deliverable is the build specification

The readiness audit produces the scope document the development project is built against: buyer account structure, catalog rules, integration specifications, and a phased build plan. JustRite's multi-store build was scoped from a readiness audit that defined division-specific requirements before any development began.

05

April 2026 B2B changes assessed for your specific operation

ACH payments, EDI order sync, and dynamic payment terms are now native in Shopify. The audit confirms which of these apply to your buyers and whether your current setup takes advantage of them, or whether third-party apps are doing work Shopify now handles natively.

06

Honest recommendation on whether Shopify is the right platform

If the readiness audit reveals your operation falls outside what Shopify Plus can handle without excessive custom development, Shero says so. Benchmade and Tormach are on Shopify Plus because it was right for their operation. Other brands are on Magento or BigCommerce for the same reason.

Our Work

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Well-known American knife manufacturer

Benchmade

For more than three decades, Benchmade has been known for producing high-quality knives for everyday carry, hunting, rescue, and outdoor use. Launched on Magento Commerce Cloud in 2018, the brand partnered with Shero to tap into the surge in outdoor consumer demand and scale their online presence.

Benchmade
Provide solutions for industrial safety protection

Justrite

JustRite Safety Group is a leading manufacturer of workplace safety products with roots going back to 1906. The brand partnered with Shero to merge four separate Magento stores into a single multi-store megasite, allowing customers to shop across all brands with one shared cart.

Justrite
Body jewelry and tattoo supplies

Painful Pleasures

Painful Pleasures is a long-standing supplier of body jewelry and tattoo supplies with a catalog of 40,000+ products. The brand partnered with Shero to complete a stalled Magento to Shopify migration and deliver the complex custom features their business depends on.

Painful Pleasures
Finland's leading music instrument retailer

F-Musiikki

F-Musiikki is one of Finland's leading music instrument retailers, serving both consumers and businesses with over 15,000 products. Looking to reduce costs and modernize their platform, the brand partnered with Shero to migrate from Magento to Shopify Plus and launch a hybrid B2C/B2B store in just two months.

F-Musiikki

Most B2B readiness audits are delivered in one to two weeks. The deliverable includes a build scope, plan recommendation, and cost estimate.

Request a B2B readiness audit

How Shero runs a Shopify B2B readiness audit

01

Onboarding: Operation Overview

We collect information about your buyer types, current ordering process, pricing model, existing tech stack, and ERP system. We review any existing Shopify setup or documentation.

02

Foundation: Requirements Assessment

We assess each B2B requirement against what Shopify covers natively: company accounts, catalog limits, payment terms, ACH, EDI, and checkout logic. We identify where custom development or third-party apps are needed.

03

Optimization: Plan and Architecture Design

We confirm the right Shopify plan for your operation and design the B2B architecture: account hierarchy, catalog structure, pricing model, and integration approach.

04

Scale: Scope and Cost Estimate

We produce the build scope document covering all configuration requirements, integration specifications, custom development needs, a phased build plan, and a fixed cost estimate.

05

Reporting: Audit Deliverable

The readiness audit delivers a complete scope document, plan recommendation, integration specifications, and realistic timeline. This document becomes the project brief for the B2B build.

06

Ongoing: Build and Support

Clients who proceed from audit to build work with the same team that ran the audit. No knowledge transfer, no re-scoping. The audit deliverable is what the build is held against.

Frequently asked questions.

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What our clients say.

We design experiences that make a difference. See what our clients have to say about working with us.

Painful Pleasures

"Our journey from Magento to Shopify was riddled with complexities and challenges. With a vast catalog and intricate B2B logic, we needed expertise that could navigate through these intricacies. Shero Commerce was our beacon. They not only provided innovative solutions but also utilized their vast Magento knowledge to bridge gaps in Shopify’s native features. Now, our platform is seamless, our costs are reduced, and the headaches are a thing of the past. A heartfelt thank you to the Shero team!"

Patrick Rice

CEO / Painful Pleasures

Sarris

/ Sarris

Memphis Drum Shop

"Working with the Shero team was professional, efficient, and inspiring. The Shero development team was extremely competent and provided solid solutions for our needs, as well as addressing any bugs or issues that arose during the process. Working with Shero exclusively through video technology was a new concept for our team that forced us to embrace modern methods of communication that will likely benefit our future relationships and business endeavors."

Shaun Carman

eCommerce Manager / Memphis Drum Shop

STX

"Since partnering with Shero Commerce, our eCommerce revenue has grown by 200%. Their 24/7 support and innovative solutions have been game-changers for our business."

James McKenna

Senior Commerce & CX Manager / STX

And you?

Let's build something great together.

Ready to scale your ecommerce business? Tell us about your project and we'll get back to you within 24 hours.

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[email protected]
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