The missing layer between Shopify and your ERP.
A product of Pipelabs, Pocketknife is an enterprise B2B customer portal and ERP integration platform for Shopify Plus, built for wholesalers, distributors and merchants. It brings contract pricing, quotes, approvals, orders, invoices and account management into one connected portal, with real-time ERP integration in sync.
+ You
Go beyond standard Shopify B2B.
For wholesalers and distributors, sales shouldn't live in the inbox. When contract pricing and invoice history stay trapped inside your ERP, reps chase spreadsheets and manual re-keying causes delays. Pocketknife extends Shopify Plus to connect your ERP directly to your digital storefront.
Without Pocketknife
- × Invoices chased down over email and manual bank transfers
- × Reps place orders over the phone with prices pulled from memory
- × Contract pricing and stock drift out of date on the storefront
- × Orders re-typed into the ERP by hand
With Pocketknife
- ✓ Invoices and balances live in the portal: pay online, synced to the ERP
- ✓ Reps order on a customer's behalf with contract pricing applied
- ✓ Customer-specific pricing stays current via live sync
- ✓ Orders flow to the ERP automatically, no re-keying
Keep Shopify and your ERP in sync
We solve the problem of B2B commerce data drifting apart with a robust Shopify ERP integration. Orders flow out, invoices flow in, and contract pricing, inventory, customer accounts and payment terms stay matched between Shopify and your ERP in real time.
Purpose-built for complex ERP environments. One source of truth, all in real time.
Enterprise B2B workflows in one customer portal
While our live sync keeps your data moving, Pocketknife delivers the enterprise B2B commerce workflows Shopify Plus doesn't handle out of the box. Give your customers and sales reps a unified B2B customer portal for managing invoices, quotes, contract pricing and rep ordering.
The fastest way to get paid. Customers see every open invoice and their live account balance, then pay online: one invoice, a whole batch, or any amount on account. Every payment reconciles straight back to your ERP.
- ✓ Balances, due dates and overdue flags pulled live from your ERP
- ✓ Pay one invoice, settle several at once, or pay any amount, with overpayments landing as account credit
- ✓ Card and bank payments reconcile back to the ERP, with receipts emailed automatically
Let your reps sell, not chase paperwork. They log in and securely impersonate any customer they manage, placing orders and building quotes as that customer, with their exact pricing, catalogue and terms.
- ✓ Impersonation access mapped to each rep's accounts and synced from your ERP
- ✓ Order and quote on a customer's behalf with their contract pricing applied
- ✓ Discounts capped per rep, with a clear "acting as…" banner and full audit trail
Every customer sees the right contract pricing, negotiated rates and price lists. Pocketknife pulls pricing directly from your ERP the moment they log in, ensuring accuracy throughout the buying journey.
- ✓ Customer-specific price lists, price codes and regions synced continuously from your ERP
- ✓ Handles the complex stuff: contract rates, volume breaks and tiered, per-product pricing
- ✓ Account discounts, promotions and coupons applied automatically at cart and checkout
Everything your B2B customers need to self-serve
The essential self-service features your buyers expect from a modern B2B customer portal, fully integrated with your ERP.
Standing orders that run themselves.
Buyers set a cadence; Pocketknife places, prices and syncs the order on schedule, pausing if stock runs short.
Spend limits per buyer & cost centre
Teams, branches & SSO
One login across every branch, with roles and spend rules per buyer.
Statements, terms & pay online
Self-service RMAs, synced as credits
Buyers raise a return; the credit note lands in the ERP automatically.
- ↻ Previously purchased
- ★ Saved carts
- ⇄ Punchout & PO upload
Bulk reorder by SKU or CSV
Tell us what your business needs and we'll map the right next step.
Built for wholesalers, distributors and enterprise merchants
An all-in-one Shopify B2B solution that replaces a dozen disjointed apps. Every feature is built in and synced to your ERP from day one, giving you a complete Shopify B2B portal customised to match your specific workflows.
B2B pricing
Show every customer their own account-specific price.
Account impersonation
Let support and sales view the portal as a customer.
Multi-account login
Switch between branches in one click.
Invoice payments
Pay open invoices straight from the portal.
Returns & RMAs
Self-service returns synced to the ERP.
Previously purchased
Reorder from full purchase history.
SSO / OIDC
One secure login via your identity provider.
CXML punchout
Plug into procurement systems.
POS
In-store and online on one ledger.
Role management
Granular permissions for every buyer.
B2B registration
ABN lookup and business onboarding for trade accounts.
BI & Metabase
Metabase dashboards for live sales, customer and sync reporting.
Marketing integrations
Klaviyo sync today, provider-ready for Mailchimp and other tools.
PIM-ready product data
Bring rich product, image, category and attribute data into Shopify.
External integrations
Connect your ERP, PIM, 3PL, CRM and internal systems.
Discounts & promotions
Create, reconcile and sync campaign codes into Shopify.
Fulfilment tracking
Sync fulfilments, tracking numbers and customer status updates.
Alert centre
Monitor sync failures, integration health and operational alerts.
Recurring orders
Set-and-forget reordering on a schedule.
+ Everything else you'd otherwise build yourself.
Proven across complex Shopify Plus environments
From wholesalers and distributors to education suppliers and enterprise retailers, businesses use Shopify Plus, Pocketknife and Pipelabs to modernise B2B ecommerce while staying connected to the ERP systems that power their operations.
See how our customers have successfully transformed their B2B commerce with real-world implementations.
Migrated from a legacy ecommerce platform to Shopify Plus with Pocketknife, delivering a modern B2B buying experience with seamless ERP integration and a scalable foundation for future growth.
Implemented advanced B2B capabilities including customer-specific pricing, account hierarchies, quotes, approvals and ERP-connected self-service ordering, creating a more efficient purchasing experience for electricians and suppliers.
Pipelabs partnered with Modern Star to rebuild and unify a highly complex multi-brand B2B commerce ecosystem on Shopify Plus, supporting 8 retail and wholesale companies through a shared infrastructure powered by Pocketknife.
After a highly competitive pitch, we engaged Pipelabs to develop a new omni-channel ecommerce platform for FILA Australia, helping to re-invision our eCommerce business.
Part of the reason for choosing Pipelabs was their easy, collaborative style during their pitch, and we were pleased to see this transfer into the project, where they have worked closely and effectively with our whole team to build out a solution that we're confident will help us build revenue, reduce costs and manual labor and provide us with a store we can be proud of.
Pipelabs were engaged to develop a new ecommerce platform for Thirsty Camel that added value for users, franchisees and the business overall.
We were impressed with Pipelabs dedication to ensuring that they both understood our business and our users, and with the final ecommerce platform solution - which is easy to use, highly functional, fit for purpose for the franchisees and scalable for the future.
Since launch, we've seen excellence growth in transaction volumes and loyalty memberships, driving significant growth in value to franchisees.
We really feel as if the Pipelabs team is simply an extension of our own team.
Pipelabs were required to integrate Shopify front end not only with our own ERP system (inclusive of POS, Financials, Warehouse Management, etc) but also the systems of the Global Head office of Gant, for access to all imagery, product details, etc.
This was not an out of the box solution and required innovative thinking and adoption by Pipelabs to achieve a seamless solution.
Connect Shopify to the systems that run your business
Pre-built Shopify ERP integration for the platforms enterprise merchants rely on, with a flexible integration framework for custom ERP environments.
Complex problems. Genuine partnership.
Enterprise commerce is never one-size-fits-all. That's why you'll work with a team that understands both Shopify and ERP systems, providing practical advice, technical expertise and long-term support as your business evolves.
See Pocketknife on your technology stack
A 20-minute walkthrough of the B2B customer portal and real-time ERP integration, tailored to your technology stack.