PortfolioAbout This Project
We implemented an automatic B2B discount system and invoice payment feature for a Shopify + Headless e-commerce site.
Customers simply log in to see member pricing automatically displayed, and discounts are applied at checkout without entering coupon codes. Invoice payment (net terms) is also supported.
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We've written three articles explaining this system in detail.
1
System Overview & Design Philosophy
Why we chose this design, the tag name = coupon name approach, and headless-specific challenges.
2
Shopify Configuration
Step-by-step setup for customer tags, segments, collections, and coupons.
3
Headless Implementation
Tag reading, price calculation, auto-coupon application, and draft order invoice payment.
System Overview
Shopify Admin Configuration
Customer Tag
standard-35, premium-25
Maps to
Segment
B2B Standard 35, B2B Premium 25
Triggers
Coupon
standard-35 (35%OFF), premium-25 (25%OFF)
Headless (Next.js) Flow
Customer Login
Authenticate via Storefront API
Get Tags
Retrieve customer tags
Calculate Rate
Extract discount rate from tag
Show Member Price
Display discounted prices on site
Checkout
Auto-apply coupon matching tag name
Payment
Shopify checkout or Draft Order invoice
Key Results
- Operational Efficiency: Adding new B2B customers requires only tagging
- Customer Experience: Login automatically applies member pricing
- Flexibility: Supports different discount rates across multiple categories
- Cost Savings: Full B2B functionality without Shopify Plus
Tech Stack
- Shopify Storefront API (Customer tag retrieval)
- Shopify Admin API (Draft order creation)
- Next.js (App Router)
- Customer Tag / Segment / Coupon Integration