Pareto Update: B2B Customer Segment Target for Shopify Plus Merchants

Managing a store that serves both retail and wholesale customers presents a unique challenge: a single rule rarely fits everyone. While a retail shopper might need a maximum quantity limit to prevent hoarding, your B2B buyers often require higher minimums or specialized purchasing rules.

At Pareto, we are committed to making complex order management simple. That is why we have updated our customer targeting to give you more precise control over your B2B and retail segments.

More precise customer targeting for B2B order limits

Instead of relying on “one-size-fits-all” restrictions, you can now tailor your purchasing rules using three new, highly specific customer segments:

• Non-B2B Customers: This segment targets your standard retail audience. Notably, any guest visitor who has not logged in is automatically identified as a Non-B2B customer.
• All B2B Customers: Ideal for universal wholesale restrictions, this option applies rules to every customer identified as a B2B member in your Shopify admin.
• Specific B2B Company: For the ultimate level of control, you can apply limit rules exclusively to customers belonging to selected B2B companies.

👉 See how to set it up

Why This Matters for Your Store

These updates allow Shopify Plus merchants to create a more personalized and professional buying experience. By separating your retail and wholesale logic, you can:

• Protect Retail Stock: Prevent individual shoppers from clearing out inventory intended for B2B partners.
• Enforce Wholesale Minimums: Ensure your B2B customers meet the required volume for wholesale pricing without affecting retail buyers.
• Tailor Corporate Rules: Set unique restrictions for specific companies based on your individual contracts.

These new B2B features join Pareto’s existing targeting suite, allowing you to build rules based on a variety of customer behaviors and profiles:

• Visitor Status: Target all visitors, logged-in customers, or new customers who haven’t placed an order yet.
• Customer Tags: Apply or exclude limits based on specific Shopify tags.
• Direct Identification: Target specific customers by email address or visitors from specific IP addresses.
• Purchase History: Set rules specifically for “First order” customers to manage introductory offers.

Stop compromising on your order rules. Tailor your limits to fit the unique needs of your retail and wholesale buyers today.