1) Flexibility on the payment page

More advanced customizations are possible than standard programs, but customized fields and deep integrations require Extensions or Functions.

• Solution: Use Shopify Functions to define rules, Checkout UI Extensions for components, and dedicated apps where needed.

2) Discounts and dynamic pricing

There are Scripts and Functions, but full differential pricing by user or group is not fully built in.

• Solution: Discount rules in Functions, price tables through Apps, and B2B policies by customer groups.

3) Integration with ERP and CRM

Deep joins often require intermediaries or dedicated development, especially in field mapping and error control.

• Solution: Custom API, Integrator.io or Celigo for varitory scheduling, and Flow for pre-send validations.

4) B2B budget and order management

Shopify B2B is powerful, but there is no built-in mechanism for monthly or quarterly budgets.

• Solution: Metafields for per-customer budget, Flows for basket limitation and approval, and customized budget reports.

5) Variants and inventory

Complex variant management or advanced kitting will often require third-party applications.

• Solution: Matrixify for massive catalog management, apps for extended variants, and display rules with Functions.

6) Technical support

Dedicated support is available, but for integration or architecture issues you will sometimes need an expert partner.

• Solution: Working with a Plus Partner agency, defining an internal SLA, and fully documenting integrations.

Table of challenges and solutions

Best Practices for Upgrading a Part

• Proof of Concept: Build a test environment with POS, B2B, and pricing flows before a full transition.
• Organized catalog: uniform option names, handling problematic variations in advance.
• Integrations in stages: start with one-way reads, add writes only after monitoring.
• Measurement: Set KPIs, CVR at checkout, AOV, load time, number of integration failures.
• Fallback: Playbook for rollback, and customer service ready for exceptions in the first week.