Pocketknife extends Shopify Plus with the customer portal, ERP integration and operational workflows enterprise B2B businesses need. Give buyers self-service access to their contract pricing, orders, quotes, approvals, invoices and account information, with data kept connected to the systems that run your business.
Your personalized, account-specific rates are pulled live from the ERP at checkout.
Configure quantities, export itemized quote PDFs, and convert to orders instantly.
Respect budget thresholds and route orders to the designated team approver.
A B2B customer portal gives approved business customers a secure, self-service place to access their custom pricing, place bulk orders, manage quotes, check invoices, and review account-specific financial information. It is the modern face of enterprise wholesale commerce.
While Shopify Plus provides a world-class storefront and checkout experience, complex multi-brand wholesale distributors and multi-site wholesalers require specialized workflows and deep system integrations that standard systems can't support out-of-the-box.
Pocketknife is the missing layer. It sits between Shopify and your business’s operational systems, orchestrating complex B2B flows without forcing you to replace any core software.
By keeping your ERP (Enterprise Resource Planning) as the absolute operational source of truth, Pocketknife syncs inventory, custom trade accounts, tiered approvals, and contract pricing rules in real-time, delivering an enterprise-grade experience that scales effortlessly.
Pocketknife brings the essential features of enterprise B2B commerce directly into your Shopify Plus store, keeping all data synchronized with your operational systems.
Give trade accounts instant access to their account-specific contract pricing, volume breaks, and quantity discounts with rules applied in real time.
Empower buyers to build, request, and manage quotes directly from their cart. Review and approve quotes with pre-negotiated rates, export as PDF, and convert to orders in one click.
Support complex organizational structures with tiered approval workflows, spending limits, and multi-user roles for corporate and institutional B2B buyers.
Provide buyers with self-service access to historical account statements, credit limits, outstanding balances, and terms payments directly inside Shopify.
Accelerate reorders with saved templates, recurring standing orders, and shareable carts that allow procurement teams to collaborate easily.
Provide a unified, secure login experience with SAML/SSO support, and allow sales representatives to impersonate trade accounts to place orders on their behalf.
A modern B2B customer portal is only as good as the data behind it. Pocketknife provides a real-time integration layer between Shopify and your operational systems, ensuring pricing, stock, orders, and trade accounts are always in perfect sync.
Unlike basic sync plugins that rely on batch updates and periodic exports, Pocketknife features a live, event-driven architecture. The moment a price changes or an invoice is generated in your ERP, it is immediately updated on Shopify.
This bi-directional orchestration means orders placed on Shopify are instantly dispatched to your ERP, and changes made in your ERP are immediately visible to your buyers, maintaining a single, uninterrupted source of truth.
Understand the operational differences between basic storefront accounts, disconnected tools, and a fully integrated B2B customer portal.
Standard customer accounts found in default ecommerce platforms, suited for retail buyers but insufficient for complex business relations.
Siloed software and manual workarounds that split operational data across different business departments.
An ERP-connected customer portal that automates specialized operations without replacing your business source of truth.
Discover how enterprise B2B companies use Pocketknife to connect their storefronts with back-office operations.
HART Sport needed to support institutional buyers with complex account structures, customer-specific pricing, quotes, saved carts, invoice access, payments and procurement workflows.
Pocketknife helped extend Shopify Plus with the B2B workflows HART Sport required while connecting the customer portal with Pronto, allowing the ERP to remain the operational source of truth.
Pocketknife provides the shared commerce and integration layer behind Modern Star’s eight commerce sites, connecting product data, inventory, customer accounts and ordering workflows across multiple brands and ERP systems.
Pocketknife created a shared integration and B2B workflow layer supporting Shopify Plus and ERP-connected commerce across the group.
Rebuilding and migrating from a complex legacy commerce platform supporting more than 65,000 products with difficult wholesale distribution requirements.
Pocketknife connected the Shopify Plus storefront with the custom ERP to automate catalogue synchronisation, reducing manual operational overhead and improving ordering efficiency.
Pocketknife is engineered specifically for merchants who have outgrown standard B2B capabilities and require a high-fidelity sync with their back-office systems.
Answers to the most common questions about extending Shopify Plus with a connected B2B customer portal.
A Shopify B2B portal is a secure, dedicated space within a Shopify store where approved wholesale and business customers can log in to access their unique account details, customized trade pricing, previous order history, and self-service purchasing workflows.
Pocketknife extends Shopify Plus by adding support for complex, enterprise-grade B2B workflows and deep, bi-directional ERP integrations. This includes real-time contract pricing lookups, self-service quotes with PDF exports, multi-user account hierarchies, tiered approval structures, online invoice payment of ERP balances, and large-scale order orchestration.
No. Pocketknife does not replace your ERP (Enterprise Resource Planning). Instead, it acts as the orchestration and integration layer between Shopify and your ERP, ensuring that your ERP remains the absolute operational source of truth for inventory, customer records, pricing rules, and financials.
Pocketknife connects with a wide range of established operational systems and ERPs, including Pronto Xi, Microsoft Dynamics 365 Business Central, Apparel21, ASW, Exact, Oracle E-Business Suite, and bespoke or legacy custom systems through secure API integrations.
Yes. Pocketknife maps your ERP's pricing files, contract lists, price codes, and quantity discounts so that when an approved buyer logs in, they see their precise negotiated rates live on the storefront and applied directly inside their cart.
Yes. Authorized buyers can generate, review, and download PDF quotes directly from their cart, check outstanding invoice balances from their ERP-connected account ledger, and pay invoices online securely via credit card.
Yes. Pocketknife supports high-volume B2B orders with features like saved templates, fast CSV/SKU upload tools, and automated standing or recurring orders to streamline repeat purchasing for procurement teams.
Yes. Pocketknife allows you to configure complex corporate account structures with multiple user roles, purchasing limits, and custom-tiered email approval flows, so subordinate orders are routed to designated managers for approval before dispatch.
Yes. Pocketknife is designed to extend Shopify Plus to support complex enterprise-grade wholesale operations and deep system integrations.
We start by mapping your ERP fields, matching codes, and the data you want synced, then connect Shopify so the two systems stay matched. Get in touch with the Pipelabs team to scope your integration and plan your B2B portal.
Talk to our team about your Shopify store, ERP environment and the B2B workflows your customers and internal teams need.