Account Registration

Manual merchant approval
Merchants manually create company profiles & invite buyers

Self-serve B2B registration form
Custom registration form with automated submission and approval notifications.

Company Profiles

Multi-contact company accounts
Assign buyers to companies with defined roles & permissions

Self-service account portal
Buyers manage their own contact info, addresses & preferences without contacting support

Quotes & pricing

Price lists per company/segment
Different products or prices per market/group, individual company (exclusive to Shopify Plus)

Self-serve quote management
Allow buyers to actively submit quote requests from the online store and manage quotes in Customer Account.

Merchants can manage, approve or decline with ease all in one place at Duos.

B2B Catalogs

B2B-only product catalogs
Restrict product & price visibility to specific companies

Two method applications
Once the quote is accepted, merchants can apply to B2B catalog for future orders or one-time deal only.

Ordering Experience

Standard add-to-cart, one item at a time
Buyers add products individually through the default storefront

Quick order form & bulk add-to-cart
Enable customers to place large or repeat orders by uploading a CSV file with product SKUs and quantities.

Payment

Payment terms
Merchants can set up Net 7-90, due on fulfillment/receipt; vaulted credit cards, payment reminders via Shopify Flow; partial payments, deposit requirement at checkout and payment requests per fulfillment for Shopify Plus stores.

Credit limit management
Extend a line of credit to a B2B company; bulk add credit limit for all locations within a company and track all B2B credit activities in Duos.

Checkout

PO number field at checkout
Buyers can enter a PO reference for their records

Custom checkout fields, B2B notes & credit validation
Combine with checkout customization to collect additional order instructions, delivery preferences.

Duos can automatically check B2B customer available credit at checkout and limit purchasing based on buyer permission or available credit.

Order History

View past orders in account
Buyers can see order status and basic details

Effortless repeat ordering
Buyers can save frequently purchased products to Shopping Lists for instant reordering, or use Quick Order tools to upload entire orders via CSV—eliminating the need to re-select products manually.

Invoices & Docs

Shopify-generated order confirmation
Standard order email with basic details

Self-service financial records
Through the Finance & Payment extension, buyers can send invoices their teammates and view a comprehensive financial ledger directly from their side.

Merchants can reduce support load, improve records while maintaining clear, organized financial records for every B2B customer.