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For the complete documentation index, see llms.txt. This page is also available as Markdown.

Overview

The B2B Customer Portal is a self-service surface for your wholesale buyers, living at /apps/orbit-boost-wholesale/portal. It wraps four sections in a single sidebar shell so a logged-in B2B customer can manage everything in one place — without you needing Shopify Plus or New Customer Accounts UI extensions.

/apps/orbit-boost-wholesale/portal
├── My Orders      → recent orders + one-click reorder
├── My Quotes      → their RFQ quote list
├── Profile        → phone + default address (editable)
└── Invoices       → accepted quotes, Download PDF / Pay

The sidebar shell

Every section renders inside the same shell with a left sidebar (My Orders · My Quotes · Profile · Invoices) and the active item highlighted. On mobile the sidebar collapses to a row of horizontal tabs.

The whole portal is server-rendered through the Shopify App Proxy (Content-Type: application/liquid), so it inherits your theme's header/footer and works on every Shopify plan and both the legacy and New Customer Accounts experiences.

The four sections

Section
URL
What the buyer does

My Orders

/portal, /portal/orders

Browse recent orders, filter to B2B-only, and one-click reorder selected items into the cart. The /portal/reorder?order=<id> preview shows live B2B + volume pricing

My Quotes

/portal/quotes

See their quote requests and open each one. This is the canonical "all quotes" entry

Profile

/portal/profile

View name / email / company / pricing tier; edit phone (flag country-code picker) and default address (Country + Province selects)

Invoices

/portal/invoices

Accepted quotes with Download PDF (Net / Prepay) or Pay / View (Due on receipt)

Who can access it

Access is gated by three checks, evaluated in order:

  1. Logged in — not logged in → "please log in" page

  2. Plan — the portal is an Advanced-plan feature; lower plans see a gated message

  3. B2B eligibility — the customer must belong to any Customer Group. Not in a group → "not eligible" page

Eligibility flows from Customer Group membership — there's no separate tag list to maintain. See Customer Groups.

Where to promote it

The portal lives at an App Proxy URL, so link to it from anywhere your buyers look:

  • A storefront navigation menu item ("My Account" / "Reorder")

  • A custom link in the customer account dashboard

  • Your transactional email footers

Reorder reminder emails sent by the app already deep-link straight to the relevant order's preview, so customers go right from inbox to reorder.

Next

PreviousPriority over pricingNextMy Orders & one-click reorder

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