B2B-Only Sections
These sections are built specifically for B2B workflows โ the greeting bar that appears for signed-in company buyers, the homepage promo strip that markets B2B features to guests, the bulk paste-to-cart page, the side-by-side compare table, the RFQ page, and the inline quick-order pad.
Every one of these works with Shopify's native B2B (no apps, no subscriptions). When B2B isn't turned on in your store, the marketing-oriented ones (B2B feature promo, bulk order, compare, RFQ) still work as polished sections โ buyers just won't see the company-specific bits like volume pricing tiers.
Vertex reads volume pricing directly from Shopify's native B2B catalog. Buyers see correct tiered pricing on the product page, cart, and bulk-order page automatically โ no JavaScript recomputation, no app sync delay. Setting up B2B catalogs in Shopify admin is all you need.
B2B greeting barโ
The amber band that appears above the main header for signed-in company buyers. This is already covered in Header, Footer & Chrome โ listed here because it's the most visible B2B touchpoint.
No merchant settings. It appears automatically when:
- The customer is a B2B (company) buyer
- They're attached to at least one company
- Your theme isn't set to B2C-only mode
What it shows: company name, NET-terms badge, tax-exempt badge, language pill, currency pill, ship-to switcher (static when there's one location, dropdown when there are two or more).
Visibility: desktop (1170px and above) only โ on mobile, the same data moves into the hamburger drawer's account section.
B2B feature promoโ
A homepage band that markets B2B-only features to guests โ volume pricing, bulk order, RFQ, NET-30 โ so visitors who didn't know you offered them can find their way to a dealer signup or RFQ.
To configure it, open Shopify admin โ Online Store โ Themes โ Customize. Find the B2B feature promo section in the page editor, click Add block, and add one block per feature you want to promote.
Per-block settings: icon image, title, body, optional link.
Auto-hides for signed-in B2B buyers. The promo is for guests; signed-in dealers already have access to the features it advertises, so showing it would be redundant. Vertex hides it for them automatically.
Common block patternsโ
| Icon | Title | Body |
|---|---|---|
| Stack | Volume pricing | Tiered per-unit discounts at every order size โ automatically applied at checkout. |
| Spreadsheet | Bulk order | Paste SKU, qty rows from a spreadsheet. We validate and add to cart in one click. |
| Document | NET-30 terms | Qualified accounts get 30-day payment terms with no interest. Apply in the dealer signup form. |
| Quote | Request a quote | Custom pricing on bulk requests, project quotes, and contract pricing. |
Above the fold (just under the hero) catches guests who skim โ but pushes everything else down. Below the fold works when you want signed-in dealers to skip past it without scrolling penalty.
Bulk order pageโ
The paste-to-cart bulk order page. Buyers paste SKU and quantity rows from a spreadsheet; the page validates each line against the catalog and adds the entire basket in one click. Invalid SKUs are flagged inline.
To set it up, create a new page in Shopify admin โ Online Store โ Pages (e.g., named Bulk order), then in the page's Theme template dropdown, pick page.bulk-order. The page is now live at /pages/bulk-order with the bulk-order pad on it.
Settingsโ
- Heading โ "Bulk order" or "Quick order pad".
- Intro text โ Short instructions block (or use the Instructions block).
- Columns โ Pick SKU + Qty, SKU + Qty + Notes, or SKU + Qty + Notes + Ship-to. Determines how many columns the pad shows.
- Submit label โ Defaults to "Add all to cart".
- Color scheme โ Standard color scheme dropdown.
Instructions blockโ
Add an Instructions block to show reassurance copy alongside the pad: "Paste your SKU list โ one per row, comma-separated quantities. We'll validate against your catalog before adding to cart."
How validation worksโ
- Each SKU is checked against the buyer's catalog (B2B buyers get their company catalog; guests get the full storefront)
- Invalid SKUs are highlighted red with an inline error
- Valid SKUs are added in a single cart update (no race conditions)
- Quantity rules (MOQ, max, case-pack) are enforced at validation time
B2B compatibilityโ
For signed-in B2B buyers, the bulk order page reads from their company's B2B catalog automatically. SKUs not in the catalog will fail validation even if they exist on the storefront. This is intentional โ buyers should only be able to order what's in their contract.
โ See the B2B setup guide for assigning the catalog that drives validation.
Compare pageโ
A side-by-side product comparison table. Up to 4 products. Session-only โ cleared when the buyer closes the browser. This is not a wishlist (Shopify Theme Store policy forbids persistent wishlists without an app).
To set it up, create a page in Shopify admin โ Online Store โ Pages (e.g., named Compare), then in the page's Theme template dropdown, pick page.compare. The page goes live at /pages/compare.
How it worksโ
- Buyer clicks + Compare on a product card or product page
- The product is added to their browser's compare list
- The compare bar (sticky bottom tray, see below) shows up to 4 product thumbnails
- Buyer clicks Compare in the tray and is taken to
/pages/compare - The compare page shows a spec-by-spec table with each product as a column
Settingsโ
- Heading โ "Compare products".
- Intro text โ Optional.
- Empty state heading โ Shown when no products are in compare. "Add products to compare".
- Empty state body โ "Browse the catalog and click โ Compare on any product card. Up to 4 products."
What the comparison showsโ
Per product column: image, title, price, key specs, MOQ, ships-from, and Add to cart button. Rows that differ between products are visually highlighted for easy scanning.
Compare barโ
The sticky bottom tray that appears whenever the compare list has at least one product. It shows 4 product slots (filled or empty), a Compare button (disabled until 2 or more products are added), and a Clear all link.
The bar appears on every page automatically. It only shows up once a product has been added to compare.
RFQ (Request a Quote) pageโ
The Request-a-Quote page. Two-column layout: contact form on the left, contact card with hours and address on the right. Uses Shopify's native contact form โ no quote-management app needed.
To set it up, create a page in Shopify admin โ Online Store โ Pages (e.g., named Request a Quote), then in the page's Theme template dropdown, pick page.rfq. The page goes live at /pages/rfq.
Settingsโ
- Heading โ "Request a quote".
- Intro text โ Brief reassurance and expected reply time.
- Contact name โ Right-column heading: "Talk to a specialist".
- Contact email โ Email link.
- Contact phone โ Tap-to-call link.
- Hours โ E.g., "MonโFri ยท 8 AM โ 6 PM ET".
- Address โ Multi-line address block.
- NET-30 hint code โ A code buyers reference when applying for NET-30 ("Mention RFQ-NET30 in your message").
Form fieldsโ
The form uses Shopify's native contact-form endpoint:
- Name (required)
- Company (required)
- Email (required)
- Phone (optional)
- Industry (dropdown, optional)
- Estimated order volume (dropdown, optional)
- NET-30 opt-in (checkbox) โ appended to the message body when checked
- Message (required)
- File attachment (optional)
Submissions arrive in your Shopify admin notification email as a standard contact-form entry. No third-party integration.
The native contact-form approach keeps Vertex fully Theme Store compliant and zero-cost. If you need quote tracking, NET-terms application workflows, or sales-team CRM integration, pair with Shopify's native B2B (company-attached buyers) or an app of your choice โ Vertex's RFQ page works either way.
Quick orderโ
The inline paste-to-cart pad โ the same engine as the bulk order page, but as a homepage-ready section you can drop into the marketing flow.
In the page editor, click Add section and choose Quick order.
Settingsโ
- Heading โ "Quick order".
- Intro text โ One-line reassurance: "Already know what you need? Paste SKUs below."
- Rows โ Default 5. How many input rows show initially. A "+ Add row" button adds more.
- Submit label โ "Add to cart".
- Show 'Go to bulk order' link โ On by default. Links to your bulk order page for buyers who need more rows or want SKU validation.
When to use this vs. the bulk order pageโ
| Use case | Use this |
|---|---|
| Homepage, between hero and featured collection | Quick order section |
| Dedicated page for power users | Bulk order page |
| 50/50 band paired with brand logos | Dual: Brands + Quick-order (see Homepage Marketing) |
The same validation engine, the same B2B catalog awareness, and the same one-click cart add. The difference is layout (5 default rows inline vs. full-page pad) and discoverability.
B2B section visibility cheat-sheetโ
| Section | Guest | Signed-in B2C | Signed-in B2B |
|---|---|---|---|
| B2B greeting bar | Hidden | Hidden | Visible (desktop only, drawer on mobile) |
| B2B feature promo | Visible | Visible | Hidden |
| Bulk order page | Visible (storefront catalog) | Visible (storefront catalog) | Visible (company catalog) |
| Compare page | Visible | Visible | Visible |
| RFQ page | Visible | Visible | Visible (form pre-fills name, email, company) |
| Quick order | Visible (storefront catalog) | Visible (storefront catalog) | Visible (company catalog) |
What's nextโ
- Product page sections โ โ Volume pricing, MOQ, sales-rep card on PDP
- Header, footer & chrome โ โ Greeting bar lifecycle details
- Homepage marketing โ โ Where to drop the B2B promo and quick order on the homepage
- B2B setup guide โ โ Enable Shopify native B2B, catalogs, and companies
- Storefront modes guide โ โ Hybrid vs B2B-only vs B2C-only