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Shopify Plus Partner badge

Your Shopify partner for B2B wholesale

LevelOps is a Shopify Plus partner built for manufacturers and B2B wholesalers. We help in two ways: PDF to Order, our Shopify-native app that automates order intake, and an implementation team that configures Shopify B2B, migrates your store and connects it to your ERP. This page maps what we do — and where to start.

Covers Shopify B2B Order automation Migrations ERP integration Support
B2Byour Shopify store
Companies & price listsNative
Order intakeManual
ERP synced by hand
LevelOps ↓
With one partner
App: POs become draft orders
Services: B2B + ERP wired upPartner
Software and implementation, together
The partnership

What does a Shopify Plus partner do?

A Shopify Plus partner is an agency vetted by Shopify to implement and extend the platform for merchants with complex requirements — multi-catalog wholesale pricing, company hierarchies, ERP integration, custom checkout and automation. Shopify builds the platform; partners make it fit your business.

LevelOps comes at it from operations, not web design. Our team has run supply chains and implemented ERPs, and we publish PDF to Order, a 5.0-rated app on the Shopify App Store that automates B2B order intake. That means one partner covers both sides: the software that removes manual order entry, and the consulting that configures Shopify B2B, migrates your store and connects it to QuickBooks, Odoo, Katana or your ERP.

Where we help

Six jobs we handle for
wholesalers on Shopify

Some are solved with our app, some with implementation work, most with both. Each one removes a piece of manual operations from your week.

01

Shopify B2B setup

Companies, locations, price lists, payment terms and the wholesale portal — configured to match how you actually sell.

02

Order intake automation

PDF, email and spreadsheet orders become draft orders automatically with PDF to Order, our Shopify-native app.

03

ERP & accounting sync

Orders, customers and inventory flow between Shopify and QuickBooks, Odoo, Katana MRP or your ERP — no double entry.

04

Migrations & rebuilds

Moving from another platform, a legacy portal or a heavily customized store to a clean Shopify B2B setup.

05

Custom workflows

Shopify Flow automations, checkout customization and approval rules that encode your wholesale policies.

06

Ongoing optimization

Training, support and iteration after go-live — from a team that keeps operating the stack, not a handoff.

How it works

From audit to automated, in four steps

01 — Audit

Map how orders flow today

A free audit of your order intake, pricing and systems. We show you where the manual hours go before you commit to anything.

02 — Design

Choose native, app or custom

We map each requirement to the right layer: Shopify B2B natively, PDF to Order for document intake, custom work only where it pays.

03 — Implement

Configure, migrate, connect

Store and B2B configuration, data migration, ERP and accounting integration, app setup — delivered by one senior team.

04 — Run

Train, support, iterate

Your team is trained, orders flow automatically, and we stay on for support and improvements in English or French.

What good looks like

Six outcomes of a well-built Shopify wholesale stack

Orders arrive, nobody types. PDF, email and spreadsheet orders become priced Shopify draft orders automatically.

One stack, no separate OMS. Companies, price lists, terms and approvals run natively in Shopify — nothing bolted on the side.

ERP and accounting stay in sync. Every approved order lands in QuickBooks, Odoo or Katana without re-entry.

Negotiated pricing is enforced. Price lists live in Shopify, so every order is priced from your catalog, not the buyer’s document.

Your team runs it. Training and documentation mean the stack belongs to you, not to an agency retainer.

One partner, both layers. Software and implementation from the same team — one roadmap, one point of contact.

Software vs. services

What’s the app, what’s the team

We keep the two divisions clear: PDF to Order is a product you subscribe to; implementation is a project we deliver. Here is which one solves what.

Need
Shopify native
PDF to Order app
LevelOps consulting
B2B portal & price lists
Yes — Shopify B2B
Configured and migrated for you
PDF / email / Excel orders
No
Core job — automatic draft orders
Setup and matching rules included
EDI retail orders
No
Reads EDI order documents
Full X12 integrations by project
ERP & accounting sync
Partial
QuickBooks, Odoo, Katana connectors
Custom integrations and ERP implementation
Store build or migration
Core service — design to go-live
Custom workflows & checkout
Building blocks
Flow automations and Plus checkout work

How they fit together. Most engagements start with one layer — installing the app, or implementing Shopify B2B — and grow into the other. Because both come from LevelOps, nothing falls between an app vendor and an agency.

How it compares

Five ways to run your Shopify B2B project

Wholesalers usually weigh the same options. Here is an honest look at the trade-offs.

Approach
B2B wholesale depth
Ops & ERP expertise
Software included
Best for
Do it in-house
Depends on team
Depends on team
No
Simple stores with technical staff and time
Generalist freelancer
Usually D2C-focused
Rare
No
Theme and design work, small fixes
Large Plus agency
Strong, D2C-leaning
Varies by team
No — third-party apps
Enterprise brands with big retainers
App-only, no partner
n/a
n/a
Yes
Solving one problem, keeping setup as-is
LevelOps
B2B wholesale only — it is all we do
Ex-operators: supply chain, ERP, MRP
Yes — PDF to Order, ours
Wholesalers who want one accountable partner
If you only need a beautiful D2C storefront, a design-led agency is the right call. If your complexity is operational — wholesale pricing, order intake, ERP — you want a partner whose background is operations.
One partner, whole stack

Software and services, from the same team

The app automates what should be automatic. The team implements what needs judgment. Both write into the Shopify stack you already run — and sync to QuickBooks, Odoo or Katana MRP behind it.

See the app →  Implementation services →
From LevelOps
PDF to Order appImplementation
Shopify B2B · companies → price lists → draft orders
Synced to
QuickBooksOdooKatana MRP
FAQ

Questions, answered

What is a Shopify Plus partner?+

An agency vetted by Shopify to implement and extend the platform for merchants with complex requirements. LevelOps is a Shopify Plus partner focused specifically on B2B wholesale: order intake automation, Shopify B2B configuration and ERP integration.

Do I need Shopify Plus to work with LevelOps?+

No. PDF to Order works on any Shopify plan. Native Shopify B2B features like companies, price lists and payment terms require a Plus plan — during the audit we help you decide whether Plus pays for itself, and implement either way.

What does the PDF to Order app do?+

It turns the purchase orders your customers already email you — PDF, email body, Excel, even scans — into Shopify draft orders automatically, matched to the right company and price list. It is Shopify-native, rated 5.0 on the App Store, and installs in about two minutes.

Can you migrate us from another platform?+

Yes. We migrate wholesalers from legacy platforms, custom portals and heavily customized stores to a clean Shopify B2B setup — products, companies, price lists and history included, with your ERP connected at go-live.

Do you integrate Shopify with our ERP or accounting?+

Yes. The app syncs orders to QuickBooks, Odoo and Katana MRP out of the box, and our consulting team builds custom integrations and implements ERPs — including Odoo, Katana MRP, MRPeasy and Microsoft Business Central.

How do we get started?+

Book a free audit. We review how your wholesale orders arrive, how your store and ERP are set up, and map the fastest path — whether that is installing the app, an implementation project, or both.

Related

Continue the deep dive

Product

PDF to Order — the LevelOps Shopify app

See the app →
Service

Shopify Plus implementation — scope, process and packages

Read →
Pillar

B2B order automation — the channel-by-channel guide

Read →
Pillar

Wholesale order management on Shopify — the 8-layer stack

Read →
Customers

Case studies — wholesalers who automated on Shopify

Read →
Docs

Setup, matching logic, troubleshooting

Open docs →
Get started

Level up your Shopify wholesale operation

Show us how your store and orders run today. We will map what stays native, what the app automates, and what is worth implementing — no commitment.

Shopify Plus Partner badge 5.0★ on the Shopify App Store Made in Montréal · EN / FR